Threema crm API-自定义栏目

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Threema crm API-自定义栏目

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自定义栏目

自定义栏目 – 新添自定义栏目​

自定义字段POST请求的提交URL对于每个端点都保持不变(例如:“联系人端点为api/contacts,账单端点为api/voils等等)

在本例中,我们将使用与以下自定义字段类型相对应的以下表单数据:​

custom_fields[invoice][1] = Input Typecustom_fields[invoice][2] = Numbercustom_fields[invoice][3] = Textareacustom_fields[invoice][4] = Radiocustom_fields[invoice][5] = Checkboxcustom_fields[invoice][6] = Multiselectcustom_fields[invoice][7] = Datecustom_fields[invoice][8] = Datetimecustom_fields[invoice][9] = Colorcustom_fields[invoice][10] = Link

POST 域名.com/N/A

参数​

项目

类型

描述

custom_fields[customFieldType]

string/array

Custom Field Key should be same as field_name returned from Search custom field values’ information

  • 成功-响应:
HTTP/1.1 200 OK Same as Original request
  • 出错-响应:
HTTP/1.1 404 Not FoundSame as Original request

自定义栏目 – 删除自定义栏目​

要删除特定的自定义字段值,可以使用更新操作和自定义字段中的值。

备注

当您删除任何记录时,相应的自定义字段数据将自动删除

DELETE 域名.com/N/A

自定义栏目 – 获取自定义栏目信息​

在每个可用端点(联系人、账单等)的初始GET请求期间,自定义字段的数据将与其他请求的信息一起返回,并带有各自的标签和值键。

GET 域名.com/N/A
  • 成功-响应:
HTTP/1.1 200 OK     {        "id": "1",        "sent": "0",        "datesend": null,        "clientid": "1",        "deleted_customer_name": null,        "number": "10",        "prefix": "INV-",        "number_format": "1",        "datecreated": "2023-05-14 00:44:52",        "date": "2023-08-28",        "duedate": "2023-09-27",        "currency": "1",        "subtotal": "110.00",        "total_tax": "0.00",        "total": "110.00",        "adjustment": "0.00",        "addedfrom": "0",        "hash": "4222d2f53404324ea73535d3c0f2c3f0",        "status": "1",        "clientnote": "",        "adminnote": "",        "last_overdue_reminder": null,        "cancel_overdue_reminders": "1",        "allowed_payment_modes": "a:2:{i:0;s:1:"1";i:1;s:1:"2";}",        "token": null,        "discount_percent": "0.00",        "discount_total": "0.00",        "discount_type": "",        "recurring": "0",        "recurring_type": null,        "custom_recurring": "0",        "cycles": "0",        "total_cycles": "0",        "is_recurring_from": null,        "last_recurring_date": null,        "terms": "",        "sale_agent": "0",        "billing_street": "billing address",        "billing_city": "billing city name",        "billing_state": "billing state name",        "billing_zip": "billing zip code",        "billing_country": "0",        "shipping_street": "shipping address",        "shipping_city": "city name",        "shipping_state": "state name",        "shipping_zip": "zip code",        "shipping_country": "0",        "include_shipping": "1",        "show_shipping_on_invoice": "1",        "show_quantity_as": "1",        "project_id": "0",        "subscription_id": "0",        "short_link": null,        "symbol": "#34;,        "name": "USD",        "decimal_separator": ".",        "thousand_separator": ",",        "placement": "before",        "isdefault": "1",        "currencyid": "1",        "currency_name": "USD",        "total_left_to_pay": "110.00",        "items": [            {                "id": "1",                "rel_id": "1",                "rel_type": "invoice",                "description": "item description",                "long_description": "item long description",                "qty": "1.00",                "rate": "10.00",                "unit": "1",                "item_order": "1",                "customfields": [                    {                        "label": "Input 1",                        "value": "test 12 item 1"                    },                    {                        "label": "Number 1",                        "value": "10"                    },                    {                        "label": "Textarea 1",                        "value": "Lorem Ipsum is simply dummy text of the printing and typesetting industry"                    },                    {                        "label": "Select 1",                        "value": "Option 1"                    },                    {                        "label": "Multiselect 1",                        "value": "Option 1, Option 2"                    },                    {                        "label": "Checkbox 1",                        "value": "Option 1, Option 3"                    },                    {                        "label": "Datepicker 1",                        "value": "2023-05-06"                    },                    {                        "label": "Datetime Picker 1",                        "value": "2023-05-06 00:23:25"                    },                    {                        "label": "Colorpicker 1",                        "value": "#ffffff"                    },                    {                        "label": "Hyperlink 1",                        "value": "<a>Link</a>"                    }                ]            },            {                "id": "2",                "rel_id": "1",                "rel_type": "invoice",                "description": "updated item 2 description",                "long_description": "updated item 2 logn description",                "qty": "1.00",                "rate": "100.00",                "unit": "",                "item_order": "2",                "customfields": [                    {                        "label": "Input 1",                        "value": "test 12 item 2"                    },                    {                        "label": "Number 1",                        "value": "10"                    },                    {                        "label": "Textarea 1",                        "value": "Lorem Ipsum is simply dummy text of the printing and typesetting industry"                    },                    {                        "label": "Select 1",                        "value": "Option 1"                    },                    {                        "label": "Multiselect 1",                        "value": "Option 1, Option 2"                    },                    {                        "label": "Checkbox 1",                        "value": "Option 1, Option 3"                    },                    {                        "label": "Datepicker 1",                        "value": "2023-05-06"                    },                    {                        "label": "Datetime Picker 1",                        "value": "2023-05-06 00:23:25"                    },                    {                        "label": "Colorpicker 1",                        "value": "#ffffff"                    },                    {                        "label": "Hyperlink 1",                        "value": "<a>Link</a>"                    }                ]            }        ],        "attachments": [],        "visible_attachments_to_customer_found": false,        "client": {            "userid": "1",            "company": "updated company",            "vat": "",            "phonenumber": "",            "country": "0",            "city": "",            "zip": "",            "state": "",            "address": "",            "website": "",            "datecreated": "2023-05-14 00:15:06",            "active": "1",            "leadid": null,            "billing_street": "",            "billing_city": "",            "billing_state": "",            "billing_zip": "",            "billing_country": "0",            "shipping_street": "",            "shipping_city": "",            "shipping_state": "",            "shipping_zip": "",            "shipping_country": "0",            "longitude": null,            "latitude": null,            "default_language": "",            "default_currency": "0",            "show_primary_contact": "0",            "stripe_id": null,            "registration_confirmed": "1",            "addedfrom": "0"        },        "payments": [],        "scheduled_email": null,        "customfields": [            {                "label": "Input 1",                "value": "test 12"            },            {                "label": "Number 1",                "value": "10"            },            {                "label": "Textarea 1",                "value": "Lorem Ipsum is simply dummy text of the printing and typesetting industry"            },            {                "label": "Select 1",                "value": "Option 1"            },            {                "label": "Multiselect 1",                "value": "Option 1, Option 2"            },            {                "label": "Checkbox 1",                "value": "Option 1, Option 3"            },            {                "label": "Datepicker 1",                "value": "2023-05-06"            },            {                "label": "Datetime Picker 1",                "value": "2023-05-06 00:23:25"            },            {                "label": "Colorpicker 1",                "value": "#ffffff"            },            {                "label": "Hyperlink 1",                "value": "<a>Link</a>"            }        ]    }
  • 出错-响应:
HTTP/1.1 404 Not FoundSame as Original request

自定义栏目 – 获取自定义栏目指​

GET 域名.com/api/custom_fields/:FieldBelongsto/:id

请求头​

项目

类型

描述

Authorization

String

Basic Access Authentication token.

参数​

项目

类型

描述

项目Belongsto

string

Belongs to Mandatory Field Belongs to.Allowed values: “Company”, “Leads”, “Customers”, “Contacts”, “Staff”, “Contracts”, “Tasks”, “Expenses”, “Invoice”, “Items”, “Note”, “Estimate”, “Contract”, “Proposal”, “Projects”, “Tickets”

id (optional)

Number

Optional unique ID.

成功 200​

项目

类型

描述

Custom

Object

Custom Fields information with values.

出错 4xx​

Name

类型

描述

status

Boolean

Request status.

message

String

No data were found.

  • 成功-响应:
  HTTP/1.1 200 OK[    {        "field_name": "custom_fields[invoice][1]",        "custom_field_id": "1",        "label": "Input 1",        "required": "0",        "type": "input",        "value": "input1 data"    },    {        "field_name": "custom_fields[invoice][2]",        "custom_field_id": "2",        "label": "Number 1",        "required": "0",        "type": "number",        "value": "12"    },    {        "field_name": "custom_fields[invoice][3]",        "custom_field_id": "3",        "label": "Textarea 1",        "required": "0",        "type": "textarea",        "value": "textarea content"    },    {        "field_name": "custom_fields[invoice][4]",        "custom_field_id": "4",        "label": "Select 1",        "required": "0",        "type": "select",        "value": "["Option 1"]",        "options": "["Option 1","Option 2","Option 3"]"    },    {        "field_name": "custom_fields[invoice][5]",        "custom_field_id": "5",        "label": "Multiselect 1",        "required": "0",        "type": "multiselect",        "value": "["Option 1"," Option 2"]",        "options": "["Option 1","Option 2","Option 3"]"    },    {        "field_name": "custom_fields[invoice][6]",        "custom_field_id": "6",        "label": "Checkbox 1",        "required": "0",        "type": "checkbox",        "value": "["Option 1"," Option 2"]",        "options": "["Option 1","Option 2","Option 3"]"    },    {        "field_name": "custom_fields[invoice][7]",        "custom_field_id": "7",        "label": "Datepicker 1",        "required": "0",        "type": "date_picker",        "value": "2023-05-16"    },    {        "field_name": "custom_fields[invoice][8]",        "custom_field_id": "8",        "label": "Datetime Picker 1",        "required": "0",        "type": "date_picker_time",        "value": "2023-05-25 23:06:00"    },    {        "field_name": "custom_fields[invoice][9]",        "custom_field_id": "9",        "label": "Colorpicker 1",        "required": "0",        "type": "colorpicker",        "value": "#8f1b1b"    },    {        "field_name": "custom_fields[invoice][10]",        "custom_field_id": "10",        "label": "Hyperlink 1",        "required": "0",        "type": "link",        "value": "<a href="https://bing.com" target="_blank">必应</a>"    }]
  • 出错-响应:
HTTP/1.1 404 Not Found{  "status": false,  "message": "No data were found"}

自定义栏目 – 搜索自定义栏目信息​

在每个可用端点(联系人、账单等)的初始SEARCH请求期间,自定义字段的数据将与其他请求的信息一起返回,并带有各自的标签和值键

GET 域名.com/N/A
  • 成功-响应:
HTTP/1.1 200 OK [        {            "id": "1",            "sent": "0",            "datesend": null,            "clientid": "1",            "deleted_customer_name": null,            "number": "10",            "prefix": "INV-",            "number_format": "1",            "datecreated": "2023-05-14 00:15:06",            "date": "2023-08-28",            "duedate": "2023-09-27",            "currency": "1",            "subtotal": "110.00",            "total_tax": "0.00",            "total": "110.00",            "adjustment": "0.00",            "addedfrom": "0",            "hash": "4222d2f53404324ea73535d3c0f2c3f0",            "status": "1",            "clientnote": "",            "adminnote": "",            "last_overdue_reminder": null,            "cancel_overdue_reminders": "1",            "allowed_payment_modes": "a:2:{i:0;s:1:"1";i:1;s:1:"2";}",            "token": null,            "discount_percent": "0.00",            "discount_total": "0.00",            "discount_type": "",            "recurring": "0",            "recurring_type": null,            "custom_recurring": "0",            "cycles": "0",            "total_cycles": "0",            "is_recurring_from": null,            "last_recurring_date": null,            "terms": "",            "sale_agent": "0",            "billing_street": "",            "billing_city": "",            "billing_state": "",            "billing_zip": "",            "billing_country": "0",            "shipping_street": "",            "shipping_city": "",            "shipping_state": "",            "shipping_zip": "",            "shipping_country": "0",            "include_shipping": "1",            "show_shipping_on_invoice": "1",            "show_quantity_as": "1",            "project_id": "0",            "subscription_id": "0",            "short_link": null,            "userid": "1",            "company": "updated company",            "vat": "",            "phonenumber": "",            "country": "0",            "city": "",            "zip": "",            "state": "",            "address": "",            "website": "",            "active": "1",            "leadid": null,            "longitude": null,            "latitude": null,            "default_language": "",            "default_currency": "0",            "show_primary_contact": "0",            "stripe_id": null,            "registration_confirmed": "1",            "invoiceid": "1",            "customfields": [                {                    "label": "Input 1",                    "value": "test 12"                },                {                    "label": "Number 1",                    "value": "10"                },                {                    "label": "Textarea 1",                    "value": "Lorem Ipsum is simply dummy text of the printing and typesetting industry"                },                {                    "label": "Select 1",                    "value": "Option 1"                },                {                    "label": "Multiselect 1",                    "value": "Option 1, Option 2"                },                {                    "label": "Checkbox 1",                    "value": "Option 1, Option 3"                },                {                    "label": "Datepicker 1",                    "value": "2023-05-06"                },                {                    "label": "Datetime Picker 1",                    "value": "2023-05-06 00:23:25"                },                {                    "label": "Colorpicker 1",                    "value": "#ffffff"                },                {                    "label": "Hyperlink 1",                    "value": "<a>Link</a>"                }            ]        },        {            "id": "2",            "sent": "0",            "datesend": null,            "clientid": "1",            "deleted_customer_name": null,            "number": "4",            "prefix": "INV-",            "number_format": "1",            "datecreated": "2023-05-14 00:15:06",            "date": "2023-05-28",            "duedate": "2023-06-27",            "currency": "1",            "subtotal": "110.00",            "total_tax": "0.00",            "total": "110.00",            "adjustment": "0.00",            "addedfrom": "0",            "hash": "630f8cc7ed2e6a70c4113ab24041bdf5",            "status": "6",            "clientnote": "",            "adminnote": "",            "last_overdue_reminder": null,            "cancel_overdue_reminders": "1",            "allowed_payment_modes": "a:2:{i:0;s:1:"1";i:1;s:1:"2";}",            "token": null,            "discount_percent": "0.00",            "discount_total": "0.00",            "discount_type": "",            "recurring": "0",            "recurring_type": null,            "custom_recurring": "0",            "cycles": "0",            "total_cycles": "0",            "is_recurring_from": null,            "last_recurring_date": null,            "terms": "",            "sale_agent": "0",            "billing_street": "",            "billing_city": "",            "billing_state": "",            "billing_zip": "",            "billing_country": "0",            "shipping_street": "",            "shipping_city": "",            "shipping_state": "",            "shipping_zip": "",            "shipping_country": "0",            "include_shipping": "1",            "show_shipping_on_invoice": "1",            "show_quantity_as": "1",            "project_id": "0",            "subscription_id": "0",            "short_link": null,            "userid": "1",            "company": "updated company",            "vat": "",            "phonenumber": "",            "country": "0",            "city": "",            "zip": "",            "state": "",            "address": "",            "website": "",            "active": "1",            "leadid": null,            "longitude": null,            "latitude": null,            "default_language": "",            "default_currency": "0",            "show_primary_contact": "0",            "stripe_id": null,            "registration_confirmed": "1",            "invoiceid": "2",            "customfields": [                {                    "label": "Input 1",                    "value": "test 12"                },                {                    "label": "Number 1",                    "value": "10"                },                {                    "label": "Textarea 1",                    "value": "Lorem Ipsum is simply dummy text of the printing and typesetting industry"                },                {                    "label": "Select 1",                    "value": "Option 1"                },                {                    "label": "Multiselect 1",                    "value": "Option 1, Option 2"                },                {                    "label": "Checkbox 1",                    "value": "Option 1, Option 3"                },                {                    "label": "Datepicker 1",                    "value": "2023-05-06"                },                {                    "label": "Datetime Picker 1",                    "value": "2023-05-06 00:23:25"                },                {                    "label": "Colorpicker 1",                    "value": "#ffffff"                },                {                    "label": "Hyperlink 1",                    "value": "<a>Link</a>"                }            ]        }    ]
  • 出错-响应:
HTTP/1.1 404 Not FoundSame as Original request

自定义栏目 – 更新自定义栏目​

对于每个端点,自定义字段的PUT请求的提交URL保持不变(例如,对于联系人端点为api/contacts,对于账单端点为api/invoits等)

在本例中,我们将使用与以下自定义字段类型相对应的以下表单数据:​

custom_fields[invoice][1] = Input Typecustom_fields[invoice][2] = Numbercustom_fields[invoice][3] = Textareacustom_fields[invoice][4] = Radiocustom_fields[invoice][5] = Checkboxcustom_fields[invoice][6] = Multiselectcustom_fields[invoice][7] = Datecustom_fields[invoice][8] = Datetimecustom_fields[invoice][9] = Colorcustom_fields[invoice][10] = Link

PUT 域名.com/N/A

参数​

项目

类型

描述

custom_fields[customFieldType]

string/array

Custom Field JSON should be same as below with field_name and custom_field_id returned from Search custom field values’ information

  • 成功-响应:
HTTP/1.1 200 OK Same as Original request
  • 出错-响应:
HTTP/1.1 404 Not FoundSame as Original request

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