Overview
App
Items
- POSTCreates a new item within a container.
- POSTRetrieves a single item by its identifier, returning an empty item if the user lacks permission.
- PUTUpdates an existing item.
- DELDeletes an item by its identifier.
- POSTLists items in a container with optional filtering and pagination.
- POSTExecutes a filter query against items and returns paginated results.
- POSTSearches for items matching a keyword across one or more containers, filtered by user permissions.
- POSTDuplicates an existing item within the same container.
- POSTLists items assigned to a specific resource (user or job role).
- POSTReturns the screen layout definition for adding or updating an item, including field definitions and workflow states.
- GETRetrieves the full dependency tree for an item, filtered to items the user can see.
- POSTAdds a parent-child dependency between two items.
- POSTRemoves an item from its dependency tree, making it a standalone item that retains its children.
- POSTSends an outbound ticket reply as an annotation on an item.
Boards
- GETLists all boards visible to the current user.
- POSTCreates a new board.
- GETRetrieves a single board by ID.
- PUTUpdates an existing board.
- GETReturns item count statistics grouped by board.
- GETLists all cycles for a specific board.
- POSTCreates a new cycle on the specified board.
- GETRetrieves a single cycle by ID within a board.
- PUTUpdates an existing cycle, and automatically approves all item time entries if the cycle is being closed.
- GETLists all items assigned to a specific cycle within a board.
- GETLists all cycles across all boards.
- GETReturns item count statistics grouped by cycle.
Containers
- GETLists all containers the current user has view permission for.
- POSTCreates a new container.
- GETRetrieves a single container by its identifier.
- DELDeletes a container by its identifier.
- POSTRe-sequences item numbers within a container.
- GETLists all filters for a container.
- POSTCreates a new filter within a container.
- PUTUpdates an existing filter within a container.
- DELDeletes a filter from a container.
- GETLists all areas for the current tenant.
- POSTCreates a new area (super admin only).
- GETRetrieves a single area by its identifier.
- DELDeletes an area by its identifier (super admin only).
- GETLists all labels for the current tenant.
- POSTCreates a new label (super admin only).
- GETRetrieves a single label by its identifier.
- DELDeletes a label by its identifier (super admin only).
Users
- GETLists all users for the current tenant.
- POSTCreates a new user (super admin only).
- GETRetrieves a single user by their identifier (non-admins can only retrieve their own record).
- DELDeletes a user by their identifier (super admin only).
- GETLists all user groups for the current tenant, ordered by name.
- POSTCreates a new custom user group (super admin only).
- GETRetrieves a single user group by its identifier.
- DELDeletes a custom user group by its identifier (super admin only, system groups cannot be deleted).
Time
Finance
- GETLists all cost centers for the current tenant.
- POSTCreates a new cost center.
- GETRetrieves a single cost center by its identifier.
- DELDeletes a cost center by its identifier.
- GETLists all job roles for the current tenant.
- POSTCreates a new job role.
- GETRetrieves a single job role by its identifier.
- DELDeletes a job role by its identifier.
- GETLists all budget reason codes for the current tenant.
- POSTCreates a new budget reason code.
- GETRetrieves a single budget reason code by its identifier.
- DELDeletes a budget reason code by its identifier.
- GETLists all non-billable codes for the current tenant.
- POSTCreates a new non-billable code.
- PUTUpdates an existing non-billable code.
- DELDeletes a non-billable code by its identifier.
- GETLists all SKUs for the current tenant.
- POSTCreates a new SKU.
- GETRetrieves a single SKU by its identifier.
- DELDeletes a SKU by its identifier.
- GETLists all CRM records for the current tenant.
- POSTCreates a new CRM record.
- GETRetrieves a single CRM record by its identifier.
- DELDeletes a CRM record by its identifier.
Data & Fields
- GETReturns the complete collection of core and custom fields for the current tenant.
- POSTCreates a new custom text field.
- POSTCreates a new custom integer field.
- POSTCreates a new custom decimal field.
- POSTCreates a new custom percent field.
- POSTCreates a new custom date field.
- POSTCreates a new custom time field.
- POSTCreates a new custom toggle (boolean) field.
- POSTCreates a new custom list (dropdown) field.
- POSTCreates a new custom picker field.
- GETLists all constraints for the current tenant.
- POSTCreates a new constraint.
- PUTUpdates an existing constraint.
- DELDeletes a constraint by its identifier.
- GETLists all constraints that belong to a specific container.
- GETLists all content templates for the current tenant.
- POSTCreates a new content template.
- GETRetrieves a single content template by its identifier.
- DELDeletes a content template by its identifier.
Workflow
- GETLists all automation rule configurations for the current tenant.
- POSTCreates a new automation rule configuration.
- GETRetrieves a single automation rule configuration by identifier.
- DELDeletes an automation rule configuration by identifier.
- GETLists all workflow process configurations for the current tenant.
- POSTCreates a new workflow process configuration.
- PUTUpdates an existing workflow process and synchronizes field removals across all containers.
- DELDeletes a workflow process and removes it from all containers.
- GETReturns item count statistics grouped by process type.
- GETLists all business clock configurations for the current tenant.
- POSTCreates a new business clock configuration.
- PUTUpdates an existing business clock configuration.
- DELDeletes a business clock configuration by identifier.
Auth
- GETLists all access control rules for the current tenant.
- POSTCreates a new access control area with default roles (View, Add, Manage, Change, Delete).
- GETRetrieves a single access control rule by its identifier.
- DELDeletes an access control rule by its identifier.
- GETRetrieves the forms-based authentication configuration for the current tenant.
- GETRetrieves the Microsoft Entra ID authentication configuration for the current tenant.
Insights & Reports
- POSTReturns billable item data for the specified reporting period.
- POSTReturns a per-user summary of logged time for the specified reporting period.
- POSTReturns detailed timesheet entries for a specific user and reporting period.
- POSTReturns profitability data for the specified reporting period.
- POSTReturns detailed profitability drilldown data for a specific item or grouping.
- POSTReturns board cycle time risk analysis for the specified reporting period.
- POSTReturns work estimate versus time logged risk data for the specified reporting period.
- POSTReturns time code distribution data for the specified reporting period.
- POSTReturns a weekly summary of logged time for the specified reporting period.
Notifications
Mailbox
- GETRetrieves the general mail settings including signature and stop lists.
- PUTAdds a domain or subject to the mail block list.
- GETLists all ticketing configurations for the current tenant.
- POSTCreates a new ticketing configuration for processing incoming email into tickets.
- PUTUpdates an existing ticketing configuration.
- GETRuns a test ticketing cycle for the specified configuration to verify end-to-end processing.
- GETLists all mailbox configurations with decrypted credentials.
- POSTCreates a new mailbox configuration, encrypting credentials before storage.
- PUTUpdates an existing mailbox configuration, encrypting credentials before storage.
- GETTests connectivity to the mail server for the specified mailbox.
Docs
- GETLists all document folders visible to the current user.
- POSTCreates a new document folder.
- GETRetrieves a single document folder by its identifier.
- PUTUpdates an existing document folder by its identifier.
- GETLists all active documents within a specific folder, filtered by user permissions.
- GETRetrieves a single document by its identifier.
- POSTCreates a new document and initializes its empty content record.
- DELDeletes a document by its identifier.
- PUTUpdates an existing document by its identifier.
- PUTUpdates the content body of a document.
Files & Storage
- GETLists all files attached to a specific owner, filtered by the current user's view permissions.
- POSTUploads a single file and attaches it to the specified owner entity.
- GETDownloads a file's binary content from cloud storage.
- DELDeletes a file and removes its blob from cloud storage.
- GETReturns all installation-level icons used for list field values (e.g. priority icons).
Links, Annotations & Watch
- POSTCreates a new link between two entities.
- DELDeletes a link by its identifier.
- GETReturns the list of supported annotation content types.
- GETLists all annotations belonging to a specific owner, ordered by creation date ascending.
- POSTCreates a new annotation on the specified owner entity.
- PUTUpdates an existing annotation by its identifier.
- DELDeletes an annotation by its identifier.
- GETLists all watches for a specific owner entity (e.g. Container, Board, Item).
- GETLists all watches created by a specific watcher (e.g. User, Email, User Group).
- POSTCreates a new watch (pin or subscription) on an entity for a watcher.
- DELDeletes a watch by its identifier.
Tenant & Settings
- PUTUpdates the current tenant's profile information such as name, locale, and admin contact details.
- GETRetrieves the AI provider configuration for the current tenant.
- GETLists all application settings for the current tenant.
- POSTCreates a new application setting.
- GETRetrieves a single application setting by identifier.
- DELDeletes an application setting by identifier.
- GETRetrieves the webhook configuration for the current tenant.
- PUTUpdates the webhook configuration for the current tenant.
Creates a new CRM record.
Copy
Ask AI
curl --request POST \
--url https://{tenant}.ekso.app/api/finance/crm \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"entity": "<string>",
"code": "<string>",
"name": "<string>",
"domain": "<string>",
"address": "<string>",
"zipcode": "<string>",
"country": "<string>",
"contacts": [
{
"name": "<string>",
"email": "<string>",
"phone": "<string>"
}
],
"sku": [
"<string>"
],
"tenantId": "<string>",
"id": "<string>",
"created": "2023-11-07T05:31:56Z",
"createdBy": "<string>",
"updated": "2023-11-07T05:31:56Z",
"updatedBy": "<string>",
"deleted": true
}
'Finance
Creates a new CRM record.
POST
/
api
/
finance
/
crm
Creates a new CRM record.
Copy
Ask AI
curl --request POST \
--url https://{tenant}.ekso.app/api/finance/crm \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"entity": "<string>",
"code": "<string>",
"name": "<string>",
"domain": "<string>",
"address": "<string>",
"zipcode": "<string>",
"country": "<string>",
"contacts": [
{
"name": "<string>",
"email": "<string>",
"phone": "<string>"
}
],
"sku": [
"<string>"
],
"tenantId": "<string>",
"id": "<string>",
"created": "2023-11-07T05:31:56Z",
"createdBy": "<string>",
"updated": "2023-11-07T05:31:56Z",
"updatedBy": "<string>",
"deleted": true
}
'Authorizations
JWT Bearer token. Obtain via the OAuth 2.0 token endpoint.
Body
application/jsonapplication/*+json
The CRM record to create.
Response
CRM record created successfully.
⌘I
Assistant
Responses are generated using AI and may contain mistakes.