Client Methods

GET list Return a list of all clients
GET search Return a list of all clients matching search query
GET get/[id] Detailed information for a specific client
POST add Add a client and contacts
PUT update Update a clients details
PUT archive Archive a client
POST delete Delete a client
GET contact/[id] Detailed information for a specific contact
PUT contact/[id] Update a contacts details
POST contact add a contact to a client
DELETE contact/[id] delete a contact

 

GET list

 

Parameters:

detailed=true Optional Return detailed information of client.  See GET get/[id] method for example of detailed client response.

 

Example URL:

http://api.workflowmax.com/client.api/list?apiKey=[your API key]&accountKey=[WorkflowMax account key]

 

Example Response:

<Response>
  <Status>OK</Status> 
  <Clients>
    <Client>
      <ID>255</ID> 
      <Name>XYZ Australia, NZ Business Unit</Name> 
      <Address /> 
      <City /> 
      <Region /> 
      <PostCode /> 
      <Country /> 
      <PostalAddress>
         Level 32, PWC Building 
         188 Quay Street
         Auckland Central
      </PostalAddress> 
      <PostalCity>Auckland</PostalCity> 
      <PostalRegion /> 
      <PostalPostCode>1001</PostalPostCode>  
      <PostalCountry /> 
      <Phone /> 
      <Fax /> 
      <Website /> 
      <ReferralSource />
      <ExportCode />
      <IsProspect>No</IsProspect> 
      <AccountManager>
        <ID>2</ID> 
        <Name>Jo Blogs</Name> 
      </AccountManager>
      <Type>
        <Name>20th of Month</Name> 
        <CostMarkup>30.00</CostMarkup> 
        <PaymentTerm>DayOfMonth</PaymentTerm>  <!-- DayOfMonth or WithinDays  -->
        <PaymentDay>20</PaymentDay> 
      </Type>
      <Contacts>
        <Contact>
          <ID>220</ID> 
          <Name>Samantha Benecke</Name> 
          <Salutation>Sam</Salutation> 
          <Addressee>Mrs S Benecke</Addressee> 
          <Mobile /> 
          <Email /> 
          <Phone /> 
          <Position /> 
        </Contact>
      </Contacts>
    </Client>
    <Client>
      <ID>697</ID> 
      <Name>A. Dutchess</Name> 
      <Address /> 
      <City /> 
      <Region /> 
      <PostCode /> 
      <Country /> 
      <PostalAddress>P O Box 123</PostalAddress> 
      <PostalCity>Wellington</PostalCity> 
      <PostalRegion /> 
      <PostalPostCode>6011</PostalPostCode>  
      <PostalCountry />
      <Phone /> 
      <Fax /> 
      <Website /> 
      <Contacts /> 
    </Client>
  </Clients>
</Response>

 

GET search

 

Parameters:

query required Search query
detailed=true Optional Return detailed information of client.  See GET get/[id] method for example of detailed client response.

 

Example URL:

http://api.workflowmax.com/client.api/search?apiKey=[your API key]&accountKey=[WorkflowMax account key]&query=XYZ

 

Example Response:

<Response>
  <Status>OK</Status> 
  <Clients>
    <Client>
      <ID>255</ID> 
      <Name>XYZ Australia, NZ Business Unit</Name> 
      <Address /> 
      <City /> 
      <Region /> 
      <PostCode /> 
      <Country /> 
      <PostalAddress>
         Level 32, PWC Building 
         188 Quay Street
         Auckland Central
      </PostalAddress> 
      <PostalCity>Auckland</PostalCity> 
      <PostalRegion /> 
      <PostalPostCode>1001</PostalPostCode>  
      <PostalCountry /> 
      <Phone /> 
      <Fax /> 
      <Website /> 
      <ReferralSource />
      <ExportCode />
      <IsProspect>No</IsProspect> 
      <AccountManager>
        <ID>2</ID> 
        <Name>Jo Blogs</Name> 
      </AccountManager>
      <Type>
        <Name>20th of Month</Name> 
        <CostMarkup>30.00</CostMarkup> 
        <PaymentTerm>DayOfMonth</PaymentTerm>  <!-- DayOfMonth or WithinDays  -->
        <PaymentDay>20</PaymentDay> 
      </Type>
      <Contacts>
        <Contact>
          <ID>220</ID> 
          <Name>Samantha Benecke</Name> 
          <Salutation>Sam</Salutation> 
          <Addressee>Mrs S Benecke</Addressee> 
          <Mobile /> 
          <Email /> 
          <Phone /> 
          <Position /> 
        </Contact>
      </Contacts>
    </Client>
    <Client>
      <ID>697</ID> 
      <Name>A. Dutchess</Name> 
      <Address /> 
      <City /> 
      <Region /> 
      <PostCode /> 
      <Country /> 
      <PostalAddress>P O Box 123</PostalAddress> 
      <PostalCity>Wellington</PostalCity> 
      <PostalRegion /> 
      <PostalPostCode>6011</PostalPostCode>  
      <PostalCountry /> 
      <Phone /> 
      <Fax /> 
      <Website /> 
      <Contacts /> 
    </Client>
  </Clients>
</Response>

 

GET get/[id]

 

Example URL:

http://api.workflowmax.com/client.api/get/123?apiKey=[your API key]&accountKey=[WorkflowMax account key]

 

Example Response:

<Response>
  <Status>OK</Status> 
  <Client>
    <ID>218</ID> 
    <Name>Acmer Pty Ltd</Name> 
    <Address /> 
    <City /> 
    <Region /> 
    <PostCode /> 
    <Country /> 
    <PostalAddress>
       Level 32, PWC Building 
       188 Quay Street
       Auckland Central
    </PostalAddress> 
    <PostalCity>Auckland</PostalCity> 
    <PostalRegion /> 
    <PostalPostCode>1001</PostalPostCode>  
    <PostalCountry /> 
    <Phone>(02) 1723 5265</Phone> 
    <Fax /> 
    <Website /> 
    <ReferralSource />
    <ExportCode />
    <IsProspect>No</IsProspect> 
    <AccountManager>
      <ID>2</ID> 
      <Name>Jo Blogs</Name> 
    </AccountManager>
    <Type>
      <Name>20th of Month</Name> 
      <CostMarkup>30.00</CostMarkup> 
      <PaymentTerm>DayOfMonth</PaymentTerm>  <!-- DayOfMonth or WithinDays  -->
      <PaymentDay>20</PaymentDay> 
    </Type>
    <Contacts>
      <Contact>
        <ID>193</ID> 
        <Name>Wyett E Coyote</Name> 
        <Salutation /> 
        <Addressee /> 
        <Mobile /> 
        <Email /> 
        <Phone /> 
        <Position /> 
      </Contact>
    </Contacts>
    <Notes>
      <Note>
        <Title>note title</Title> 
        <Text>subject of the note</Text> 
        <Folder /> 
        <Date>2008-09-12T13:00:00</Date> 
        <CreatedBy>Jo Bloggs</CreatedBy>
      </Note>
    </Notes>
  </Client>
</Response>

 

POST add

 

Example URL:

POST http://api.workflowmax.com/client.api/add?apiKey=[your API key]&accountKey=[WorkflowMax account key]

 

Example Message:

 
<Client>
  <Name>Bloggs Electrical Ltd</Name>
  <Address></Address>  <!-- optional -->   
  <City></City>  <!-- optional -->   
  <Region></Region>  <!-- optional -->   
  <PostCode></PostCode>  <!-- optional -->   
  <Country></Country>  <!-- optional -->   
  <PostalAddress></PostalAddress>  <!-- optional -->   
  <PostalCity></PostalCity>  <!-- optional -->   
  <PostalRegion></PostalRegion>  <!-- optional -->   
  <PostalPostCode></PostalPostCode>  <!-- optional -->   
  <PostalCountry></PostalCountry>  <!-- optional -->   
  <Phone></Phone>  <!-- optional -->   
  <Fax></Fax>  <!-- optional -->   
  <WebSite></WebSite>  <!-- optional -->   
  <ReferralSource></ReferralSource>  <!-- optional -->   
  <ExportCode></ExportCode>  <!-- optional --> 
  <IsProspect>No</IsProspect>    <!-- Yes | No --> 
  <Contacts>
    <Contact>
      <Name>Jo Bloggs</Name>   
      <Salutation></Phone>  <!-- optional -->   
      <Addressee></Phone>  <!-- optional -->   
      <Phone></Phone>  <!-- optional -->   
      <Mobile></Mobile>  <!-- optional -->   
      <Email></Email>  <!-- optional -->   
      <Position></Position>  <!-- optional -->   
    </Contact>
  </Contacts>
</Client>

 

The response will include the detailed information of the client as per the GET get/[id] method

 

PUT update

 

Example URL:

PUT http://api.workflowmax.com/client.api/update?apiKey=[your API key]&accountKey=[WorkflowMax account key]

 

Example Message:

 
<Client>
  <ID>1234</ID>
  <Name>Bloggs Electrical Ltd</Name>
  <Address></Address>  <!-- optional -->   
  <City></City>  <!-- optional -->   
  <Region></Region>  <!-- optional -->   
  <PostCode></PostCode>  <!-- optional -->   
  <Country></Country>  <!-- optional -->   
  <PostalAddress></PostalAddress>  <!-- optional -->   
  <PostalCity></PostalCity>  <!-- optional -->   
  <PostalRegion></PostalRegion>  <!-- optional -->   
  <PostalPostCode></PostalPostCode>  <!-- optional -->   
  <PostalCountry></PostalCountry>  <!-- optional -->   
  <Phone></Phone>  <!-- optional -->   
  <Fax></Fax>  <!-- optional -->   
  <WebSite></WebSite>  <!-- optional -->   
  <ReferralSourcee></ReferralSource>  <!-- optional -->   
</Client>

 

The response will include the detailed information of the client as per the GET get/[id] method

 

PUT archive

 

Example URL:

PUT http://api.workflowmax.com/client.api/archive?apiKey=[your API key]&accountKey=[WorkflowMax account key]

 

Example Message:

 
<Client>
  <ID>1234</ID>
</Client>

 

The response will include the detailed information of the client as per the GET get/[id] method

 

POST delete

 

Example URL:

POST http://api.workflowmax.com/client.api/delete?apiKey=[your API key]&accountKey=[WorkflowMax account key]

 

Example Message:

 
<Client>
  <ID>1234</ID>
</Client>

 

GET contact/[id]

 

Example URL:

http://api.workflowmax.com/client.api/contact/123?apiKey=[your API key]&accountKey=[WorkflowMax account key]

 

Example Response:

<Response>
  <Status>OK</Status> 
  <Contact>
    <ID>123</ID> 
    <Name>Wyett E Coyote</Name> 
    <Salutation /> 
    <Addressee /> 
    <Mobile /> 
    <Email /> 
    <Phone /> 
    <Position /> 
  </Contact>
</Response>

 

PUT contact/[id]

 

Example URL:

PUT http://api.workflowmax.com/client.api/contact/123?apiKey=[your API key]&accountKey=[WorkflowMax account key]

 

Example Message:

 
<Contact>
  <Name>Wyett E Coyote</Name> 
  <Salutation /> 
  <Addressee /> 
  <Mobile /> 
  <Email /> 
  <Phone /> 
  <Position /> 
</Contact>

 

The response will include the detailed information of the contact as per the GET contact/[id] method

 

POST contact

 

Example URL:

POST http://api.workflowmax.com/client.api/contact?apiKey=[your API key]&accountKey=[WorkflowMax account key]

 

Example Message:

 
<Contact>
  <Client>
    <ID>142</ID> 
  </Client>
  <Name>Wyett E Coyote</Name> 
  <Salutation /> 
  <Addressee /> 
  <Mobile /> 
  <Email /> 
  <Phone /> 
  <Position /> 
</Contact>

 

The response will include the detailed information of the contact as per the GET contact/[id] method

 

DELETE contact

 

Example URL:

DELETE http://api.workflowmax.com/client.api/contact/[id]?apiKey=[your API key]&accountKey=[WorkflowMax account key]

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