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Method | Description |
---|---|
GET current | Returns a list of current leads |
GET get/[uuid] | Detailed information for a specific lead |
GET list | Return a list of all leads |
POST add | Add a lead |
GET categories | Return a list of lead categories |
Returns a list of current leads
Parameter | Required? | Description |
---|---|---|
detailed=true | Optional | Return detailed information for lead. See GET get/[identifier] method for example of detailed lead response. |
https://api.xero.com/workflowmax/3.0/lead.api/current
<Response>
<Status>OK</Status>
<Leads>
<Lead>
<UUID>0c6c8518-b2f2-4d2e-86d5-4cda1ffad545</UUID>
<Name>Brochure Design</Name>
<Description />
<State>Current</State>
<EstimatedValue>10000</EstimatedValue>
<Date>2008-08-29T00:00:00</Date>
<DateWonLost />
<Category>Hot</Category>
<Dropbox>lead+dropbox+example@emailmyjob.com</Dropbox>
<Client>
<UUID>23a720b6-a58e-4c4f-a938-bddbea7b4c66</UUID>
<Name>A C Smith Limited</Name>
</Client>
<Contact>
<UUID>9f286b6c-9db8-472d-adf0-e1595f2a80b5</UUID>
<Name>Andrew Smith</Name>
</Contact>
<Owner>
<UUID>44ce9043-8a05-45e6-9a6b-93a7458d5734</UUID>
<Name>Jo Bloggs</Name>
</Owner>
</Lead>
</Leads>
</Response>
Detailed information for a specific lead
https://api.xero.com/workflowmax/3.0/lead.api/get/0c6c8518-b2f2-4d2e-86d5-4cda1ffad545
<Response>
<Status>OK</Status>
<Lead>
<UUID>0c6c8518-b2f2-4d2e-86d5-4cda1ffad545</UUID>
<Name>Brochure Design</Name>
<Description />
<State>Current</State>
<EstimatedValue>10000</EstimatedValue>
<Date>2008-08-29T00:00:00</Date>
<DateWonLost />
<Category>Hot</Category>
<Client>
<UUID>23a720b6-a58e-4c4f-a938-bddbea7b4c66</UUID>
<Name>A C Smith Limited</Name>
</Client>
<Contact>
<UUID>9f286b6c-9db8-472d-adf0-e1595f2a80b5</UUID>
<Name>Andrew Smith</Name>
</Contact>
<Owner>
<UUID>44ce9043-8a05-45e6-9a6b-93a7458d5734</UUID>
<Name>Jo Bloggs</Name>
</Owner>
<Activities>
<Activity>
<Date>2008-09-24T00:00:00</Date>
<Subject>Phone conference at 3pm</Description>
<Completed>false</Completed>
<Responsible>
<UUID>44ce9043-8a05-45e6-9a6b-93a7458d5734</UUID>
<Name>Jo Bloggs</Name>
</Responsible>
</Activity>
</Activities>
<History>
<Item>
<Detail>Created by Jo Bloggs</Detail>
<Date>2008-09-12T13:00:00</Date>
<Staff>Jo Bloggs</Staff>
<Type>Lead</Type>
</Item>
<Item>
<Detail>A note about the lead</Detail>
<Date>2008-09-12T14:00:00</Date>
<Staff>Jo Bloggs</Staff>
<Type>Note</Type>
</Item>
</History>
</Lead>
</Response>
Return a list of all leads
Parameter | Required? | Description |
---|---|---|
from=YYYYMMDD | Required | Return leads created on or after this date. |
to=YYYYMMDD | Required | Return leads created on or before this date. |
detailed=true | Optional | Return detailed information for lead. See GET get/[identifier] method for example of detailed lead response. |
https://api.xero.com/workflowmax/3.0/lead.api/list?from=20090801&to=20090901
Add a lead
https://api.xero.com/workflowmax/3.0/lead.api/add
<Lead>
<Name>Brochure Design</Name>
<Description>Detailed description of the lead</Description>
<ClientUUID>11d2b1dc-32cd-411d-b8b2-9d6c02517b8f</ClientUUID>
<OwnerUUID>44ce9043-8a05-45e6-9a6b-93a7458d5734</OwnerUUID> <!-- UUID of staff member responsible for lead-->
<EstimatedValue>10000</EstimatedValue>
<ContactUUID>e3f6de9d-455b-4f98-980c-72785ebeb008</ContactUUID> <!-- optional -->
<CategoryUUID>1404fb3b-ed04-4513-9c60-16955d5de540</CategoryUUID> <!-- optional - UUID of lead category-->
<!-- ID of Lead Template to apply to lead. Applying a template allows you to default lead activities -->
<TemplateUUID>c616f5d2-d492-445d-995c-f57cf4d6c12d</TemplateUUID> <!-- optional -->
</Lead>
Return a list of lead categories
https://api.xero.com/workflowmax/3.0/lead.api/categories
<Response>
<Status>OK</Status>
<Categories>
<Category>
<UUID>123123ff-642a-4448-2379-bbb7d81c1ab2</UUID>
<Name>Cool</Name>
</Category>
<Category>
<UUID>d7dc3b97-7980-4448-9732-aaa5d81c1cf3</UUID>
<Name>Uncool</Name>
</Category>
</Categories>
</Response>