Developers
API reference
Every endpoint of the APROS Public API — method, path, permissions, parameters, request body and responses — generated from the platform's own specification.
The APROS Public API: the same records your team works with in APROS — leads, deals, contacts, companies, invoices, products, projects, tasks and more — over HTTPS and JSON. Every request goes to your own workspace address and is authorized with an API key, within the permissions the key was given. Start with Authentication and the Quickstart.
Base URL
Every workspace is its own address. Send requests to https://{workspace}.apros.app, with {workspace} replaced by your workspace name.
Endpoints
Activity
GET /api/activities— List/create activitiesPOST /api/activities— List/create activitiesGET /api/activities/{id}— Read/update/delete activityDELETE /api/activities/{id}— Read/update/delete activityPATCH /api/activities/{id}— Read/update/delete activityGET /api/activities/stats— Read aggregate activity statistics
Comment
GET /api/crm/comments— List/create comments on a record (entityType + entityId). Supports visibility INTERNAL|SHARED and external authorship. Comments on a CUSTOM record additionally require that record type's VIEW_<TYPE> permission.POST /api/crm/comments— List/create comments on a record (entityType + entityId). Supports visibility INTERNAL|SHARED and external authorship. Comments on a CUSTOM record additionally require that record type's VIEW_<TYPE> permission.GET /api/crm/comments/{id}— Read/update/delete one comment. Reads are gated by the commented record's own permission; writes are restricted to the comment's author.DELETE /api/crm/comments/{id}— Read/update/delete one comment. Reads are gated by the commented record's own permission; writes are restricted to the comment's author.PATCH /api/crm/comments/{id}— Read/update/delete one comment. Reads are gated by the commented record's own permission; writes are restricted to the comment's author.
Company
GET /api/companies— List/create companiesPOST /api/companies— List/create companiesGET /api/companies/{id}— Read/update/delete companyDELETE /api/companies/{id}— Read/update/delete companyPATCH /api/companies/{id}— Read/update/delete companyGET /api/companies/{id}/bank-accounts— List or add bank accounts of a companyPOST /api/companies/{id}/bank-accounts— List or add bank accounts of a companyGET /api/companies/{id}/files— Read files of a companyDELETE /api/companies/bulk— Bulk-delete companiesGET /api/companies/stats— Read aggregate company statistics
Contact
GET /api/contacts— List/create contactsPOST /api/contacts— List/create contactsGET /api/contacts/{id}— Read/update/delete contactDELETE /api/contacts/{id}— Read/update/delete contactPATCH /api/contacts/{id}— Read/update/delete contactGET /api/contacts/{id}/channels— List or add communication channels of a contactPOST /api/contacts/{id}/channels— List or add communication channels of a contactDELETE /api/contacts/{id}/channels/{channelId}— Update or delete a communication channel of a contactPATCH /api/contacts/{id}/channels/{channelId}— Update or delete a communication channel of a contactDELETE /api/contacts/bulk— Bulk-update/bulk-delete contactsPATCH /api/contacts/bulk— Bulk-update/bulk-delete contactsGET /api/contacts/stats— Read aggregate contact statistics
Currency
GET /api/currencies— List currencies
Custom entity
GET /api/custom-entities/{typeId}/records— List or create records of a custom entity typePOST /api/custom-entities/{typeId}/records— List or create records of a custom entity typeGET /api/custom-entities/{typeId}/records/{id}— Read, update or delete a custom entity recordDELETE /api/custom-entities/{typeId}/records/{id}— Read, update or delete a custom entity recordPATCH /api/custom-entities/{typeId}/records/{id}— Read, update or delete a custom entity recordPATCH /api/custom-entities/{typeId}/records/{id}/stage— Move a custom entity record to another stageDELETE /api/custom-entities/{typeId}/records/bulk— Bulk-delete custom entity recordsGET /api/custom-entities/linked— List custom entity records linked to a CRM entityGET /api/custom-entities/records/{recordId}/files— List or attach files on a custom entity recordPOST /api/custom-entities/records/{recordId}/files— List or attach files on a custom entity recordGET /api/custom-entities/types— List or create custom entity typesPOST /api/custom-entities/types— List or create custom entity typesGET /api/custom-entities/types/{id}— Read, update or delete a custom entity typeDELETE /api/custom-entities/types/{id}— Read, update or delete a custom entity typePATCH /api/custom-entities/types/{id}— Read, update or delete a custom entity typePOST /api/custom-entities/types/{id}/fields— Add a field to a custom entity typeDELETE /api/custom-entities/types/{id}/fields/{fieldId}— Update or delete a field of a custom entity typePATCH /api/custom-entities/types/{id}/fields/{fieldId}— Update or delete a field of a custom entity typePUT /api/custom-entities/types/{id}/fields/reorder— Reorder the fields of a custom entity typeGET /api/custom-entities/types/{id}/stage-actions— List or create stage actions of a custom entity typePOST /api/custom-entities/types/{id}/stage-actions— List or create stage actions of a custom entity typeDELETE /api/custom-entities/types/{id}/stage-actions/{actionId}— Update or delete a stage actionPATCH /api/custom-entities/types/{id}/stage-actions/{actionId}— Update or delete a stage action
Deal
GET /api/deals— List/create dealsPOST /api/deals— List/create dealsGET /api/deals/{id}— Read/update/delete dealDELETE /api/deals/{id}— Read/update/delete dealPATCH /api/deals/{id}— Read/update/delete dealGET /api/deals/{id}/products— Read/create products of a dealPOST /api/deals/{id}/products— Read/create products of a dealDELETE /api/deals/{id}/products/{productItemId}— Update/delete products of a dealPATCH /api/deals/{id}/products/{productItemId}— Update/delete products of a dealDELETE /api/deals/bulk— Bulk-update/bulk-delete dealsPATCH /api/deals/bulk— Bulk-update/bulk-delete dealsGET /api/deals/pipeline— Read deals grouped by pipeline stageGET /api/deals/stats— Read aggregate deal statisticsGET /api/deal-stages— List deal pipeline stages (read authed-only); create requires MANAGE_DEAL_STAGESPOST /api/deal-stages— List deal pipeline stages (read authed-only); create requires MANAGE_DEAL_STAGESGET /api/deal-stages/{id}— Read/update/delete stages of a deal pipelinePUT /api/deal-stages/{id}— Read/update/delete stages of a deal pipelineDELETE /api/deal-stages/{id}— Read/update/delete stages of a deal pipelinePUT /api/deal-stages/reorder— Update deal pipeline stages reorder
Department
GET /api/departments— List/create departmentsPOST /api/departments— List/create departmentsGET /api/departments/{id}— Read/update/delete departmentDELETE /api/departments/{id}— Read/update/delete departmentPATCH /api/departments/{id}— Read/update/delete department
Directory
GET /api/directories— List/create directoriesPOST /api/directories— List/create directoriesGET /api/directories/{code}— Read/update/delete directoryDELETE /api/directories/{code}— Read/update/delete directoryPATCH /api/directories/{code}— Read/update/delete directoryGET /api/directories/{code}/entries— Read/create entries of a directoryPOST /api/directories/{code}/entries— Read/create entries of a directoryDELETE /api/directories/{code}/entries/{id}— Update/delete entries of a directoryPATCH /api/directories/{code}/entries/{id}— Update/delete entries of a directoryPOST /api/directories/{code}/entries/reorder— Reorder the entries of a directory
Document
POST /api/documents/create— Create an editable documentPOST /api/documents/generate— Generate a document from a templateGET /api/documents/letterheads— List or create letterheadsPOST /api/documents/letterheads— List or create letterheadsDELETE /api/documents/letterheads/{id}— Update or delete a letterheadPATCH /api/documents/letterheads/{id}— Update or delete a letterheadPOST /api/documents/letterheads/{id}/clone— Clone a letterheadGET /api/documents/letterheads/{id}/preview— Render a preview of a letterheadGET /api/documents/library— List library document templatesGET /api/documents/library/{id}— Read a library document templateGET /api/documents/library/{id}/preview— Render a preview of a library templateGET /api/documents/placeholders— List the placeholders available to document templatesGET /api/documents/templates— List document templates
Document record
GET /api/document-records— List/create document recordsPOST /api/document-records— List/create document recordsGET /api/document-records/{id}— Read/update/delete document recordDELETE /api/document-records/{id}— Read/update/delete document recordPATCH /api/document-records/{id}— Read/update/delete document recordPOST /api/document-records/generate— Generate a numbered document record from a templateGET /api/document-records/series— Read or update document numbering seriesPATCH /api/document-records/series— Read or update document numbering series
Employee
GET /api/employees— List employeesGET /api/employees/directory— Lightweight employee directory for assignee pickersGET /api/employees/{id}— Read/update employeePATCH /api/employees/{id}— Read/update employeeGET /api/employees/{id}/subordinates— List the direct reports of an employeeGET /api/employees/hierarchy— Read the employee reporting hierarchy
File
GET /api/files— List files (either VIEW_FILE or VIEW_DOCUMENT grants access)GET /api/files/{id}— Read/update/delete a fileDELETE /api/files/{id}— Read/update/delete a filePATCH /api/files/{id}— Read/update/delete a filePOST /api/files/upload— Upload a file. Browser: multipart/form-data ('file' plus an optional JSON 'metadata' string). JSON callers (MCP): {filename, contentType, contentBase64, and optional entity links like taskId/dealId} — the channel for a JSON-only agent to get a binary in. Returns data.id — the fileId that POST /api/products/[id]/images expects
Inbound webhook
GET /api/hooks/{path}— Inbound webhook receiver for workflow triggers; authenticated by the unguessable path plus an optional x-api-key secret, not by an API keyPUT /api/hooks/{path}— Inbound webhook receiver for workflow triggers; authenticated by the unguessable path plus an optional x-api-key secret, not by an API keyPOST /api/hooks/{path}— Inbound webhook receiver for workflow triggers; authenticated by the unguessable path plus an optional x-api-key secret, not by an API key
Industry
GET /api/industries— List industriesGET /api/industries/{id}— Read industry
Invoice
GET /api/invoices— List/create invoicesPOST /api/invoices— List/create invoicesGET /api/invoices/{id}— Read/update/delete invoiceDELETE /api/invoices/{id}— Read/update/delete invoicePATCH /api/invoices/{id}— Read/update/delete invoicePOST /api/invoices/{id}/cancel— Cancel an invoicePOST /api/invoices/{id}/duplicate— Duplicate an invoiceGET /api/invoices/{id}/payment-link— Read, create or revoke the hosted payment link of an invoicePOST /api/invoices/{id}/payment-link— Read, create or revoke the hosted payment link of an invoiceDELETE /api/invoices/{id}/payment-link— Read, create or revoke the hosted payment link of an invoiceGET /api/invoices/{id}/payments— List or record payments against an invoicePOST /api/invoices/{id}/payments— List or record payments against an invoicePOST /api/invoices/{id}/payments/{paymentId}/verify— Verify a recorded invoice paymentPOST /api/invoices/{id}/payments/{paymentId}/reverse— Reverse (storno) an erroneous manual or bank paymentGET /api/invoices/{id}/products— Read/create products of an invoicePOST /api/invoices/{id}/products— Read/create products of an invoiceDELETE /api/invoices/{id}/products/{productItemId}— Update/delete products of an invoicePATCH /api/invoices/{id}/products/{productItemId}— Update/delete products of an invoicePOST /api/invoices/{id}/send— Send an invoice to the customerPOST /api/invoices/from-contract— Create an invoice from a service contractPOST /api/invoices/from-deal— Create an invoice from a dealPOST /api/invoices/from-time-entries— Create an invoice from approved time entriesPOST /api/invoices/mark-overdue— Mark past-due invoices as overdueGET /api/invoices/stats— Read aggregate invoice statistics
Lead
GET /api/leads— List/create leadsPOST /api/leads— List/create leadsGET /api/leads/{id}— Read/update/delete leadDELETE /api/leads/{id}— Read/update/delete leadPATCH /api/leads/{id}— Read/update/delete leadPOST /api/leads/{id}/convert— Convert a lead into a contact/company/dealGET /api/leads/{id}/engagements— List or record engagement events on a leadPOST /api/leads/{id}/engagements— List or record engagement events on a leadGET /api/leads/{id}/products— Read/create products of a leadPOST /api/leads/{id}/products— Read/create products of a leadDELETE /api/leads/{id}/products/{productItemId}— Update/delete products of a leadPATCH /api/leads/{id}/products/{productItemId}— Update/delete products of a leadGET /api/leads/{id}/score— Read or recompute the score of a leadPOST /api/leads/{id}/score— Read or recompute the score of a leadDELETE /api/leads/bulk— Bulk-update/bulk-delete leadsPATCH /api/leads/bulk— Bulk-update/bulk-delete leadsGET /api/leads/duplicates— Find likely duplicate leadsGET /api/leads/duplicates/suggestions— List open duplicate-lead suggestions with their tier, confidence and reasonsPATCH /api/leads/duplicates/suggestions/{id}— Resolve a duplicate suggestion: dismiss it, or link the repeat lead to the existing contactPOST /api/leads/duplicates/scan— Scan the whole lead base for duplicates now and record the suggestionsGET /api/leads/export— Export leads to CSV/ExcelPOST /api/leads/merge— Merge duplicate leads into a survivor recordPOST /api/leads/merge/{mergeId}/undo— Undo a lead merge, restoring the source lead and its rowsGET /api/leads/merge/preview— Preview what a lead merge would move and change, without writingGET /api/leads/sources— Read/create sources of a leadPOST /api/leads/sources— Read/create sources of a leadGET /api/leads/sources/{id}— Read/update/delete sources of a leadPUT /api/leads/sources/{id}— Read/update/delete sources of a leadDELETE /api/leads/sources/{id}— Read/update/delete sources of a leadGET /api/leads/stages— List lead stages (read authed-only); create requires MANAGE_LEAD_STAGESPOST /api/leads/stages— List lead stages (read authed-only); create requires MANAGE_LEAD_STAGESGET /api/leads/stages/{id}— Read/update/delete stages of a leadPUT /api/leads/stages/{id}— Read/update/delete stages of a leadDELETE /api/leads/stages/{id}— Read/update/delete stages of a leadPUT /api/leads/stages/reorder— Update stages reorder of a leadGET /api/leads/stats— Read aggregate lead statistics
Legal entity
GET /api/legal-entities— List legal entities of the tenant, or create one (legal name, tax id, registration, jurisdiction)POST /api/legal-entities— List legal entities of the tenant, or create one (legal name, tax id, registration, jurisdiction)GET /api/legal-entities/{id}— Read, update or remove one legal entity — the single home of legal requisitesDELETE /api/legal-entities/{id}— Read, update or remove one legal entity — the single home of legal requisitesPATCH /api/legal-entities/{id}— Read, update or remove one legal entity — the single home of legal requisitesGET /api/legal-entities/{id}/bank-accounts— List or add bank accounts of a legal entityPOST /api/legal-entities/{id}/bank-accounts— List or add bank accounts of a legal entity
Me
GET /api/me/scopes— Describe the calling credential: its class (session / api-key / oauth-token), the restriction actually applied to it, the permissions behind that, and every scope name that exists
Number sequence
GET /api/number-sequences— List/create number sequencesPOST /api/number-sequences— List/create number sequencesGET /api/number-sequences/{id}— Read/update/delete number sequenceDELETE /api/number-sequences/{id}— Read/update/delete number sequencePATCH /api/number-sequences/{id}— Read/update/delete number sequence
Order
GET /api/orders— List/create ordersPOST /api/orders— List/create ordersGET /api/orders/{id}— Read/update/delete orderDELETE /api/orders/{id}— Read/update/delete orderPATCH /api/orders/{id}— Read/update/delete orderPOST /api/orders/{id}/cancel— Cancel an orderPOST /api/orders/{id}/confirm— Confirm an orderPOST /api/orders/{id}/lines/{lineId}/fulfill— Fulfil or un-fulfil an order lineDELETE /api/orders/{id}/lines/{lineId}/fulfill— Fulfil or un-fulfil an order lineGET /api/orders/stats— Read aggregate order statistics
Organization
GET /api/organization— Read/create/update the organization profile (display name, contacts, branding). Legal requisites (legal name, tax id, registration, jurisdiction) are NOT here — use /api/legal-entitiesPOST /api/organization— Read/create/update the organization profile (display name, contacts, branding). Legal requisites (legal name, tax id, registration, jurisdiction) are NOT here — use /api/legal-entitiesPATCH /api/organization— Read/create/update the organization profile (display name, contacts, branding). Legal requisites (legal name, tax id, registration, jurisdiction) are NOT here — use /api/legal-entitiesGET /api/organization/addresses— List/create organization addressesPOST /api/organization/addresses— List/create organization addressesGET /api/organization/addresses/{id}— Read/update/delete an organization addressPUT /api/organization/addresses/{id}— Read/update/delete an organization addressDELETE /api/organization/addresses/{id}— Read/update/delete an organization addressPATCH /api/organization/brand— Update brand book settings (colours, logo references, typography)PATCH /api/organization/invoice— Update invoice/bank settings used on generated documents
Pipeline
GET /api/pipelines— List CRM pipelines (read authed-only); create requires MANAGE_LEAD_STAGES/MANAGE_DEAL_STAGES by entityTypePOST /api/pipelines— List CRM pipelines (read authed-only); create requires MANAGE_LEAD_STAGES/MANAGE_DEAL_STAGES by entityTypeGET /api/pipelines/{id}— Read/update/delete a CRM pipelineDELETE /api/pipelines/{id}— Read/update/delete a CRM pipelinePATCH /api/pipelines/{id}— Read/update/delete a CRM pipeline
Price
POST /api/pricing/resolve— Resolve the effective price of a product for a customer/quantity
Price list
GET /api/price-lists— List/create price listsPOST /api/price-lists— List/create price listsGET /api/price-lists/{id}— Read/update/delete price listDELETE /api/price-lists/{id}— Read/update/delete price listPATCH /api/price-lists/{id}— Read/update/delete price listGET /api/price-lists/{id}/entries— Read/create entries of a price listPOST /api/price-lists/{id}/entries— Read/create entries of a price listDELETE /api/price-lists/{id}/entries/{entryId}— Update/delete entries of a price listPATCH /api/price-lists/{id}/entries/{entryId}— Update/delete entries of a price list
Price list entry
DELETE /api/price-list-entries/{id}— Update/delete price list entryPATCH /api/price-list-entries/{id}— Update/delete price list entryGET /api/price-list-entries/{id}/tiers— Read/create tiers of a price list entryPOST /api/price-list-entries/{id}/tiers— Read/create tiers of a price list entry
Price list entry tier
DELETE /api/price-list-entry-tiers/{id}— Update/delete price list entry tierPATCH /api/price-list-entry-tiers/{id}— Update/delete price list entry tier
Product
GET /api/products— List/create productsPOST /api/products— List/create productsGET /api/products/{id}— Read/update/delete productDELETE /api/products/{id}— Read/update/delete productPATCH /api/products/{id}— Read/update/delete productGET /api/products/{id}/attribute-assignments— Read/create attribute assignments of a productPOST /api/products/{id}/attribute-assignments— Read/create attribute assignments of a productPOST /api/products/{id}/duplicate— Duplicate a productGET /api/products/{id}/images— Read/create images of a productPOST /api/products/{id}/images— Read/create images of a productGET /api/products/{id}/publications— List or create marketplace publications of a productPOST /api/products/{id}/publications— List or create marketplace publications of a productDELETE /api/products/{id}/publications/{pubId}— Update/delete publications of a productPATCH /api/products/{id}/publications/{pubId}— Update/delete publications of a productPOST /api/products/{id}/publications/{pubId}/sync— Push a product publication to the marketplaceGET /api/products/{id}/stock— Read stock balances of a productGET /api/products/{id}/variants— Read/create variants of a productPOST /api/products/{id}/variants— Read/create variants of a productDELETE /api/products/{id}/variants/{vid}— Update/delete variants of a productPATCH /api/products/{id}/variants/{vid}— Update/delete variants of a productGET /api/products/{id}/variants/{vid}/images— Read/create variants images of a productPOST /api/products/{id}/variants/{vid}/images— Read/create variants images of a productPOST /api/products/{id}/variants/bulk— Bulk-update product variantsPOST /api/products/{id}/variants/generate— Generate product variants from attribute combinationsPOST /api/products/bulk— Bulk-create/bulk-delete productsDELETE /api/products/bulk— Bulk-create/bulk-delete productsGET /api/products/stats— Read aggregate product statistics
Product attribute
GET /api/product-attributes— List/create product attributesPOST /api/product-attributes— List/create product attributesGET /api/product-attributes/{id}— Read/update/delete product attributeDELETE /api/product-attributes/{id}— Read/update/delete product attributePATCH /api/product-attributes/{id}— Read/update/delete product attributeGET /api/product-attributes/{id}/values— Read/create values of a product attributePOST /api/product-attributes/{id}/values— Read/create values of a product attribute
Product attribute assignment
DELETE /api/product-attribute-assignments/{id}— Delete product attribute assignment
Product attribute group
GET /api/product-attribute-groups— List/create product attribute groupsPOST /api/product-attribute-groups— List/create product attribute groupsGET /api/product-attribute-groups/{id}— Read/update/delete product attribute groupDELETE /api/product-attribute-groups/{id}— Read/update/delete product attribute groupPATCH /api/product-attribute-groups/{id}— Read/update/delete product attribute group
Product attribute value
DELETE /api/product-attribute-values/{id}— Update/delete product attribute valuePATCH /api/product-attribute-values/{id}— Update/delete product attribute value
Product category
GET /api/product-categories— List/create product categoriesPOST /api/product-categories— List/create product categoriesGET /api/product-categories/{id}— Read/update/delete product categoryDELETE /api/product-categories/{id}— Read/update/delete product categoryPATCH /api/product-categories/{id}— Read/update/delete product categoryGET /api/product-categories/{id}/attributes— Read/create attributes of a product categoryPOST /api/product-categories/{id}/attributes— Read/create attributes of a product categoryDELETE /api/product-categories/{id}/attributes/{aid}— Update/delete attributes of a product categoryPATCH /api/product-categories/{id}/attributes/{aid}— Update/delete attributes of a product categoryGET /api/product-categories/{id}/effective-attributes— Read attributes a category inherits from its ancestorsPOST /api/product-categories/reorder— Reorder product categoriesGET /api/product-categories/tree— Read the product category tree
Product image
DELETE /api/product-images/{id}— Update/delete product imagePATCH /api/product-images/{id}— Update/delete product image
Product tag
GET /api/product-tags— List/create product tagsPOST /api/product-tags— List/create product tagsDELETE /api/product-tags/{id}— Update/delete product tagPATCH /api/product-tags/{id}— Update/delete product tag
Project
GET /api/projects— List/create projectsPOST /api/projects— List/create projectsGET /api/projects/{id}— Read/update/delete projectDELETE /api/projects/{id}— Read/update/delete projectPATCH /api/projects/{id}— Read/update/delete projectGET /api/projects/{id}/activity— Read activity of a projectGET /api/projects/{id}/files— Read/create files of a projectPOST /api/projects/{id}/files— Read/create files of a projectPOST /api/projects/{id}/folder— Create or unlink the file folder of a projectDELETE /api/projects/{id}/folder— Create or unlink the file folder of a projectPOST /api/projects/{id}/folder/link— Link an existing folder to a projectGET /api/projects/{id}/members— Read/create/delete members of a projectPOST /api/projects/{id}/members— Read/create/delete members of a projectDELETE /api/projects/{id}/members— Read/create/delete members of a projectDELETE /api/projects/{id}/members/{memberId}— Update/delete members of a projectPATCH /api/projects/{id}/members/{memberId}— Update/delete members of a projectPOST /api/projects/{id}/members/{memberId}/folder-share— Share the project folder with a memberGET /api/projects/{id}/sprints— Read/create sprints of a projectPOST /api/projects/{id}/sprints— Read/create sprints of a projectGET /api/projects/{id}/sprints/{sprintId}— Read/update/delete sprints of a projectDELETE /api/projects/{id}/sprints/{sprintId}— Read/update/delete sprints of a projectPATCH /api/projects/{id}/sprints/{sprintId}— Read/update/delete sprints of a projectGET /api/projects/{id}/sprints/{sprintId}/burndown— Read the burndown of a sprintPOST /api/projects/{id}/sprints/{sprintId}/complete— Complete a sprint and roll over unfinished tasksGET /api/projects/{id}/sprints/velocity— Read sprint velocity of a projectGET /api/projects/{id}/tasks— Read tasks of a projectGET /api/projects/next-key— Preview the next project keyGET /api/projects/stats— Read aggregate project statistics
Quote
GET /api/quotes— List/create quotesPOST /api/quotes— List/create quotesGET /api/quotes/{id}— Read/update/delete quoteDELETE /api/quotes/{id}— Read/update/delete quotePATCH /api/quotes/{id}— Read/update/delete quotePOST /api/quotes/{id}/convert— Convert a quote into a deal or invoicePUT /api/quotes/{id}/line-items— Replace the line items of a quoteGET /api/quotes/{id}/payment-stages— Read or replace the payment stages of a quotePUT /api/quotes/{id}/payment-stages— Read or replace the payment stages of a quotePOST /api/quotes/{id}/send— Send a quote to the customerGET /api/quotes/stats— Read aggregate quote statistics
Saved filter
GET /api/saved-filters— List or create saved filtersPOST /api/saved-filters— List or create saved filtersDELETE /api/saved-filters/{id}— Update or delete a saved filterPATCH /api/saved-filters/{id}— Update or delete a saved filter
Task
GET /api/tasks— List/create tasksPOST /api/tasks— List/create tasksGET /api/tasks/{id}— Read/update/delete taskDELETE /api/tasks/{id}— Read/update/delete taskPATCH /api/tasks/{id}— Read/update/delete taskGET /api/tasks/{id}/activity— Read the activity log of a taskGET /api/tasks/{id}/attachments— Read/create/delete attachments of a taskPOST /api/tasks/{id}/attachments— Read/create/delete attachments of a taskDELETE /api/tasks/{id}/attachments— Read/create/delete attachments of a taskGET /api/tasks/{id}/checklist— List or create checklist items of a task (legacy flat checklist)POST /api/tasks/{id}/checklist— List or create checklist items of a task (legacy flat checklist)DELETE /api/tasks/{id}/checklist/{itemId}— Update or delete a checklist item of a taskPATCH /api/tasks/{id}/checklist/{itemId}— Update or delete a checklist item of a taskGET /api/tasks/{id}/checklists— List or create named checklists of a taskPOST /api/tasks/{id}/checklists— List or create named checklists of a taskDELETE /api/tasks/{id}/checklists/{checklistId}— Update or delete a named checklist of a taskPATCH /api/tasks/{id}/checklists/{checklistId}— Update or delete a named checklist of a taskGET /api/tasks/{id}/co-assignees— List or add co-assignees of a taskPOST /api/tasks/{id}/co-assignees— List or add co-assignees of a taskDELETE /api/tasks/{id}/co-assignees/{userId}— Remove a co-assignee from a taskGET /api/tasks/{id}/comments— Read/create/delete comments of a taskPOST /api/tasks/{id}/comments— Read/create/delete comments of a taskDELETE /api/tasks/{id}/comments— Read/create/delete comments of a taskGET /api/tasks/{id}/dependencies— List, add or remove dependencies of a taskPOST /api/tasks/{id}/dependencies— List, add or remove dependencies of a taskDELETE /api/tasks/{id}/dependencies— List, add or remove dependencies of a taskGET /api/tasks/{id}/files— Read/create files of a taskPOST /api/tasks/{id}/files— Read/create files of a taskGET /api/tasks/{id}/time-entries— List or log time entries against a taskPOST /api/tasks/{id}/time-entries— List or log time entries against a taskGET /api/tasks/{id}/watchers— List, add or remove watchers of a taskPOST /api/tasks/{id}/watchers— List, add or remove watchers of a taskDELETE /api/tasks/{id}/watchers— List, add or remove watchers of a taskDELETE /api/tasks/bulk— Bulk-update or bulk-delete tasksPATCH /api/tasks/bulk— Bulk-update or bulk-delete tasksGET /api/tasks/my— List tasks assigned to the callerPOST /api/tasks/reorder— Reorder tasks within a board columnGET /api/tasks/stats— Read aggregate task statistics
Tax rate
GET /api/tax-rates— List/create tax ratesPOST /api/tax-rates— List/create tax ratesGET /api/tax-rates/{id}— Read/update/delete tax rateDELETE /api/tax-rates/{id}— Read/update/delete tax ratePATCH /api/tax-rates/{id}— Read/update/delete tax rate
Timeline
GET /api/crm/timeline— Read the change history of one record (entityType + entityId): stage/status changes, assignments, calls, emails, notes. Gated by that record type's own VIEW permission.
Unit
GET /api/units— List/create unitsPOST /api/units— List/create unitsGET /api/units/{id}— Read/update/delete unitDELETE /api/units/{id}— Read/update/delete unitPATCH /api/units/{id}— Read/update/delete unit