TripleBooks
CRM

Prospecting

POST
/api/crm/prospecting/add-to-marketing-list

Authorization: Bearer ak_.... Required scope: write:crm. Pass entityId as a query parameter (must match the key’s entity). Your workspace role must allow editing marketing lists. Signed-in browser sessions may send x-entity-id instead of a Bearer token.

Authorization

bearerAuth
AuthorizationBearer <token>

Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....

In: header

Query Parameters

entityId*string

Entity UUID; must match the API key’s entity when using Bearer auth.

Formatuuid

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

curl -X POST "https://example.com/api/crm/prospecting/add-to-marketing-list?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08" \  -H "Content-Type: application/json" \  -d '{    "listId": "9fc6ad7d-902a-4834-b161-a4911b883d44"  }'
Empty
{  "error": "string"}
{  "error": "string"}
Empty
Empty
GET
/api/crm/prospecting/places-search

Search Google Places for prospects. Authorization: Bearer ak_.... Required scope includes read:crm. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

Authorization

bearerAuth
AuthorizationBearer <token>

Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....

In: header

Query Parameters

entityId*string

Entity UUID; must match the API key’s entity when using Bearer auth.

Formatuuid

Response Body

application/json

application/json

curl -X GET "https://example.com/api/crm/prospecting/places-search?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
GET
/api/crm/prospecting/place-details

Details for one Google Place. Authorization: Bearer ak_.... Required scope includes read:crm. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

Authorization

bearerAuth
AuthorizationBearer <token>

Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....

In: header

Query Parameters

entityId*string

Entity UUID; must match the API key’s entity when using Bearer auth.

Formatuuid

Response Body

application/json

application/json

curl -X GET "https://example.com/api/crm/prospecting/place-details?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
POST
/api/crm/prospecting/import-place

Create a prospect company from a place. Authorization: Bearer ak_.... Required scope includes write:crm. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

Authorization

bearerAuth
AuthorizationBearer <token>

Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....

In: header

Query Parameters

entityId*string

Entity UUID; must match the API key’s entity when using Bearer auth.

Formatuuid

Response Body

application/json

application/json

application/json

curl -X POST "https://example.com/api/crm/prospecting/import-place?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
POST
/api/crm/prospecting/import-places

Create prospect companies from many places. Authorization: Bearer ak_.... Required scope includes write:crm. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

Authorization

bearerAuth
AuthorizationBearer <token>

Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....

In: header

Query Parameters

entityId*string

Entity UUID; must match the API key’s entity when using Bearer auth.

Formatuuid

Response Body

application/json

application/json

application/json

curl -X POST "https://example.com/api/crm/prospecting/import-places?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}

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