BoldSales
API Documentation
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API Overview
Getting started
Authentication
Requests
Responses and status codes
Field types
Pagination
Rate limiting
Contacts
Get all contacts
Get a contact
Get a contact by email
Create a contact
Update a contact
Get all contact views
Add tags to contacts
Remove tags from contacts
Get tags from a contact
Add file to a contact
Contact Fields
Get all contact fields
Get a contact field
Create a contact field
Update a contact field
Delete a contact field
Get contact field options
Add contact field options
Delete contact field options
Companies
Get all companies
Get a company
Create a company
Update a company
Get all company views
Add tags to companies
Remove tags from companies
Get tags from a company
Add file to a company
Company Fields
Get all company fields
Get a company field
Create a company field
Update a company field
Delete a company field
Get company field options
Add company field options
Delete company field options
Pipelines
Get all pipeline records
Get a pipeline record
Create a pipeline record
Update a pipeline record
Get associated line items
Get all pipeline views
Get all pipeline stages
Add tags to pipeline records
Remove tags from pipeline records
Get tags from a pipeline record
Lock a pipeline record
Unlock a pipeline record
Associate sales documents to a pipeline record
Add collaborators to a pipeline record
Remove collaborators from a pipeline record
Get pipeline record collaborators
Get linked records
Link records to a pipeline record
Add file to a pipeline record
Get linked tasks
Pipeline Fields
Get all pipeline fields
Get a pipeline field
Create a pipeline field
Update a pipeline field
Remove a pipeline field
Delete a pipeline field
Get pipeline field options
Add pipeline field options
Delete pipeline field options
Tasks
Get all tasks
Get a task
Create a task
Update a task
Get all task views
Task Fields
Get all task fields
Get task field options
Notes
Add a note
Products
Get all products
Get a product
Create a product
Update a product
Get all product views
Add file to a product
Product Fields
Get all product fields
Get a product field
Create a product field
Update a product field
Delete a product field
Get product field options
Add product field options
Delete product field options
Roles
Get all roles
Get a role
Create a role
Update a role
Permission Sets
Get all permission sets
Get a permission set
Users
Get all users
Get a user
Get a user by email
Create a user
Update a user
Delete a user
Sales Documents
Create a sales document
Update a sales document
Get all published templates
Get all statuses
Get all document types
Get all sales documents
Revoke sales documents
Sales Document Fields
Get all sales document fields
Tags
Get all tags
Teams
Create a team
Add users to team
Update a user in team
Delete a user from team
Delete a team