Worxley for Developers

Leads

List, read, create and update leads. New leads go through your assignment rules and duplicate checks.

List leads#

GET/leadsleads:read

List leads, newest first by default. Paginated, and searchable with q.

Create a lead#

POST/leadsleads:write

name, source and sourceCampaign (a campaign id) are required. Answers 201 with data.lead, plus data.duplicateWarning when it looks like someone you already have.

FieldTypeNotes
namestringRequired
email, phoneNumberstringUsed for duplicate detection
sourceenumRequired. WEBSITE, REFERRAL, FACEBOOK, GOOGLE, WALK_IN, INDIAMART, JUSTDIAL, ACRES99, MAGICBRICKS, HOUSING, OTHER and more; the full list is in OpenAPI
sourceCampaignidRequired. A campaign in your organization
assignedTouser idOptional. Otherwise your assignment rules decide
customFieldsobjectYour organization's lead fields, by key

Duplicates#

A high-confidence duplicate is refused with 409 DUPLICATE_LEAD; send "force": true to create it anyway.

Get a lead#

GET/leads/{id}leads:read

Update a lead#

PATCH/leads/{id}leads:write

Send only the fields you’re changing.