Account

The authenticated user reveals the details of the API caller's user account as well as certain details about the account of which the user is member. The products array reveals all ActiveProspect products and to which the caller's account is subscribed.

Account

Details of the company account

id
required
string (AccountID) ^[0-9a-fA-F]{24}$

24 character alpha-numeric BSON identifier

sso_id
string (SsoID) ^[0-9a-fA-F]{24}$

24 character alpha-numeric BSON identifier

api_key
string

Company-level API key (best practice is to use user-level API key)

name
string

Company name

time_zone
string
type
string
data_retention_in_days
integer

Number of days to retain lead events. Events outside the retention period are automatically deleted permanently.

data_truncated_at
string <date-time> (Timestamp)
keen_project_id
string
keen_read_api_key
string
keen_write_api_key
string
pricing_components
Array of objects
billing_type
string
Enum: "contracted" "self_service"
financial_state
string

Only populated when the billing_type is "contracted"

Enum: "paid" "unpaid"
financial_state_updated_at
string <date-time> (Timestamp)
lead_ping_enabled
boolean
product_id
string
state
string
Array of objects

List of connected buyers

Array of objects

List of connected sellers

Array of objects

List of invited pending seller entities

Array of objects

List of invited pending buyer entities

object
object
{
  • "id": "5fd4371e940df5a34a3888b2",
  • "sso_id": "5fd4371e940df5a34a3888b2",
  • "api_key": "string",
  • "name": "Acme, Inc.",
  • "time_zone": "America/New_York",
  • "type": "string",
  • "data_retention_in_days": 0,
  • "data_truncated_at": "2019-08-24T14:15:22Z",
  • "keen_project_id": "string",
  • "keen_read_api_key": "string",
  • "keen_write_api_key": "string",
  • "pricing_components": [
    • { }
    ],
  • "billing_type": "contracted",
  • "financial_state": "paid",
  • "financial_state_updated_at": "2019-08-24T14:15:22Z",
  • "lead_ping_enabled": true,
  • "product_id": "lcx",
  • "state": "string",
  • "connected_buyers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "sso_id": "5fd4371e940df5a34a3888b2",
      • "source": "formal"
      }
    ],
  • "connected_sellers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "sso_id": "5fd4371e940df5a34a3888b2",
      • "source": "formal"
      }
    ],
  • "pending_sellers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "expired": true,
      • "invitation_expires_at": "2019-08-24T14:15:22Z"
      }
    ],
  • "pending_buyers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "expired": true,
      • "invitation_expires_at": "2019-08-24T14:15:22Z"
      }
    ],
  • "subscriptions": {
    • "addons": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      },
    • "base": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      },
    • "pro": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      },
    • "partner": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      }
    },
  • "features": {
    • "seller_access": true,
    • "buyer_access": true,
    • "lead_transactions": true,
    • "conversion_feedback": true,
    • "firehose": true,
    • "third_party_add_on_services": true,
    • "real_time_bidding": true,
    • "leadconduit_trustedform_decisions": true
    }
}

User

id
required
string (UserID) ^[0-9a-fA-F]{24}$

ID of this user

sso_id
string (SsoID) ^[0-9a-fA-F]{24}$

24 character alpha-numeric BSON identifier

api_key
string

The user's API key

superuser
boolean

Is the user a super user?

user_admin
boolean

Can the user manage other users and verified domains?

subscription_admin
boolean

Can the user manage subscriptions to TrustedForm, LeadConduit, and SuppressionList?

role_string
string

The user's role (unused)

Value: "user"
first_name
required
string

The user's first name

last_name
required
string

The user's last name

email
required
string

The user's email address

phone
string

The user's phone number

Array of objects (Account)
Array of objects (Product)

The list of products available to the account

object
object
product_code
string

The code for the current product

Enum: Description
lcx

LeadConduit

trustedform

TrustedForm

suppressionlist

SuppressionList

company_name
string
expires
string <date-time> (Timestamp)
Array of objects (UserSubscription)
zendesk_jwt
string
object

Tracks UI-specific state for the user, such as onboarding progress

created_at
string <date-time> (Timestamp)
{
  • "id": "5fd4371e940df5a34a3888b2",
  • "sso_id": "5fd4371e940df5a34a3888b2",
  • "api_key": "2f1d5f29915b866c7a2fa5de29613104",
  • "superuser": false,
  • "user_admin": true,
  • "subscription_admin": true,
  • "role_string": "user",
  • "first_name": "Jane",
  • "last_name": "Doe",
  • "email": "janedoe@company.com",
  • "phone": "512-555-1212",
  • "accounts": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "sso_id": "5fd4371e940df5a34a3888b2",
      • "api_key": "string",
      • "name": "Acme, Inc.",
      • "time_zone": "America/New_York",
      • "type": "string",
      • "data_retention_in_days": 0,
      • "data_truncated_at": "2019-08-24T14:15:22Z",
      • "keen_project_id": "string",
      • "keen_read_api_key": "string",
      • "keen_write_api_key": "string",
      • "pricing_components": [
        • { }
        ],
      • "billing_type": "contracted",
      • "financial_state": "paid",
      • "financial_state_updated_at": "2019-08-24T14:15:22Z",
      • "lead_ping_enabled": true,
      • "product_id": "lcx",
      • "state": "string",
      • "connected_buyers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "sso_id": "5fd4371e940df5a34a3888b2",
          • "source": "formal"
          }
        ],
      • "connected_sellers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "sso_id": "5fd4371e940df5a34a3888b2",
          • "source": "formal"
          }
        ],
      • "pending_sellers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "expired": true,
          • "invitation_expires_at": "2019-08-24T14:15:22Z"
          }
        ],
      • "pending_buyers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "expired": true,
          • "invitation_expires_at": "2019-08-24T14:15:22Z"
          }
        ],
      • "subscriptions": {
        • "addons": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          },
        • "base": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          },
        • "pro": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          },
        • "partner": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          }
        },
      • "features": {
        • "seller_access": true,
        • "buyer_access": true,
        • "lead_transactions": true,
        • "conversion_feedback": true,
        • "firehose": true,
        • "third_party_add_on_services": true,
        • "real_time_bidding": true,
        • "leadconduit_trustedform_decisions": true
        }
      }
    ],
  • "products": [],
  • "membership": {
    • "account_id": "5fd4371e940df5a34a3888b2",
    • "lc_access": true,
    • "sl_access": true,
    • "tf_access": true,
    • "product": "string",
    • "product_access": true,
    • "subscription_admin": true,
    • "user_admin": true,
    • "user_id": "5fd4371e940df5a34a3888b2"
    },
  • "permissions": {
    • "lcx": "string",
    • "suppressionlist": "string",
    • "trustedform": "string"
    },
  • "product_code": "lcx",
  • "company_name": "string",
  • "expires": "2019-08-24T14:15:22Z",
  • "subscriptions": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "state": "string",
      • "account_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_id": "string",
      • "product_offering": {
        • "id": "string",
        • "product_id": "string",
        • "component": "string",
        • "name": "string"
        }
      }
    ],
  • "zendesk_jwt": "string",
  • "ui_state": {
    • "has_seen_free_account_modal": "2019-08-24T14:15:22Z"
    },
  • "created_at": "2019-08-24T14:15:22Z"
}

Credential

Used by integrations with external services that require authentication.

Masking: Some credential types have secret fields stripped from list, show, and delete responses, and from changelog entries read back through the API:

Type / package Field omitted on read
type integration_platform_credential signing_secret
type aws_sigv4 secret_access_key
package leadconduit-infutordata token

All other fields (name, type, package, instance_id, access_key_id, region, etc.) remain visible. For the two types above, create responses return the full credential once, and update responses return the secret once only when the request supplied a new value; a blank or omitted secret on update keeps the stored value. leadconduit-infutordata credentials always mask update responses and may return some identifier fields partially masked. Other user, token, and OAuth credentials are not masked on read.

id
required
string (CredentialID) ^[0-9a-fA-F]{24}$

24 character alpha-numeric BSON identifier

name
required
string

Friendly name for this credential

package
required
string

The name of the LeadConduit integration package to which this credential belongs

type
required
string

The credential type

created_at
string <date-time>
updated_at
string <date-time>
username
required
string non-empty

The username to use for basic authentication

password
required
string non-empty

The password to use for basic authentication

property name*
additional property
any
{
  • "id": "string",
  • "name": "string",
  • "package": "string",
  • "type": "user",
  • "created_at": "2019-08-24T14:15:22Z",
  • "updated_at": "2019-08-24T14:15:22Z",
  • "username": "string",
  • "password": "string"
}

Get account

Returns the account information of the caller (based on authentication)

SecurityAPIKey
Responses
200

OK

get/account
Request samples 
Response samples 
application/json
{
  • "id": "5fd4371e940df5a34a3888b2",
  • "sso_id": "5fd4371e940df5a34a3888b2",
  • "api_key": "string",
  • "name": "Acme, Inc.",
  • "time_zone": "America/New_York",
  • "type": "string",
  • "data_retention_in_days": 0,
  • "data_truncated_at": "2019-08-24T14:15:22Z",
  • "keen_project_id": "string",
  • "keen_read_api_key": "string",
  • "keen_write_api_key": "string",
  • "pricing_components": [
    • { }
    ],
  • "billing_type": "contracted",
  • "financial_state": "paid",
  • "financial_state_updated_at": "2019-08-24T14:15:22Z",
  • "lead_ping_enabled": true,
  • "product_id": "lcx",
  • "state": "string",
  • "connected_buyers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "sso_id": "5fd4371e940df5a34a3888b2",
      • "source": "formal"
      }
    ],
  • "connected_sellers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "sso_id": "5fd4371e940df5a34a3888b2",
      • "source": "formal"
      }
    ],
  • "pending_sellers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "expired": true,
      • "invitation_expires_at": "2019-08-24T14:15:22Z"
      }
    ],
  • "pending_buyers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "expired": true,
      • "invitation_expires_at": "2019-08-24T14:15:22Z"
      }
    ],
  • "subscriptions": {
    • "addons": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      },
    • "base": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      },
    • "pro": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      },
    • "partner": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      }
    },
  • "features": {
    • "seller_access": true,
    • "buyer_access": true,
    • "lead_transactions": true,
    • "conversion_feedback": true,
    • "firehose": true,
    • "third_party_add_on_services": true,
    • "real_time_bidding": true,
    • "leadconduit_trustedform_decisions": true
    }
}
Update account
Update my account information


SecurityAPIKey 
Request 
Request Body schema: application/json
required
Update an existing Account


data_retention_in_days
integer
Number of days to retain lead events. Events outside the retention period are automatically deleted permanently.


 
data_truncated_at
string <date-time>  (Timestamp) 
 
object
 
object
 
Responses 
200
OK


put/account
Request samples 
application/json
{
  • "data_retention_in_days": 0,
  • "data_truncated_at": "2019-08-24T14:15:22Z",
  • "financial_state_updated_at": "2019-08-24T14:15:22Z",
  • "subscriptions": {
    • "addons": {
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_component": "partner"
      },
    • "base": {
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_component": "partner"
      },
    • "pro": {
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_component": "partner"
      },
    • "partner": {
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_component": "partner"
      }
    },
  • "features": {
    • "seller_access": true,
    • "buyer_access": true,
    • "lead_transactions": true,
    • "conversion_feedback": true,
    • "firehose": true,
    • "third_party_add_on_services": true,
    • "real_time_bidding": true,
    • "leadconduit_trustedform_decisions": true
    }
}
Response samples 
application/json
{
  • "id": "5fd4371e940df5a34a3888b2",
  • "sso_id": "5fd4371e940df5a34a3888b2",
  • "api_key": "string",
  • "name": "Acme, Inc.",
  • "time_zone": "America/New_York",
  • "type": "string",
  • "data_retention_in_days": 0,
  • "data_truncated_at": "2019-08-24T14:15:22Z",
  • "keen_project_id": "string",
  • "keen_read_api_key": "string",
  • "keen_write_api_key": "string",
  • "pricing_components": [
    • { }
    ],
  • "billing_type": "contracted",
  • "financial_state": "paid",
  • "financial_state_updated_at": "2019-08-24T14:15:22Z",
  • "lead_ping_enabled": true,
  • "product_id": "lcx",
  • "state": "string",
  • "connected_buyers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "sso_id": "5fd4371e940df5a34a3888b2",
      • "source": "formal"
      }
    ],
  • "connected_sellers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "sso_id": "5fd4371e940df5a34a3888b2",
      • "source": "formal"
      }
    ],
  • "pending_sellers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "expired": true,
      • "invitation_expires_at": "2019-08-24T14:15:22Z"
      }
    ],
  • "pending_buyers": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "name": "string",
      • "expired": true,
      • "invitation_expires_at": "2019-08-24T14:15:22Z"
      }
    ],
  • "subscriptions": {
    • "addons": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      },
    • "base": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      },
    • "pro": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      },
    • "partner": {
      • "id": "5fd4371e940df5a34a3888b2",
      • "state": "active",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "product_offering_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_component": "partner"
      }
    },
  • "features": {
    • "seller_access": true,
    • "buyer_access": true,
    • "lead_transactions": true,
    • "conversion_feedback": true,
    • "firehose": true,
    • "third_party_add_on_services": true,
    • "real_time_bidding": true,
    • "leadconduit_trustedform_decisions": true
    }
}
Get a Prismatic marketplace JWT
Returns a signed JWT token for authenticating with the Prismatic embedded marketplace. Registers the account with Prismatic if not already registered.


SecurityAPIKey 
Responses 
200
OK


get/account/prismatic_jwt
Request samples 
Response samples 
application/json
{
  • "token": "string"
}
Sync account data from SSO
Syncs account data from SSO using the provided sso_account_id.


SecurityAPIKey 
Responses 
200
Session established successfully


400
Bad request - sso_account_id is required


401
Authentication failed. This can occur when:


    

  • No API key is provided
    • 

  • An account API key is used instead of a user API key
    • 



500
Internal server error


post/account_sso_sync
Request samples 
Response samples 
application/json
{
  • "success": true,
  • "account": {
    • "id": "5fd4371e940df5a34a3888b2",
    • "sso_id": "5fd4371e940df5a34a3888b2",
    • "api_key": "string",
    • "name": "Acme, Inc.",
    • "time_zone": "America/New_York",
    • "type": "string",
    • "data_retention_in_days": 0,
    • "data_truncated_at": "2019-08-24T14:15:22Z",
    • "keen_project_id": "string",
    • "keen_read_api_key": "string",
    • "keen_write_api_key": "string",
    • "pricing_components": [
      • { }
      ],
    • "billing_type": "contracted",
    • "financial_state": "paid",
    • "financial_state_updated_at": "2019-08-24T14:15:22Z",
    • "lead_ping_enabled": true,
    • "product_id": "lcx",
    • "state": "string",
    • "connected_buyers": [
      • {
        • "id": "5fd4371e940df5a34a3888b2",
        • "name": "string",
        • "sso_id": "5fd4371e940df5a34a3888b2",
        • "source": "formal"
        }
      ],
    • "connected_sellers": [
      • {
        • "id": "5fd4371e940df5a34a3888b2",
        • "name": "string",
        • "sso_id": "5fd4371e940df5a34a3888b2",
        • "source": "formal"
        }
      ],
    • "pending_sellers": [
      • {
        • "id": "5fd4371e940df5a34a3888b2",
        • "name": "string",
        • "expired": true,
        • "invitation_expires_at": "2019-08-24T14:15:22Z"
        }
      ],
    • "pending_buyers": [
      • {
        • "id": "5fd4371e940df5a34a3888b2",
        • "name": "string",
        • "expired": true,
        • "invitation_expires_at": "2019-08-24T14:15:22Z"
        }
      ],
    • "subscriptions": {
      • "addons": {
        • "id": "5fd4371e940df5a34a3888b2",
        • "state": "active",
        • "created_at": "2019-08-24T14:15:22Z",
        • "updated_at": "2019-08-24T14:15:22Z",
        • "active_at": "2019-08-24T14:15:22Z",
        • "inactive_at": "2019-08-24T14:15:22Z",
        • "product_offering_id": "5fd4371e940df5a34a3888b2",
        • "product_offering_component": "partner"
        },
      • "base": {
        • "id": "5fd4371e940df5a34a3888b2",
        • "state": "active",
        • "created_at": "2019-08-24T14:15:22Z",
        • "updated_at": "2019-08-24T14:15:22Z",
        • "active_at": "2019-08-24T14:15:22Z",
        • "inactive_at": "2019-08-24T14:15:22Z",
        • "product_offering_id": "5fd4371e940df5a34a3888b2",
        • "product_offering_component": "partner"
        },
      • "pro": {
        • "id": "5fd4371e940df5a34a3888b2",
        • "state": "active",
        • "created_at": "2019-08-24T14:15:22Z",
        • "updated_at": "2019-08-24T14:15:22Z",
        • "active_at": "2019-08-24T14:15:22Z",
        • "inactive_at": "2019-08-24T14:15:22Z",
        • "product_offering_id": "5fd4371e940df5a34a3888b2",
        • "product_offering_component": "partner"
        },
      • "partner": {
        • "id": "5fd4371e940df5a34a3888b2",
        • "state": "active",
        • "created_at": "2019-08-24T14:15:22Z",
        • "updated_at": "2019-08-24T14:15:22Z",
        • "active_at": "2019-08-24T14:15:22Z",
        • "inactive_at": "2019-08-24T14:15:22Z",
        • "product_offering_id": "5fd4371e940df5a34a3888b2",
        • "product_offering_component": "partner"
        }
      },
    • "features": {
      • "seller_access": true,
      • "buyer_access": true,
      • "lead_transactions": true,
      • "conversion_feedback": true,
      • "firehose": true,
      • "third_party_add_on_services": true,
      • "real_time_bidding": true,
      • "leadconduit_trustedform_decisions": true
      }
    }
}
List all credentials
Get the list of all credentials. Secret fields are omitted for the types listed under Credential — signing_secret for integration_platform_credential, secret_access_key for aws_sigv4.


SecurityAPIKey 
Responses 
200
OK


get/credentials
Request samples 
Response samples 
application/json
null
Create a new credential
Create a new credential


SecurityAPIKey 
Request 
Request Body schema: application/json
required
Create a new credential


name
required
string
Friendly name for this credential


 
package
required
string
The name of the LeadConduit integration package to which this credential belongs


 
type
required
string
The credential type


 
username
required
string  non-empty 
The username to use for basic authentication


 
password
required
string  non-empty 
The password to use for basic authentication


 
property name*
additional property
any
 
Responses 
201
Created


post/credentials
Request samples 
application/json
{
  • "name": "string",
  • "package": "string",
  • "type": "user",
  • "username": "string",
  • "password": "string"
}
Response samples 
application/json
{
  • "id": "string",
  • "name": "string",
  • "package": "string",
  • "type": "user",
  • "created_at": "2019-08-24T14:15:22Z",
  • "updated_at": "2019-08-24T14:15:22Z",
  • "username": "string",
  • "password": "string"
}
Get a credential
Returns the credential matching the specified ID. Secret fields are omitted for the types listed under Credential — signing_secret for integration_platform_credential, secret_access_key for aws_sigv4.


SecurityAPIKey 
Request 
path Parameters
id
required
string (ID) ^[0-9a-fA-F]{24}$
ID of the credential to get


 
 Example:  5fd4371e940df5a34a3888b2
Responses 
200
OK


get/credentials/{id}
Request samples 
Response samples 
application/json
{
  • "id": "string",
  • "name": "string",
  • "package": "string",
  • "type": "user",
  • "created_at": "2019-08-24T14:15:22Z",
  • "updated_at": "2019-08-24T14:15:22Z",
  • "username": "string",
  • "password": "string"
}
Update a credential
Update an existing credential matching the specified ID. type and package are
immutable — changing either returns a 422. Rotating a secret is an update: send the
new value (for example a new secret_access_key on an aws_sigv4 credential) and it
propagates to already-deployed flows without a redeploy.


SecurityAPIKey 
Request 
path Parameters
id
required
string (ID) ^[0-9a-fA-F]{24}$
ID of the credential to update


 
 Example:  5fd4371e940df5a34a3888b2
Request Body schema: application/json
required
Create a new credential


name
required
string
Friendly name for this credential


 
package
required
string
The name of the LeadConduit integration package to which this credential belongs


 
type
required
string
The credential type


 
username
required
string  non-empty 
The username to use for basic authentication


 
password
required
string  non-empty 
The password to use for basic authentication


 
property name*
additional property
any
 
Responses 
200
OK


put/credentials/{id}
Request samples 
application/json
{
  • "name": "string",
  • "package": "string",
  • "type": "user",
  • "username": "string",
  • "password": "string"
}
Response samples 
application/json
{
  • "id": "string",
  • "name": "string",
  • "package": "string",
  • "type": "user",
  • "created_at": "2019-08-24T14:15:22Z",
  • "updated_at": "2019-08-24T14:15:22Z",
  • "username": "string",
  • "password": "string"
}
Delete a credential
Deletes the credential matching the specified ID


SecurityAPIKey 
Request 
path Parameters
id
required
string (ID) ^[0-9a-fA-F]{24}$
ID of the credential to delete


 
 Example:  5fd4371e940df5a34a3888b2
Responses 
200
OK


delete/credentials/{id}
Request samples 
Response samples 
application/json
{
  • "id": "string",
  • "name": "string",
  • "package": "string",
  • "type": "user",
  • "created_at": "2019-08-24T14:15:22Z",
  • "updated_at": "2019-08-24T14:15:22Z",
  • "username": "string",
  • "password": "string"
}
Get user
This singleton resource returns the currently authenticated user


SecurityAPIKey 
Responses 
200
OK


get/user
Request samples 
Response samples 
application/json
{
  • "id": "5fd4371e940df5a34a3888b2",
  • "sso_id": "5fd4371e940df5a34a3888b2",
  • "api_key": "2f1d5f29915b866c7a2fa5de29613104",
  • "superuser": false,
  • "user_admin": true,
  • "subscription_admin": true,
  • "role_string": "user",
  • "first_name": "Jane",
  • "last_name": "Doe",
  • "email": "janedoe@company.com",
  • "phone": "512-555-1212",
  • "accounts": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "sso_id": "5fd4371e940df5a34a3888b2",
      • "api_key": "string",
      • "name": "Acme, Inc.",
      • "time_zone": "America/New_York",
      • "type": "string",
      • "data_retention_in_days": 0,
      • "data_truncated_at": "2019-08-24T14:15:22Z",
      • "keen_project_id": "string",
      • "keen_read_api_key": "string",
      • "keen_write_api_key": "string",
      • "pricing_components": [
        • { }
        ],
      • "billing_type": "contracted",
      • "financial_state": "paid",
      • "financial_state_updated_at": "2019-08-24T14:15:22Z",
      • "lead_ping_enabled": true,
      • "product_id": "lcx",
      • "state": "string",
      • "connected_buyers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "sso_id": "5fd4371e940df5a34a3888b2",
          • "source": "formal"
          }
        ],
      • "connected_sellers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "sso_id": "5fd4371e940df5a34a3888b2",
          • "source": "formal"
          }
        ],
      • "pending_sellers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "expired": true,
          • "invitation_expires_at": "2019-08-24T14:15:22Z"
          }
        ],
      • "pending_buyers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "expired": true,
          • "invitation_expires_at": "2019-08-24T14:15:22Z"
          }
        ],
      • "subscriptions": {
        • "addons": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          },
        • "base": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          },
        • "pro": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          },
        • "partner": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          }
        },
      • "features": {
        • "seller_access": true,
        • "buyer_access": true,
        • "lead_transactions": true,
        • "conversion_feedback": true,
        • "firehose": true,
        • "third_party_add_on_services": true,
        • "real_time_bidding": true,
        • "leadconduit_trustedform_decisions": true
        }
      }
    ],
  • "products": [],
  • "membership": {
    • "account_id": "5fd4371e940df5a34a3888b2",
    • "lc_access": true,
    • "sl_access": true,
    • "tf_access": true,
    • "product": "string",
    • "product_access": true,
    • "subscription_admin": true,
    • "user_admin": true,
    • "user_id": "5fd4371e940df5a34a3888b2"
    },
  • "permissions": {
    • "lcx": "string",
    • "suppressionlist": "string",
    • "trustedform": "string"
    },
  • "product_code": "lcx",
  • "company_name": "string",
  • "expires": "2019-08-24T14:15:22Z",
  • "subscriptions": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "state": "string",
      • "account_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_id": "string",
      • "product_offering": {
        • "id": "string",
        • "product_id": "string",
        • "component": "string",
        • "name": "string"
        }
      }
    ],
  • "zendesk_jwt": "string",
  • "ui_state": {
    • "has_seen_free_account_modal": "2019-08-24T14:15:22Z"
    },
  • "created_at": "2019-08-24T14:15:22Z"
}
Update user
Resource for User or user admin to toggle modal flag


SecurityAPIKey 
Request 
path Parameters
id
required
string (ID) ^[0-9a-fA-F]{24}$
ID of the user to update


 
 Example:  5fd4371e940df5a34a3888b2
Request Body schema: application/json
required
UI State flags are passed as boolean values. Response will return the flag as a date-time string or null value


object
User interface state


 
Responses 
200
OK


put/user/{id}
Request samples 
application/json
{
  • "ui_state": {
    • "has_seen_free_account_modal": true
    }
}
Response samples 
application/json
{
  • "id": "5fd4371e940df5a34a3888b2",
  • "sso_id": "5fd4371e940df5a34a3888b2",
  • "api_key": "2f1d5f29915b866c7a2fa5de29613104",
  • "superuser": false,
  • "user_admin": true,
  • "subscription_admin": true,
  • "role_string": "user",
  • "first_name": "Jane",
  • "last_name": "Doe",
  • "email": "janedoe@company.com",
  • "phone": "512-555-1212",
  • "accounts": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "sso_id": "5fd4371e940df5a34a3888b2",
      • "api_key": "string",
      • "name": "Acme, Inc.",
      • "time_zone": "America/New_York",
      • "type": "string",
      • "data_retention_in_days": 0,
      • "data_truncated_at": "2019-08-24T14:15:22Z",
      • "keen_project_id": "string",
      • "keen_read_api_key": "string",
      • "keen_write_api_key": "string",
      • "pricing_components": [
        • { }
        ],
      • "billing_type": "contracted",
      • "financial_state": "paid",
      • "financial_state_updated_at": "2019-08-24T14:15:22Z",
      • "lead_ping_enabled": true,
      • "product_id": "lcx",
      • "state": "string",
      • "connected_buyers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "sso_id": "5fd4371e940df5a34a3888b2",
          • "source": "formal"
          }
        ],
      • "connected_sellers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "sso_id": "5fd4371e940df5a34a3888b2",
          • "source": "formal"
          }
        ],
      • "pending_sellers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "expired": true,
          • "invitation_expires_at": "2019-08-24T14:15:22Z"
          }
        ],
      • "pending_buyers": [
        • {
          • "id": "5fd4371e940df5a34a3888b2",
          • "name": "string",
          • "expired": true,
          • "invitation_expires_at": "2019-08-24T14:15:22Z"
          }
        ],
      • "subscriptions": {
        • "addons": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          },
        • "base": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          },
        • "pro": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          },
        • "partner": {
          • "id": "5fd4371e940df5a34a3888b2",
          • "state": "active",
          • "created_at": "2019-08-24T14:15:22Z",
          • "updated_at": "2019-08-24T14:15:22Z",
          • "active_at": "2019-08-24T14:15:22Z",
          • "inactive_at": "2019-08-24T14:15:22Z",
          • "product_offering_id": "5fd4371e940df5a34a3888b2",
          • "product_offering_component": "partner"
          }
        },
      • "features": {
        • "seller_access": true,
        • "buyer_access": true,
        • "lead_transactions": true,
        • "conversion_feedback": true,
        • "firehose": true,
        • "third_party_add_on_services": true,
        • "real_time_bidding": true,
        • "leadconduit_trustedform_decisions": true
        }
      }
    ],
  • "products": [],
  • "membership": {
    • "account_id": "5fd4371e940df5a34a3888b2",
    • "lc_access": true,
    • "sl_access": true,
    • "tf_access": true,
    • "product": "string",
    • "product_access": true,
    • "subscription_admin": true,
    • "user_admin": true,
    • "user_id": "5fd4371e940df5a34a3888b2"
    },
  • "permissions": {
    • "lcx": "string",
    • "suppressionlist": "string",
    • "trustedform": "string"
    },
  • "product_code": "lcx",
  • "company_name": "string",
  • "expires": "2019-08-24T14:15:22Z",
  • "subscriptions": [
    • {
      • "id": "5fd4371e940df5a34a3888b2",
      • "created_at": "2019-08-24T14:15:22Z",
      • "updated_at": "2019-08-24T14:15:22Z",
      • "active_at": "2019-08-24T14:15:22Z",
      • "inactive_at": "2019-08-24T14:15:22Z",
      • "state": "string",
      • "account_id": "5fd4371e940df5a34a3888b2",
      • "product_offering_id": "string",
      • "product_offering": {
        • "id": "string",
        • "product_id": "string",
        • "component": "string",
        • "name": "string"
        }
      }
    ],
  • "zendesk_jwt": "string",
  • "ui_state": {
    • "has_seen_free_account_modal": "2019-08-24T14:15:22Z"
    },
  • "created_at": "2019-08-24T14:15:22Z"
}
Create user settings
Create a new user settings document, adding it to the list of all user settings in the
account.


SecurityAPIKey 
Request 
Request Body schema: application/json
required
Create a new User Settings


required
object
User notification settings


 
report_favorite_ids
Array of strings (ID) 
IDs of the reports the user has favourited. When an update omits this field, the existing value is kept, so a settings save can't clear favourites.


 
Responses 
201
Created


post/user_settings
Request samples 
application/json
{
  • "notifications": {
    • "submission_doc_updates": {
      • "enabled": true,
      • "unsubscribed_at": { }
      },
    • "connection_invites": {
      • "enabled": true,
      • "unsubscribed_at": { }
      }
    },
  • "report_favorite_ids": [
    • "5fd4371e940df5a34a3888b2"
    ]
}
Response samples 
application/json
{
  • "id": "5fd4371e940df5a34a3888b2",
  • "notifications": {
    • "submission_doc_updates": {
      • "enabled": true,
      • "unsubscribed_at": { }
      },
    • "connection_invites": {
      • "enabled": true,
      • "unsubscribed_at": { }
      }
    },
  • "report_favorite_ids": [
    • "5fd4371e940df5a34a3888b2"
    ],
  • "created_at": "2019-08-24T14:15:22Z",
  • "updated_at": "2019-08-24T14:15:22Z"
}
Get a user settings
Fetch a single user settings document.


SecurityAPIKey 
Request 
path Parameters
id
required
string (ID) ^[0-9a-fA-F]{24}$
The ID of the user


 
 Example:  5fd4371e940df5a34a3888b2
Responses 
200
OK


get/user_settings/{id}
Request samples 
Response samples 
application/json
{
  • "id": "5fd4371e940df5a34a3888b2",
  • "notifications": {
    • "submission_doc_updates": {
      • "enabled": true,
      • "unsubscribed_at": { }
      },
    • "connection_invites": {
      • "enabled": true,
      • "unsubscribed_at": { }
      }
    },
  • "report_favorite_ids": [
    • "5fd4371e940df5a34a3888b2"
    ],
  • "created_at": "2019-08-24T14:15:22Z",
  • "updated_at": "2019-08-24T14:15:22Z"
}
Update a user settings
Update an existing user settings document.


SecurityAPIKey 
Request 
path Parameters
id
required
string (ID) ^[0-9a-fA-F]{24}$
The ID of the user settings


 
 Example:  5fd4371e940df5a34a3888b2
Request Body schema: application/json
required
Update an existing User Settings


required
object
User notification settings


 
report_favorite_ids
Array of strings (ID) 
IDs of the reports the user has favourited. When an update omits this field, the existing value is kept, so a settings save can't clear favourites.


 
Responses 
200
OK


put/user_settings/{id}
Request samples 
application/json
{
  • "notifications": {
    • "submission_doc_updates": {
      • "enabled": true,
      • "unsubscribed_at": { }
      },
    • "connection_invites": {
      • "enabled": true,
      • "unsubscribed_at": { }
      }
    },
  • "report_favorite_ids": [
    • "5fd4371e940df5a34a3888b2"
    ]
}
Response samples 
application/json
{
  • "id": "5fd4371e940df5a34a3888b2",
  • "notifications": {
    • "submission_doc_updates": {
      • "enabled": true,
      • "unsubscribed_at": { }
      },
    • "connection_invites": {
      • "enabled": true,
      • "unsubscribed_at": { }
      }
    },
  • "report_favorite_ids": [
    • "5fd4371e940df5a34a3888b2"
    ],
  • "created_at": "2019-08-24T14:15:22Z",
  • "updated_at": "2019-08-24T14:15:22Z"
}