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Company API

A Company represents an organization your team is doing business with.

Company Endpoints

OperationMethodEndpoint
Create CompanyPOSThttps://crm.twozo.io/rest/api/v1/company
Get CompanyGEThttps://crm.twozo.io/rest/api/v1/company/{id}
Update CompanyPUT/PATCHhttps://crm.twozo.io/rest/api/v1/company/{id}
Delete CompanyDELETEhttps://crm.twozo.io/rest/api/v1/company/{id}
List CompaniesGEThttps://crm.twozo.io/rest/api/v1/company/view/list?filter=name:like(w)&sort=name:asc
Dropdown ValuesGEThttps://crm.twozo.io/rest/api/v1/field/dropdown?name={INTERNAL_NAME}
Field ListGEThttps://crm.twozo.io/rest/api/v1/field/list?source=company

List API (GET)

GET: https://crm.twozo.io/rest/api/v1/company/view/list?filter={internalname}:like(w)&sort={internalname}:asc

Example:

https://crm.twozo.io/rest/api/v1/company/view/list?filter=name:like(w)&sort=name:asc

Pagination Parameters

ParameterDescriptionExample
pagePage numberpage=1
pageSizeNumber of records per pagesize=25

Filter Parameters

Format:

filter=<field>:<operator>(<value>)

Supported Filter Operators

OperatorMeaningExample RequestEquivalent Condition
eqEqualsfilter=status:eq(active)status = 'active'
neqNot Equalsfilter=status:neq(archived)status != 'archived'
inIn Listfilter=status:in(active,pending)status IN ('active','pending')
ninNot In Listfilter=status:nin(deleted,archived)status NOT IN ('deleted','archived')
ltLess Thanfilter=amount:lt(500)amount < 500
lteLess Than or Equalfilter=amount:lte(1000)amount <= 1000
gtGreater Thanfilter=amount:gt(100)amount > 100
gteGreater Than or Equalfilter=amount:gte(250)amount >= 250
betweenRangefilter=createdAt:between(1771936945416,1771936947532)createdAt BETWEEN value1 AND value2
likeContains Textfilter=name:like(john)name LIKE '%john%'

Filter Examples

&filter=status:eq(active)
&filter=status:neq(archived)
&filter=status:in(active,pending)
&filter=status:nin(deleted,archived)
&filter=amount:lt(500)
&filter=amount:lte(1000)
&filter=amount:gt(100)
&filter=amount:gte(250)
&filter=createdAt:between(1771936945416,1771936947532)
&filter=name:like(john)
&filter=deletedAt:isnull(true)
&filter=deletedAt:notnull(true)
&filter=metadata.notes:exists(true)

Sort Parameters

Format:

sort=<field>:<direction>

Multiple sort fields can be separated by commas.

Supported Sort Directions

DirectionMeaning
ascAscending Order
descDescending Order

Sort Examples

RequestDescription
sort=createdAt:descSort by created date descending
sort=name:ascSort by name ascending
sort=createdAt:desc,name:ascSort by created date descending, then name ascending

Example

&sort=createdAt:desc,name:asc

FieldList

GET: https://crm.twozo.io/rest/api/v1/field/list?source=company

FieldList Response

{
    "code": 0,
    "data": {
        "source": {
            "is_enabled": true,
            "name": "Company",
            "id": 102
        },
        "fields": [
            [
                {
                    "internal_name": "name",
                    "is_active": true,
                    "source_id": 102,
                    "id": 144,
                    "type": "SINGLE_STRING",
                    "config": {
                        "min_length": 1,
                        "max_length": 255
                    },
                    "field_name": "Name"
                }
            ],
            [
                {
                    "internal_name": "website",
                    "is_active": true,
                    "source_id": 102,
                    "id": 145,
                    "type": "SINGLE_STRING",
                    "config": {
                        "min_length": 1,
                        "max_length": 32000
                    },
                    "field_name": "Website"
                }
            ],
            [
                {
                    "internal_name": "sales_owner",
                    "is_active": true,
                    "source_id": 102,
                    "id": 146,
                    "type": "OWNER",
                    "config": {},
                    "field_name": "Sales Owner"
                }
            ],
            [
                {
                    "internal_name": "address",
                    "is_active": true,
                    "sub_fields": [
                        {
                            "name": "COUNTRY",
                            "input_type": "DROPDOWN",
                            "id": 16,
                            "type": "ADDRESS",
                            "display_name": "Country",
                            "config": {
                                "dropdown": "countryList"
                            }
                        },
                        {
                            "name": "LATITUDE",
                            "input_type": "SINGLE_NUMBER",
                            "id": 20,
                            "type": "ADDRESS",
                            "display_name": "Latitude",
                            "config": {
                                "isWholeNumber": false,
                                "isFilterable": false
                            }
                        },
                        {
                            "name": "LONGITUDE",
                            "input_type": "SINGLE_NUMBER",
                            "id": 21,
                            "type": "ADDRESS",
                            "display_name": "Longitude",
                            "config": {
                                "isWholeNumber": false,
                                "isFilterable": false
                            }
                        },
                        {
                            "name": "CITY",
                            "input_type": "SINGLE_STRING",
                            "id": 14,
                            "type": "ADDRESS",
                            "display_name": "City",
                            "config": {
                                "maxLength": 125,
                                "maxLengthMessage": "i18n.fields.violation.message.max.length"
                            }
                        },
                        {
                            "name": "STATE",
                            "input_type": "SINGLE_STRING",
                            "id": 15,
                            "type": "ADDRESS",
                            "display_name": "State",
                            "config": {
                                "maxLength": 125,
                                "maxLengthMessage": "i18n.fields.violation.message.max.length"
                            }
                        },
                        {
                            "name": "ZIPCODE",
                            "input_type": "SINGLE_STRING",
                            "id": 17,
                            "type": "ADDRESS",
                            "display_name": "Pincode",
                            "config": {
                                "maxLength": 25,
                                "maxLengthMessage": "i18n.fields.violation.message.max.length"
                            }
                        },
                        {
                            "name": "ADDRESS_LINE1",
                            "input_type": "TEXT",
                            "id": 18,
                            "type": "ADDRESS",
                            "display_name": "AddressLine1",
                            "config": {
                                "isFilterable": false,
                                "maxLength": 300,
                                "maxLengthMessage": "i18n.fields.violation.message.max.length",
                                "isDuplicateCheckEnabled": true
                            }
                        },
                        {
                            "name": "ADDRESS_LINE2",
                            "input_type": "TEXT",
                            "id": 19,
                            "type": "ADDRESS",
                            "display_name": "AddressLine2",
                            "config": {
                                "isFilterable": false,
                                "maxLength": 300,
                                "maxLengthMessage": "i18n.fields.violation.message.max.length",
                                "isDuplicateCheckEnabled": true
                            }
                        }
                    ],
                    "source_id": 102,
                    "id": 147,
                    "type": "ADDRESS",
                    "config": {},
                    "field_name": "Address"
                }
            ],
            [
                {
                    "internal_name": "facebook",
                    "is_active": true,
                    "source_id": 102,
                    "id": 148,
                    "type": "SINGLE_STRING",
                    "config": {
                        "min_length": 1,
                        "max_length": 32000
                    },
                    "field_name": "Facebook"
                }
            ],
            [
                {
                    "internal_name": "twitter",
                    "is_active": true,
                    "source_id": 102,
                    "id": 149,
                    "type": "SINGLE_STRING",
                    "config": {
                        "min_length": 1,
                        "max_length": 32000
                    },
                    "field_name": "Twitter"
                }
            ],
            [
                {
                    "internal_name": "linkedIn",
                    "is_active": true,
                    "source_id": 102,
                    "id": 150,
                    "type": "SINGLE_STRING",
                    "config": {
                        "min_length": 1,
                        "max_length": 32000
                    },
                    "field_name": "LinkedIn"
                }
            ],
            [
                {
                    "internal_name": "annual_revenue",
                    "is_active": true,
                    "sub_fields": [
                        {
                            "name": "CURRENCY",
                            "input_type": "DROPDOWN",
                            "id": 6,
                            "type": "MONETARY",
                            "display_name": "Currency",
                            "config": {
                                "dropdown": "currencyList"
                            }
                        },
                        {
                            "name": "VALUE",
                            "input_type": "SINGLE_NUMBER",
                            "id": 7,
                            "type": "MONETARY",
                            "display_name": "Price",
                            "config": {
                                "isWholeNumber": false,
                                "default": 0.0
                            }
                        }
                    ],
                    "source_id": 102,
                    "id": 151,
                    "type": "MONETARY",
                    "config": {
                        "min": 0,
                        "max": 9999999999999
                    },
                    "field_name": "Annual Revenue"
                }
            ],
            [
                {
                    "internal_name": "sic_code",
                    "is_active": true,
                    "source_id": 102,
                    "id": 152,
                    "type": "SINGLE_NUMBER",
                    "config": {
                        "min": 0,
                        "max": 9999
                    },
                    "field_name": "SIC Code"
                }
            ],
            [
                {
                    "internal_name": "territory",
                    "is_active": true,
                    "source_id": 102,
                    "id": 153,
                    "type": "TERRITORY",
                    "config": {},
                    "field_name": "Territory"
                }
            ],
            [
                {
                    "internal_name": "tags",
                    "is_active": true,
                    "source_id": 102,
                    "id": 154,
                    "type": "TAGS",
                    "config": {
                        "max_limit": 10,
                        "max_length": 255
                    },
                    "field_name": "Tags"
                }
            ],
            [
                {
                    "internal_name": "employee_count",
                    "is_active": true,
                    "source_id": 102,
                    "id": 155,
                    "type": "SINGLE_NUMBER",
                    "config": {
                        "min": 0,
                        "max": 9999999999999999
                    },
                    "field_name": "Employees"
                }
            ],
            [
                {
                    "internal_name": "parent_company",
                    "is_active": true,
                    "related_field": {
                        "id": 144,
                        "source": "Company"
                    },
                    "source_id": 102,
                    "id": 156,
                    "type": "COMPANY_ONBOARD",
                    "config": {},
                    "field_name": "Parent Company"
                }
            ],
            [
                {
                    "internal_name": "parent_company",
                    "is_active": true,
                    "options": [
                        {
                            "name": "Acquired",
                            "id": 9218980
                        },
                        {
                            "name": "Active",
                            "id": 9218981
                        },
                        {
                            "name": "Market Failed",
                            "id": 9218982
                        },
                        {
                            "name": "Project Cancelled",
                            "id": 9218983
                        },
                        {
                            "name": "Shutdown",
                            "id": 9218984
                        }
                    ],
                    "source_id": 102,
                    "id": 157,
                    "type": "DROPDOWN",
                    "config": {},
                    "field_name": "Organization Status"
                }
            ],
            [
                {
                    "internal_name": "industry_type",
                    "is_active": true,
                    "options": [
                        {
                            "name": "Accounting",
                            "id": 9218998
                        },
                        {
                            "name": "Advertising",
                            "id": 9218999
                        },
                        {
                            "name": "Aerospace",
                            "id": 9219000
                        },
                        {
                            "name": "Agriculture",
                            "id": 9219001
                        },
                        {
                            "name": "Aircraft",
                            "id": 9219002
                        },
                        {
                            "name": "Airline",
                            "id": 9219003
                        },
                        {
                            "name": "Apparel & Accessories",
                            "id": 9219004
                        },
                        {
                            "name": "Automotive",
                            "id": 9219005
                        },
                        {
                            "name": "Banking",
                            "id": 9219006
                        },
                        {
                            "name": "Biotechnology",
                            "id": 9219007
                        },
                        {
                            "name": "Broadcasting",
                            "id": 9219008
                        },
                        {
                            "name": "Brokerage",
                            "id": 9219009
                        },
                        {
                            "name": "Call Centers",
                            "id": 9219010
                        },
                        {
                            "name": "Cargo Handling",
                            "id": 9219011
                        },
                        {
                            "name": "Chemicals",
                            "id": 9219012
                        },
                        {
                            "name": "Computer",
                            "id": 9219013
                        },
                        {
                            "name": "Construction",
                            "id": 9219014
                        },
                        {
                            "name": "Consulting",
                            "id": 9219015
                        },
                        {
                            "name": "Consumer Products",
                            "id": 9219016
                        },
                        {
                            "name": "Cosmetics",
                            "id": 9219017
                        },
                        {
                            "name": "Defense",
                            "id": 9219018
                        },
                        {
                            "name": "Department Stores",
                            "id": 9219019
                        },
                        {
                            "name": "Ecommerce",
                            "id": 9219020
                        },
                        {
                            "name": "Education",
                            "id": 9219021
                        },
                        {
                            "name": "Electronics",
                            "id": 9219022
                        },
                        {
                            "name": "Energy",
                            "id": 9219023
                        },
                        {
                            "name": "Engineering",
                            "id": 9219024
                        },
                        {
                            "name": "Entertainment & Leisure",
                            "id": 9219025
                        },
                        {
                            "name": "Executive Search",
                            "id": 9219026
                        },
                        {
                            "name": "Financial Services",
                            "id": 9219027
                        },
                        {
                            "name": "Food, Beverage & Tobacco",
                            "id": 9219028
                        },
                        {
                            "name": "Gaming",
                            "id": 9219029
                        },
                        {
                            "name": "Government",
                            "id": 9219030
                        },
                        {
                            "name": "Grocery",
                            "id": 9219031
                        },
                        {
                            "name": "Health Care",
                            "id": 9219032
                        },
                        {
                            "name": "Hospitality",
                            "id": 9219033
                        },
                        {
                            "name": "Insurance",
                            "id": 9219034
                        },
                        {
                            "name": "Internet Publishing",
                            "id": 9219035
                        },
                        {
                            "name": "Investment Banking",
                            "id": 9219036
                        },
                        {
                            "name": "Legal",
                            "id": 9219037
                        },
                        {
                            "name": "Machinery",
                            "id": 9219038
                        },
                        {
                            "name": "Manufacturing",
                            "id": 9219039
                        },
                        {
                            "name": "Media",
                            "id": 9219040
                        },
                        {
                            "name": "Motion Picture & Video",
                            "id": 9219041
                        },
                        {
                            "name": "Music",
                            "id": 9219042
                        },
                        {
                            "name": "Newspaper Publishers",
                            "id": 9219043
                        },
                        {
                            "name": "Not for Profit",
                            "id": 9219044
                        },
                        {
                            "name": "Online Auctions",
                            "id": 9219045
                        },
                        {
                            "name": "Other",
                            "id": 9219046
                        },
                        {
                            "name": "Pension Funds",
                            "id": 9219047
                        },
                        {
                            "name": "Pharmaceuticals",
                            "id": 9219048
                        },
                        {
                            "name": "Private Equity",
                            "id": 9219049
                        },
                        {
                            "name": "Publishing",
                            "id": 9219050
                        },
                        {
                            "name": "Real Estate",
                            "id": 9219051
                        },
                        {
                            "name": "Retail & Wholesale",
                            "id": 9219052
                        },
                        {
                            "name": "Securities & Commodity Exchanges",
                            "id": 9219053
                        },
                        {
                            "name": "Service",
                            "id": 9219054
                        },
                        {
                            "name": "Shipping",
                            "id": 9219055
                        },
                        {
                            "name": "Soap & Detergent",
                            "id": 9219056
                        },
                        {
                            "name": "Software",
                            "id": 9219057
                        },
                        {
                            "name": "Sports",
                            "id": 9219058
                        },
                        {
                            "name": "Technology",
                            "id": 9219059
                        },
                        {
                            "name": "Telecommunications",
                            "id": 9219060
                        },
                        {
                            "name": "Television",
                            "id": 9219061
                        },
                        {
                            "name": "Transportation",
                            "id": 9219062
                        },
                        {
                            "name": "Trucking",
                            "id": 9219063
                        },
                        {
                            "name": "Utilities",
                            "id": 9219064
                        },
                        {
                            "name": "Venture Capital",
                            "id": 9219065
                        }
                    ],
                    "source_id": 102,
                    "id": 158,
                    "type": "DROPDOWN",
                    "config": {},
                    "field_name": "Industry Type"
                }
            ],
            [
                {
                    "internal_name": "business_type",
                    "is_active": true,
                    "options": [
                        {
                            "name": "Analyst",
                            "id": 9218985
                        },
                        {
                            "name": "Competitor",
                            "id": 9218986
                        },
                        {
                            "name": "Customer",
                            "id": 9218987
                        },
                        {
                            "name": "Distributor",
                            "id": 9218988
                        },
                        {
                            "name": "Integrator",
                            "id": 9218989
                        },
                        {
                            "name": "Investor",
                            "id": 9218990
                        },
                        {
                            "name": "Other",
                            "id": 9218991
                        },
                        {
                            "name": "Partner",
                            "id": 9218992
                        },
                        {
                            "name": "Press",
                            "id": 9218993
                        },
                        {
                            "name": "Prospect",
                            "id": 9218994
                        },
                        {
                            "name": "Reseller",
                            "id": 9218995
                        },
                        {
                            "name": "Supplier",
                            "id": 9218996
                        },
                        {
                            "name": "Vendor",
                            "id": 9218997
                        }
                    ],
                    "source_id": 102,
                    "id": 159,
                    "type": "DROPDOWN",
                    "config": {},
                    "field_name": "Business Type"
                }
            ],
            [
                {
                    "internal_name": "description",
                    "is_active": true,
                    "source_id": 102,
                    "id": 160,
                    "type": "SINGLE_STRING",
                    "config": {
                        "min_length": 1,
                        "max_length": 255
                    },
                    "field_name": "Description"
                }
            ],
            [
                {
                    "internal_name": "created_by",
                    "is_active": true,
                    "source_id": 102,
                    "id": 161,
                    "type": "OWNER",
                    "config": {},
                    "field_name": "Created By"
                }
            ],
            [
                {
                    "internal_name": "created_at",
                    "is_active": true,
                    "source_id": 102,
                    "id": 162,
                    "type": "DATE_TIME",
                    "config": {},
                    "field_name": "Created At"
                }
            ],
            [
                {
                    "internal_name": "updated_by",
                    "is_active": true,
                    "source_id": 102,
                    "id": 163,
                    "type": "OWNER",
                    "config": {},
                    "field_name": "Updated By"
                }
            ],
            [
                {
                    "internal_name": "updated_at",
                    "is_active": true,
                    "source_id": 102,
                    "id": 164,
                    "type": "DATE_TIME",
                    "config": {},
                    "field_name": "Updated At"
                }
            ],
            [
                {
                    "internal_name": "last_assigned_at",
                    "is_active": true,
                    "source_id": 102,
                    "id": 165,
                    "type": "DATE_TIME",
                    "config": {},
                    "field_name": "Last Assigned At"
                }
            ],
            [
                {
                    "internal_name": "id",
                    "is_active": true,
                    "source_id": 102,
                    "id": 166,
                    "type": "SINGLE_NUMBER",
                    "config": {},
                    "field_name": "ID"
                }
            ],
            [
                {
                    "internal_name": "recent_note",
                    "is_active": true,
                    "source_id": 102,
                    "id": 180,
                    "type": "TEXT",
                    "config": {},
                    "field_name": "Recent Note"
                }
            ],
            [
                {
                    "internal_name": "open_deals",
                    "is_active": true,
                    "source_id": 102,
                    "id": 167,
                    "type": "DEAL",
                    "config": {},
                    "field_name": "Open Deals"
                }
            ],
            [
                {
                    "internal_name": "closed_deals",
                    "is_active": true,
                    "source_id": 102,
                    "id": 168,
                    "type": "DEAL",
                    "config": {},
                    "field_name": "Closed Deals"
                }
            ],
            [
                {
                    "internal_name": "won_deals",
                    "is_active": true,
                    "source_id": 102,
                    "id": 169,
                    "type": "DEAL",
                    "config": {},
                    "field_name": "Won Deals"
                }
            ],
            [
                {
                    "internal_name": "lost_deals",
                    "is_active": true,
                    "source_id": 102,
                    "id": 170,
                    "type": "DEAL",
                    "config": {},
                    "field_name": "Lost Deals"
                }
            ],
            [
                {
                    "internal_name": "last_activity_date",
                    "is_active": true,
                    "source_id": 102,
                    "id": 171,
                    "type": "DATE",
                    "config": {},
                    "field_name": "Last Activity Date"
                }
            ],
            [
                {
                    "internal_name": "next_activity_date",
                    "is_active": true,
                    "source_id": 102,
                    "id": 172,
                    "type": "DATE",
                    "config": {},
                    "field_name": "Next Activity Date"
                }
            ],
            [
                {
                    "internal_name": "last_activity_type",
                    "is_active": true,
                    "source_id": 102,
                    "id": 173,
                    "type": "SINGLE_STRING",
                    "config": {},
                    "field_name": "Last Activity Type"
                }
            ],
            [
                {
                    "internal_name": "done_activities",
                    "is_active": true,
                    "source_id": 102,
                    "id": 174,
                    "type": "SINGLE_NUMBER",
                    "config": {},
                    "field_name": "Done Activities"
                }
            ],
            [
                {
                    "internal_name": "upcoming_activities",
                    "is_active": true,
                    "source_id": 102,
                    "id": 175,
                    "type": "SINGLE_NUMBER",
                    "config": {},
                    "field_name": "Upcoming Activities"
                }
            ],
            [
                {
                    "internal_name": "total_activities",
                    "is_active": true,
                    "source_id": 102,
                    "id": 176,
                    "type": "SINGLE_NUMBER",
                    "config": {},
                    "field_name": "Total Activities"
                }
            ],
            [
                {
                    "internal_name": "email_message_count",
                    "is_active": true,
                    "source_id": 102,
                    "id": 177,
                    "type": "SINGLE_NUMBER",
                    "config": {},
                    "field_name": "Email Messages Count"
                }
            ],
            [
                {
                    "internal_name": "last_email_received",
                    "is_active": true,
                    "source_id": 102,
                    "id": 178,
                    "type": "DATE_TIME",
                    "config": {},
                    "field_name": "Last Email Received"
                }
            ],
            [
                {
                    "internal_name": "last_email_sent",
                    "is_active": true,
                    "source_id": 102,
                    "id": 179,
                    "type": "DATE_TIME",
                    "config": {},
                    "field_name": "Last Email Sent"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_text_field",
                    "is_active": true,
                    "source_id": 102,
                    "id": 124619,
                    "type": "SINGLE_STRING",
                    "config": {
                        "max_length": 255
                    },
                    "field_name": "custom_text_field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_large_text_field",
                    "is_active": true,
                    "source_id": 102,
                    "id": 124620,
                    "type": "TEXT",
                    "config": {
                        "max_length": 32000
                    },
                    "field_name": "custom_large_text_field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_number_field",
                    "is_active": true,
                    "source_id": 102,
                    "id": 124621,
                    "type": "SINGLE_NUMBER",
                    "config": {
                        "min": 0,
                        "max": 9999999999999999
                    },
                    "field_name": "custom_number_field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_dropdown_field",
                    "is_active": true,
                    "options": [
                        {
                            "name": "aaa",
                            "id": 10416878
                        },
                        {
                            "name": "bbb",
                            "id": 10416879
                        }
                    ],
                    "source_id": 102,
                    "id": 124622,
                    "type": "DROPDOWN",
                    "config": {},
                    "field_name": "custom_dropdown_field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_multiselect_field",
                    "is_active": true,
                    "options": [
                        {
                            "name": "aaaa",
                            "id": 10416880
                        },
                        {
                            "name": "bbbbb",
                            "id": 10416881
                        },
                        {
                            "name": "ccccc",
                            "id": 10416882
                        }
                    ],
                    "source_id": 102,
                    "id": 124623,
                    "type": "MULTI_SELECT",
                    "config": {},
                    "field_name": "custom_multiselect_field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_owner_field",
                    "is_active": true,
                    "source_id": 102,
                    "id": 124624,
                    "type": "OWNER",
                    "config": {},
                    "field_name": "custom_owner_field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_company_field",
                    "is_active": true,
                    "source_id": 102,
                    "id": 124625,
                    "type": "COMPANY",
                    "config": {},
                    "field_name": "custom_company_field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_contact_field",
                    "is_active": true,
                    "source_id": 102,
                    "id": 124626,
                    "type": "CONTACT",
                    "config": {},
                    "field_name": "custom_contact_field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_phone_field",
                    "is_active": true,
                    "sub_fields": [
                        {
                            "name": "PHONE_TYPE",
                            "input_type": "DROPDOWN",
                            "id": 1,
                            "type": "PHONE",
                            "display_name": "Phone Type",
                            "config": {
                                "dropdown": "phoneType"
                            }
                        },
                        {
                            "name": "COUNTRY_CODE",
                            "input_type": "DROPDOWN",
                            "id": 2,
                            "type": "PHONE",
                            "display_name": "Country Code",
                            "config": {
                                "dropdown": "countryList"
                            }
                        },
                        {
                            "name": "PHONE_NUMBER",
                            "input_type": "SINGLE_NUMBER",
                            "id": 3,
                            "type": "PHONE",
                            "display_name": "Phone Number"
                        }
                    ],
                    "source_id": 102,
                    "id": 124627,
                    "type": "PHONE",
                    "config": {},
                    "field_name": "custom_phone_field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_email_field",
                    "is_active": true,
                    "sub_fields": [
                        {
                            "name": "EMAIL_TYPE",
                            "input_type": "DROPDOWN",
                            "id": 4,
                            "type": "EMAIL",
                            "display_name": "Email Type",
                            "config": {
                                "dropdown": "emailType"
                            }
                        },
                        {
                            "name": "EMAIL_VALUE",
                            "input_type": "SINGLE_STRING",
                            "id": 5,
                            "type": "EMAIL",
                            "display_name": "Email"
                        }
                    ],
                    "source_id": 102,
                    "id": 124628,
                    "type": "EMAIL",
                    "config": {
                        "max_length": 320
                    },
                    "field_name": "custom_email_field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_monetary_field",
                    "is_active": true,
                    "sub_fields": [
                        {
                            "name": "CURRENCY",
                            "input_type": "DROPDOWN",
                            "id": 6,
                            "type": "MONETARY",
                            "display_name": "Currency",
                            "config": {
                                "dropdown": "currencyList"
                            }
                        },
                        {
                            "name": "VALUE",
                            "input_type": "SINGLE_NUMBER",
                            "id": 7,
                            "type": "MONETARY",
                            "display_name": "Price",
                            "config": {
                                "isWholeNumber": false,
                                "default": 0.0
                            }
                        }
                    ],
                    "source_id": 102,
                    "id": 124629,
                    "type": "MONETARY",
                    "config": {
                        "min": 0,
                        "max": 9999999999999
                    },
                    "field_name": "custom_monetary_field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_address_field",
                    "is_active": true,
                    "sub_fields": [
                        {
                            "name": "COUNTRY",
                            "input_type": "DROPDOWN",
                            "id": 16,
                            "type": "ADDRESS",
                            "display_name": "Country",
                            "config": {
                                "dropdown": "countryList"
                            }
                        },
                        {
                            "name": "LATITUDE",
                            "input_type": "SINGLE_NUMBER",
                            "id": 20,
                            "type": "ADDRESS",
                            "display_name": "Latitude",
                            "config": {
                                "isWholeNumber": false,
                                "isFilterable": false
                            }
                        },
                        {
                            "name": "LONGITUDE",
                            "input_type": "SINGLE_NUMBER",
                            "id": 21,
                            "type": "ADDRESS",
                            "display_name": "Longitude",
                            "config": {
                                "isWholeNumber": false,
                                "isFilterable": false
                            }
                        },
                        {
                            "name": "CITY",
                            "input_type": "SINGLE_STRING",
                            "id": 14,
                            "type": "ADDRESS",
                            "display_name": "City",
                            "config": {
                                "maxLength": 125,
                                "maxLengthMessage": "i18n.fields.violation.message.max.length"
                            }
                        },
                        {
                            "name": "STATE",
                            "input_type": "SINGLE_STRING",
                            "id": 15,
                            "type": "ADDRESS",
                            "display_name": "State",
                            "config": {
                                "maxLength": 125,
                                "maxLengthMessage": "i18n.fields.violation.message.max.length"
                            }
                        },
                        {
                            "name": "ZIPCODE",
                            "input_type": "SINGLE_STRING",
                            "id": 17,
                            "type": "ADDRESS",
                            "display_name": "Pincode",
                            "config": {
                                "maxLength": 25,
                                "maxLengthMessage": "i18n.fields.violation.message.max.length"
                            }
                        },
                        {
                            "name": "ADDRESS_LINE1",
                            "input_type": "TEXT",
                            "id": 18,
                            "type": "ADDRESS",
                            "display_name": "AddressLine1",
                            "config": {
                                "isFilterable": false,
                                "maxLength": 300,
                                "maxLengthMessage": "i18n.fields.violation.message.max.length",
                                "isDuplicateCheckEnabled": true
                            }
                        },
                        {
                            "name": "ADDRESS_LINE2",
                            "input_type": "TEXT",
                            "id": 19,
                            "type": "ADDRESS",
                            "display_name": "AddressLine2",
                            "config": {
                                "isFilterable": false,
                                "maxLength": 300,
                                "maxLengthMessage": "i18n.fields.violation.message.max.length",
                                "isDuplicateCheckEnabled": true
                            }
                        }
                    ],
                    "source_id": 102,
                    "id": 124630,
                    "type": "ADDRESS",
                    "config": {},
                    "field_name": "Custom Address Field"
                }
            ],
            [
                {
                    "internal_name": "cf_custom_time_field",
                    "is_active": true,
                    "source_id": 102,
                    "id": 124716,
                    "type": "TIME",
                    "config": {},
                    "field_name": "custom_time_field"
                }
            ]
        ]
    }
}

Company Fields

FieldTypeRequiredDescription
namestringRequiredName of the company.
Example: "demo_company6"
descriptionstringOptionalFree-text notes describing the company.
Example: "demo purpose"
Note: Source payload also contains a misspelled escription key. Use description only.
industry_typenumber or stringOptionalID or name of the industry the company operates in.
Example: 9219006, Banking
addressobjectOptionalStructured address of the company.
facebookstringOptionalURL of the company's Facebook page.
Example: https://www.facebook.com
twitterstringOptionalURL of the company's Twitter profile.
Example: https://www.twitter.com
linkedInstringOptionalURL of the company's LinkedIn page.
Example: https://www.linkedin.com
parent_companynumberOptionalID of the parent company for representing a corporate hierarchy.
Example: 111085
organization_statusnumber or stringOptionalID or name representing the company's organization status.
Example: 9218981, Active
annual_revenueobjectOptionalAnnual revenue of the company.
sic_codenumberOptionalStandard Industrial Classification (SIC) code.
Example: 5357
territorynumberOptionalID of the sales territory the company belongs to.
Example: 63064
tagsarray<number>OptionalList of tag IDs used to categorize the company.
Example: [65316]
employee_countnumberOptionalNumber of employees at the company.
Example: 700
business_typenumber or stringOptionalID or name representing the company's business type.
Example: 9218986, Investor
sales_ownernumberRequiredID of the sales representative or owner assigned to the company.
Example: 71591

Address Object

FieldTypeRequiredDescription
address_line1stringOptionalPrimary street address line.
Example: "123 Maple Street"
address_line2stringOptionalSecondary street address line.
Example: "Suite 405, Downtown District"
citystringOptionalCity of the company's address.
Example: "Austin"
statestringOptionalState or province.
Example: "Texas"
countrynumber or stringOptionalNumeric ID or name representing the country.
Example: 165, United States
See Dropdown Option List – Overview.
zipcodestringOptionalPostal / ZIP code.
Example: "78701"

Annual Revenue Object

FieldTypeRequiredDescription
currencynumber, code, or nameRequiredID, code, or name of the currency the value is denominated in.
Example: 3, USD, United States Dollar
See Dropdown Option List – Overview.
valuenumberRequiredAnnual revenue amount.
Example: 1234567890123.4568
  • All company dropdown field options are dynamic and should be fetched using the corresponding API.

Mandatory fields required to create a company:

  • Company Name
  • Sales Owner
  • Any system or custom field marked as Required in Modules & Fields must be included in the request.
  • Any field configured with a Default Value in Modules & Fields is automatically populated if it is not included in the request.