HostedSuite

<back to all web services

NewClientRequest

Saves a new client

The following routes are available for this service:
POST/api/clients/save
NewClientRequest Parameters:
NameParameterData TypeRequiredDescription
NamebodystringYesThe company name
CenterIdbodystringNoThe ID of the center to associate with this client. Leave null to use the first center in the database.
ScreenPopsbodyList<string>NoThe screen pops to associate with this client.
ScreenPopObjectsbodyList<ScreenPopInfo>NoThe screen pops to associate with this client. Use this field to provide more info than the standard ScreenPops member.
GreetingbodystringNoThe greeting for the client.
CallInstructionsbodystringNoThe client's call instructions
PopupInformationbodystringNoThe client's popup info
InformationbodystringNoInformation about this client.
ContractIdbodystringNoThe ID of the Contract to assign with this client.
LocationbodystringNoThe Location of this Client, e.g. "Suite 100"
ThirdPartyAccountIdbodystringNoThird party ID for this client
CustomFieldsbodyList<CustomFieldInfo>NoAny custom fields for the client
LinksbodyList<HyperlinkInfo>NoThis client's links
CategoryIdsbodyList<string>NoThe IDs of the categories to associate this client with. Leave NULL to not change
CallAllowanceTypebodyCallAllowanceType?NoThe type of call allowance assigned to this client. (NotBillable, NumberOfMinutes, NumberOfCalls)
CallAllowanceAmountbodydouble?NoThe amount of call allowance this client has.
AddressbodyAddressInfoNoThe client's address
FaxNumberbodystringNoThe client's fax number
WebSiteUrlbodystringNoThe client's web site URL
InformationCSVbodystringNoThe client's information in CSV format
IndustryIdbodystringNoThe ID of the industry to associate this client with
CategoryIdbodystringNoThe ID of the category to associate with this client
RequestBase<TResponse> Parameters:
NameParameterData TypeRequiredDescription
CustomerNameformstringYesThe HostedSuite Customer Name
UserNameformstringYesThe HostedSuite User Name. Data visibility and security is based on this user's permissions.
PasswordformstringYesThe HostedSuite User's Password
ClientInfo Parameters:
NameParameterData TypeRequiredDescription
IdformstringNo
DateLastModifiedformstringNo
NameformstringNo
CenterIdformstringNo
CenterNameformstringNo
ScreenPopsformList<string>No
GreetingformstringNo
CallInstructionsformstringNo
PopupInformationformstringNo
InformationformstringNo
FaxNumberformstringNo
CustomFieldsformList<CustomFieldInfo>No
AddressformAddressInfoNo
ThirdPartyAccountIdformstringNo
CallAllowanceTypeformCallAllowanceTypeNo
CallAllowanceAmountformdoubleNo
LinksformList<HyperlinkInfo>No
IndustryIdformstringNo
IndustryNameformstringNo
CategoriesformIList<CategoryInfo>No
LocationformstringNo
CustomFieldInfo Parameters:
NameParameterData TypeRequiredDescription
NameformstringNo
ValueformstringNo
AddressInfo Parameters:
NameParameterData TypeRequiredDescription
Street1formstringNo
Street2formstringNo
CityformstringNo
StateformstringNo
PostalCodeformstringNo
CountryformstringNo
CallAllowanceType Enum:
NotBillable
NumberOfMinutes
NumberOfCalls
HyperlinkInfo Parameters:
NameParameterData TypeRequiredDescription
IdformstringNo
NameformstringNo
UrlformstringNo
CategoryInfo Parameters:
NameParameterData TypeRequiredDescription
IdformstringNo
NameformstringNo
ScreenPopInfo Parameters:
NameParameterData TypeRequiredDescription
NumberformstringNo
ContactIdformstringNo
CallBoxColorformstringNo
GreetingColorformstringNo
FormToOpenIdformstringNo
IconTypeformIconTypesNo
IconTypes Enum:
None
User
GrayUser
Table
Star
Smiley
Envelope
ClientInfo Parameters:
NameParameterData TypeRequiredDescription
IdformstringNo
DateLastModifiedformstringNo
NameformstringNo
CenterIdformstringNo
CenterNameformstringNo
ScreenPopsformList<string>No
GreetingformstringNo
CallInstructionsformstringNo
PopupInformationformstringNo
InformationformstringNo
FaxNumberformstringNo
CustomFieldsformList<CustomFieldInfo>No
AddressformAddressInfoNo
ThirdPartyAccountIdformstringNo
CallAllowanceTypeformCallAllowanceTypeNo
CallAllowanceAmountformdoubleNo
LinksformList<HyperlinkInfo>No
IndustryIdformstringNo
IndustryNameformstringNo
CategoriesformIList<CategoryInfo>No
LocationformstringNo

To override the Content-type in your clients, use the HTTP Accept Header, append the .csv suffix or ?format=csv

HTTP + CSV

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

POST /api/clients/save HTTP/1.1 
Host: evo.hostedsuite.com 
Accept: text/csv
Content-Type: text/csv
Content-Length: length

{"Name":"String","CenterId":"String","ScreenPops":["String"],"ScreenPopObjects":[{"Number":"String","ContactId":"String","CallBoxColor":"String","GreetingColor":"String","FormToOpenId":"String","IconType":"None"}],"Greeting":"String","CallInstructions":"String","PopupInformation":"String","Information":"String","ContractId":"String","Location":"String","ThirdPartyAccountId":"String","CustomFields":[{"Name":"String","Value":"String"}],"Links":[{"Id":"String","Name":"String","Url":"String"}],"CategoryIds":["String"],"CallAllowanceType":"NotBillable","CallAllowanceAmount":0,"Address":{"Street1":"String","Street2":"String","City":"String","State":"String","PostalCode":"String","Country":"String"},"FaxNumber":"String","WebSiteUrl":"String","InformationCSV":"String","IndustryId":"String","CategoryId":"String","CustomerName":"String","UserName":"String","Password":"String"}
HTTP/1.1 200 OK
Content-Type: text/csv
Content-Length: length

{"Id":"String","DateLastModified":"String","Name":"String","CenterId":"String","CenterName":"String","ScreenPops":["String"],"Greeting":"String","CallInstructions":"String","PopupInformation":"String","Information":"String","FaxNumber":"String","CustomFields":[{"Name":"String","Value":"String"}],"Address":{"Street1":"String","Street2":"String","City":"String","State":"String","PostalCode":"String","Country":"String"},"ThirdPartyAccountId":"String","CallAllowanceType":"NotBillable","CallAllowanceAmount":0,"Links":[{"Id":"String","Name":"String","Url":"String"}],"IndustryId":"String","IndustryName":"String","Location":"String"}