Tenant API Docs

POST /oauth/token

Returns a short-lived access token for data endpoints.

POST /leads

Creates a lead. Include source to identify where the lead originated.

curl -X POST https://api.acme.leadmanager.cloud/api/v1/leads \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "firstName": "John",
    "lastName": "Smith",
    "phone": "+1555019283",
    "altPhone": "+1555019284",
    "email": "john.smith@example.com",
    "source": "website_form",
    "leadTier": "A",
    "notes": "Requested a callback"
  }'

{
  "success": true,
  "lead": {
    "leadId": "lead_7d3c2f",
    "name": "John Smith",
    "phone": "+1555019283",
    "email": "john.smith@example.com",
    "source": "website_form",
    "submittedAt": "2026-06-28T14:08:31.000Z"
  }
}

GET /leads

Returns leads for the tenant. Accepted filters include q, tier, disposition, assignee, stat, sort, and direction.

curl "https://api.acme.leadmanager.cloud/api/v1/leads?page=1&limit=50&source=website_form" \
  -H "Authorization: Bearer $ACCESS_TOKEN"

POST /leads/bulk

Adds up to 500 leads per request. Use sourceFile to label the source batch.

curl -X POST https://api.acme.leadmanager.cloud/api/v1/leads/bulk \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "sourceFile": "partner-upload-2026-06-28.csv",
    "defaultLeadTier": "B",
    "applyLeadTier": true,
    "leads": [
      {
        "name": "Mary Johnson",
        "phone": "+1555019200",
        "email": "mary@example.com",
        "source": "partner_feed"
      },
      {
        "firstName": "Alex",
        "lastName": "Rivera",
        "phone": "+1555019201",
        "source": "partner_feed"
      }
    ]
  }'

GET /users

Lists tenant users. Accepted filters include page, limit, q, role, and isAdmin.

curl "https://api.acme.leadmanager.cloud/api/v1/users?page=1&limit=50&role=fronter" \
  -H "Authorization: Bearer $ACCESS_TOKEN"

POST /users

Creates a tenant user. Use tempPassword with changePasswordOnNextLogin when an integration sets the initial password.

curl -X POST https://api.acme.leadmanager.cloud/api/v1/users \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "displayName": "Taylor Brooks",
    "username": "taylor.brooks",
    "email": "taylor@example.com",
    "role": "fronter",
    "isAdmin": false,
    "tempPassword": "TempPass-ChangeMe-2026",
    "changePasswordOnNextLogin": true
  }'

POST /callbacks

Creates a scheduled callback attached to a lead.

curl -X POST https://api.acme.leadmanager.cloud/api/v1/callbacks \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "leadId": "lead_7d3c2f",
    "scheduledAt": "2026-06-29T16:30:00Z",
    "assignedToEmail": "taylor@example.com",
    "note": "Customer requested an afternoon callback"
  }'

GET /callbacks

Lists callbacks. Accepted filters include from, until, status, assignedTo, leadId, and q.

curl "https://api.acme.leadmanager.cloud/api/v1/callbacks?from=2026-06-28&until=2026-06-30&status=open" \
  -H "Authorization: Bearer $ACCESS_TOKEN"

GET /reports

Returns report summary data for the selected filters, including fronterPerformance and closerPerformance arrays. Accepted filters include dateStart, dateEnd, dateField, q, disposition, outcome, source, sourceFile, assignee, state, and limit.

curl "https://api.acme.leadmanager.cloud/api/v1/reports?dateStart=2026-06-01&dateEnd=2026-06-30&source=website_form" \
  -H "Authorization: Bearer $ACCESS_TOKEN"

GET /reports/leads

Returns report lead rows with pagination and the same report filters.

curl "https://api.acme.leadmanager.cloud/api/v1/reports/leads?page=1&limit=100&dateStart=2026-06-01&dateEnd=2026-06-30" \
  -H "Authorization: Bearer $ACCESS_TOKEN"