APIs & Integrations

User story As an agency whose customer uses Salesforce, I want custom fields and objects in the sync. Problem / context The Salesforce integration syncs contacts and companies only, without custom fields. Acceptance criteria Map custom fields both ways. Optional custom object mapping.

User story As an agency, I want to see every connection of an account (Google, Meta, email, phone, integrations) with its status on one page, so that broken syncs are found fast. Problem / context Connections are spread across products. Support agreed (#1304583). Acceptance criteria Single page per account listing all connections, status, last sync and errors. Partner-level overview of failing connections.

User story As a developer, I want an OpenAPI file, a scope matrix and consistent IDs, so that integrations can be generated and do not break silently. Problem / context The developer portal is a single-page app that tools cannot read. Response schemas, filter operators and scopes per endpoint are missing (field-schema/list returns PERMISSION_DENIED with crm scopes; Social endpoint lacked scopes for months). The list endpoint returns a bare UUID while everything else uses ContactID-<uuid>. Acceptance criteria Downloadable OpenAPI spec per API. Required scopes listed per endpoint. Response schemas and filter operators with examples. All endpoints return canonical IDs (ContactID-…).

User story As an integrator, I want to subscribe to CRM changes, so that our systems stay in sync without polling. Problem / context Support asked us to post this separately (13.10.2026): there is no event subscription for CRM changes. Acceptance criteria Webhook / event subscription for create, update and delete per object type (contacts, companies, opportunities, activities, tasks, custom objects). Payload contains the changed fields and the actor (user, AI employee, automation or API). Retries and a delivery log.

User story As an integrator syncing our hotel systems with the CRM, I want activities and tasks in the current CRM API, so that calls, emails, notes and follow-ups from our systems show up on the contact. Problem / context Support asked us to post this separately (13.10.2026): activities and tasks are missing in the current API. Acceptance criteria CRUD for activities (call, email, meeting, note) and tasks, linked to contacts, companies and custom objects. Upsert with an idempotency key; option to skip automations per request.

User story As an integrator syncing our hotel systems with the CRM, I want opportunities in the current CRM API, so that we can retire the old endpoints. Problem / context Support asked us to post this separately (13.10.2026): Partner Center pipeline opportunities are missing in the current API. Acceptance criteria CRUD for opportunities, including Partner Center pipelines and stages. Upsert with an idempotency key; option to skip automations per request.

User story As an integrator, I want to post messages, calls and transcripts from our own channels into Conversations and let the AI answer, so that a smart speaker or our own phone system works like any built-in channel. Problem / context We run a smart speaker in hotel rooms and our own SIP system. There is no API to create a conversation on a custom channel, hand it to the AI employee, or store an external call with its full transcript. Acceptance criteria Create/append messages on a custom channel and receive the AI reply (sync or webhook). Store external calls with recording link and full transcript as call activities. Contact matching by E.164.

User story As a hotel system, I want to send a transactional message (e.g. a digital room key) through Conversations via API, so that guests without an email address still get their key. Problem / context Guests booked via OTAs often have no real email. We match the phone number in the CRM, but cannot send a WhatsApp template with reservation-specific variables (room, PIN, dates). Support suggested a contact-created trigger, which does not fit because the data belongs to the reservation, not the contact. Acceptance criteria API endpoint: send WhatsApp template (name + variables) to a contact or number. Optional fallback to SMS if WhatsApp is not available. Message appears in the conversation; delivery status returned.

Jobs to be done for AI employees can only be created and read in the UI. We use the same jobs for every customer. Request: an API to create, update and delete jobs to be done and to read their results. Impact: the same jobs can be rolled out to every account and their results evaluated automatically, without manual setup per account.

Website knowledge sources (crawl URL, "Follow links", up to 100 pages) can only be set up in the UI. The AI Knowledge API covers files, but not website sources. Request: endpoints in the AI Knowledge API to create, update, re-crawl and delete website sources and to read their crawl status. Impact: a new customer's knowledge base can be set up fully by API during onboarding, and website sources can be refreshed from our own release process.