- Added
status
field to jobs for Employee schema.
- Added
createCallbackState
endpoint to Create Callback State to create a short-lived state for callback requests.
- Added new field
subsidiaries
to Ledger Accounts, including support for Netsuite and Sage Intacct connectors.
- Added
/vault/connections/:unified_api/:service_id/:resource/custom-mappings
endpoint to retrieve all custom mappings for a connection. - Added
/vault/custom-mappings/:unified_api/:service_id
endpoint to retrieve all custom mappings for a service.
- Removed min length for the field
name
on Unify Lead
- Early-access release of the Keka connector with support for the Employee resource
- Added
number
filter to Invoices - Added
number
filter support for Quickbooks, Xero, MYOB, Zoho-Books and FreshBooks connectors.
- Added Expenses schema.
- Added Expenses support for Quickbooks and Xero connector.
- Added Bill Payments schema.
- Added Bill Payments support for Quickbooks connector.
- Added type filter in Activities
- Added
owner_name
to Leads schema.
- Added pass_through property to HRIS API.
- Added
id
as optional field in Employee schema.
- Added accounting_period in Bill and Journal Entry schema.
- Added
line_number
to Invoice Line Items and Journal Entry Line Items. - Added supplier_id filter to Purchase Orders.
- Added code in Tracking Categories schema.
- Added Tracking Categories schema.
- Added Tracking Categories support for Quickbooks connector.
- Added
validate
Validate Connection State to validate the state of a connection is set to 'callable'.
- Updated Balance Sheet schema.
- Updated Balance Sheet schema.
- Added support for OAuth 2.0 for SAP SuccessFactors
- Introduction of the
pass_though
property as part of the Unified Pass Through feature
- Added
updated_since
andcreated_since
filter support for Orders.
- Added
created_since
filter support for Invoices.
- Added
opportunity_ids
field to Contacts - Updated Balance Sheet schema.
- Add endpoints for Attachments (all, one, delete, download, upload)
- Add support for attachments to Quickbooks
- Add support for attachments to Xero
- Remove required
refresh_token
when calling Import Connection operation. This allows import of ApiKey based connections as well as those with long lived tokens, or tokens that are obtained via client credentials.
- Employee job
is_manager
field is now supported for Hibob
- Schema description for Proxy request bodies [
POST
,PUT
,PATCH
] extended to allow forobject
,string
orarray
.
- Including the connectionsToken in SDK supported operations.
- Only connections with
auth_type
oauth2
andgrant_type
authorization_code
will have theauthorize_url
andrevoke_url
in the response.
- Added Microsoft Dynamics Business Central connector
- Added filtering resources by update_since support for Quickbooks connector
- Added
company_id
field to Bill, Credit Note, Customer, Invoice, Journal Entry, Payment, Purchase Order, Supplier,
- Added sorting orders support for Wix connector
- When a
ConnectorExecutionError
occurs, we attempt to proxy as much detail from downstream as we can. An update to the UnauthorizedError Schema now correctly reflects that the downstream error can be provided as a string OR an object.
- Added all, one, create, update and delete Departments and Locations endpoint
- Release Departments and Locations endpoint for Netsuite
- Added create, update and delete Subsidiaries endpoint
- Release Subsidiaries endpoint for Netsuite
- Added 2 new
static IPs
- Added get and list Subsidiaries endpoint
- Release Subsidiaries endpoint for Sage Intacct
-
Added of the Kenjo connector as early-access
-
Added of the Sesame HR connector as early-access
-
Added of the Cezanne HR connector as early-access
-
Improved mapping manager for employee for AFAS
-
Added and improved of the mapping for departments for integrations: AFAS, AlexisHR, BambooHR, Breathe HR, Deel, Loket, Lucca HR, Rippling , NMBRS, Officient,
- Added Shortcut as an auth-only connector
- Updated filtering & sorting for Activities for Salesforce
- Updated filtering & sorting for Opportunities for Salesforce
- Added filtering for Activities for Pipedrive
- Added Amazon Seller Central with resources: orders, products
- Release of the Holded connector with support for the Employee resources
- Added manager info for an employee for AFAS
- Improved employee mapping for BambooHR
- Improved employee mapping for NMBRS
- Added Basecamp as an auth-only connector
- Fix Connector Resource to describe supported_properties as circular reference
- Improved the write Journal Entry mapping for Netsuite
- Added
company_id
to the Journal Entry model - Added the option to enter Sender ID & Password in Vault for Sage Intacct
- Added additional filtering for Contacts for Microsoft Dynamics CRM
- Added mapping for reading/writing Notes for Zoho CRM
- Added mapping for Users for Zoho CRM
- Added mapping for Users for Pipedrive
- Added filtering for Contacts for Pipedrive
- Overall improvements of the coverage for department properties for integrations: Gusto, Cascade HR
- Added sorting capabilities for the Unify Activities
- Added filtering by
company_id
,owner_id
,contact_id
for the Unify resource Activity - Added filtering by
owner_id
,primary_contact_id
for the Unify resource Opportunity - Added sorting & filtering for Opportunities and Activities for Microsoft Dynamics CRM
- Added mapping for reading/writing Notes for Microsoft Dynamics CRM
- Added mapping for reading/writing Notes for Close
- Removed minLength for a Unify Contact
- Added the option to write Journal Entries for Netsuite
- Added the option to write Journal Entries for Sage Intacct
- Improved the Xero mapping for Bills
- Added
customer_id
filter to E-Commerce: Orders
- Improved employee mapping & pagination for UKG Pro
- Deprecated API key authentication & "people" endpoint for Hibob in favor a new faster "people/search" endpoint and Service User authentication.
- Improved employee mapping for Hibob
- Extended the employee mapping for Ceridian Dayforce
- Overall improvements of the coverage for employee properties for integrations: Officient, Namely, Paychex, PayFit, Ceridian Dayforce, Cegid talentsoft, Employment Hero
- Employee model
leaving_reason
can be null
- Added write support for Journal Entries for Exact Online
- Added filtering & sorting options for Netsuite
- Added automatic HMAC authentication for Netsuite
- Added orders filter by customer_id on Shopify, Picqer, Shopware, BigCommerce, Prestashop, Magento
- Added support for writing Job applications for Teamtailor
- Added Attio as auth-only integration
- remove
custom_mappings
fromInvoiceLineItem
as only belongs on root of resources
- Release of the Charlie HR connector with support for the resources: Employee, Department, Time-off
- The Humaans-io includes inactive employees by default.
- Overall improvements of the coverage for employee properties for integrations: Google Workspace, Lucca HR, Rippling ,SD Worx, ADP run, ADP Workforce Now, Breathe HR, Deel, Freshteam, Loket, Paylocity, NMBRS, Sage HR, Zenefits
- Improved the filtering for Dropbox
- Reviewed the for OneDrive & Sharepoint connectors
- Introduction of the
custom_mappings
property as part of the Custom Mapping field feature
- Extended Journal Entries with customer.
- Release of the CatalystOne connector with support for the resources: Employee, Department
- Improvement of the employment status for People HR
- Extended Rippling mapping with custom_fields and company information
- Added custom_fields mapping for Lucca HR
- Added custom_fields mapping for Google Workspace
- Fix for the search operation for the Dropbox connector
- Corrected employees model for GetEmployeesResponse, which impacted the SDKs
-
Added a new property
ethnicity
to the Employee resource -
Added jobs fields mappings for SD Worx
-
Added support for custom fields for Sage HR
-
Improved pagination for UKG Pro
-
Extended Cascade HR mapping with middle_name, preferred_name, initials, marital_status, division, department, team, company, employment_role, manager, jobs, compensations information
-
Extended AlexisHR mapping with initials, company_name, pronouns, custom_fields, compensation information
-
Extended Humaans mapping with display_name, initials, department, team, manager, ssn, pronouns, languages, photo_url, jobs, custom_fields, compensation information
-
Added custom_fields mapping for SAP Successfactors
-
Added custom_fields mapping for Okta
-
Added departments resource mapping for SAP Successfactors
-
Added departments resource mapping for Azure AD
-
Added departments resource mapping for Humaans
-
Added departments resource mapping for Google Workspace
-
Mapped the ethnicity field for the connectors that support it: ADP run, ADP Workforce Now, BambooHR, Breathe HR, Cascade HR, Ceridian Dayforce, Hibob, Justworks, Namely, Paychex, Trinet, UKG Pro, Workday
- Added option to write journal entries and improved pagination for journal entries for Xero
- Improved bills, tax rate, company & suppliers mapping for Quickbooks
- Improved bill_number mapping for Sage Business Cloud
- Improved bill_number mapping for Sage Intacct
- Added the option to create and update invoices for Sage Business Cloud
- Added filter contacts by Company ID for Salesforce
- Improved custom fields logic for companies, contacts/leads for Hubspot
- Improved address mapping for companies for Pipedrive
- Added custom job board URL setting for Greenhouse
- Added Zendesk as auth-only integration
- Added Linear as auth-only integration
- Added ClickUp as auth-only integration
- Added Asana as auth-only integration
- Added Intercom as auth-only integration
- Added Monday as auth-only integration
-
Release of the Paycheck connector with support for the resources: Employee, Department, Company
-
Early-access release of the Silae connector with support for the Employee resource
-
Early-access release of the Cegid talentsoft connector with support for the Employee resource
-
Early-access release of the Justworks connector with support for the Employee resource
-
Early-access release of the Trinet connector with support for the Employee resource
-
Enhanced additional employee resource properties with null support
-
Improved employee_status logic for Personio
-
Improved country field mapping for SD Worx
-
Extended mapping of Workday with custom fields and locations
-
Added employee_status mapping for Paylocity
-
Added custom field support for Sage HR
- Improved handling of null values for the Issue Tracking API
- Improved handling of null values for the Issue Tracking API
- Improved calculation of the downloadable detection
- Improved handling of null values for the File Storage API
- Improved handling of null values for the Ecommerce API
- Added the job description field to the Job resource for Greenhouse
- Added category tracking support and improved the supplier mapping for Quickbooks
- Released Netsuite with additional resources: Invoices, Customers, Payments, Suppliers, Journal Entries, Ledger Accounts, Bills, Products, Credit notes, Purchase Orders
-
Released People HR connector with support for Employees
-
Released Deel connector with support for Employees
-
Released Employment Hero connector with support for Employees
-
Overall improvements of the coverage for employee properties for integrations: ADP Run, ADP Workforce Now, Afas, Alexis HR, BambooHr, BeatheHr, Cascade HR, Ceridian Dayforce, Deel, Employment hero, Factorial HR, Freshteam, Google Workspace, Gusto, Hibob, Humaans, Lokket, Lucca HR, Namely, Nmbrs, Officient, Payfit, Paylocity, People-hr, Personio, Rippling, Sage-hr, Sap-successfactors, Sapling, SD Worx, UKG Pro, Workday, Zenefits, Zoho-people
-
Extended employee resource properties with nullable
-
Improved employees SAP SuccessFactors mapping
-
Enhanced employees Workday mapping
-
Performance & employee mapping improvements + updated the connection guide for HiBob
-
Introduced write (create,update, delete) support for HiBob
-
Extended Breathe HR mapping for employees
-
Implemented native webhook events for Okta
- Changed the authentication for Shopify from OAuth to API key
- Improved updating leads & contacts for Salesforce
- Added Export File endpoint. This endpoint lets you convert files into other formats and download them. Handy for working with Google Docs, Slides, and Sheets. Right now, it's only supported for Google Drive.
- Add
bank_accounts
support to the Employee resource.
- Add the
payment_frequency
field on the Employee compensations resource.
- Adding properties object to PassThroughQuery as it is required for OpenAPI Generator.
- New webhook event
vault.connection.revoked
is now available to subscribe to. Event is broadcast when a call to revoke an access token down stream is successful.
- Fix webhook schema object names to align across APIs
- Added
status
filter to Quickbooks.
- Added new Procountor connector
- Added new Netvisor connector
- Updated Quickbooks connector with Purchase Order support
- Updated Xero connector with Purchase Order support
- Updated Lever connector
- Updated Teamtailor connector
- Updated Workable connector
- Updated Greenhouse connector
- Updated Workday connector
- Updated SAP-Successfactors connector
- Updated Freshteam connector
- Updated Sage HR connector
- Updated Recruitee connector
- Add the
probation_period
field on the Employee resource.
- Added new connectors for Kashflow and Clearbooks
- Updated Exact Online connector
- Added Employee Terminated event.
- Added Create Applicant and added Delete Applicant
- Added
job_id
filter to Teamtailor.
- Added new
invalid
state and newvalidation_support
field on Connections to support connection validation. - Added
prefix
andsuffix
toform_fields
on Connections
- Deprecate the
department
field in favor of the dedicateddepartment_id
anddepartment_name
field on the Employee resource.
- Improved Sage-HR mapping
- Updated Unify specs by referencing the PassThrough query parameter required for the Unify SDKs
- added optional
payment_method_id
to Payments resource. - added
taxable
to InvoiceItems resource.
- Unify shared field representing
currency
enum extended to includeETH
- pass_through parameter is now available on all list endpoints.
- added
terms
to Credit Notes resource. - added
rate
to Tax Rates resource.
- Added
discount_amount
to Invoices resource and it's Line Items.
- Added
List Tags
endpoint to Issue Tracking API.
- Removed
resource
property insupported_events
of a Connector. - Added
resources
andentity_type
property insupported_events
of a Connector.
Added the Issue Tracking API.
- Added Rename or move File.
- Product
inventory
property is now a string instead of number.
- Added
parent
andproject
fields to the Customer schema on Accounting.
Added the Ecommerce API.
- Added the Journal Entries resource.
- Added
filter[updated_since]
to Activities
- Added Create Consumer
- Added Update Consumer
- Added Delete Consumer
- Added
disabled_reason
to Webhook to reflect when a webhook has been automatically disabled.
- Added
free_trial_available
,signup_url
andwebhook_support
to Connector
- Added
company_id
filter to Opportunities
- Added Jobs and Applicants resource to SAP SuccessFactors.
- Added
created_by
andupdated_by
fields to the Applicant schema.
- Added Mollie and monday.com auth-only connector
- Added Calendly and Google Contacts auth-only connector
- Added Time Off Requests resource to ADP Workforce Now.
- Added Time Off Requests resource to BambooHR.
- Added Time Off Requests resource to Personio.
- Added Time Off Requests resource to Sage Hr.
- Added Time Off Requests resource to SAP SuccessFactors.
- Added Time Off Requests resource to Workday.
- Added
job_id
filter to Recruitee.
- Added
jobs
resource to Greenhouse.
- Added Portt auth-only connector
- Moved the Web Expenses auth-only settings to connection level
- Added
custom_scopes
to Connector
- Added webhooksResolve operation to the Webhooks API to provide a shorter route.
- Updated Orders Clover on POS with additional modifier fields on line items.
- Added Connection Hooks
- Added support cor Connection based Webhooks
- Added Connection webhook support FactorialHR
- Added subscriptions prop to Connections
- Added
credit-notes
resource to Sage Intacct. - Added create, update and delete operations to payments resource in Sage Intacct.
- Added workflows to separate between receivable payments and payable payments in Sage Intacct.
- Expanded
invoices
resource mapping in Sage Intacct. - Expanded fields to
Bill
,BillLineItem
,CreditNote
,InvoiceLineItem
andPayment
schemas. - Updated workflow client to support
unified_metadata
.
- Added
downstream_unsupported_operations
to ConnectorResource -
Added
unified_apis[].downstream_unsupported_resources
to Connector
- Added Google Calendar auth-only connector
- Added Microsoft Outlook Calendar auth-only connector
- Updated Ledger accounts, invoice items, payments, suppliers to use [QuickBooks] SyncToken
- Added
bill
, resource for Sage Intacct. - Improved array mappings for xml cases.
- Added new fields to the Bill schema.
- Added
unified_apis[].name
andunified_apis[].supported_resources
to Connector - Added
?unified_api
parameter to ConnectorResource
- Add
show_sidebar
to settings on create session.
- Added
discount_percentage
to root of Invoice object. Quickbooks has limited support for LineItem discounts, so this is a workaround to support discounts on invoices.
- Reworked Workday auth + mapping to use SOAP API
- Added Web Expenses auth-only connector
- Added Ceridian Dayforce connector
- Added
create
,update
anddelete
operations tocredit-notes
resource for [QuickBooks].
- extended connector API to return nested filed level coverage
- Added
display_id
,created_by
andupdated_by
fields to the Payment schema.
- Added filter support for employees in Loket connector.
- Added support to filter employees by employee number.
- Added Lucca HR connector
- Added SDWorx as an auth-only connector.
- Added NetSuite as an auth-only connector.
- Added the Project Management API for auth-only connectors.
- Added JIRA as an auth-only connector.
- Added Jobs support for Officient.
- Added filter support for employees in ADP Workforce Now connector.
- Added Time Off Requests resource.
- Added Microsoft Teams connector
- Added
blind_mapping
to Connector
- Added PayFit connector
- Added Okta connector
- Added Alexis HR connector
- Added Microsoft Dynamics HR connector
- Added Namely connector.
- Generalize example detail for Unprocessable Entity Error to prevent confusing when using the Mock API (sunsetted).
- Added Paylocity connector
- Expanded support for
Employees
for the UKG Pro connector
- Added Zoho People connector
Beta users should note the following breaking changes that may affect existing integrations implementing the POS
API:
- The schema description for a
bank_account
on thePayments
object has been defined asPosBankAccount
to avoid confusion with theBankAccount
object in other APIs. - This change is backwards compatible, but we recommend updating your integrations to use the new name if you are using typed definitions.
- Note: the properties on the
PosBankAccount
object have not changed. PosPayments
- Added UKG Pro connector
- Added ADP Workforce Now connector
- extended gender enum to include
not-specified
- Added
tls_support
to Connector
- Added Zenefits connector
- Added Factorial connector.
- Added Sapling connector
- Added Freshteam connector
- Added sorting support to Invoices. To sort results, use the
sort[by]
andsort[direction]
query parameters. First availablesort[by]
value isupdated_at
. Supported for Xero and Quickbooks.
- Make
invoice_date
anddue_date
nullable on Invoices
- Added Credit Note support.
- Added Credit Notes support for Xero.
- Added Credit Notes readOnly support for Quickbooks.
- Added
filter[start_date]
,filter[end_date]
to Customers
- Added Mock API and SDKs to documentation for all APIs.
- Added Bills
- Added
supported_list_fields
to ConnectorResource
- Added Drives resource on the File Storage API.
- Added Drive Groups resource on the File Storage API.
- Added
modifier_groups
property to Items on the POS API.
- Added
status
property to Company info on the Accounting API and for the MYOB connector.
- Added docs for QuickBooks as supported connector for Profit And Loss resource on the Accounting API.
- Added Profit And Loss resource on the Accounting API.
- Added Jobs on the HRIS API
- Added
deceased_on
andpartner
to Employee on the HRIS API. - Added new resource EmployeeSchedules on the HRIS API.
- Fix faulty examples
- Updated Orders and Payments for the Clover connector
- Added
filter[first_name]
andfilter[display_name
] to to Customers - Added
automated_sales_tax
to CompanyInfo
- Added
country
,sales_tax_enabled
anddefault_sales_tax
to CompanyInfo
- Added
filter[company_name]
,filter[last_name]
,filter[email]
to Customers
- Extended
department
properties on Jobs
- Added Humaans
- Added filter[name] to InvoiceItems
- Added
row_type
Companies
- Added
ConnectorOperationUnsupportedError
to provide detail when a Unify call is made that the downstream connector does not support.
Beta users should note the following breaking changes that may affect existing integrations implementing the Accounting
API:
- LedgerAccount
nominal_code
has been deprecated in favour ofcode
.
- Added
pipelines
Pipelines for Salesforce
- Added
bank_accounts
Suppliers
- Added Balance Sheet
- Made
is_primary
optional for Employee jobs of HRIS API.
- Extended Bills with
paid_date
,deposit
,sub_total
, andtotal_tax
. If these properties are available in downstream connector response, they will be mapped returned.
- Added optional
inventory_date
to InvoiceItem
- Added Bills
- Added Suppliers
- Added optional
tax_code
to Invoice
- Added Square Locations
- Added Personio connector to HRIS
- Added Webhook Support
- Added docs for
authorize_url
andrevoke_url
to Connections
- Added
ConnectorRateLimitError
- Include connectionsImport when running sdk generation.
- Added Payrolls and EmployeePayrollsto HRIS
- Added Workable connector to ATS
- Updated TaxRates components.id to be
string
- Add Company info to QuickBooks connector
- Added
Order Types
andModifier Groups
to Clover connector
- Added
Orders
to Clover connector
- Added
oauth_scopes
to Connector
- Added TokenRefreshFailed to Vault spec to include in docs
- Bump version to initialize PHP SDK
- Removed
minLength: 1
limitation because responses can contain empty strings. - Set default value of
raw
parameter tofalse
, it wastrue
.
- Added Import Connection
- Added
oauth_grant_type
,oauth_credentials_source
andhas_sandbox_credentials
to Connector
- Added Departments to HRIS
- Fixed Nmbrs birthday date format on Employees
- Added Greenhouse connector to ATS
- Added Merchant ID to Clover connector
- Added Sage Intacct connector
- LedgerAccounts
LedgerAccount.type
enum extended to includebalancesheet
- Added
categories
property
- AccountingCustomer
AccountingCustomer.status
enum extended to includeinactive
- Payment
Payment
extended with optionalpayment_method
string
- Extended Connections
auth_type
enum to includecustom
.
- Added
Items
andOrders
POS mapping to Square
- Added
taxRatesFilter
filter to TaxRates
- Added
oauth_grant_type
property to Connections. - Added Token endpoint to support the
client_credentials
OAuth flow.
- optional
report_tax_type
property added to TaxRates
- Added Square connector.
- Moved compensations out of jobs array on Employees
-
Shared Schema
Address
extended with optionalline3
andline4
properties -
LedgerAccount.type
enum extended to includeother_income
-
AccountingCustomer
extended withwebsites
,title
,display_name
,middle_name
,last_name
, andsuffix
properties
-
Invoice
extended with optionalterms
string
-
Payment
extended with optionalnote
string
- Added Upload Sessions resource.
- Added File Upload to the Google Drive connector.
- Added BambooHR connector.
- Added Lever connector.
- Payments
Payment.reconciled
added to reflect reconciliation statePayment.status
enum added to reflect payment state [authorised
,paid
,voided
,deleted
]Payment.type
enum added [accounts_receivable
,accounts_payable
,accounts_receivable_credit
,accounts_payable_credit
,accounts_receivable_overpayment
,accounts_payable_overpayment
,accounts_receivable_prepayment
,accounts_payable_prepayment
]
Accounting API
Beta users should note the following breaking changes that may affect existing integrations implementing the Accounting
API:
- Payments
accounts_receivable_account_type
andaccounts_receivable_account_id
have been deprecated in favour of a singleaccount
object.
- Added Shared Links resource.
-
added
BankAccount.account_type
andBankAccount.currency
. Account type is an enum [bank_account
,credit_card
,other
] -
LedgerAccount.type
enum extended to includefixed_asset
andrevenue
LedgerAccount.status
added to reflect downstream provider who allow different states (soft delete) [active
,inactive
,archived
]
-
InvoiceItem.purchase_details
added to reflect purchase cost detail on an itemInvoiceItem.tracked
added to indicate whether or not the item is tracked via inventoryInvoiceItem.asset_account
added to reflect the asset account that this item should be related to.InvoiceItem.purchased
boolean added to indicate whether or not the item is available for purchase transactions
- Added File Upload.
Accounting API
Beta users should note the following breaking changes that may affect existing integrations implementing the Accounting
API:
- Type of TaxRates
tax_type
has been deprecated to facilitate migrating from an enum to string using newTaxRate.type
. Values sent viaTaxRate.type
should be aligned with any downstream connector requirements.
- Added Folders resource.
- Added sorting support to Files. To sort results, use the
sort[by]
andsort[direction]
query parameters. Availablesort[by]
values arename
andupdated_at
.
- Added Connector API.
- Extend InvoiceItems to include
income_account
andexpense_account
.
- Ensure Customer is shared model between Invoice and Payment
- Added Payments
- Added
downstream_id
to Invoices allowing for single endpoint fanning out to multiple downstream endpoints for Invoices.
- Added MessageBird and Vonage messages.
- Added SMS API.
- Added users support for the Salesforce connector.
- Rename
url
todelivery_url
.
- Added the Kustomer connector to the Customer Support API.
- Added the Flexmail connector to the CRM API.
- Added beta version of the Webhook API.
- Connection.form_fields is readOnly. The values should be sent via Connection.settings when mutating a connection.
- Extended phone number resource with
country_code
,area_code
, and newdirect-dial-in
type
- Mapped Xero customers
- Added
/file-storage/files/search
endpoint. - Added the Sharepoint and OneDrive connectors
- Renamed
folderId
filter tofolder_id
- Add
shared
filter to the Files resource
- Added filter on
folderId
to the Files resource.
- Added support for responses larger than 6MB. For more information, see the Proxy API docs.
- Added beta version of the File Storage API and the Google Drive connector.
- Add Company info resource. Replace Contact and Company resource by Customer resource.
- Add Customers resource.
- Rename
general_ledger_account
toledger_account
read-only on Invoices.
- normlized the naming of definitions
- fixed response descriptions to match shared definitions and avoid duplicates
- Make
duration_minutes
read-only on Activities.
- Add
custom_consumer_settings
to create session. Allow wildcard objects to be passed through themetadata
field on a connection.
- Add
contact_id
,company_id
,opportunity_id
,lead_id
, andactive
to Notes.
- Added alpha version of the Accounting API and the MYOB connector.
Supported resources:
- Ledger Accounts
- Tax Rates
- Invoices
- Contacts
- Companies
- For all error responses,
typeName
was renamed totype_name
for consistency.
expected_revenue
,type
,last_activity_at
,lead_source
, andstage_last_changed_at
added to Opportunity resourceannual_revenue
,number_of_employees
,industry
,last_activity_at
,ownership
, andparent_id
added to Company resource- Renamed
image_url
toimage
on the Company resource - Remove
tax
on the Company resource, since it's already present inphone_numbers
image
,last_activity_at
,first_email_at
, andfirst_call_at
added to Contact resource
vault/callback
: Addedcode
parameter
- Connection.json#updated_at is nullable
vault/logs
filter for exclude_unified_apis has been refactored to be comma separated string
- Added ability to filter log results in vault.
- New
/vault/logs
endpoint released to enable fetching paginated list of request logs scoped to application and consumer.
- Added a
services
array to list all active services when listing all consumers.
- extend examples for fields that allow
anyOf
(in this case errors that allow strings or objects)
- Added sorting support to Leads, Companies and Opportunities. To sort results, use the
sort[by]
andsort[direction]
query parameters.- Leads: available
sort[by]
values arename
,first_name
,last_name
,email
,created_at
andupdated_at
. - Companies: available
sort[by]
values arename
,created_at
andupdated_at
. - Opportunities: available
sort[by]
values aretitle
,status
,monetary_amount
,win_probability
,created_at
andupdated_at
.
- Leads: available
- Added
note
andtask
as allowed values fortype
on the activity resource activity_datetime
andduration_seconds
are no longer required on the activity resource
CRM API
Beta users should note the following breaking changes that may affect existing integrations implementing the CRM
API:
- On the activity resource, following fields were removed:
recurrence_activity_id
recurrence_start_datetime
recurrence_end_date
recurrence_timezone
recurrence_interval
recurrence_day_of_week_mask
recurrence_day_of_month
recurrence_instance
recurrence_month_of_year
recurrence_end_date_only
recurrence_type
detail
property on all errors can be a string or and object
- all required fields are validated with
minLength: 1
lead_source
andlanguage
added to Lead resourceaccount_id
andduration_in_minutes
added to Activity resource
Vault API
Beta users should note the following breaking changes that may affect existing integrations implementing the Vault
API:
- Moved
api_key
field from the root in the request body to the settings object when creating/updating connections.
- Added sorting support to Contacts. To sort Contacts, use the
sort[by]
andsort[direction]
query parameters. Availablesort[by]
values arename
,first_name
,last_name
,email
,created_at
andupdated_at
.
- Remove connectors table
- Documented
static IP
andlimitations
- Undocumented
connectionsAdd
added - Normalized reponses for
connectionsGetSettings
andconnectionsUpdateSettings
- Deprecated /vault/proxy and moved to the Proxy API
- Added filter query parameter for opportunity
- Added filter query parameter for lead
- Added Activities resource
- Added Users resource
- Added Notes resource
- Configuration options per resource extended to fetch dynamic options when configuring settings.
- Added
filter-type
toFormField.type
that allows configuration options to be filtered by the value of a separate setting. FormFieldOptionGroup
schema added to define grouping of options within a FormField
1.4.0
Added configuration options per resource.
1.4.0
- Renamed
schema_support
toresource_schema_support
and introducedresource_settings_support
to the connection settings endpoint - Add
configurable_resources
to the connections endpoint
Apideck APIs now use a single semver version for clarity.
1.3.0
SpecRequestValidationError
was replaced by 2 more helpful errors.RequestBodyValidationError
andRequestParametersValidationError
are more readable, informative and provide suggestions.
New consumer endpoints added to the Vault API providing a list and aggregate data on the type of requests consumers are making.
Vault 1.2.0
/vault/consumers
added to provide paginated list of consumers scoped to application/vault/consumers/{consumer_id}
added to provide consumer detail includingaggregated_request_count
and request counts across the Unified APIs./vault/consumers/{consumer_id}/stats
added to provide request count aggregation data within a datetime range.
Initial spec of new Vault Consumers API drafted for upcoming release.
Vault 1.1.1
We switched to a dynamic way of using filters instead of fixed query parameters.
CRM 1.1.0
Beta users should note the following breaking changes that may affect existing integrations implementing the CRM
API:
-
Filtering on contacts has now a dedicated
filter
query parameter instead of seperated query parameters per field -
Filtering on opportunities has now a dedicated
filter
query parameter instead of seperated query parameters per field
Moving towards widespread public release, we're updating our specs to version 1.0.0
across the board. This acts as a starting point to officially implement semantic versioning
across all of our specs.
From here on in, we'll be tracking, documenting and broadcasting implemented or upcoming API changes within this document.
CRM 1.0.0 Lead 1.0.0
Beta users should note the following breaking changes that may affect existing integrations implementing either Lead
or CRM
API:
-
Address.type
enum updated to["primary", "secondary", "home", "office", "shipping", "billing", "other"]
-
Website.category
has been renamed toWebsite.type
and is now anenum
. Now accepts:["primary", "secondary", "work", "personal", "other"]
-
Email.type
migrated from string toenum
. Now accepts:["primary", "secondary", "work", "personal", "billing", "other"]
-
PhoneNumber.phone_type
changed toPhoneNumber.type
andenum
now accepts:["primary", "secondary", "home", "office", "mobile", "assistant", "fax", "other"]
.
Note: All enums that previously accepted
default
now expectprimary
!