v1

latestOpenAPI 3.1.02026-08-069158174.8 KB

CRM Service Calls

Patch Account

Update an existing account by ID.

Send only the fields you want to change. Returns 400 if no fields are provided.

Path Parameters:

account_id: The account's CRM record ID.

Request Body (AccountUpdateRequest): Same fields as POST /accounts, but all optional.

Response: The updated account object.

patch/crm/accounts/{account_id}

Path parameters

account_idstring required

Request body

namestring nullable

emailstring nullable

phonestring nullable

sourcestring nullable

Marketing source, e.g. Google, Facebook, Referral, Unknown

statusstring nullable

Possible values: open, assigned, attempted, contacted, meeting-setup, customer, lost-followup, lost, inactive, incorrect, disqualified, prospect, ex-customer

relationship_type'customer' | 'vendor' | 'partner' | 'prospect' | 'other' nullable

Possible values: customer, vendor, partner, prospect, other

tagsstring[] nullable

List of tags (maximum 10 tags allowed)

websitestring nullable

Company website URL

company_namestring nullable

Company display name

descriptionstring nullable

Account description / notes

industrystring nullable

Industry sector, e.g. technology, healthcare, other

num_employeesinteger nullable

Number of employees

social_dict_listobject[] nullable

List of social profiles, e.g. [{"type": "linkedin", "url": "https://linkedin.com/company/..."}]

Response

Successful Response

idstring required

namestring required