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CRM

Create or update CRM accounts and deals

post
Authorizations
Header parameters
X-Tackle-App-Typestring · enumRequired

Specifies the type of the application making the request. Must be one of the predefined values.

Possible values:
Bodyobject · Account[]
idstringOptionalExample: 37503185
nativeIdstringOptionalExample: 0d842cd5-cbc1-4ab2-9943-f1307f214b14
namestringOptionalExample: Baxter
descriptionstringOptional
industrystringOptionalExample: Healthcare
websitestringOptionalExample: https://baxter.com
createdTimestring · date-timeOptional
modifiedTimestring · date-timeOptional
phonestringOptionalExample: 123-456-7890
annualRevenuenumber · nullableOptional
numberOfEmployeesintegerOptional
additionalobjectOptional
Responses
200

Success

application/json
successbooleanOptional
dataany · nullableOptional
errorany · nullableOptional
post/crm/accounts
POST /external-api/v1/crm/accounts HTTP/1.1
Host: api.timetackle.com
X-Tackle-App-Type: SALESFORCE
Content-Type: application/json
Accept: */*
Content-Length: 746

[
  {
    "id": 37503185,
    "nativeId": "0d842cd5-cbc1-4ab2-9943-f1307f214b14",
    "name": "Baxter",
    "description": "",
    "industry": "Healthcare",
    "website": "https://baxter.com",
    "createdTime": "2026-01-01T00:00:00.000Z",
    "modifiedTime": "2026-01-01T00:00:00.000Z",
    "phone": "123-456-7890",
    "annualRevenue": 1,
    "numberOfEmployees": 1,
    "address": {
      "street": "123 Main St",
      "postalCode": "12345",
      "city": "Anytown",
      "state": "CA",
      "country": "US"
    },
    "additional": {},
    "deals": [
      {
        "id": 37503185,
        "nativeId": "0d842cd5-cbc1-4ab2-9943-f1307f214b14",
        "name": "Test deal",
        "stage": "Qualification",
        "isWon": false,
        "isClosed": false,
        "createdTime": "2026-01-01T00:00:00.000Z",
        "modifiedTime": "2026-01-01T00:00:00.000Z",
        "amount": 1000,
        "expectedRevenue": 2000,
        "closeDate": "2026-01-01",
        "probability": 50,
        "additional": {}
      }
    ]
  }
]
200

Success

{
  "success": true,
  "data": null,
  "error": null
}

Delete CRM accounts

post
Authorizations
Header parameters
X-Tackle-App-Typestring · enumRequired

Specifies the type of the application making the request. Must be one of the predefined values.

Possible values:
Bodyobject[]
idstringOptional
nativeIdstringOptional
Responses
200

Success

No content
post/crm/accounts/delete
POST /external-api/v1/crm/accounts/delete HTTP/1.1
Host: api.timetackle.com
X-Tackle-App-Type: SALESFORCE
Content-Type: application/json
Accept: */*
Content-Length: 33

[
  {
    "id": "text",
    "nativeId": "text"
  }
]
200

Success

No content

Update CRM deals

post
Authorizations
Header parameters
X-Tackle-App-Typestring · enumRequired

Specifies the type of the application making the request. Must be one of the predefined values.

Possible values:
Bodyobject · UpdateDeal[]
idstringOptionalExample: 37503185
nativeIdstringOptionalExample: 0d842cd5-cbc1-4ab2-9943-f1307f214b14
namestringOptionalExample: Test deal
stagestringOptionalExample: Qualification
isWonbooleanOptionalExample: false
isClosedbooleanOptionalExample: false
createdTimestring · date-timeOptional
modifiedTimestring · date-timeOptional
amountnumberOptionalExample: 1000
expectedRevenuenumberOptionalExample: 2000
closeDatestring · dateOptional
probabilitynumberOptionalExample: 50
additionalobjectOptional
Responses
200

Success

No content
post/crm/deals/update
POST /external-api/v1/crm/deals/update HTTP/1.1
Host: api.timetackle.com
X-Tackle-App-Type: SALESFORCE
Content-Type: application/json
Accept: */*
Content-Length: 390

[
  {
    "id": 37503185,
    "nativeId": "0d842cd5-cbc1-4ab2-9943-f1307f214b14",
    "name": "Test deal",
    "stage": "Qualification",
    "isWon": false,
    "isClosed": false,
    "createdTime": "2026-01-01T00:00:00.000Z",
    "modifiedTime": "2026-01-01T00:00:00.000Z",
    "amount": 1000,
    "expectedRevenue": 2000,
    "closeDate": "2026-01-01",
    "probability": 50,
    "additional": {},
    "associations": {
      "accountIds": [
        "0d842cd5-cbc1-4ab2-9943-f1307f214b14"
      ]
    }
  }
]
200

Success

No content

Delete CRM deals

post
Authorizations
Header parameters
X-Tackle-App-Typestring · enumRequired

Specifies the type of the application making the request. Must be one of the predefined values.

Possible values:
Bodyobject[]
idstringOptional
nativeIdstringOptional
Responses
200

Success

No content
post/crm/deals/delete
POST /external-api/v1/crm/deals/delete HTTP/1.1
Host: api.timetackle.com
X-Tackle-App-Type: SALESFORCE
Content-Type: application/json
Accept: */*
Content-Length: 33

[
  {
    "id": "text",
    "nativeId": "text"
  }
]
200

Success

No content

Sync (Create/Update) CRM Config

post
Authorizations
Header parameters
X-Tackle-App-Typestring · enumRequired

Specifies the type of the application making the request. Must be one of the predefined values.

Possible values:
Body
keystringOptional

key is the unique identifier here

Example: 0d842cd5-cbc1-4ab2-9943-f1307f214b14
namestringOptionalExample: Test config
custombooleanOptionalExample: false
typestringOptionalExample: DEAL
creatablebooleanOptional
updatablebooleanOptional
requiredbooleanOptionalDefault: false
universalbooleanOptional
Responses
200

Success

No content
post/crm/config
POST /external-api/v1/crm/config HTTP/1.1
Host: api.timetackle.com
X-Tackle-App-Type: SALESFORCE
Content-Type: application/json
Accept: */*
Content-Length: 316

{
  "key": "0d842cd5-cbc1-4ab2-9943-f1307f214b14",
  "name": "Test config",
  "custom": false,
  "type": "DEAL",
  "options": [
    {
      "key": "0d842cd5-cbc1-4ab2-9943-f1307f214b14",
      "name": "Test option 1"
    },
    {
      "key": "0d842cd5-cbc1-4ab2-9943-f1307f214b14",
      "name": "Test option 2"
    }
  ],
  "creatable": true,
  "updatable": true,
  "required": false,
  "universal": true
}
200

Success

No content

Delete entire CRM Config

post
Authorizations
Header parameters
X-Tackle-App-Typestring · enumRequired

Specifies the type of the application making the request. Must be one of the predefined values.

Possible values:
Body
keystringOptional
namestringOptional
Responses
200

Success

No content
post/crm/config/delete
POST /external-api/v1/crm/config/delete HTTP/1.1
Host: api.timetackle.com
X-Tackle-App-Type: SALESFORCE
Content-Type: application/json
Accept: */*
Content-Length: 28

{
  "key": "text",
  "name": "text"
}
200

Success

No content

Sync CRM users

post
Authorizations
Header parameters
X-Tackle-App-Typestring · enumRequired

Specifies the type of the application making the request. Must be one of the predefined values.

Possible values:
Bodyobject · CRMUser[]
idstringOptionalExample: 0d842cd5-cbc1-4ab2-9943-f1307f214b14
firstNamestringOptionalExample: John
lastNamestringOptionalExample: Doe
emailstringOptionalExample: test@timetackle.com
createdTimestring · date-timeOptional
modifiedTimestring · date-timeOptional
additionalobjectOptional
Responses
200

Success

No content
post/crm/users
POST /external-api/v1/crm/users HTTP/1.1
Host: api.timetackle.com
X-Tackle-App-Type: SALESFORCE
Content-Type: application/json
Accept: */*
Content-Length: 212

[
  {
    "id": "0d842cd5-cbc1-4ab2-9943-f1307f214b14",
    "firstName": "John",
    "lastName": "Doe",
    "email": "test@timetackle.com",
    "createdTime": "2026-01-01T00:00:00.000Z",
    "modifiedTime": "2026-01-01T00:00:00.000Z",
    "additional": {}
  }
]
200

Success

No content

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