Rivier/ Reference/ contacts

contacts164

• Find or create the contact for a phone, address or handlepost/contacts/lookup
• One contact with its identitiesget/contacts/{id}
• Attach another identity to a contactpost/contacts/{id}/identities
• Archived records of a kind, to restore fromget/crm/archive/{kind}
• Take a record out of the listspost/crm/archive/{kind}/{id}
• Change many contacts at oncepost/crm/bulk
• See what a CSV import would do without importing it (always a dry run)post/crm/bulk/import/preview
• Contacts bulk recipients compilepost/crm/bulk/recipients
• The chat widgetget/crm/chat
• Set up or change the chat widget. A person's settingput/crm/chat
• Companiesget/crm/companies
• Add a companypost/crm/companies
• A company and its peopleget/crm/companies/{id}
• Change a companypatch/crm/companies/{id}
• Contacts search consentget/crm/consent-records
• The cookie and consent widgetget/crm/consent-widget
• Set up or change the cookie and consent widgetput/crm/consent-widget
• What a visitor from each region gets under the given banner settingspost/crm/consent-widget/by-region
• How the banner is doingget/crm/consent-widget/stats
• Find and list contacts: search text, a saved segment, a tag or rulesget/crm/contacts
• Add a contact, or update the one that already has this email or numberpost/crm/contacts
• The contact with this email, phone or handleget/crm/contacts/lookup
• One contactget/crm/contacts/{id}
• Change a contact: fields, tags, custom fields, identitiespatch/crm/contacts/{id}
• Every consent decision for this person, oldest first, with its proofget/crm/contacts/{id}/consent
• Contacts consent recordpost/crm/contacts/{id}/consent
• Share a contact with the other projects of the organisation, or stop sharingpost/crm/contacts/{id}/share
• Contacts contact timelineget/crm/contacts/{id}/timeline
• Dealsget/crm/deals
• Open a dealpost/crm/deals
• Move a deal to another stagepost/crm/deals/{id}/move
• People who are probably the sameget/crm/duplicates
• Look through the contacts for duplicates and propose mergespost/crm/duplicates/scan
• Say two people are not the samepost/crm/duplicates/{id}/dismiss
• Erase a personpost/crm/erase/{id}
• Contacts event ingestpost/crm/events
• Export contacts as CSVpost/crm/export
• Everything held about one person, to hand to thempost/crm/export/person/{id}
• Signup formsget/crm/forms
• Create a signup formpost/crm/forms
• One formget/crm/forms/{id}
• Change a formput/crm/forms/{id}
• Delete a form; its address stops answeringdelete/crm/forms/{id}
• The embed options of a widgetget/crm/forms/{id}/embed
• Contacts widget statsget/crm/forms/{id}/stats
• The queue of an early access or waiting listget/crm/forms/{id}/waitlist
• Let the next people of a waiting list inpost/crm/forms/{id}/waitlist/invite
• What changed, by whom and whenget/crm/history
• Whether the HubSpot sync is on and connected, when it last ran and what it didget/crm/hubspot
• Run the HubSpot sync nowpost/crm/hubspot/sync
• Import contacts from a CSV filepost/crm/import
• Whether real mail may go out for this projectget/crm/live
• Put the project live for real recipientspost/crm/live
• Back to test and hold modepost/crm/live/disable
• The maps of this project: places, load mode, design and the embedget/crm/maps
• Make a mappost/crm/maps
• Check an address while setting a map uppost/crm/maps/geocode
• One mapget/crm/maps/{id}
• Change a mapput/crm/maps/{id}
• Delete a map; its address stops answeringdelete/crm/maps/{id}
• Approve, start, close or cancel a plan. A person's decisionpost/crm/marketing-approval/{id}
• Contacts marketing calendarget/crm/marketing/calendar
• What closed plans taught, newest firstget/crm/marketing/learnings
• Marketing plans: goal, metric, window and how many drafts each hasget/crm/marketing/plans
• Make a marketing planpost/crm/marketing/plans
• One plan with its drafts, their checks and the context it was made inget/crm/marketing/plans/{id}
• Draft an email or text campaign for a plan in the project's voicepost/crm/marketing/plans/{id}/campaign-draft
• Draft a social post, a page block or a business-profile post for a planpost/crm/marketing/plans/{id}/content-draft
• Close a plan with the lessons learned; the next plan starts from thempost/crm/marketing/plans/{id}/finish
• Contacts marketing resultsget/crm/marketing/plans/{id}/results
• The advisor's dialoguepost/crm/marketing/propose
• Merge one contact into another; history, identities and tags move overpost/crm/merge
• Notes on a contact or companyget/crm/notes
• Add a notepost/crm/notes
• Contacts the organisation's other projects have sharedget/crm/organisation/contacts
• Copy a shared contact into this project (without its consent)post/crm/organisation/contacts/adopt
• Deal pipelines and their stagesget/crm/pipelines
• Define a pipelinepost/crm/pipelines
• Each stage of a pipeline with its deals and totalsget/crm/pipelines/{id}/board
• Put an archived record backpost/crm/restore/{kind}/{id}
• Reviews and ratingsget/crm/reviews
• Contacts reviews aggregateget/crm/reviews/aggregate
• Reviews and ratings settingsget/crm/reviews/settings
• Set up or change reviews and ratings. A person's settingput/crm/reviews/settings
• Publish a held or waiting reviewpost/crm/reviews/{id}/approve
• Draft a reply with the writing assistantpost/crm/reviews/{id}/draft-reply
• Reject a reviewpost/crm/reviews/{id}/reject
• Take a published review down. A person's decisionpost/crm/reviews/{id}/remove
• Reply to a review in publicpost/crm/reviews/{id}/reply
• Contacts search documentsget/crm/search
• Saved segments (live rules)get/crm/segments
• Save a segment: a rule over contacts that is evaluated each time it is usedpost/crm/segments
• How many people match a rule or segment, and a few of thempost/crm/segments/preview
• Change a segmentpatch/crm/segments/{id}
• Delete a segment that no campaign or flow usesdelete/crm/segments/{id}
• Sender identity, footer address, opt-in policy, custom fields, grants and limitsget/crm/settings
• Change the settingsput/crm/settings
• What the forms receivedget/crm/submissions
• Contacts submission bulkpost/crm/submissions/bulk
• Senders the owner allowed or blockedget/crm/submissions/senders
• Allow or block a sender (by email address) for the guardpost/crm/submissions/senders
• One blunt countget/crm/submissions/summary
• One submission with every fieldget/crm/submissions/{id}
• Let a held submission inpost/crm/submissions/{id}/accept
• Reject a held submissionpost/crm/submissions/{id}/reject
• Addresses and numbers that must not be written toget/crm/suppressions
• Stop writing to an address or numberpost/crm/suppressions
• Lift a suppression, with the reason it is liftedpost/crm/suppressions/remove
• Tasksget/crm/tasks
• Add a taskpost/crm/tasks
• Mark a task done (or open again)post/crm/tasks/{id}/complete
• Every widget Rivier offers, with its manifestget/crm/widgets
• Contacts widget createpost/crm/widgets
• The people who have an account to sign in to the project's sitesget/customer-accounts
• Recent sign-in activity on the project's sitesget/customer-accounts/activity
• Contacts customer auth codepost/customer-accounts/auth/code
• Contacts customer auth passwordpost/customer-accounts/auth/password
• Who a session belongs topost/customer-accounts/auth/session
• End a session the project's server holdspost/customer-accounts/auth/sign-out
• Check the code a customer typed and start a session the project's server holdspost/customer-accounts/auth/verify
• Contacts customer oidc listget/customer-accounts/oidc/clients
• Let a site on another domain sign customers in with this sitepost/customer-accounts/oidc/clients
• Rename a client or change its redirect addressesput/customer-accounts/oidc/clients/{id}
• Stop a client: its sign-ins and tokens end at oncepost/customer-accounts/oidc/clients/{id}/revoke
• How customers sign in to a siteget/customer-accounts/settings
• Change how customers sign in to a siteput/customer-accounts/settings
• A count for the home pageget/customer-accounts/summary
• Send a sign-in code and link to an address as a testpost/customer-accounts/test-link
• Block a customer accountpost/customer-accounts/{id}/block
• Delete a customer accountpost/customer-accounts/{id}/delete
• Let a blocked customer account sign in againpost/customer-accounts/{id}/unblock
• The loyalty programmeget/loyalty
• Set the programme up or change itput/loyalty
• Mark a gift as handed over, by its codepost/loyalty/gifts/use
• Customers who hold a card, with their points and levelget/loyalty/members
• Open a card for a customer who asked for onepost/loyalty/members
• One customer's cardget/loyalty/members/{contactId}
• Add or take points by hand, with the reason written downpost/loyalty/members/{contactId}/adjust
• End a customer's card. It stops earning; joining again brings it back as it waspost/loyalty/members/{contactId}/leave
• Take a reward for a customer who askedpost/loyalty/members/{contactId}/redeem
• Undo a reward not used yet: the points go back and the code stops workingpost/loyalty/redemptions/{id}/cancel
• Add a reward customers can take with their pointspost/loyalty/rewards
• Change a reward. Rewards already taken keep what they wereput/loyalty/rewards/{id}
• Stop offering a reward. Rewards already taken stay good until their datepost/loyalty/rewards/{id}/archive
• The platform's customers, by ref or addressget/platform-customers
• Contacts platform customer putpost/platform-customers
• Contacts platform customer getget/platform-customers/{id}
• Forget the platform's record of a customer and its linksdelete/platform-customers/{id}
• The customer dealt with a connected businesspost/platform-customers/{id}/link
• The programme as a visitor sees itget/public/loyalty
• Addresses and numbers we must not contactget/suppressions
• Add to the do-not-contact listpost/suppressions
• Remove from the do-not-contact listdelete/suppressions
• Customer service overview: conversations and stateget/workspace/service
• One customer conversationget/workspace/service/conversations/{id}
• Answer a customerpost/workspace/service/conversations/{id}/answer
• Close a conversationpost/workspace/service/conversations/{id}/close
• Draft an answer from the knowledgepost/workspace/service/conversations/{id}/draft
• What the service answers fromget/workspace/service/sources
• Add a page or note to the knowledgepost/workspace/service/sources
• Remove a sourcedelete/workspace/service/sources/{id}
• Pull the latest mail and ticketspost/workspace/service/sync
• How the service soundsget/workspace/service/voice
• Change the service's tone and signaturepatch/workspace/service/voice