Update ClientPoint

Method URL Headers
PUT https://api.clientpoint.net/v4/clientpoint/update/{clientpoint_id} None

Request Body

Fields Data type Description Sample Data
api_key* Alpha-Numeric API Key asdsad224r4332g23432443h24324e
name* String Name for the ClientPoint ABC Company
revenue* Float Estimated Revenue of the ClientPoint 500.50
assigned_to* Email Active user email of the Company, which will be the assignee of the ClientPoint representative.active@yourcompany.com
status Enum Status of the ClientPoint pending, archive, eBrochure, lost, trash, won
division String Division of the ClientPoint North America
expiration_date Date (YYYY-MM-DD) Division of the ClientPoint 2024-06-15
test_mode Boolean Create ClientPoint with TestMode on or off true | false
file_ids Array Multiple documents to import into ClientPoint [9173927, 8102380]
template_id Array Multiple templates to import into ClientPoint [567834, 673498]
send_recipient_mail Boolean By Default false - will not send ClientPoint
true to send ClientPoint to all recepients		 true | false
auto_process Boolean By Default false - will import the template again
true to update the existing template		 true | false
custom_fields JSON Array

Custom Fields on the Info section, multiple entries are allowed

"custom_fields":[
 {
  "tag":"location",
  "value":"Test location"
 },
{
  "tag":"pZyqqGQr",
  "value":"Test Value"
},
 {
  "tag":"Estimator",
  "value":"Test Estimator"
 }
]
recipients JSON Array

Recipients on the Info section, multiple entries are allowed

"recipients":[
 {
  "prefix":"Mr",
  "title":"Project Manager",
  "account":"ACC-001122",
  "first_name":"John",
  "last_name":"Doe",
  "email":"john.doe+recipient1@clientpoint.net",
  "phone_number":"+1-202-555-0173",
  "mobile":"+1-202-555-0173",
  "address_line_1":"123 Main Street, Suite 400",
  "city":"Los Angeles",
  "state":"CA",
  "country":"USA",
  "zip":"90001",
  "fax":"310-555-0199",
  "primary":true
 },
 {
  "prefix":"Ms",
  "title":"Operations Coordinator",
  "account":"ACC-003344",
  "first_name":"Jane",
  "last_name":"Smith",
  "email":"jane.smith+recipient2@clientpoint.net",
  "phone_number":"+1-212-555-0185",
  "mobile":"+1-212-555-0185",
  "address_line_1":"456 Market Street, Floor 2",
  "city":"New York",
  "state":"NY",
  "country":"USA",
  "zip":"10001",
  "fax":"212-555-0147",
  "primary":false
 }
]

data JSON Object

Any addition data send which can be use after ClientPoint workflow

"data":{
  "xyz":"any value"
  .....
 }
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