List

Please note: positions in the list will be assigned based on the token owner's access level. About access, loock at the topic : https://help.workzeal.com/settings/users/access-rights

List of clients with paging

POST https://do.workzeal.com/common/list/paging/1

Path Parameters

Name
Type
Description

/1*

Int

Code of the module №1 is Clients

Query Parameters

Name
Type
Description

columns *

String

List of columns

sorting_direction

Int

0: ASC 1: DSC

sorting_column

String

Column for sorting

page

int

Page number

records_onpage

Int

Records on one page but not more than 500

Headers

Name
Type
Description

Authorization*

String

Bearer XXXXX-XXXXXXX-XXXXX

Content-Type

String

application/json

Answer

{
  "status": "success",
  "error": "",
  "code": null,
  "rows": 1,
  "pages": 1,
  "page": 1,
  "value": "[
       {"id":1,"name":"Apple"}
  ]"

Exapmle

curl --location --request 
POST 'https://do.workzeal.com/common/list/paging/1
?columns=id,name
&records_onpage=1000
&sorting_direction=0
&sorting_column=id
&user_ids=37' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer XXXXXX.XXXXXXX.XXXXXX' \
--data-raw ''

Columns

Имя
Описание

id

Client ID

name

Name

address

Address

created

Added on date

city

City

region

Region

country

Country

activity_type

Activity type

property_form

Form of corporation

type_id

Type ID

type

Type

created_by

Added by user

info_source

Source of adding

first_name

First Name of individual

middle_name

Middle Name of individual

last_name

Last Name of individual

url

Website

user_id

User ID

user_name

Username, who is a responsible for the client

person

Type of Client 1 - Company 2 - Individual

note

Note

external_code

External code

category_id

Category ID

category

Category

status_id

Status ID

status

Status

agent_id

Agent ID

agent

Agent

tax_id

Tax ID

which_site_source

Website that's a source of getting the client

which_host_source

Host that's a source of getting the client

which_link_source

Full link that's a source of getting the client

utm_campaign

UTM campaign

utm_source

UTM source

utm_medium

UTM medium

utm_content

UTM content

utm_term

UTM term

ADD_{name}

Additional custom columns

Additinal columns

Filtering

Note: You can use two filtering methods: standard filtering by columns and filtering by the ID of a pre-made filter created within the app. For more information, look at the topic https://help.workzeal.com/settings/filters

Columns for filtering


?id=1
?name=apple
[email protected]
?phone=+1 890 745 66 89
?tax_id=7811505326
?user_ids=1 or ?user_ids=1,3,4
?page=1 - Номер страницы которую нужно получить

// id - Client ID
// name - Company name, search by partial character match
// email - Email of counterparty or contact persons
// phone - Phone number of counterparty or contact persons
// tax_id - Taxpayer code from the company's list of details
// user_ids - Code of the person responsible for the counterparty
// page - Page number to retrieve

⚡️ tax_id The default position should be selected in the list of company details: https://help.workzeal.com/attachment/crm/forms-company

⚡️ user_ids User codes can be found in the administration app in the users section.

Users

Ready-made custom filters

?user_filter_ids = 1
or
?user_filter_ids=1,2

// user_filter_ids - IDs of custom filters

⚡️ user_filter_ids

Filter codes can be found in the filters section

Filters

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