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MACANTA Introduction

Welcome to the Macanta API! You can use our API to access Macanta API endpoints, which allow you to access and manipulate Data Objects.

We have language examples in Shell and PHP! You can view code examples in the dark area to the right, and you can switch the programming language of the examples with the tabs in the top right.

This example API documentation page was created with Slate.

Macanta expects the API access key to be included in all API requests to the server, as a URL query parameter.

Reserved Words

Macanta Reserved Words for Condition Query:
Words
less than equal
greater than equal
greater than
more than
larger than
higher than
exceeds
is over
older than
bigger than
less than
fewer than
lower than
younger than
within
between
or
and
is not
is null
not null
cd_amended

Authentication

Macanta has simple Authentication using Application Access Key:

GET Sample

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/app_check/?access_key=1234567890123456
<?php
  $IsValidKey = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/app_check/?access_key=1234567890123456')
?>

POST Sample

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/app_check
     --header 'Content-Type: application/json' \
     --data '{"access_key":"1234567890123456"}'
<?php
    $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/app_check');
    $payload = '{"access_key":"1234567890123456"';
    curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
    curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
    curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
    $result = curl_exec($ch);
    curl_close($ch);
?>

Macanta uses an access key to allow access to the API. You can find the access key for any Macanta installation in Admin >> Security & Saved Searches.

Make sure to replace APP_NAME with your Macanta app name, and 1234567890123456 with your Macanta access key.

Contacts

Add/Update Contact

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/contact
     --header 'Content-Type: application/json' \
     --data '{"access_key":"1234567890123456","Email":"email@mail.com","FirstName":"John","LastName":"Doe"'
<?php
    $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/contact');
    $payload = '{"access_key":"1234567890123456","Email":"email@mail.com","FirstName":"John","LastName":"Doe"';
    curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
    curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
    curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
    $result = curl_exec($ch);
    curl_close($ch);
?>

If the contact/email is not existing, the API will try to add a record into the database or update if exist: The above command returns the Data Object configuration as JSON structured like this:

[
  {
    "action" : "insert/update",
    "status" : "true/false",
    "contactId" : "12345",
    "Email" : "youremail@email.com",
    "FirstName" : "John",
    "LastName" : "Doe",
    "Title" : "",
    "Company" : "Macanta Inc.",
    "EmailAddress2" : "EmailAdd 2",
    "EmailAddress3" : "EmailAdd 3",
    "Website" : "macantacrm.com",
    "JobTitle" : "Developer",
    "Phone1" : "123456789",
    "Phone2" : "123456789",
    "Phone3" : "123456789",
    "Phone4" : "123456789",
    "Phone5" : "123456789",
    "StreetAddress1" : "StreetAddress1",
    "StreetAddress2" : "StreetAddress2",
    "City" : "City",
    "State" : "State",
    "PostalCode" : "123-456",
    "Country" : "London",
    "Address2Street1" : "Street1",
    "Address2Street2" : "Street2",
    "City2" : "City2",
    "PostalCode2" : "PostalCode2",
    "Country2" : "Country2"
  }
]

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
Email Contact Email, unique and used as record key

All Contact Field can be passed as parameter to update the record

Retrieve Contact

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/contact/?Email=youremail@email.com&limit=100&page=0&sort=desc&sort_by=FirstName&access_key=1234567890123456'

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/contact/?FirstName=Peter&limit=100&page=0&sort=desc&sort_by=FirstName&access_key=1234567890123456'
<?php
  $Contact = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/contact/?Email=youremail@email.com&limit=100&page=0&access_key=1234567890123456');

  $Contact = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/contact/?FirstName=Peter&limit=100&page=0&access_key=1234567890123456');

?>

The above command returns the Contact Data as JSON structured like this:

[
  {
    "Id" : "123456",
    "Email" : "youremail@email.com",
    "FirstName" : "John",
    "LastName" : "Doe",
    "Title" : "",
    "Company" : "Macanta Inc.",
    "EmailAddress2" : "EmailAdd 2",
    "EmailAddress3" : "EmailAdd 3",
    "Website" : "macantacrm.com",
    "JobTitle" : "Developer",
    "Phone1" : "123456789",
    "Phone2" : "123456789",
    "Phone3" : "123456789",
    "Phone4" : "123456789",
    "Phone5" : "123456789",
    "StreetAddress1" : "StreetAddress1",
    "StreetAddress2" : "StreetAddress2",
    "City" : "City",
    "State" : "State",
    "PostalCode" : "123-456",
    "Country" : "London",
    "Address2Street1" : "Street1",
    "Address2Street2" : "Street2",
    "City2" : "City2",
    "PostalCode2" : "PostalCode2",
    "Country2" : "Country2"
  }
]

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
Email Contact Email, unique and used as record key

All Contact Field can be passed as parameter to query the record

Search Contact

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/search/contact/?q=John%20Doe&page=0&limit=100&sort=desc&sort_by=FirstName&access_key=1492505713264569'
<?php
  $SearchResults = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/search/contact/?q=John%20Doe&page=0&limit=100&sort=desc&sort_by=FirstName&access_key=1492505713264569');
?>

The above command returns the Search Results Data as JSON structured like this:

{
  "searchType": "contact",
  "query": "John Doe",
  "limit": "100",
  "page": "0",
  "count": 3,
  "sort": "desc",
  "sort_by": "FirstName",
  "data": [
    {
      "AccountId": "0",
      "BillingInformation": "",
      "Birthday": "",
      "City": "",
      "City2": "",
      "Company": "",
      "CompanyID": "0",
      "ContactNotes": "",
      "ContactType": "",
      "Country": "",
      "CreatedBy": "0",
      "DateCreated": "{\"date\":\"2020-04-17 07:08:49\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
      "Email": "johndoe@gmail.com",
      "Fax1": "",
      "FirstName": "John",
      "Groups": "",
      "Id": "2264",
      "JobTitle": "",
      "LastName": "Doe",
      "LastUpdated": "",
      "LastUpdatedBy": "0",
      "LeadSourceId": "0",
      "Leadsource": "",
      "MiddleName": "",
      "Nickname": "",
      "OwnerID": "0",
      "Password": "",
      "Phone1": "",
      "Phone1Ext": "",
      "Phone1Type": "",
      "Phone2": "",
      "Phone2Ext": "",
      "Phone2Type": "",
      "Phone3": "",
      "Phone3Ext": "",
      "Phone3Type": "",
      "PostalCode2": "",
      "Country2": "",
      "PostalCode": "",
      "ReferralCode": "",
      "SpouseName": "",
      "State": "",
      "State2": "",
      "StreetAddress1": "",
      "StreetAddress2": "",
      "Address2Street1": "",
      "Address2Street2": "",
      "Suffix": "",
      "Title": "",
      "Username": "",
      "Validated": "",
      "Website": "",
      "TimeZone": "",
      "EmailAddress2": "",
      "EmailAddress3": "",
      "Address3Street1": "",
      "Address3Street2": "",
      "Address3Type": "",
      "City3": "",
      "State3": "",
      "Country3": "",
      "PostalCode3": "",
      "IdLocal": "2264"
    }
  ]
}

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
q String query to Search
page (int) Page number of a Searched results
limit (int) a number to limit the Search results
sort either asc or desc
session_name (optional) to filter contacts
sort_by any field name of a Contact Table

User

Get User Infor

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/user_info?Email=email@gmail.com&api_key=1234567890'
<?php
  $UserData = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/user_info?Email=email@gmail.com&api_key=1234567890');
?>

The above command returns the User Object as JSON structured like this:

{
  "Data": {
    "AccountId": "0",
    "Address1Type": "",
    "Address2Street1": "",
    "Address2Street2": "",
    "Address2Type": "",
    "Address3Street1": "",
    "Address3Street2": "",
    "Address3Type": "",
    "Anniversary": "",
    "AssistantName": "",
    "AssistantPhone": "",
    "BillingInformation": "",
    "Birthday": "",
    "City": "",
    "City2": "",
    "City3": "",
    "Company": "",
    "CompanyID": "0",
    "ContactNotes": "",
    "ContactType": "",
    "Country": "",
    "Country2": "",
    "Country3": "",
    "CreatedBy": "0",
    "DateCreated": "{\"date\":\"2020-02-25 10:25:12\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
    "Email": "email@gmail.com",
    "EmailAddress2": "",
    "EmailAddress3": "email3@gmail.com",
    "Fax1": "",
    "Fax1Type": "",
    "Fax2": "",
    "Fax2Type": "",
    "FirstName": "John",
    "Groups": "",
    "Id": "1366",
    "IdLocal": "1366",
    "JobTitle": "",
    "LastName": "Doe",
    "LastUpdated": "{\"date\":\"2020-06-17 12:15:26\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
    "LastUpdatedBy": "0",
    "Phone2": "9988640885",
    "Phone1Ext": "",
    "Phone1": "+639988640885",
    "MiddleName": "",
    "OwnerID": "0",
    "Nickname": "",
    "Phone2Type": "",
    "Leadsource": "",
    "LeadSourceId": "0",
    "Phone2Ext": "",
    "PostalCode": "",
    "Phone1Type": "",
    "Phone3Ext": "",
    "PostalCode2": "",
    "Phone3": "1234567899",
    "Phone5Ext": "",
    "Phone5": "+639428640885",
    "Phone5Type": "",
    "Phone4Ext": "",
    "Phone4": "9886408",
    "Phone3Type": "",
    "Phone4Type": "",
    "PostalCode3": "",
    "ReferralCode": "",
    "SpouseName": "",
    "State": "",
    "State2": "",
    "State3": "",
    "StreetAddress1": "",
    "StreetAddress2": "",
    "TimeZone": "",
    "Title": "",
    "Suffix": "",
    "Username": "",
    "Validated": "",
    "Website": "",
    "ZipFour1": "",
    "ZipFour2": "",
    "ZipFour3": "",
    "Origin": "",
    "CustomField": "[]",
    "Signature": "<p>Test</p>",
    "AppName": "qj311-dm"
  },
  "Permission": {
    "Level": "administrator",
    "Access": {
      "TemplateId": "8",
      "TemplateName": "AAA",
      "TemplateDescription": "AAA",
      "TabAccess": "{\"ct_kf2e7cxn\":\"ReadWrite\",\"ci_k9teyuio\":\"ReadWrite\",\"ci_kb6k54ne\":\"ReadWrite\",\"ci_kb6mwvu8\":\"ReadWrite\",\"ci_kdra6pxx\":\"ReadWrite\",\"ci_kdra9cuq\":\"ReadWrite\",\"com_history\":\"ReadWrite\"}",
      "SectionAccess": "{\"ci_k9teyuio\":{\"Section Name 01\":{},\"Section Name 02\":{},\"Info\":\"ReadWrite\",\"Section Name 03\":{},\"This is a very long Section Name\":{},\"Section Name 04\":{},\"Email Details\":\"ReadWrite\"},\"ci_kb6k54ne\":{\"Section Ok\":{}}}",
      "MQBAccess": "{\"qry_9iSq8ol4KByOmpf3\":\"ReadWrite\"}",
      "MQBWidgetAccess": "{\"qry_9iSq8ol4KByOmpf3\":\"unchecked\"}",
      "UserGuides": "{\"GeneralInterface\":{\"Contact Window\":\"Test\",\"Search Function\":\"Test\",\"Notes & Tasks\":\"Note Test\"},\"SidebarTabs\":{\"Notes\":\"sitebar tabs\"},\"DataObject\":{\"Companies\":{\"Section Name 01\":\"Ok this is a helper text\",\"Section Name 02\":\"ok\",\"Info\":\"info\",\"Section Name 03\":\"sadasd\",\"This is a very long Section Name\":\"ok long\",\"Section Name 04\":\"sadasd\"},\"Flights\":{},\"Deals\":{},\"New DO\":{},\"Old COntent\":{}}}",
      "ContactViewPermissions": "{\"Global\":\"ReadWrite\"}",
      "WorkflowBoards": "",
      "Status": "Active",
      "Created": "2020-08-13 09:30:10",
      "Updated": "2020-10-02 14:59:27"
    }
  },
  "Message": "Ok"
}

Query Parameters

Parameter Description
access_key Set to the Macanta API access key

List Macanta Users

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/users?access_key=12345678910'
<?php
  $UserData = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/users?access_key=12345678910');
?>

The above command returns the User Object as JSON structured like this:

{
  "limit": 1000,
  "page": 0,
  "count": 2,
  "total": "2",
  "data": [
    {
      "ContactId": "1311",
      "ContactLevel": "Admin",
      "TemplateId": "8",
      "FirstName": "John",
      "LastName": "Doe",
      "Email": "john.d@macantacrm.com"
    },
    {
      "ContactId": "1366",
      "ContactLevel": "Admin",
      "TemplateId": "8",
      "FirstName": "Sam",
      "LastName": "Smith",
      "Email": "sam.s@macantacrm.com"
    }
  ]
}

Query Parameters

Parameter Description
access_key Set to the Macanta API access key

Add Macanta User

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/user
     --header 'Content-Type: application/json' \
     --data '{"access_key":"1234567890123456","email":"email@mail.com","firstname":"John","lastname":"Doe"'
<?php
    $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/user');
    $payload = '{"access_key":"1234567890123456","email":"email@mail.com","firstname":"John","lastname":"Doe"';
    curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
    curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
    curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
    $result = curl_exec($ch);
    curl_close($ch);
?>

If the contact/email is not existing, the API will try to add a record into the database or update if exist: The above command returns the Data Object configuration as JSON structured like this:

{
  "user": 
      {
        "action" : "insert",
        "status" : "true/false",
        "contactId" : "12345",
        "user_level" : "Admin",
        "user_premission_tlp_id" : "2",
        "WebHookResults" : "true"
      }
}

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
email Contact Email, unique and used as record key
firstname First Name of a User
lastname Last Name of a User

Authentication

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/user_verify?Email=email@gmail.com&access_key=12345678910&Password=silenceisgolden
<?php
  $UserData = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/user_verify?Email=email@gmail.com&access_key=12345678910&Password=silenceisgolden');
?>

The above command returns the User Object as JSON structured like this:

{
  "Data": {},
  "Permission": {
    "Level": "administrator",
    "Access": {
      "TemplateId": "3",
      "TemplateName": "AAA",
      "TemplateDescription": "AAA",
      "TabAccess": "{\"ci_k30e5zmn\":\"ReadWrite\",\"ci_kbgaluau\":\"ReadWrite\",\"ci_kc2bram8\":\"ReadWrite\"}",
      "SectionAccess": "{\"ci_k30e5zmn\":{\"Macanta\":\"ReadWrite\",\"Chargebee\":\"ReadWrite\",\"Tracking\":\"ReadWrite\"},\"ci_kbgaluau\":{\"Tracking\":\"ReadWrite\"},\"ci_kc2bram8\":{\"Tracking\":\"ReadOnly\"}}",
      "MQBAccess": "{\"qry_qaEJDv3d1GJ7bPRU\":\"ReadWrite\",\"qry_xMdCgcZxhEHlhk4c\":\"ReadWrite\",\"qry_KBUXlMo96E8udImL\":\"ReadWrite\",\"qry_yMqeqCvYxmV02MVL\":\"ReadWrite\",\"qry_7hRxvAwGyGsqYpcm\":\"ReadWrite\"}",
      "MQBWidgetAccess": "{\"qry_qaEJDv3d1GJ7bPRU\":\"unchecked\",\"qry_xMdCgcZxhEHlhk4c\":\"unchecked\",\"qry_KBUXlMo96E8udImL\":\"unchecked\",\"qry_yMqeqCvYxmV02MVL\":\"unchecked\",\"qry_7hRxvAwGyGsqYpcm\":\"unchecked\"}",
      "UserGuides": "",
      "ContactViewPermissions": "{\"Global\":\"ReadWrite\"}",
      "WorkflowBoards": "",
      "Status": "Active",
      "Created": "2020-02-25 06:25:38",
      "Updated": "2020-07-30 08:46:52"
    }
  },
  "SessionName": "sess_a30679adfca52144",
  "Login": true,
  "Message": "Ok"
}

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
Email User Email/Login
Password User Password

Data Objects

Add Data Object Item

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/add' \
     --header 'Content-Type: application/json' \
     --data '{"access_key":"1234567890123456","contactId":"123456","connected_group":"Pets","relationship":"Owner","FieldName1":"Value1","FieldName2":"Value2"}'
<?php
  $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/connected_data/?access_key=1234567890123456');
  $payload = '{"access_key":"1234567890123456","contactId":"123456","connected_group":"Pets","relationship":"Owner","FieldName1":"Value1","FieldName2":"Value2"}';
  curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
  curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
  curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
  $result = curl_exec($ch);
  curl_close($ch);
?>

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
contactId (Required) Contact Id
connected_group (Required) Data Object Type
relationship (Required) Ralationship Name of a Contact

Edit Data Object Item

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/add' \
     --header 'Content-Type: application/json' \
     --data '{"access_key":"1234567890123456","cd_guid":"item_123sffds","contactId":"123456","connected_group":"Pets","relationship":"Owner","FieldName1":"Value1","FieldName2":"Value2"}'
<?php
  $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/connected_data/?access_key=1234567890123456');
  $payload = '{"access_key":"1234567890123456","cd_guid":"item_123sffds","contactId":"123456","connected_group":"Pets","relationship":"Owner","FieldName1":"Value1","FieldName2":"Value2"}';
  curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
  curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
  curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
  $result = curl_exec($ch);
  curl_close($ch);
?>

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
cd_guid or connecteddata_id (Required) Item Id to be updated or if connecteddata_id(FieldName) it checks the Unique value of a Field and treat as a Key
contactId (Required) Contact Id
connected_group (Required) Data Object Type
relationship (Required) Ralationship Name of a Contact

Retrieve Data Object Types

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/data_object/types?access_key=1234567890123456'
<?php
  $DataObjectTypes = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/data_object/types?access_key=1234567890123456');
?>

The above command returns the JSON Data: json [ { "id":"ci_k30e5zmn", "title":"Macanta Installs" }, { "id":"ci_k73m2ld9", "title":"Case Study and Demo Calls" }, { "id":"ci_k862yk1f", "title":"Case Study Webinars" } ]

Query Parameters

Parameter Description
access_key Set to the Macanta API access key

Retrieve Data Object Relationships

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/data_object/relationships?access_key=1234567890123456'

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/data_object/relationships?type=ci_k30e5zmn&access_key=1234567890123456'
<?php
    $Relationships = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/data_object/relationships?access_key=1234567890123456');

    $Relationships = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/data_object/relationships?type=ci_k30e5zmn&access_key=1234567890123456');
?>

The above command returns the JSON Data: json [ { "id": "re_34cc668d5636f556", "title": "Macanta User" }, { "id": "re_f984875611fae2fd", "title": "Prospect" }, { "id": "re_6fa67d0c1d49085c", "title": "Initial Call Host" }, { "id": "re_ccb956bd506cbdc8", "title": "Prep Call Host" } ]

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
type Data Object Type Id, Use to get Relationships of Specific Type

Retrieve Data Object Fields

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/data_object/fields?access_key=1234567890123456'

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/data_object/fields?type=ci_k30e5zmn&access_key=1234567890123456'
<?php
    $Fields = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/data_object/fields?access_key=1234567890123456');

    $Fields = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/data_object/fields?type=ci_k30e5zmn&access_key=1234567890123456');
?>

The above command returns the JSON Data: json [ { "placeHolder": "App Name", "useAsPrimaryKey": "no", "requiredField": "no", "contactspecificField": "no", "showInTable": "yes", "showOrder": "1", "fieldSubGroup": "App Details", "fieldHeadingText": "", "id": "field_k30e6goe", "key": "App Name", "type": "Text", "helpText": "This is the app name of your Macanta.", "placeholder": "App Name", "default": "", "required": false }, { "placeHolder": "Contact Is App Owner", "fieldChoices": "Yes\r\nNo", "useAsPrimaryKey": "no", "requiredField": "no", "contactspecificField": "yes", "showInTable": "no", "showOrder": "0", "fieldSubGroup": "App Details", "fieldHeadingText": "", "id": "field_k7egpmve", "key": "Contact Is App Owner", "type": "Radio", "helpText": "", "placeholder": "Contact Is App Owner", "default": "No", "required": false, "choices": [ "Yes", "No" ] }, { "placeHolder": "Macanta URL", "useAsPrimaryKey": "no", "requiredField": "no", "contactspecificField": "no", "showOrder": "0", "fieldSubGroup": "App Details", "fieldHeadingText": "", "id": "field_k30eaola", "key": "Macanta URL", "type": "URL", "helpText": "", "placeholder": "Macanta URL", "default": "", "required": false }, { "placeHolder": "App Owner Email", "useAsPrimaryKey": "no", "requiredField": "no", "contactspecificField": "no", "showInTable": "no", "showOrder": "0", "fieldSubGroup": "App Details", "fieldHeadingText": "", "id": "field_k737arpa", "key": "App Owner Email", "type": "Email", "helpText": "", "placeholder": "App Owner Email", "default": "", "required": false } ]

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
type Data Object Type Id, Use to get Fields of Specific Type

Retrieve Data Object Specific Item

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/data_object/item?item=item_e267982d99421b7b&access_key=1234567890123456'
<?php
      $Item = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/data_object/item?item=item_e267982d99421b7b&access_key=1234567890123456');
?>

The above command returns the JSON Data: json { "id": "item_e267982d99421b7b", "group": "ci_k30e5zmn", "value": "{\"field_k30e6goe\":\"oz210\",\"field_k7egpmve\":{\"id_1786\":\"Yes\"},\"field_k30eaola\":\"https:\\/\\/oz210.macantacrm.com\",\"field_k737arpa\":\"kathy@sbhradiators.co.uk\",\"field_k30ebgv9\":{\"id_1786\":\"southern-physics\"},\"field_k30ecy98\":\"2020-03-24\",\"field_k30eddgn\":\"2020-12-31\",\"field_k36efn5h\":\"Trial\",\"field_k3d24pkk\":{\"id_1786\":\"Logged In Recently\"},\"field_k30eiqgd\":{\"id_1786\":\"2020-03-26\"},\"field_k30ej93n\":{\"id_1786\":\"2020-03-26\"},\"field_k37cs0uw\":{\"id_1786\":\"\"},\"field_k30egim6\":{\"id_1786\":\"\"},\"field_k30ey43o\":{\"id_1786\":\"\"},\"field_k30eyo68\":{\"id_1786\":\"\"},\"field_k30ezifx\":{\"id_1786\":\"\"},\"field_k7320fob\":\"Azyw7pRuBq7X11nSn\",\"field_k7bz6wea\":\"\",\"field_k7bz7o3h\":\"\",\"field_k7329avc\":\"\",\"field_k7d49odm\":\"Macanta EC Page\",\"field_k7dcoxgr\":\"Keg0Dy\",\"field_k7dcnd0s\":\"2021-03-24\",\"field_k7dgiild\":\"\",\"field_k80883nl\":{\"id_1786\":\"\"},\"field_k80a3hdn\":{\"id_1786\":\"\"}}", "connected_contact": "{\"1786\":{\"relationships\":[\"re_34cc668d5636f556\"],\"ContactId\":1786,\"FirstName\":\"Kathy\",\"LastName\":\"Smith\",\"Email\":\"kathy@sbhradiators.co.uk\"}}", "history": "{\"update_history\":[],\"connection_history\":[{\"date\":\"2020-03-24 21:19:20\",\"to\":{\"1786\":{\"Email\":\"kathy@sbhradiators.co.uk\",\"FirstName\":\"Kathy\",\"LastName\":\"Smith\",\"relationships\":[\"re_34cc668d5636f556\"]}}}]}", "meta": "{\"editable\":\"yes\",\"searchable\":\"yes\",\"multiple_link\":\"yes\"}", "created": "2020-03-24 21:19:20", "status": "active" }

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
item (Required) Data Object Item Id, Use to get Specific Item

List Data Object Structure

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/connected_data?access_key=1234567890123456'
<?php
      $DOStructure = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/connected_data?access_key=1234567890123456');
?>

List Data Object Items

Using Data Object Type or Group Id shell curl --request GET \ --url 'https://APP_NAME.macantacrm.com/rest/v1/connected_data?access_key=1234567890123456&group_id=ci_k30e5zmn'

<?php
      $DOStructure = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/connected_data?access_key=1234567890123456&group_id=ci_k30e5zmn');
?>

Using Data Object Type Name or Group Name shell curl --request GET \ --url 'https://APP_NAME.macantacrm.com/rest/v1/connected_data?access_key=1234567890123456&type=Macanta+Installs'

<?php
      $DOStructure = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/connected_data?access_key=1234567890123456&type=Macanta+Installs');
?>

Search Data Object Item by Field Name and Value

Data Object Id or Name can be used shell curl --request GET \ --url 'https://APP_NAME.macantacrm.com/rest/v1/connected_data?access_key=1234567890123456&group_id=ci_k30e5zmn&field=App+Name&value=crm'

<?php
      $DOStructure = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/connected_data?access_key=1234567890123456&group_id=ci_k30e5zmn&field=App+Name&value=crm');
?>

Get Data Objects by Type and Contact

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/connected_data/?access_key=1234567890123456&type=Pets&contactId=123'
<?php
  $ContactPets = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/connected_data/?access_key=1234567890123456&type=Pets&contactId=123')
?>

The above command returns JSON structured like this:

{
  "connected_data": {
    "ci_j7kunryw": {
      "group_name": "Pets",
      "items": {
        "item_50eec9d8": {
          "data": {
            "field_kcylb25x": {
              "id": "field_kcylb25x",
              "name": "Project",
              "type": "Text",
              "helpText": "The name of the project",
              "placeholder": "",
              "default": "",
              "required": "yes",
              "showInTable": "yes",
              "showOrder": "0",
              "fieldSubGroup": "",
              "sectionTagId": "",
              "custom-field": "",
              "value": "Macanta Apple Watch"
            },
            "field_kejv78th": {
              "id": "field_kejv78th",
              "name": "Level",
              "type": "Text",
              "helpText": "",
              "placeholder": "",
              "default": "",
              "required": "no",
              "showInTable": "yes",
              "showOrder": "2",
              "fieldSubGroup": "",
              "sectionTagId": "",
              "custom-field": "",
              "value": "Senior"
            },
            "field_kelg4y6m": {
              "id": "field_kelg4y6m",
              "name": "Preferred Libraries",
              "type": "Text",
              "helpText": "",
              "placeholder": "",
              "default": "",
              "required": "no",
              "showInTable": "yes",
              "showOrder": "2",
              "fieldSubGroup": "",
              "sectionTagId": "",
              "custom-field": "",
              "value": "Redux Toolkit"
            },
            "field_keljzr6m": {
              "id": "field_keljzr6m",
              "name": "Logged Hours",
              "type": "Number",
              "helpText": "",
              "placeholder": "",
              "default": "",
              "required": "no",
              "showInTable": "yes",
              "showOrder": "3",
              "fieldSubGroup": "Group A",
              "sectionTagId": "",
              "custom-field": "",
              "value": "36"
            }
          },
          "attachments": [
            {
              "id": "1",
              "item_id": "item_kel7za1e",
              "filename": "DO Details with Section and Subgroups.png",
              "thumbnail":"asdasdasddasd",
              "download_url": "https://f000.backblazeb2.com/file/macantacrm-connected-data-attachments/sx529/item_kel7za1e/DO-Details-with-Section-and-Subgroups.png",
               "file_size": "187979",
               "timestamp": "1602741076",
               "b2_filename": "sx529/item_kel7za1e/DO-Details-with-Section-and-Subgroups.png",
               "b2_file_id": "4_z03a5e12671321ffc7c000110_f11811b4a6b4042d3_d20201015_m055115_c000_v0001075_t0032",
               "b2_timestamp": "1602741075000",
               "meta": "{}"
            }
          ],
          "notes": [
            {
              "Id": "8",
              "IdLocal": "8",
              "Origin": "Local",
              "CreationNotes": "test note DO Description",
              "ActionDescription": "test note DO title",
              "CreatedBy": "1",
              "UserID": "1",
              "IsAppointment": "0",
              "ActionType": "General",
              "CreationDate": {
                "date": "2020-09-02 16:36:46",
                "timezone_type": 3,
                "timezone": "UTC"
              },
              "CompletionDate": "",
              "ObjectType": "Note",
              "ActionDate": "",
              "_Taskassignedto": "",
              "_CallRecordingURL": "",
              "_JSON": {
                "note_type": "quick_notes",
                "user": "Jethro Estrada",
                "note": {
                  "Notes": "PHA+dGVzdCBub3RlIERPIERlc2NyaXB0aW9uPC9wPg=="
                }
              }
            }
          ],
          "meta": null,
          "connected_contacts": {
            "257": {
              "FirstName": "Peter",
              "LastName": "Daly-Dickson",
              "Email": "peter@conquerthechaos.org",
              "Relationships": {
                "re_28aaf338": "Walker"
              }
            }
          }
        },
        "item_jg3haotv": {
          "data": {
            "field_j7kuo0hg": {
              "name": "name",
              "type": "Text",
              "custom-field": "PetName",
              "value": "Felix"
            },
            "field_j7kupkc7": {
              "name": "species",
              "type": "Select",
              "custom-field": "Species",
              "value": "Cat"
            },
            "field_j7kuq116": {
              "name": "sex",
              "type": "Radio",
              "custom-field": "Sex",
              "value": "Female"
            },
            "field_j7kuqmio": {
              "name": "date of birth",
              "type": "Date",
              "custom-field": "PetDateofBirth",
              "value": "2013-04-09"
            }
          },
          "meta": null,
          "connected_contacts": {
            "257": {
              "FirstName": "Peter",
              "LastName": "Daly-Dickson",
              "Email": "peter@conquerthechaos.org",
              "Relationships": {
                "re_42f3fa8e": "Owner"
              }
            }
          }
        },
        "item_jg3hb3v3": {
          "data": {
            "field_j7kuo0hg": {
              "name": "name",
              "type": "Text",
              "custom-field": "PetName",
              "value": "Thumper"
            },
            "field_j7kupkc7": {
              "name": "species",
              "type": "Select",
              "custom-field": "Species",
              "value": "Rabbit"
            },
            "field_j7kuq116": {
              "name": "sex",
              "type": "Radio",
              "custom-field": "Sex",
              "value": "Male"
            },
            "field_j7kuqmio": {
              "name": "date of birth",
              "type": "Date",
              "custom-field": "PetDateofBirth",
              "value": "2016-11-23"
            }
          },
          "meta": null,
          "connected_contacts": {
            "257": {
              "FirstName": "Peter",
              "LastName": "Daly-Dickson",
              "Email": "peter@conquerthechaos.org",
              "Relationships": {
                "re_42f3fa8e": "Owner"
              }
            }
          }
        }
      }
    }
  },
  "count": 1,
  "next": "",
  "previous": ""
}

This endpoint retrieves all Data Objects of a specific type, for a specific contact.

HTTP Request

GET https://APP_NAME.macantacrm.com/rest/v1/connected_data

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
type Set to the required Data Object type
contactId Set to the ID of the required contact

Edit Data Object Item by Item ID, Field IDs and Contact IDs

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/connected_data/?access_key=1234567890123456' \
     --header 'Content-Type: application/json' \
     --data '{"item_id":"item_j5mytgsz","value":{"field_j5m6j6vg":"2016-10-23","field_other01":"value01"},"connected_contacts":[{contact_id1:relationship_name},{contact_id2:relationship_name}]}'
<?php
  $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/connected_data/?access_key=1234567890123456');
  $payload = '{"item_id":"item_j5mytgsz","value":{"field_j5m6j6vg":"2016-10-23","field_other01":"value01"},"connected_contacts":[{contact_id1:relationship_name},{contact_id2:relationship_name}]}';
  curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
  curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
  curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
  $result = curl_exec($ch);
  curl_close($ch);
?>

Bulk Edit/Add Data Object Item

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/connected_data/?access_key=1234567890123456' \
     --header 'Content-Type: application/json' \
     --data '{
               "{group_id|group_name}": "string",
               "duplicate_option": "string",
               "items": [
                 {
                   "data": {
                     "{field_name1}": "string",
                     "{field_name2}": "string",
                     "{field_name3}": "string"
                   },
                   "connected_contacts": {
                     "{contact_id1}": "{relation_name}",
                     "{contact_id2}": "{relation_name}"
                   }
                 },
                 {
                   "data": {
                     "{field_name1}": "string",
                     "{field_name2}": "string",
                     "{field_name3}": "string"
                   },
                   "connected_contacts": {
                     "{contact_id1}": "{relation_name}",
                     "{contact_id2}": "{relation_name}"
                   }
                 }
               ]
             }'
<?php
  $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/connected_data/?access_key=1234567890123456');
  $payload = '{
                 "{group_id|group_name}": "string",
                 "duplicate_option": "string",
                 "items": [
                   {
                     "data": {
                       "{field_name1}": "string",
                       "{field_name2}": "string",
                       "{field_name3}": "string"
                     },
                     "connected_contacts": {
                       "{contact_id1}": "{relation_name}",
                       "{contact_id2}": "{relation_name}"
                     }
                   },
                   {
                     "data": {
                       "{field_name1}": "string",
                       "{field_name2}": "string",
                       "{field_name3}": "string"
                     },
                     "connected_contacts": {
                       "{contact_id1}": "{relation_name}",
                       "{contact_id2}": "{relation_name}"
                     }
                   }
                 ]
               }';
  curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
  curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
  curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
  $result = curl_exec($ch);
  curl_close($ch);
?>

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
group_id/group_name Data Object Id or Name
duplicate_option Use for DupCheck Existing Items
field_name Field Name of an Item
contact_id Contact Id to be connected
relation_name Name of the relationship

Add Data Object Note

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/data_object/note/add' \
     --header 'Content-Type: application/json' \
     --data '{"access_key":"1492505713264569","item_id":"item_keb6xi7p","note_title":"API Note","note_type":"General","rich_text_notes":"API note rich text","plain_text_notes":"API note plain text","tags":"test,geover"}'
<?php
  $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/data_object/note/add');
  $payload = '{"access_key":"1492505713264569","item_id":"item_keb6xi7p","note_title":"API Note","note_type":"General","rich_text_notes":"API note rich text","plain_text_notes":"API note plain text","tags":"test,geover"}';
  curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
  curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
  curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
  $result = curl_exec($ch);
  curl_close($ch);
?>

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
item_id Id of the Item to attach the note
note_title Title of the Note
note_type e.g. General, Alert, Update, Comment, Call Note
rich_text_notes rich text note to save, can be the same as plain_text_notes
plain_text_notes plain text note to save
tags (optional) e.g. #tag1,#tag2

Contact Action (Notes And Task)

Retrieve Note

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/note/?contactId=12345&limit=100&page=0&filter=general&filter_by=terms&access_key=1234567890123456'

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/note/?Id=12345&limit=100&page=0&&access_key=1234567890123456'
<?php
  $Notes = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/note/?contactId=12345&limit=100&page=0&filter=general&filter_by=terms&access_key=1234567890123456');

  $Note = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/note/?Id=12345&limit=100&page=0&access_key=1234567890123456');

?>

The above command returns JSON structured like this:

{
  "limit": "1",
  "page": "0",
  "count": 1,
  "total": "17",
  "data": [
    {
      "Accepted": "0",
      "ActionDate": "",
      "ActionDescription": "Edited API Note Test Title",
      "ActionType": "General",
      "CompletionDate": "",
      "ContactId": "1366",
      "CreatedBy": "0",
      "CreationDate": "{\"date\":\"2020-09-02 11:40:46\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
      "CreationNotes": "this is my test note content edit ok",
      "EndDate": "",
      "Id": "821",
      "IsAppointment": "0",
      "LastUpdated": "{\"date\":\"2020-09-02 11:46:49\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
      "LastUpdatedBy": "0",
      "Location": "",
      "ObjectType": "Note",
      "OpportunityId": "0",
      "PopupDate": "",
      "Priority": "0",
      "UserID": "1311",
      "tags": "#general,#geover,#now",
      "_CallRecordingURL6": "",
      "_JSON3": {
        "note_type": "quick_notes",
        "user": " ",
        "note": {
          "Notes": "dGhpcyBpcyBteSB0ZXN0IG5vdGUgY29udGVudCBlZGl0IG9r"
        }
      }
    }
  ]
}

Get All Note Records with ContactId

HTTP Request

GET https://APP_NAME.macantacrm.com/rest/v1/note

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
contactId Use to Retrieve Note Record for Contact
Id Use to Retrieve Note Record with Specific Note Id
limit Default to 1000, Number of Items to return
page Default to 0, Record Offset
filter (optional) a string to filter search items, Tags can be separated by coma
filter_by (optional) either terms or tags Default to terms

Create A Note

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/note?access_key=1234567890123456
     --header 'Content-Type: application/json' \
     --data '{"contactId":"12345","note":"Note Content","title":"Note Title","type":"General","tags":"#alert,#system,#api"'
<?php
    $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/note/?access_key=1234567890123456');
    $payload = '{"contactId":"12345","note":"Note Content","title":"Note Title","type":"General","tags":"#alert,#system,#api"';
    curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
    curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
    curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
    $result = curl_exec($ch);
    curl_close($ch);
?>

The above command returns JSON structured like this:

[
  {
    "Accepted": "0",
    "ActionDate": "",
    "ActionDescription": "Note Title",
    "ActionType": "General",
    "CompletionDate": "",
    "ContactId": "12345",
    "CreatedBy": "0",
    "CreationDate": "{\"date\":\"2020-07-06 06:53:30\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
    "CreationNotes": "Note Content",
    "EndDate": "",
    "Id": "0123",
    "IsAppointment": "0",
    "LastUpdated": "{\"date\":\"2020-07-06 06:53:30\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
    "LastUpdatedBy": "0",
    "Location": "",
    "ObjectType": "Note",
    "OpportunityId": "0",
    "PopupDate": "",
    "Priority": "0",
    "UserID": "1311",
    "tags": "#alert,#system,#api",
    "status": true
  }
]

Create Note Record

HTTP Request

GET https://APP_NAME.macantacrm.com/rest/v1/note

Query Parameters

Parameter Description
access_key Set to the Macanta API access key, can be set in the URL or Payload
contactId Note Contact Id
title (required) Note Title
note (required) Note Message or Body
type Type of the note, Default to General
tags Default to #{Note_Type}

Edit Note

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/note/edit/{id}
     --header 'Content-Type: application/json' \
     --data '{"tags":"#tag,#now","type":"General","note":"this is my test note content edit","title":"Edited API Note Test Title","api_key":"1492505713264569"}'
<?php
    $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/note/edit/{id}');
    $payload = '{"tags":"#tag,#now","type":"General","note":"this is my test note content edit","title":"Edited API Note Test Title","api_key":"1492505713264569"}';
    curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
    curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
    curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
    $result = curl_exec($ch);
    curl_close($ch);
?>

Query Parameters

Parameter Description
api_key Set to the Macanta API access key, can be set in the URL or Payload
tags e.g. #tag1,#tag2
type Type of the note, Default to General
note Edited Note
title Edited Title

Retrieve Task

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/task/?contactId=12345&limit=100&page=0&filter=general&filter_by=terms&access_key=1234567890123456'

curl --request GET \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/task/?Id=12345&limit=100&page=0&access_key=1234567890123456'
<?php
  $Tasks = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/task/?contactId=12345&limit=100&page=0&filter=general&filter_by=terms&access_key=1234567890123456');

  $Task = file_get_contents( 'https://APP_NAME.macantacrm.com/rest/v1/task/?Id=12345&limit=100&page=0&access_key=1234567890123456');

?>

The above command returns JSON structured like this:

{
  "limit": "1",
  "page": "0",
  "count": 1,
  "total": "16",
  "data": [
    {
      "Accepted": "1",
      "ActionDate": "{\"date\":\"20200703T00:00:00\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
      "ActionDescription": "Edited Task",
      "ActionType": "MacantaTask",
      "CompletionDate": "{\"date\":\"20200902T12:20:23\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
      "ContactId": "1366",
      "CreatedBy": "0",
      "CreationDate": "{\"date\":\"2020-09-02 09:07:48\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
      "CreationNotes": "ho ho ho 2",
      "EndDate": "",
      "Id": "815",
      "IsAppointment": "0",
      "LastUpdated": "{\"date\":\"2020-09-02 12:42:10\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
      "LastUpdatedBy": "0",
      "Location": "",
      "ObjectType": "Task",
      "OpportunityId": "0",
      "PopupDate": "",
      "Priority": "1",
      "UserID": "1311",
      "tags": "#alert,#geover,#testAPI",
      "_Taskassignedto": "Geover Zamora",
      "_Taskassignedby": " ",
      "_JSON3": {
        "Notes": "dGhpcyBpcyBteSB0ZXN0IG5vdGUgY29udGVudCBlZGl0IG9r"
      }
    }
  ]
}

Get All Task Records with ContactId

HTTP Request

GET https://APP_NAME.macantacrm.com/rest/v1/task

Query Parameters

Parameter Description
access_key Set to the Macanta API access key
contactId Use to Retrieve Note Record for Contact
Id Use to Retrieve Note Record with Specific Note Id
limit Default to 1000, Number of Items to return
page Default to 0, Record Offset
filter (optional) a string to filter search items, Tags can be separated by coma
filter_by (optional) either terms or tags Default to terms

JSON return: json { "id": 815, "updated": true }

Create A Task

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/task
     --header 'Content-Type: application/json' \
     --data '{"contactId":"12345","task_note":"Task Content","task_description":"Task Title","action_date":"","2020-07-06":"","user_email":"assignedto@gmail.com","tags":"#task","priority":"1"'
<?php
    $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/task/?access_key=1234567890123456');
    $payload = '{"contactId":"12345","task_note":"Task Content","task_description":"Task Title","action_date":"","2020-07-06":"","user_email":"assignedto@gmail.com","tags":"#task","priority":"1"';
    curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
    curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
    curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
    $result = curl_exec($ch);
    curl_close($ch);
?>

The above command returns JSON structured like this:

[
  {
    "Accepted": "1",
    "ActionDate": "{\"date\":\"20200703T00:00:00\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
    "ActionDescription": "API Task Title",
    "ActionType": "MacantaTask",
    "CompletionDate": "",
    "ContactId": "1366",
    "CreatedBy": "0",
    "CreationDate": "{\"date\":\"2020-07-06 09:14:49\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
    "CreationNotes": "Task Content",
    "EndDate": "",
    "Id": "773",
    "IsAppointment": "0",
    "LastUpdated": "{\"date\":\"2020-07-06 09:14:49\",\"timezone_type\":3,\"timezone\":\"UTC\"}",
    "LastUpdatedBy": "0",
    "Location": "",
    "ObjectType": "Task",
    "OpportunityId": "0",
    "PopupDate": "",
    "Priority": "1",
    "UserID": "0",
    "tags": "#task",
    "_Taskassignedto": "Jarvis ",
    "status": true,
    "message": "added"
  }
]

Create a Task Record

HTTP Request

GET https://APP_NAME.macantacrm.com/rest/v1/note

Query Parameters

Parameter Description
access_key Set to the Macanta API access key, can be set in the URL or Payload
contactId Note Contact Id
task_description (required) Task Title
task_note (required) Task Message or Body
action_date (required) Action Date of the Task
priority Default to 1
user_email (required) To whom the task will be assigned
tags Default to #task

Edit Task

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/task/edit/{id}
     --header 'Content-Type: application/json' \
     --data '{"action_date":"2020-07-03","task_note":"your task is this","task_description":"Edited Task","api_key":"1492505713264569"}'
<?php
    $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/task/edit/{id}');
    $payload = '{"action_date":"2020-07-03","task_note":"your task is this","task_description":"Edited Task","api_key":"1492505713264569"}';
    curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
    curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
    curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
    $result = curl_exec($ch);
    curl_close($ch);
?>

Query Parameters

Parameter Description
api_key Set to the Macanta API access key, can be set in the URL or Payload
action_date e.g. 2020-07-03. The date of Task Action Date
task_note Edited Body of the Task
task_description Title of the Task

JSON return: json { "id": 815, "updated": true }

Complete A Task

curl --request POST \
     --url 'https://APP_NAME.macantacrm.com/rest/v1/task/complete/{id}
     --header 'Content-Type: application/json' \
     --data '{"api_key":"1492505713264569"}'
<?php
    $ch = curl_init( 'https://APP_NAME.macantacrm.com/rest/v1/task/complete/{id}');
    $payload = '{"api_key":"1492505713264569"}';
    curl_setopt( $ch, CURLOPT_POSTFIELDS, $payload );
    curl_setopt( $ch, CURLOPT_HTTPHEADER, array('Content-Type:application/json'));
    curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
    $result = curl_exec($ch);
    curl_close($ch);
?>

JSON return: json { "completed": true, "id": 1234 }

"erusev/parsedown": "^1.7.4",
"erusev/parsedown-extra": "0.8.1"