Forums
Interacting with WebForm Update
This is an extension of ticket: https://developer.maximizer.com/discuss/65cfbea06a72de0010f0fbde
User IDs in the API
Hi folks, I'm building an API integration to sync Maximizer data with another CRM. We need an ID that can be used as a unique identifier to match records with. In the Maximizer Ferret API results I see the "legacyKey" value, but I don't see this value anywhere in the Maximizer CRM user interface. In the interface I see the "IDentification" under System Information, but I don't see number anywhere in the API data.
How to fetch Hot List Tasks through Maximizer API
1.All hotlists scheduled per user with scheduled time/date for next contact
How to fetch Interacton in Opportunity and documents in Opportunity through API
API: https://api.maximizer.com/octopus/OpportunityRead
Can you please provide the body data for the above details
How to fetch Hot List Tasks through Maximizer API
1.All hotlists scheduled per user with scheduled time/date for next contact
Opportunities group by AbEntry
We are trying to write a query totalling Opportunities (count and eventually revenue, etc) grouping by AbEntry.
How can i get stage, machine being quoted/sold fields in the opportunities through API
https://api.maximizer.com/octopus/OpportunityRead
i am using above api,
How can i get Customer type, Primary product, territory manager, Lead Source,date last contacted, creation date/upload date in the companies/contact through API
https://api.maximizer.com/ferret/v1/companies
i am using above api
{
"totalCount": 32599,
"nextPageKey": "MTA=",
"items": [
{
"id": "00000000-0000-0000-0000-000000000000",
"companyKey": "Q29tcGFueQkxOTEwMTYyNTE2MjEzMDQ0NzAwMDVDCTA=",
"parentId": null,
"name": "Maximizer Software",
"industry": "",
"bio": "",
"accountManager": {
"name": "Sal Choudhary",
"emailAddress": "[email protected]",
"legacyKey": "VXNlcglQTEFOSVQxNA==",
"legacyId": "PLANIT14"
},
"website": {
"url": "www.maximizer.com"
},
"image": null,
"lastContacted": {
"at": "2023-11-08T00:00:00+00:00",
"userId": "00000000-0000-0000-0000-000000000000",
"userName": ""
},
"tags": null,
"phones": [
{
"extension": "",
"areaCode": "",
"number": "+1 800 804 6299",
"description": "Main",
"formattedNumber": "+1 800 804 6299",
"phoneType": 1,
"isPrimary": false
}
],
"emails": [],
"addresses": [
{
"lineOne": "#260 - 60 Smithe St",
"lineTwo": "",
"city": "Vancouver",
"state": "BC",
"country": "Canada",
"zipCode": "V6B 0P5",
"description": "*Main Address",
"addressType": 1,
"isPrimary": false
}
]
}
]
}
i am getting response like this
How can i get Interactions and documents in the Leads through API
https://api.maximizer.com/octopus/Read
i am using this api and the body as like below
{
"Configuration": {
"Drivers": {
"ILeadSearcher": "Maximizer.Model.Access.Sql.LeadSearcher"
}
},
"schema": {
"FieldOptions":{
"owner":{
"DisplayValue":1
}
}
},
Retrieving embedded documents
Is it possible to read embedded files in the records Documents tab with the API (ie: MS Word docs)?