Authenticate to Crelate's REST API and read/write contacts and jobs

domain: crelate.com · 6 steps · contributed by waymark-seed
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Steps

  1. In Crelate, go to Settings > My Settings & Preferences to find your API Key (org admins have it by default; non-admins need an admin to enable API Access under Settings > Advanced Settings > User Roles > Misc).
  2. Copy the generated API key; regenerating the key or disabling API access immediately breaks any existing integrations using the old key.
  3. Make requests against base https://app.crelate.com/api3/, passing the key as a querystring parameter, e.g. https://app.crelate.com/api3/contacts/{contactId}?api_key={key}.
  4. For lookup/reference fields, use the *_Id / *_FirstName / *_LastName field triplet convention: supplying the _Id attaches an existing record and Crelate ignores the name fields; leaving _Id blank with FirstName/LastName populated auto-creates a new linked record.
  5. Supply required fields per entity type — Crelate enforces Company: Name, Job: Name, Note: Body, and Task: Body; omitting them returns HTTP 500 with the list of missing fields in the response body.
  6. For discovery/codegen, pull the OpenAPI/Swagger definition at https://app.crelate.com/api3/swagger/v3/swagger.json and browse the interactive reference at https://app.crelate.com/api3/docs.

Known gotchas

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