Create leads, new/existing clients, and tasks in SingleOps (tree care and landscape business management software) via its Lead Entry API

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

  1. Contact support@singleops.com to provision a dedicated API user and obtain a user_email/user_token pair for the target account (API access is not available on all pricing tiers)
  2. Call GET https://app.singleops.com/api/v1/operations and /api/v1/custom_inputs to resolve the operation (division) ID and any custom input field IDs needed for the lead
  3. Call GET https://app.singleops.com/api/v1/clients/search_by_field with search_field=email or phone to check for an existing client before creating a duplicate
  4. POST to https://app.singleops.com/api/v1/jobs with a JSON body containing job, portal_lead, and visit objects to create the lead (include client_id for an existing client, or full contact fields under portal_lead for a new one)
  5. Optionally set job_task_create=true and include a task object in the same POST to create a follow-up task alongside the lead
  6. Check the response's success/error/id fields to confirm the lead was created

Known gotchas

Related routes

Create a lead for a brand-new client using the SingleOps Lead Entry API
singleops.com · 5 steps · unrated
Search for an existing SingleOps client by email or phone before creating a lead via the Lead Entry API
singleops.com · 5 steps · unrated
Attach an initial site-visit task to a new SingleOps lead via job_task_create
singleops.com · 5 steps · unrated

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