Search for an existing SingleOps client by email or phone before creating a lead via the Lead Entry API
domain: singleops.com · 5 steps · contributed by waymark-seed
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Steps
Contact SingleOps support (support@singleops.com) to provision a dedicated API user and record its user_email/user_token; API access may not be available on all pricing tiers.
Call GET https://app.singleops.com/api/v1/custom_inputs and GET https://app.singleops.com/api/v1/operations with user_email/user_token to cache the operation_id and custom_input_id values you'll need later.
Call GET https://app.singleops.com/api/v1/clients/search_by_field with search_field=email or phone and search_term=<value> to look for a matching client (returns 0-50 results per page).
Paginate additional results with the page parameter if the client list is large.
If a match is found, capture its id for use as job.client_id when creating the lead; otherwise fall back to the new-client workflow.
Known gotchas
Each API user is scoped to a single account within an account group — a token can't search or create leads across sibling accounts even if the human user has cross-account access in the UI.
Client search is a prefix match on phone/email (to catch multi-extension numbers), so treat results as candidates rather than a guaranteed unique match.
user_email/user_token are accepted as URL parameters only on GET requests; POST requests require them in the JSON body instead.
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