API reference
PreviewDealSleek API
Run the same commands the DealSleek app runs: create and update leads, accounts, deals, contracts and the records around them.
- Version
- 1.0.0-preview
- Endpoints
- 423
- Areas
- 14
Base address
Requests go to your own workspace address, the one you sign in at.
Authentication
Send the access token of a signed-in user as a Bearer token. The token identifies the user, their role and the workspace, so no tenant header is needed. Each command states the minimum role it requires.
How the API behaves
- One address per domain
- Every command of a domain is sent to the same address,
POST /api/v1/{domain}/dispatch. TheX-CQRS-Actionheader names the command and the JSON body carries its fields. - The workspace comes from the token
- The access token decides which workspace a command acts on. A tenant sent in a header is ignored.
- Guarded updates
- Where a command lists
expected_version, send the version of the record you last read. If the record has changed since, the command is refused with 409 and nothing is written. - Retries
- Send
X-Idempotency-Keywith a value unique to the attempt. A command repeated with the same key is not applied a second time. - Success is 202
- A command that was applied answers 202 Accepted with a JSON body.
Headers on every request
Each endpoint page lists these again, with any header that is its own.
AuthorizationstringRequiredAccess token of the signed-in user, as a Bearer token. It identifies the user, their role and the workspace.
Content-TypestringRequiredAlways
application/json.X-Idempotency-KeystringOptionalA key you choose that is unique to this attempt. A command repeated with the same key is not applied a second time.
X-Correlation-IdstringOptionalYour own identifier for the request. Returned in the
x-correlation-idresponse header; generated when you leave it out.
Errors every endpoint can return
Every error carries an HTTP status. Where it also carries a code, branch on the code, not on the message.
- 400
DOMAIN_ROUTINGThe body is not a valid command. Check the required fields and their types. - 401The access token is missing, expired or not valid.
- 403
L1_POLICYA business rule refused the command. The message names the rule. - 409
L1_IDEMPOTENCYA command with this idempotency key was already applied. - 409
CONFLICTThe command would duplicate a record that must be unique. - 500
L3_COMMITThe command was valid but could not be saved.
All endpoints
Accounts
19- POSTApply Account Enrichment
- POSTArchive Account
- POSTCreate Account
- POSTEnrich Account
- POSTLog Agent Reasoning
- POSTMerge Accounts
- POSTRestore Account
- POSTRevoke Agentic Memory
- POSTStore Agentic Memory
- POSTUpdate Account Discovery
- POSTUpdate Account Owner
- POSTUpdate Account Parent
- POSTUpdate Account Plan
- POSTUpdate Account Profile
- POSTUpdate Account Relationships
- POSTUpdate Account Status
- POSTUpdate Account Team
- POSTUpdate Account Tier
- POSTUpdate Buying Committee
Billing
59- POSTActivate Catalog Product
- POSTActivate Pricebook
- POSTAdjust Credit Limit
- POSTAmend Subscription
- POSTApply Discount
- POSTApprove Amendment Settlement
- POSTApprove Contract Invoice
- POSTApprove Invoice Certification
- POSTApprove Invoice Credit
- POSTApprove Payment Receipt
- POSTAssign Subscription Edition
- POSTBill Success Fee
- POSTCancel Contract Invoice Draft
- POSTCancel Subscription
- POSTClawback Success Fee
- POSTClose Billing Period
- POSTCreate Catalog Product
- POSTCreate Commitment
- POSTCreate Meter
- POSTCreate Price
- POSTCreate Pricebook
- POSTCreate Subscription
- POSTCreate Success Fee Agreement
- POSTDispute Success Fee
- POSTDraft Billing Cycle
- POSTDraft Billing Purchase
- POSTDraft Contract Invoice
- POSTDraft Invoice Certification
- POSTDraft Invoice Credit
- POSTDraft Payment Receipt
- POSTDraft Prepaid Funding
- POSTDraft Subscription Terms
- POSTGenerate Invoice
- POSTIssue Credit Note
- POSTOpen Billing Period
- POSTPause Subscription
- POSTProcess Payment
- POSTPublish Product Edition
- POSTQualify Success Fee
- POSTRate Usage Period
- POSTRecognize Revenue
- POSTReject Invoice Certification
- POSTReject Invoice Credit
- POSTReject Payment Receipt
- POSTRenew Subscription
- POSTRequest Subscription Amendment
- POSTResume Subscription
- POSTRetire Catalog Product
- POSTRetire Pricebook
- POSTRetry Payment
- POSTReview Billing Cycle
- POSTReview Billing Purchase
- POSTReview Prepaid Funding
- POSTReview Subscription Terms
- POSTSettle Portal Pay Session
- POSTTrue Up Commitment
- POSTUpdate Catalog Product
- POSTUpdate Pricebook
- POSTVoid Invoice
Connectors
15- POSTExecute Provenance Shred
- POSTLockdown Breach
- POSTMark Connector Archived
- POSTMark Connector Disconnected
- POSTMark Connector Reconnected
- POSTRecord Connector Verify Failure
- POSTRecord Connector Verify Success
- POSTRegister Connector
- POSTRevert Sync Window
- POSTSync Connector
- POSTUpdate Agentic Guardrails
- POSTUpdate Border Checkpoints
- POSTUpdate Connector Intelligence
- POSTUpdate Data Governance Policy
- POSTUpdate Selected External Accounts
Contracts
23- POSTAdd Contract Obligation
- POSTApprove Contract
- POSTComplete Contract Obligation
- POSTCreate Contract From Source
- POSTEvaluate Redlines
- POSTExecute Contract
- POSTExpire Contract
- POSTExtract Obligations
- POSTGenerate Contract
- POSTInteractive Negotiation
- POSTRecord Contract Breach
- POSTReject Contract
- POSTRequest Signature
- POSTReview Contract Breach
- POSTReview Contract Clause
- POSTSet Contract Party
- POSTSet Contract Template
- POSTSet Contract Terms
- POSTTerminate Contract
- POSTUpdate Contract Stage
- POSTUpload Contract Document
- POSTVerify Contract Signature
- POSTVoid Contract
Deals
36- POSTAccept Deal Handoff
- POSTAccept Deal Quote
- POSTAdd Deal Contact
- POSTAdd Deal Line Item
- POSTAdd Deal Note
- POSTApply Deal Discount
- POSTCalculate Algorithmic Truth
- POSTClose Deal
- POSTCompute Deal Health
- POSTCreate Deal
- POSTCreate Deal Handoff
- POSTCreate Deal Quote
- POSTEvaluate Contagion Risk
- POSTEvaluate Contract Redlines
- POSTExtract Methodology Signals
- POSTLog Surveillance Signal
- POSTLog Value Realization Telemetry
- POSTPropose Deal Counteroffer
- POSTPropose Deal Splits
- POSTRecord Deal Delivery Readiness
- POSTRefresh Deal Forecast
- POSTRemove Deal Contact
- POSTRemove Deal Line Item
- POSTResolve Consensus Deadlock
- POSTReview Deal Delivery Readiness
- POSTReview Deal Discount
- POSTReview Deal Evidence
- POSTReview Deal Methodology
- POSTReview Deal Quote
- POSTReview Deal Splits
- POSTSet Deal Expected Close
- POSTSet Deal Quota
- POSTSet Deal Sales Policy
- POSTUpdate Deal
- POSTUpdate Deal Stage
- POSTUpdate Mutual Action Plan
General Ledger
16- POSTApprove Ledger Adjustment
- POSTApprove Opening Balance
- POSTClose Ledger Period
- POSTCreate Ledger Account
- POSTDraft Financial Report
- POSTDraft Historical Invoice
- POSTDraft Invoice Write Off
- POSTDraft Journal Reversal
- POSTDraft Opening Balance
- POSTDraft Revenue Recognition
- POSTOpen Ledger Period
- POSTRecord Invoice Journal
- POSTReject Ledger Adjustment
- POSTReject Opening Balance
- POSTReview Financial Report
- POSTSet Ledger Account Active
Identity
23- POSTAccept User Invite
- POSTAdd Team Member
- POSTChange User Role
- POSTComplete Onboarding
- POSTComplete Password Reset
- POSTConfigure Idp
- POSTCreate Team
- POSTDelete Team
- POSTGenerate Api Key
- POSTProvision User
- POSTRecord Failed Login
- POSTRefresh Session
- POSTRemove Team Member
- POSTRequest Password Reset
- POSTRevoke Access
- POSTSend User Invite
- POSTSign In
- POSTSign Out
- POSTStart Registration
- POSTUpdate Organization
- POSTUpdate Password
- POSTUpdate Profile
- POSTVerify Registration
Leads
57- POSTActivate Readiness Policy
- POSTAdvance Lifecycle Stage
- POSTArchive Lead Custom Field
- POSTAttach Alias
- POSTAttach Signal
- POSTAttach To Buying Group
- POSTBatch Score Leads
- POSTCancel Import Batch
- POSTCapture From Email Reply
- POSTCapture From Transcript
- POSTCommit Import Batch
- POSTCompute Lead Prediction
- POSTCompute Lead Urgency
- POSTConvert Lead
- POSTCreate Import Batch
- POSTCreate Lead
- POSTCreate Readiness Policy
- POSTDefine Lead Custom Field
- POSTDemote Alias
- POSTDetect Buying Group
- POSTDisqualify Lead
- POSTEvaluate Lead Readiness
- POSTEvaluate Lead Readiness Batch
- POSTExplain Lead Score
- POSTFinish Import Batch
- POSTHibernate Lead
- POSTIngest Captured Lead
- POSTIngest Intake Record
- POSTMap Import Columns
- POSTMap Intake Fields
- POSTMerge Leads
- POSTPreview Lead Routing
- POSTPropagate Account Signal
- POSTQualify Lead
- POSTQualify Lead From Readiness
- POSTReassign Lead
- POSTRecord Baseline Outcome
- POSTRecord Intake Match
- POSTRecord Lead Consent
- POSTRelease Inbound Email Capture
- POSTRequalify Lead
- POSTRetire Readiness Policy
- POSTRetrieve Baseline
- POSTRevoke Lead Consent
- POSTRollback Import Batch
- POSTRoute Lead
- POSTScore Intent From Signals
- POSTScore Lead
- POSTSplit Lead
- POSTStage Inbound Email Capture
- POSTUndo Lead Merge
- POSTUpdate Buying Group Role
- POSTUpdate Readiness Policy
- POSTValidate Import Batch
- POSTVoid Created Lead
- POSTVoid Inbound Email Captures
- POSTWake Cryo Lead
Marketing
81- POSTAccept Handoff By Sales
- POSTAdd Campaign Account
- POSTAdd Segment Rule
- POSTAdd Sequence Step
- POSTAnalyze Campaign
- POSTApply Campaign Recommendation
- POSTApprove Campaign
- POSTApprove Campaign Optimization
- POSTArchive Campaign
- POSTArchive Segment
- POSTArchive Sequence
- POSTArchive Template
- POSTAssign Campaign Program
- POSTAssign Experiment Variant
- POSTCancel Campaign Edit
- POSTCancel Campaign Publication
- POSTComplete Campaign
- POSTComplete Sequence Task
- POSTConclude Experiment
- POSTConfigure Campaign Account Audience
- POSTConfigure Sequence Delivery
- POSTCreate Campaign
- POSTCreate Experiment
- POSTCreate Handoff
- POSTCreate Invoice Attribution
- POSTCreate Localized Marketing Template
- POSTCreate Marketing Event
- POSTCreate Marketing Program
- POSTCreate Marketing Retention Cohort
- POSTCreate Segment
- POSTCreate Sequence
- POSTCreate Template
- POSTDecide Marketing Content Review
- POSTEnroll Campaign Account
- POSTEnroll Marketing Renewals
- POSTEnroll Sequence
- POSTEvaluate Campaign Goal
- POSTEvaluate Experiment
- POSTExhaust Campaign
- POSTExit Sequence Enrollment
- POSTIncrement Spend
- POSTIngest Platform Metrics
- POSTLaunch Campaign
- POSTLaunch Sequence
- POSTLog Campaign Reasoning
- POSTPause Campaign
- POSTPause Sequence
- POSTPropose Campaign Optimization
- POSTPublish Landing Page
- POSTPublish Template
- POSTPush Campaign To Platform
- POSTQualify Handoff
- POSTRebuild Marketing Attribution
- POSTRecord Conversion
- POSTRecord Marketing Attendance
- POSTRecord Marketing Content Metrics
- POSTRecord Marketing Content Publication
- POSTRecord Touch Event
- POSTRecycle Marketing Handoff
- POSTRefresh Segment
- POSTRegister Marketing Event
- POSTReject Campaign
- POSTReject Campaign Optimization
- POSTReject Handoff
- POSTRequest Campaign Approval
- POSTRequest Campaign Edit
- POSTRequest Campaign Publication
- POSTRetire Landing Page
- POSTSchedule Campaign
- POSTSet Causal Settings
- POSTSnapshot Marketing Retention
- POSTStart Experiment
- POSTSubmit Marketing Content Review
- POSTSync External State
- POSTToggle Autonomous Mode
- POSTTransition Marketing Event
- POSTUnpublish Template
- POSTUpdate Campaign Platform Resource
- POSTUpdate Invoice Attribution
- POSTUpdate Marketing Program
- POSTUpdate Template Content
Workflows
62- POSTAbort Chaos Experiment
- POSTAcquire Resource Lock
- POSTAdvance Rollout Waypoint
- POSTAppend Conversation Message
- POSTApprove Review
- POSTApprove Workflow Action
- POSTArchive Workflow Definition
- POSTAttach Citation Graph
- POSTAttach Lineage Edge
- POSTBind Skill To Node
- POSTCancel Workflow Run
- POSTCapture Workflow Snapshot
- POSTClassify Ai Act Risk
- POSTClone Workflow Definition
- POSTClose Workflow Incident
- POSTContinue As New Run
- POSTCreate Po
- POSTCreate Workflow Definition
- POSTDecide Change Request
- POSTDeclare Accessibility Profile
- POSTDeclare Definition Dependency
- POSTDefine Slo
- POSTDefine Workflow Feature Flag
- POSTDiff Workflow Versions
- POSTEmit Lineage Event
- POSTEnroll Entity
- POSTEscalate Supervisor
- POSTEvaluate Workflow Policy
- POSTFork Conversation Branch
- POSTInstall Marketplace Listing
- POSTIssue Legal Hold
- POSTOpen Change Request
- POSTOpen Dsar Bundle
- POSTOpen Workflow Conversation
- POSTOpen Workflow Incident
- POSTPause All Runs For Version
- POSTPause Workflow
- POSTPromote Environment
- POSTPublish Marketplace Listing
- POSTPublish Workflow Definition
- POSTRecord Iso42001 Audit
- POSTRefund Sla Breach
- POSTRegister Agent Skill
- POSTRegister Chaos Experiment
- POSTRegister Prompt Version
- POSTRegister Workflow Connector
- POSTReject Review
- POSTRelease Resource Lock
- POSTReplay Workflow Run
- POSTRequest Review
- POSTResume Workflow
- POSTRetry Workflow Step
- POSTReview Marketplace Listing
- POSTRollback To Version
- POSTRotate Secret Ref
- POSTSign Workflow Version
- POSTSimulate Run
- POSTStart Prompt Experiment
- POSTStart Rollout Strategy
- POSTStart Workflow
- POSTSubmit Decision Audit Export
- POSTUpdate Workflow Definition