Conversation CRM
Link pipeline to conversation
Associates an existing pipeline card (deal) with the conversation.
POST
/
api
/
v1
/
accounts
/
{account_id}
/
conversations
/
{conversation_id}
/
crm
/
link_pipeline
Link pipeline to conversation
curl --request POST \
--url https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline \
--header 'Content-Type: application/json' \
--header 'api_access_token: <api-key>' \
--data '
{
"funnel_card_id": 55
}
'import requests
url = "https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline"
payload = { "funnel_card_id": 55 }
headers = {
"api_access_token": "<api-key>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {api_access_token: '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({funnel_card_id: 55})
};
fetch('https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'funnel_card_id' => 55
]),
CURLOPT_HTTPHEADER => [
"Content-Type: application/json",
"api_access_token: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline"
payload := strings.NewReader("{\n \"funnel_card_id\": 55\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("api_access_token", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline")
.header("api_access_token", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"funnel_card_id\": 55\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["api_access_token"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"funnel_card_id\": 55\n}"
response = http.request(request)
puts response.read_body{
"conversation_id": 100,
"linked_lead": {
"id": 42,
"custom_name": "Enterprise Deal - Q3",
"status": "open",
"lead_value": 15000,
"lead_currency": "USD",
"position": 1,
"notes": "Prospect from trade show",
"assigned_agent": {
"id": 1,
"name": "Jane Smith",
"email": "jane@example.com",
"avatar_url": "<string>"
},
"company": {
"id": 10,
"name": "Acme Corp",
"domain": "acme.com"
},
"conversation_id": 100,
"custom_attributes": {
"industry": "Technology",
"annual_revenue": 500000
},
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
},
"linked_funnel_card": {
"id": 55,
"funnel_id": 3,
"funnel_stage_id": 7,
"lead": {
"id": 42,
"custom_name": "Enterprise Deal - Q3",
"status": "open",
"lead_value": 15000,
"lead_currency": "USD",
"position": 1,
"notes": "Prospect from trade show",
"assigned_agent": {
"id": 1,
"name": "Jane Smith",
"email": "jane@example.com",
"avatar_url": "<string>"
},
"company": {
"id": 10,
"name": "Acme Corp",
"domain": "acme.com"
},
"conversation_id": 100,
"custom_attributes": {
"industry": "Technology",
"annual_revenue": 500000
},
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
},
"position": 1,
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
},
"follow_up_tasks": [
{
"id": 20,
"title": "Follow up with prospect",
"description": "Call back after proposal review.",
"status": "pending",
"priority": "medium",
"due_at": "2023-11-07T05:31:56Z",
"completed_at": "2023-11-07T05:31:56Z",
"taskable_type": "Lead",
"taskable_id": 42,
"assigned_to": {
"id": 1,
"name": "Jane Smith",
"email": "jane@example.com",
"avatar_url": "<string>"
},
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
}
]
}{
"error": "Unauthorized"
}{
"error": "Unauthorized"
}{
"errors": {
"name": [
"can't be blank"
]
}
}Authorizations
API access token for authentication. Obtain from your Voxys Connect profile settings.
Path Parameters
The numeric ID of the account.
The ID of the conversation.
Body
application/json
Example:
55
Previous
Unlink pipeline from conversationRemoves the pipeline card association from the conversation. The card is not deleted.
Next
⌘I
Link pipeline to conversation
curl --request POST \
--url https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline \
--header 'Content-Type: application/json' \
--header 'api_access_token: <api-key>' \
--data '
{
"funnel_card_id": 55
}
'import requests
url = "https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline"
payload = { "funnel_card_id": 55 }
headers = {
"api_access_token": "<api-key>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {api_access_token: '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({funnel_card_id: 55})
};
fetch('https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'funnel_card_id' => 55
]),
CURLOPT_HTTPHEADER => [
"Content-Type: application/json",
"api_access_token: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline"
payload := strings.NewReader("{\n \"funnel_card_id\": 55\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("api_access_token", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline")
.header("api_access_token", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"funnel_card_id\": 55\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://connect.voxys.ai/api/v1/accounts/{account_id}/conversations/{conversation_id}/crm/link_pipeline")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["api_access_token"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"funnel_card_id\": 55\n}"
response = http.request(request)
puts response.read_body{
"conversation_id": 100,
"linked_lead": {
"id": 42,
"custom_name": "Enterprise Deal - Q3",
"status": "open",
"lead_value": 15000,
"lead_currency": "USD",
"position": 1,
"notes": "Prospect from trade show",
"assigned_agent": {
"id": 1,
"name": "Jane Smith",
"email": "jane@example.com",
"avatar_url": "<string>"
},
"company": {
"id": 10,
"name": "Acme Corp",
"domain": "acme.com"
},
"conversation_id": 100,
"custom_attributes": {
"industry": "Technology",
"annual_revenue": 500000
},
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
},
"linked_funnel_card": {
"id": 55,
"funnel_id": 3,
"funnel_stage_id": 7,
"lead": {
"id": 42,
"custom_name": "Enterprise Deal - Q3",
"status": "open",
"lead_value": 15000,
"lead_currency": "USD",
"position": 1,
"notes": "Prospect from trade show",
"assigned_agent": {
"id": 1,
"name": "Jane Smith",
"email": "jane@example.com",
"avatar_url": "<string>"
},
"company": {
"id": 10,
"name": "Acme Corp",
"domain": "acme.com"
},
"conversation_id": 100,
"custom_attributes": {
"industry": "Technology",
"annual_revenue": 500000
},
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
},
"position": 1,
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
},
"follow_up_tasks": [
{
"id": 20,
"title": "Follow up with prospect",
"description": "Call back after proposal review.",
"status": "pending",
"priority": "medium",
"due_at": "2023-11-07T05:31:56Z",
"completed_at": "2023-11-07T05:31:56Z",
"taskable_type": "Lead",
"taskable_id": 42,
"assigned_to": {
"id": 1,
"name": "Jane Smith",
"email": "jane@example.com",
"avatar_url": "<string>"
},
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
}
]
}{
"error": "Unauthorized"
}{
"error": "Unauthorized"
}{
"errors": {
"name": [
"can't be blank"
]
}
}
