March API Updates

– Added option to specify TeamMemberID to AddEmailTemplate

– Added ability to GetContacts to filter on Source/Category/Category2/Flag by “Name” of the library. Instead of entering the numeric id, enter the prefix “name:” followed by the name of your library item. So if your source was Facebook, you would enter name:Facebook in the SourceID field.

– Can now filter by DealID
– Can now filter by TeamMemberID

– Added counts of Current Contacts and Completed Contacts to the output

NEW AddDealRelatedContact
– New API Function (use same function to update an existing deal contact)

NEW DeleteDealRelatedContact
– New API Function

NEW UpdateDeal
– New API Function

Posting to the AllClients API from a Zapier Trigger

In this example, I’ll walk you through adding a contact to the system using the AllClients API from Zapier.   This assumes you have some experience with Zapier, so I won’t go into all of the details of creating a Zap.

The example connects to a Google Sheet and adds a contact if any new rows are added to the spreadsheet.

After you’ve connected Zapier to your spreadsheet as the “Trigger/Source”, you’ll add an Action called Webhooks.


Then, select POST as the Create option

Then, fill in the following information.  This example uses the “AddContact” endpoint, but it could be any AllClients API Function.   Just make sure you read the documentation and include all required fields.   Remember that you can use API Authentication (using the Account’s API Key), or use your master keys.

  • Use your server’s base URL
  • Payload type must be form
  • All fields are in the Data section.  We do not use Basic Auth or Headers
  • You must add field called response_type and set it’s value to json.  The default value in the API is XML, and Zapier does not read that data properly back in the response.



After saving and running a test, you should see some kind of success message back from the API.

Custom ClientTouch Actions & Custom Action Set Actions

We’ve got two new features in beta testing:

Custom ClientTouch Actions


Custom Action Set Actions

Each allows you, as the developer, to create configurable actions within each area of your White Label system.

Let us know if you have questions or feature requests in each area.  We are looking forward to your feedback and enhancing these functions further to make them more powerful or you.


API Updates

New API Functions

You can now add and list a contact’s Special Events via the API




AddContactNote – Added ability to specify the team member that added the note.  Previously defaulted to account owner

AddToDo – Added ability to identify the Contact via email address.  Of course, contactid is preferred and more accurate.  If multiple email address matches exist, the To Do will be added to the contact with the oldest “Add Date”


These updates & changes will be available when you receive the update dated 9/28/2017 or later.

Set Paging Size in GetContacts API Call

Update to GetContacts API Call

You can now specify a Page Size (pagingsize) to limit the number of contacts that are returned to you in the results.  This helps reduce the time it takes to get your first results, as well as lessen the chance of getting a server time out from us, or on your own server.

For subsequent calls, you would then set the Paging Offset (pagingoffset) to the number of records to skip for that call.    If your pagingsize was 100, you’d set the offset to 0 on the first call, 100 on the second call, and 200 on the third call… and so on.

We recommend a Paging Size of 500 to 1000 records to begin with.

A default Paging Size for GetContacts will be enforced at a future date, so it’s best to develop assuming it’s in place now.