GetContacts You can now enter multiple values for the State field and return results for those states in one API call (instead of having to

Listing and Downloading Attachments You can now list & download individual contact attachments using the API. First, use GetContactAttachments to get a list of a

More Search Options in GetContacts You can now search more text fields when running the GetContacts API function. The new fields include company, address, city,

We’ve made updates to help automate the Opting In of Contact Phone Numbers: Workflow/Action Set Triggers now have 4 new fields to allow opt-in of

The 12/11 release, which is now running on all servers, includes the latest icons from FontAwesome 5.12 (including all “pro” level icons) The 12/3 release

Here are some recently added API functions: GetNotesByDate Get notes for a specified day (for all accounts or single account).   Intended for use as a

Since we initially rolled out Webhooks a few years ago, we have added more events to the menu of available items that will trigger a

Custom Action Set Actions are a powerful way to create Action Set Items for your users.  Now they are even more powerful with the new

The following API changes will be live on your server once your current version is dated 8/9/2018 or later: AddDeal – Ability to add custom

AddEmailTemplate – Added option to specify TeamMemberID to AddEmailTemplate GetContacts – Added ability to GetContacts to filter on Source/Category/Category2/Flag by “Name” of the library. Instead

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

Using a new option in AddContactNote, you can specify that a note is a “System Note”.  These notes will not be bolded, will have a