Leads

The Leads API provides CRUD access to leads, plus ancillary actions for status, assignment, tags, archive/activate, convert-to-client, clone and comments.

New to the API? Start with Getting started (base URL, response envelope, errors, pagination) and Authentication (API keys). Those conventions apply to every endpoint below and are not repeated here.

Identifier note: leads are addressed by their numeric lead_id. Wherever {id} appears below it is the lead_id. A lead’s status is a leadstatus_id (from the lead statuses configured in the CRM).

Scope: attachments/cover image, per-user notes, activity logs, kanban position, bulk actions and pinning are managed in-app and are not part of this API. Checklists on a lead are handled by the Checklists API (resource_type=lead).

The lead object

{
  "id": 59,
  "title": "Acme – new website",
  "value": "2500.00",
  "status": { "id": 1, "title": "New", "color": "#4f8cff" },
  "active_state": "active",
  "category": { "id": 3, "name": "Web" },
  "source": "Website",
  "last_contacted": "2026-06-15",
  "description": "Inbound enquiry.",
  "contact": {
    "first_name": "Jane", "last_name": "Doe", "email": "jane@acme.example",
    "phone": "+1 555 0100", "job_position": "CTO", "company_name": "Acme Inc",
    "website": "https://acme.example"
  },
  "address": { "street": null, "city": null, "state": null, "zip": null, "country": null },
  "converted": { "is_converted": false, "client_id": null, "date": null },
  "assigned": [ { "id": 53, "name": "Sam Lee" } ],
  "tags": ["priority"],
  "dates": { "created": "2026-06-18T09:30:00.000000Z", "updated": "2026-06-18T09:30:00.000000Z" }
}

Field	Type	Notes
`id`	integer	Lead id. Used in all URLs.
`title`	string	Lead title.
`value`	string\|null	Estimated value.
`status`	object	`{ id, title, color }` — `id` is the `leadstatus_id`.
`active_state`	string	`active` or `archived`.
`category`	object	`{ id, name }`.
`source`	string\|null	Lead source.
`last_contacted`	date\|null
`description`	string\|null
`contact`	object	Contact person + company fields.
`address`	object	Address fields.
`converted`	object	Read-only: `is_converted`, `client_id`, `date`.
`assigned`	array	Assigned team members `[{ id, name }]` — set via the assigned action.
`tags`	array	Tag titles.
`dates`	object	`created`, `updated`.

List / search leads

GET /api/leads

Query parameters

Parameter	Type	Description
`status`	integer	Filter by `leadstatus_id`.
`category_id`	integer	Filter by category id.
`source`	string	Filter by source.
`active_state`	string	`active` or `archived`.
`assigned_user_id`	integer	Filter by an assigned team user.
`search`	string	Free-text on title / company / email.
`sort`	string	`lead_title`, `lead_value`, `lead_created`, `lead_last_contacted`.
`order`	string	`asc` or `desc` (default `desc`).
`limit`	integer	Results per page (max 100).
`page`	integer	Page number.

Example request

curl -G https://your-domain/api/leads \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d status=1 -d limit=25

<?php
$query = http_build_query(['status' => 1, 'limit' => 25]);
$ch = curl_init("https://your-domain/api/leads?$query");
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Example response — `200 OK`

{
  "data": [ { "id": 59, "title": "Acme – new website", "status": { "id": 1, "title": "New" } } ],
  "meta": { "current_page": 1, "per_page": 25, "total": 1, "last_page": 1 },
  "message": "Leads retrieved successfully."
}

Get a lead

GET /api/leads/{id}

curl https://your-domain/api/leads/59 \
  -H "Authorization: Bearer YOUR_API_KEY"

<?php
$ch = curl_init('https://your-domain/api/leads/59');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the lead (200) with message “Lead retrieved successfully.”

Create a lead

POST /api/leads

Body parameters

Parameter	Type	Required	Notes
`lead_title`	string	yes
`lead_status`	integer	yes	A `leadstatus_id`.
`lead_categoryid`	integer	yes	Existing (lead) category id.
`lead_firstname` / `lead_lastname`	string	no	Contact name.
`lead_email`	email	no
`lead_phone`, `lead_company_name`, `lead_job_position`, `lead_website`	string	no
`lead_value`	numeric	no
`lead_source`	string	no
`lead_last_contacted`	date	no
`lead_description`	string	no
`lead_street`, `lead_city`, `lead_state`, `lead_zip`, `lead_country`	string	no	Address.

Required client custom fields of type leads must also be supplied (by field name). Assignment is set separately — see the assigned action.

Example request

curl -X POST https://your-domain/api/leads \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d lead_title="Acme – new website" \
  -d lead_status=1 \
  -d lead_categoryid=3

<?php
$ch = curl_init('https://your-domain/api/leads');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_POST           => true,
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query([
        'lead_title'      => 'Acme – new website',
        'lead_status'     => 1,
        'lead_categoryid' => 3,
    ]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Example response — `201 Created`

{
  "data": { "id": 59, "title": "Acme – new website", "status": { "id": 1 } },
  "message": "Lead created successfully."
}

Update a lead

PATCH /api/leads/{id}

Full update of the editable fields — send all fields you want to keep (same parameters as Create). Assignment is managed via the assigned action, not here.

curl -X PATCH https://your-domain/api/leads/59 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d lead_title="Acme – website + branding" \
  -d lead_status=1 \
  -d lead_categoryid=3

<?php
$ch = curl_init('https://your-domain/api/leads/59');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_CUSTOMREQUEST  => 'PATCH',
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query([
        'lead_title'      => 'Acme – website + branding',
        'lead_status'     => 1,
        'lead_categoryid' => 3,
    ]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the lead (200) with message “Lead updated successfully.”

Delete a lead

DELETE /api/leads/{id}

Deletes the lead and its related records.

curl -X DELETE https://your-domain/api/leads/59 \
  -H "Authorization: Bearer YOUR_API_KEY"

Example response — `200 OK`

{ "data": { "id": 59 }, "message": "Lead deleted successfully." }

Change status

PUT /api/leads/{id}/status

Parameter	Type	Required	Notes
`status`	integer	yes	A `leadstatus_id`.

curl -X PUT https://your-domain/api/leads/59/status \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d status=3

Returns the lead (200) with message “Lead status updated successfully.”

Set assigned team members

PUT /api/leads/{id}/assigned

The assigned array is the full set — it replaces any existing assignment; an empty array clears all.

Parameter	Type	Required	Notes
`assigned`	array of integers	yes	Team user ids. Empty array clears all.

curl -X PUT https://your-domain/api/leads/59/assigned \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d "assigned[]=53" -d "assigned[]=8"

Returns the lead (200) with message “Lead assignees updated successfully.”

Set tags

PUT /api/leads/{id}/tags

Full-set replace (empty array clears).

curl -X PUT https://your-domain/api/leads/59/tags \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d "tags[]=priority"

Returns the lead (200) with message “Lead tags updated successfully.”

Archive / activate

PUT /api/leads/{id}/archive
PUT /api/leads/{id}/activate

No body. archive sets active_state to archived; activate sets it back to active.

curl -X PUT https://your-domain/api/leads/59/archive \
  -H "Authorization: Bearer YOUR_API_KEY"

Convert to client

POST /api/leads/{id}/convert

Creates a client (and its primary user) from the lead. The lead’s proposals are moved to the new client. By default the lead is kept and marked converted; pass delete_lead=yes to remove it. A welcome email is sent only if send_welcome_email=yes. Returns the new client.

Parameter	Type	Required	Notes
`first_name`	string	yes	Primary user’s first name.
`last_name`	string	yes	Primary user’s last name.
`email`	email	yes	Unique among client/team users.
`client_company_name`	string	no
`client_billing_invoice_due_days`	integer	no
`send_welcome_email`	string	no	`yes` to email the new client. Default `no`.
`delete_lead`	string	no	`yes` to delete the lead after converting. Default `no`.

curl -X POST https://your-domain/api/leads/59/convert \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d first_name=Jane -d last_name=Doe -d email=jane@acme.example \
  -d client_company_name="Acme Inc"

<?php
$ch = curl_init('https://your-domain/api/leads/59/convert');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_POST           => true,
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query([
        'first_name'          => 'Jane',
        'last_name'           => 'Doe',
        'email'               => 'jane@acme.example',
        'client_company_name' => 'Acme Inc',
    ]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the new client (201) with message “Lead converted to client successfully.”

Clone a lead

POST /api/leads/{id}/clone

Parameter	Type	Required	Notes
`lead_title`	string	yes	Title of the new lead.
`lead_status`	integer	yes	A `leadstatus_id`.
`lead_firstname`, `lead_lastname`, `lead_email`, `lead_phone`, `lead_company_name`, `lead_website`	string	no
`lead_value`	numeric	no
`copy_checklist`	string	no	`on` to copy checklist items.
`copy_files`	string	no	`on` to copy files.

curl -X POST https://your-domain/api/leads/59/clone \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d lead_title="Acme – new website (copy)" -d lead_status=1

Returns the new lead (201) with message “Lead cloned successfully.”

Comments

List comments

GET /api/leads/{id}/comments

Returns { "data": [ { "id": 9, "text": "...", "creator": { "id": 1, "name": "Admin" } } ], "message": "..." }.

Add a comment

POST /api/leads/{id}/comments

Parameter	Type	Required	Notes
`comment`	string	yes	The comment text.

curl -X POST https://your-domain/api/leads/59/comments \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d comment="Called the prospect, following up next week"

Returns the comment (201) with message “Lead comment added successfully.”

Delete a comment

DELETE /api/leads/{id}/comments/{comment_id}

Returns { "data": { "id": 9 }, "message": "Lead comment deleted successfully." }.

Errors

See Getting started for the shared error format. Lead-specific:

Status	Meaning
`404 Not Found`	The lead (or comment) id does not exist.
`409 Conflict`	The lead has already been converted to a client.
`422 Unprocessable Entity`	Validation failed (e.g. missing title/status/category, or convert email already taken).

{
  "message": "The given data was invalid.",
  "errors": {
    "lead_title": ["The lead title field is required."],
    "lead_status": ["The selected lead status is invalid."]
  }
}

Getting Started

Clients

Sales

Billing

Projects & Work

Support

Organization

Leads

Leads

The lead object

List / search leads

Query parameters

Example request

Example response — `200 OK`

Get a lead

Create a lead

Body parameters

Example request

Example response — `201 Created`

Update a lead

Delete a lead

Example response — `200 OK`

Change status

Set assigned team members

Set tags

Archive / activate

Convert to client

Clone a lead

Comments

List comments

Add a comment

Delete a comment

Errors

​Leads

​The lead object

​List / search leads

​Query parameters

​Example request

​Example response — 200 OK

​Get a lead

​Create a lead

​Body parameters

​Example request

​Example response — 201 Created

​Update a lead

​Delete a lead

​Example response — 200 OK

​Change status

​Set assigned team members

​Set tags

​Archive / activate

​Convert to client

​Clone a lead

​Comments

​List comments

​Add a comment

​Delete a comment

​Errors

Leads

The lead object

List / search leads

Query parameters

Example request

Example response — `200 OK`

Get a lead

Create a lead

Body parameters

Example request

Example response — `201 Created`

Update a lead

Delete a lead

Example response — `200 OK`

Change status

Set assigned team members

Set tags

Archive / activate

Convert to client

Clone a lead

Comments

List comments

Add a comment

Delete a comment

Errors