CRM-2 Administrative API
Administrative API is used to manage your domain.
The API calls follow the general RESTful pattern of CRM-2 API. The base URL is https://crm2.opentaps.com/admin/
To access the admin API, your user must have the DOMAIN_CONF permission.
For all requests the clientDomain and authToken parameters are required.
Here are the additional resources available:
Contents
Reset (Permanent) Token
Method: POST URL extension: /admin/reset-token Parameter:
- Current permanent auth token for your user
- Client domain
This API expires (deletes) the current permanent auth token, generates a new one, and returns it to you as the result. After this, you must use the new one to access the system. The API will validate that the token you've supplied is for a user of your domain.
Users
Add or remove users for a Contact
URL extension: /admin/user
Parameters:
- contactId : unique ID of your Contact
- userId: id of user. For Gmail, use full email (someone@gmail.com). For twitter, use username without the initial @ (someone)
- userIdType: type of your user id. Use GOOGLE_APPS for Gmail or TWITTER_LOGIN for Twitter.
Add a new User and Contact at the same time with
URL extension: /admin/user-contact
Parameters:
- firstName
- lastName
- companyName
- emailAddress
- userId
- userIdType: Same as above
User Permissions
Add or remove a security permission from a user
URL extension: /admin/user-permission
Parameters:
- userId: unique id of the user
- permission: Permission string
If the permission you are trying to add is not a valid permission, you will get an error message with a list of the valid permissions.
Email Notifications
Configure the email account to use when sending notification emails for your domain. You must also configure the same email as an email to poll (see below) separately so that the responses are also registered. Otherwise, response to your notification emails will be ignored.
URL extension: /admin/email-notifications (ie, https://crm2.opentaps.com/admin/email-notifications)
Parameters are the ones for your mail server, ie mailUser, mailPass, mailStoreProtocol, mailHost. For gmail, use smtps and smtp.gmail.com for protocol and host.
For all requests the clientDomain and authToken parameters are required.
- The method POST and PUT is used to SET the email notification account settings.
- The method DELETE is used to REMOVE the email notification account settings.
- The method GET is used to GET the current email notification account settings.
Note: the password is encrypted in the DB and won't be returned in the replies.
Emails To Poll
Configures the emails to be polled for your domain.
URL extension: /admin/email-to-poll (ie, https://crm2.opentaps.com/admin/email-to-poll)
Parameters are the ones for your mail server, ie mailUser, mailPass, mailStoreProtocol, mailHost. For gmail, use gimap and pop.googlemail.com for protocol and host.
- The method POST is used to ADD email to poll.
- The method PUT is used to UPDATE email to poll.
- The method DELETE is used to REMOVE email to poll.
- The method GET is used to GET list of the emails to poll.
For POST, PUT and DELETE, mailUser is required.
Note: the password is encrypted in the DB and won't be returned in the replies.
Valid Activity Types
Configures the valid activity types for your domain's application settings. Activity types are always capitalized and automatically capitalized when you add them.
URL extension: /admin/activity-type (ie, https://crm2.opentaps.com/admin/activity-type)
- POST adds a single activityType
- GET returns a list of valid activity types
- DELETE removes a single activityType