Update ClientPoint

Method	URL	Headers
PUT	https://api.clientpoint.net/v4/clientpoint/update/{clientpoint_id}	None

Fields	Data type	Description	Sample Data
api_key*	Alpha-Numeric	API Key	asdsad224r4332g23432443h24324e
name*	String	Name for the ClientPoint	ABC Company
revenue*	Float	Estimated Revenue of the ClientPoint	500.50
assigned_to*	Email	Active user email of the Company, which will be the assignee of the ClientPoint	representative.active@yourcompany.com
division	String	Division of the ClientPoint	North America
expiration_date	Date (YYYY-MM-DD)	Division of the ClientPoint	2024-06-15
test_mode	Boolean	Create ClientPoint with TestMode on or off	true \| false
file_ids	Array	Multiple documents to import into ClientPoint	[9173927, 8102380]
template_id	Array	Multiple templates to import into ClientPoint	[567834, 673498]
send_recipient_mail	Boolean	By Default false - will not send ClientPoint true to send ClientPoint to all recepients	true \| false
custom_fields	JSON Array	Custom Fields on the Info section, multiple entries are allowed	"custom_fields":[ { "tag":"location", "value":"Test location" }, { "tag":"pZyqqGQr", "value":"Test Value" }, { "tag":"Estimator", "value":"Test Estimator" } ]
recipients	JSON Array	Recipients on the Info section, multiple entries are allowed	"recipients":[ { "first_name":"John", "last_name":"Doe", "email":"john.doe@clientpoint.net", "primary":true }, { "first_name":"Joe", "last_name":"Doakes", "email":"joe.doakes@clientpoint.net", "primary":false } ]
data	JSON Object	Any addition data send which can be use after ClientPoint workflow	"data":{ "xyz":"any value" ..... }

Endpoint

Copy

api_key*

clientpoint_id

name

revenue

assigned_to

division

expiration_date

test_mode

file_ids

template_id

send_recipient_mail

custom_fields (optional)

recipients (optional)

data:

Requested Payload

Response

 Your response will appear here