Integrate at the record level
The developer API exposes supported leads, chatrooms, flows, appointments, campaigns, knowledge, and other resources as JSON over HTTPS. List, read, create, update, or delete where that resource permits it.
Give each tool the access it needs
Create a personal token with resource-level read or write access and an expiry. Tokens operate as their owner within the applicable workspace boundaries and can be revoked from the app.
Choose the right route for actions
The data API is distinct from sending messages or executing workflows. For an external event that should start a process, configure a workflow Tool Trigger; use HTTP request nodes to reach another system.
How it comes together.
- 1Create a scoped token
- 2Inspect identity and resources
- 3Connect the required records
Setup & availability
API access requires an eligible subscription. The data API does not directly send messages, launch broadcasts, or run workflows.
Detailed setup instructions