Get Prospect
GET /crm/prospects/{id}
Group: CRM › Prospects · Operation ID: getProspect
Returns the prospect with the given identifier. Use the prospect's id, not its prospectNumber.
Returns one prospect by its id. To look a prospect up by its number, use POST crm/prospects/search with prospectNumber. This endpoint and POST crm/prospects/search return contacts[], every contact recorded against the prospect. GET crm/prospects omits it.
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Parameters
| Name | In | Type | Required | Description |
|---|---|---|---|---|
Api-Version |
header | "v1" |
yes | The API version this request targets, named by its public identifier. Required on every request; omitting it, or naming a version this company does not have, is answered with 400. This document describes version v1. |
id |
path | string | yes | The unique identifier for the prospect to return. |
Response
200 Success
Under data (getProspectOutput):
| Field | Type | Required | Description |
|---|---|---|---|
id |
string | yes | The unique identifier for the prospect. |
prospectNumber |
string | no | The prospect number, for example 'PR-1042'. Absent while none has been assigned. |
prospectName |
string | yes | The name of the prospect organization. |
billingEmail |
string | no | The email address invoices for this prospect would be sent to. |
crmId |
string | no | The identifier of this prospect in the external CRM system it was integrated from. |
customerType |
string | no | The commercial relationship. Possible values: 'default', 'partner', 'endCustomer'. |
dataSource |
string | no | The system the prospect originated in, for example 'Everest', 'Salesforce' or 'HubSpot'. |
defaultCurrency |
string | no | The currency quotes for this prospect default to. Format ISO 4217, for example 'USD'. |
entityId |
string | yes | The legal entity that owns the prospect. |
entityName |
string | no | The name of the legal entity that owns the prospect. See entityName on GET base/entities. |
customerId |
string | no | The identifier of the customer created from this prospect. Absent until the prospect has been converted, so its presence marks a converted prospect. See id on GET accounting/customers/:id. |
sameAsBillToAddress |
boolean | no | Whether the sold-to address repeats the bill-to address. soldToAddress is populated either way, so you never have to resolve this flag to read an address. |
billToAddress |
object | no | The prospect's bill-to address, with the default contact for that role. Absent when none is recorded. |
billToAddress.id |
string | yes | The unique identifier for the address. |
billToAddress.line1 |
string | no | The first address line: street number and name, or PO box. |
billToAddress.line2 |
string | no | The second address line: apartment, suite, unit, building or floor. |
billToAddress.city |
string | no | The city or locality. |
billToAddress.stateProvince |
string | no | The state, province or region. Absent where the country has no such division. |
billToAddress.country |
string | no | The country, as a name or ISO 3166-1 code. |
billToAddress.zipCode |
string | no | The postal or ZIP code. |
billToAddress.attention |
string | no | The person or department that mail to this address is for. |
billToAddress.contact |
object | no | The default contact for this address role. Absent when the prospect has no default contact for it. |
billToAddress.contact.id |
string | yes | The unique identifier for the contact. |
billToAddress.contact.displayName |
string | no | The contact's display name, assembled from the name parts. |
billToAddress.contact.salutation |
string | no | The contact's form of address, for example 'Ms' or 'Dr'. |
billToAddress.contact.firstName |
string | no | The contact's given name. |
billToAddress.contact.middleName |
string | no | The contact's middle name or initial. |
billToAddress.contact.lastName |
string | no | The contact's family name. |
billToAddress.contact.suffix |
string | no | The contact's name suffix, for example 'Jr' or 'PhD'. |
billToAddress.contact.emailAddress |
string | no | The email address the contact is reached at. |
billToAddress.contact.workPhone |
string | no | The contact's work telephone number. |
soldToAddress |
object | no | The prospect's sold-to address, with the default contact for that role. Absent when none is recorded. |
soldToAddress.id |
string | yes | The unique identifier for the address. |
soldToAddress.line1 |
string | no | The first address line: street number and name, or PO box. |
soldToAddress.line2 |
string | no | The second address line: apartment, suite, unit, building or floor. |
soldToAddress.city |
string | no | The city or locality. |
soldToAddress.stateProvince |
string | no | The state, province or region. Absent where the country has no such division. |
soldToAddress.country |
string | no | The country, as a name or ISO 3166-1 code. |
soldToAddress.zipCode |
string | no | The postal or ZIP code. |
soldToAddress.attention |
string | no | The person or department that mail to this address is for. |
soldToAddress.contact |
object | no | The default contact for this address role. Absent when the prospect has no default contact for it. |
soldToAddress.contact.id |
string | yes | The unique identifier for the contact. |
soldToAddress.contact.displayName |
string | no | The contact's display name, assembled from the name parts. |
soldToAddress.contact.salutation |
string | no | The contact's form of address, for example 'Ms' or 'Dr'. |
soldToAddress.contact.firstName |
string | no | The contact's given name. |
soldToAddress.contact.middleName |
string | no | The contact's middle name or initial. |
soldToAddress.contact.lastName |
string | no | The contact's family name. |
soldToAddress.contact.suffix |
string | no | The contact's name suffix, for example 'Jr' or 'PhD'. |
soldToAddress.contact.emailAddress |
string | no | The email address the contact is reached at. |
soldToAddress.contact.workPhone |
string | no | The contact's work telephone number. |
lastModifiedDate |
string (date-time) | yes | The date and time the prospect record last changed, in UTC. Format YYYY-MM-DDTHH:mm:ss.sssZ. |
contacts |
array of object | yes | Every contact recorded against the prospect, with the two per-role defaults flagged. An empty array when the prospect has none. GET crm/prospects/:id and POST crm/prospects/search return this array. GET crm/prospects omits it. |
contacts[].id |
string | yes | The unique identifier for the contact. |
contacts[].displayName |
string | no | The contact's display name, assembled from the name parts. |
contacts[].salutation |
string | no | The contact's form of address, for example 'Ms' or 'Dr'. |
contacts[].firstName |
string | no | The contact's given name. |
contacts[].middleName |
string | no | The contact's middle name or initial. |
contacts[].lastName |
string | no | The contact's family name. |
contacts[].suffix |
string | no | The contact's name suffix, for example 'Jr' or 'PhD'. |
contacts[].emailAddress |
string | no | The email address the contact is reached at. |
contacts[].workPhone |
string | no | The contact's work telephone number. |
contacts[].isDefaultBillToContact |
boolean | yes | Whether this is the default contact for the prospect's bill-to address. At most one contact is. |
contacts[].isDefaultSoldToContact |
boolean | yes | Whether this is the default contact for the prospect's sold-to address. At most one contact is. |
Errors
| Code | Status |
|---|---|
NOT_FOUND |
400 |
Statuses
400— Invalid request or business failure. Codes: NOT_FOUND401— Missing or invalid access token403— Not authorized404— Not found429— Too many requests500— Internal server error