Connect Claude & ChatGPT to ScalePad

390 tools for ScalePad

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_meeting_contact_attendeesChanges dataCreate a new contact. Required: contact keys. Search contacts first to avoid duplicates. API summary: Add Meeting Contact Attendees.
• add_meeting_user_attendeesChanges dataCreate a new user. Required: user keys. Search users first to avoid duplicates. API summary: Add Meeting User Attendees.
• archive_goalVisible to othersArchive a goal (goal id). Has effects visible outside this system. API summary: Archive Goal.
• archive_initiativeVisible to othersArchive a initiative (initiative id). Has effects visible outside this system. API summary: Archive Initiative.
• archive_message_statusVisible to othersArchive a message (note id). Has effects visible outside this system. API summary: Update Notes Archive Status.
• attach_deliverableVisible to othersAttach a deliverable (meeting id). Has effects visible outside this system. API summary: Attach Deliverable to Meeting.
• attach_licenseVisible to othersAssign a license. Has effects visible outside this system. API summary: Assign Licenses.
• attach_tagVisible to othersAssign a tag (initiative id). Has effects visible outside this system. API summary: Assign Tags to Initiative.
• attach_userChanges dataAssign a user (meeting template id). API summary: Assign Meeting Template Users.
• attach_valueChanges dataAssign a value (hardware custom field id). API summary: Assign Hardware Custom Field Value.
• create_action_itemChanges dataCreate an action item for a client. Pass `title`, `client_key` ({"id": ...} or {"name": ...}) and `assigned_user_ids` (list of {"id": ...} or {"email": ...}); optional `due_at` date-time.
• create_agreement_templateChanges dataCreate a new agreement template. Required: agreement template. API summary: Create Agreement Template.
• create_assessmentChanges dataCreate a new assessment. Required: client key, title, assessment template id, evaluate user id or evaluate at. Search assessments first to avoid duplicates. API summary: Create Assessment.
• create_assessment_templateChanges dataCreate a new assessment template. Required: assessment template. Search assessment templates first to avoid duplicates. API summary: Create Assessment Template.
• create_contact_api_public_v1_contact_createChanges dataCreate a new contact. Required: first name, last name, email or client id. Search contacts first to avoid duplicates. API summary: Create Contact.
• create_csvChanges dataCreate a new csv. Search csvs first to avoid duplicates. API summary: Export Agreements as CSV.
• create_csv_api_v1_roadmap_csvChanges dataCreate a new csv. Required: client id or roadmap download payload. Search csvs first to avoid duplicates. API summary: Generate Roadmap CSV.
• create_customChanges dataCreate a new custom. Required: label or base status. API summary: Create Custom Initiative Status.
• create_custom_fieldChanges dataCreate a new custom field. Required: body. API summary: Create a hardware custom field definition.
• create_customerChanges dataCreate a new customer. Required: name. Search customers first to avoid duplicates. API summary: Create Client Group.
• create_customer_assignmentChanges dataCreate a new assignment for a customer. API summary: Client Group Assign.
• create_customer_deliverableChanges dataCreate a new deliverable for a customer. Required: sections. Search deliverables first to avoid duplicates. API summary: Create Deliverable.
• create_customer_enrollment_tokenDeletesCreate a new enrollment token for a customer. Destructive action; may require approval. API summary: Create an enrollment token.
• create_deal_fieldsChanges dataCreate a new deal. Required: client id. Search deals first to avoid duplicates. API summary: Get Opportunity Create Fields.
• create_deleteVisible to othersCreate a new delete. Required: agreement ids. Has effects visible outside this system. API summary: Delete Agreements.
• create_delete_api_public_v1_agreement_asset_bulk_deleteVisible to othersCreate a new delete. Required: hardware keys. Has effects visible outside this system. API summary: Detach Agreement Assets.
• create_deliverable_assessmentChanges dataCreate a new assessment for a deliverable. Required: assessment template id, report title, report type, include public comments, include linked initiatives or pdf report type. Search assessments first to avoid duplicates. API summary: Append assessment report.
• create_deliverable_from_templateChanges dataUpdate an existing template identified by template id. API summary: Create Deliverable from Template.
• create_documentChanges dataCreate a new document. Required: client key or create payload. Search documents first to avoid duplicates. API summary: Create Agreement.
• create_document_productChanges dataCreate a new product for a document. Required: agreement item. Search products first to avoid duplicates. API summary: Create Agreement Item.
• create_general_linkChanges dataCreate a new general link. API summary: Create General Share Link.
• create_generateChanges dataCreate a new generate. API summary: Generate ClientIQ Content.
• create_goalChanges dataCreate a new goal. Required: client key. Search goals first to avoid duplicates. API summary: Create Goal.
• create_goal_templateChanges dataCreate a new goal template. Required: goal template. Search goal templates first to avoid duplicates. API summary: Create Goal Template.
• create_initiativeChanges dataCreate a roadmap initiative for a client. Pass `name` and `client_key` ({"id": ...} or {"name": ...}).
• create_initiative_dealChanges dataCreate a new deal for a initiative. Required: field values. Search deals first to avoid duplicates. API summary: Create Initiative Opportunity.
• create_initiative_linkChanges dataCreate a new initiative link. Required: initiative id or assessment evaluation question ids. API summary: Link Assessment Items to an Initiative.
• create_initiative_templateChanges dataCreate a new initiative template. Required: initiative template. API summary: Create Initiative Template.
• create_initiative_ticketChanges dataCreate a new ticket for a initiative. Required: field values. Search tickets first to avoid duplicates. API summary: Create and Link a Ticket to an Initiative.
• create_meetingChanges dataSchedule a meeting for a client. Pass `client_key` ({"id": ...} or {"name": ...}), plus optional `title`, `starts_at`, `ends_at`, `type` (meeting type ID) and `owned_by` ({"id": ...} or {"email": ...}).
• create_meeting_templateChanges dataCreate a new meeting template. Required: title, meeting type id or assigned user ids. API summary: Create Meeting Template.
• create_meeting_ticketChanges dataCreate a new ticket for a meeting. Required: field values. Search tickets first to avoid duplicates. API summary: Create and Link a Ticket to a Meeting.
• create_meeting_typeChanges dataCreate a new meeting type. Required: label. API summary: Create Meeting Type.
• create_next_occurrenceChanges dataCreate a new next occurrence. Required: cadence. API summary: Preview Next Occurrence.
• create_noteChanges dataAdd a note to a client. Pass `client_key` ({"id": ...} or {"name": ...}), optional `title`, and `description_json` as a ProseMirror JSON string, e.g. {"type":"doc","content":[{"type":"paragraph","content":[{"type":"text","text":"Your note"}]}]}.
• create_outcomeChanges dataCreate a new outcome. Required: label. Search outcomes first to avoid duplicates. API summary: Create Outcome.
• create_overviewChanges dataCreate a new overview. Required: hardware key. API summary: Hardware Detail.
• create_product_repositionChanges dataCreate a new reposition for a product. API summary: Reposition Action Item.
• create_product_ticketChanges dataCreate a new ticket for a product. Required: field values. Search tickets first to avoid duplicates. API summary: Create and Link a Ticket to an Action Item.
• create_question_criterionChanges dataCreate a new criterion for a question. Required: label key, description or should update template. API summary: Add Additional Answer.
• create_question_initiativeChanges dataCreate a new initiative for a question. Search initiatives first to avoid duplicates. API summary: Link Initiative to Assessment Evaluation Question.
• create_question_ticketChanges dataCreate a new ticket for a question. Required: field values. Search tickets first to avoid duplicates. API summary: Create and Link a Ticket to an Assessment Evaluation Question.
• create_regenerateChanges dataCreate a new regenerate. API summary: Regenerate General Share Link.
• create_revokeChanges dataCreate a new revoke. API summary: Revoke General Share Link.
• create_saved_viewChanges dataCreate a new saved view. Required: key, name or query. API summary: Create Saved view.
• create_schedule_pauseChanges dataCreate a new pause for a schedule. API summary: Pause Schedule.
• create_schedule_recipientChanges dataCreate a new recipient for a schedule. API summary: Add Recipient.
• create_schedule_resumeChanges dataCreate a new resume for a schedule. API summary: Resume Schedule.
• create_sourceChanges dataCreate a new source. Required: hardware key. API summary: Hardware Sources.
• create_spreadsheetChanges dataCreate a new spreadsheet. Required: client id or roadmap download payload. API summary: Generate Roadmap Spreadsheet.
• create_tagChanges dataCreate a new tag. Required: tag. Search tags first to avoid duplicates. API summary: Create Tag.
• create_templateChanges dataCreate a new template. Required: sections. API summary: Create Template.
• create_template_applyChanges dataCreate a new apply for a template. API summary: Apply Initiative Template.
• create_template_from_templateChanges dataUpdate an existing template identified by template id. API summary: Create Template from Template.
• create_template_scheduleChanges dataCreate a new schedule for a template. Required: client id, cadence, send to key contacts, recipients, email subject or email body. API summary: Create Schedule.
• create_ticket_fieldsChanges dataCreate a new ticket. Search tickets first to avoid duplicates. API summary: Get Ticket Create Fields.
• create_userChanges dataCreate a new user. Search users first to avoid duplicates. API summary: List Members.
• create_verticalChanges dataCreate a new vertical. Required: create payload. API summary: Create Vertical.
• create_xlsxChanges dataCreate a new xlsx. API summary: Export Agreements as XLSX.
• delete_accountsMoves moneyPermanently delete a account. Financial or irreversible action; may require approval. API summary: Delete Account Logo.
• delete_agreement_templateDeletesPermanently delete a agreement template by agreement template id. Destructive action; may require approval. API summary: Delete Agreement Template.
• delete_assessmentDeletesPermanently delete a assessment by assessment id. Destructive action; may require approval. API summary: Delete Assessment.
• delete_assessment_templateDeletesPermanently delete a assessment template by assessment template id. Destructive action; may require approval. API summary: Delete Assessment Template.
• delete_customDeletesPermanently delete a custom by custom status id. Destructive action; may require approval. API summary: Delete Custom Initiative Status.
• delete_custom_fieldDeletesPermanently delete a custom field by hardware custom field id. Destructive action; may require approval. API summary: Delete a hardware custom field definition.
• delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete Client Group.
• delete_deliverableDeletesPermanently delete a deliverable by deliverable id. Destructive action; may require approval. API summary: Delete Deliverable.
• delete_deliverable_sectionDeletesPermanently delete a section by section id. Destructive action; may require approval. API summary: Delete Section.
• delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete Agreement.
• delete_document_overrideDeletesPermanently delete a override by field name. Destructive action; may require approval. API summary: Delete Agreement Field Override.
• delete_document_overridesMoves moneyPermanently delete a override by agreement id. Financial or irreversible action; may require approval. API summary: Delete Agreement Overrides.
• delete_document_productDeletesPermanently delete a product by agreement item id. Destructive action; may require approval. API summary: Delete Agreement Item.
• delete_goalDeletesPermanently delete a goal by goal id. Destructive action; may require approval. API summary: Delete Goal.
• delete_goal_initiativeDeletesPermanently delete a initiative by initiative id. Destructive action; may require approval. API summary: Detach Initiative from Goal.
• delete_goal_meetingDeletesPermanently delete a meeting by meeting id. Destructive action; may require approval. API summary: Detach Meeting from Goal.
• delete_goal_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Detach Action Item from Goal.
• delete_goal_templateDeletesPermanently delete a goal template by goal template id. Destructive action; may require approval. API summary: Delete Goal Template.
• delete_initiativeDeletesPermanently delete a initiative by initiative id. Destructive action; may require approval. API summary: Delete Initiative.
• delete_initiative_dealsMoves moneyPermanently delete a deal by initiative id. Financial or irreversible action; may require approval. API summary: Delete Initiative Opportunity.
• delete_initiative_goalDeletesPermanently delete a goal by goal id. Destructive action; may require approval. API summary: Detach Goal from Initiative.
• delete_initiative_meetingDeletesPermanently delete a meeting by meeting id. Destructive action; may require approval. API summary: Detach Meeting from Initiative.
• delete_initiative_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Detach Action Item from Initiative.
• delete_initiative_templateDeletesPermanently delete a initiative template by initiative template id. Destructive action; may require approval. API summary: Delete Initiative Template.
• delete_initiative_ticketsMoves moneyPermanently delete a ticket by initiative id. Financial or irreversible action; may require approval. API summary: Detach the PSA ticket linked to an initiative.
• delete_meetingDeletesPermanently delete a meeting by meeting id. Destructive action; may require approval. API summary: Delete Meeting.
• delete_meeting_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete Meeting Attachment.
• delete_meeting_goalDeletesPermanently delete a goal by goal id. Destructive action; may require approval. API summary: Detach Goal from Meeting.
• delete_meeting_initiativeDeletesPermanently delete a initiative by initiative id. Destructive action; may require approval. API summary: Detach Initiative from Meeting.
• delete_meeting_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Detach Note from Meeting.
• delete_meeting_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Detach Action Item from Meeting.
• delete_meeting_templateDeletesPermanently delete a meeting template by meeting template id. Destructive action; may require approval. API summary: Delete Meeting Template.
• delete_meeting_ticketsMoves moneyPermanently delete a ticket by meeting id. Financial or irreversible action; may require approval. API summary: Detach the PSA ticket linked to a Meeting.
• delete_meeting_typeDeletesPermanently delete a meeting type by meeting type id. Destructive action; may require approval. API summary: Delete Meeting Type.
• delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete Note.
• delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete Action Item.
• delete_product_ticketsMoves moneyPermanently delete a ticket by action item id. Financial or irreversible action; may require approval. API summary: Unlink the PSA ticket from an action item.
• delete_question_answersMoves moneyPermanently delete a answer by assessment evaluation question id. Financial or irreversible action; may require approval. API summary: Clear Assessment Evaluation Question Answer.
• delete_question_criterionDeletesPermanently delete a criterion by assessment criterion id. Destructive action; may require approval. API summary: Delete Assessment Question Custom Answer.
• delete_question_initiativesMoves moneyPermanently delete a initiative by assessment evaluation question id. Financial or irreversible action; may require approval. API summary: Unlink Initiative from Assessment Evaluation Question.
• delete_question_ticketsMoves moneyPermanently delete a ticket by assessment evaluation question id. Financial or irreversible action; may require approval. API summary: Unlink Ticket from Assessment Evaluation Question.
• delete_saved_viewDeletesPermanently delete a saved view by saved view id. Destructive action; may require approval. API summary: Delete Saved view.
• delete_scheduleDeletesPermanently delete a schedule by schedule id. Destructive action; may require approval. API summary: Delete Schedule.
• delete_schedule_recipientDeletesPermanently delete a recipient by recipient id. Destructive action; may require approval. API summary: Remove Recipient.
• delete_section_componentDeletesPermanently delete a component by component id. Destructive action; may require approval. API summary: Delete Component.
• delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Delete Tag.
• delete_templateDeletesPermanently delete a template by template id. Destructive action; may require approval. API summary: Delete Template.
• delete_template_componentDeletesPermanently delete a component by component id. Destructive action; may require approval. API summary: Delete Template Component.
• delete_template_sectionDeletesPermanently delete a section by section id. Destructive action; may require approval. API summary: Delete Template Section.
• delete_verticalDeletesPermanently delete a vertical by vertical id. Destructive action; may require approval. API summary: Delete Vertical.
• detach_account_teamVisible to othersUnassign a account team. Has effects visible outside this system. API summary: Unassign Client Team Members.
• detach_assetChanges dataDetach a asset (initiative id). API summary: Detach Assets from an Initiative.
• detach_assignmentChanges dataUnassign a assignment (client group id). API summary: Client Group Unassign.
• detach_contactVisible to othersUnassign a contact (client id). Has effects visible outside this system. API summary: Unassign Client Key Contacts.
• detach_deliverableVisible to othersDetach a deliverable (meeting id). Has effects visible outside this system. API summary: Detach Deliverable from Meeting.
• detach_licenseVisible to othersUnassign a license. Has effects visible outside this system. API summary: Unassign Licenses.
• detach_tagVisible to othersUnassign a tag (initiative id). Has effects visible outside this system. API summary: Unassign Tags from Initiative.
• detach_userChanges dataUnassign a user (meeting template id). API summary: Unassign Meeting Template Users.
• detach_valueChanges dataUnassign a value (hardware custom field id). API summary: Unassign Hardware Custom Field Value.
• download_deliverable_pdfDownload the pdf document for a deliverable. API summary: Download a deliverable PDF.
• download_detail_pdfDownload the pdf document for a detail. API summary: Budget Forecast Detail PDF.
• download_export_pdfChanges dataDownload the pdf document for a export. API summary: Export Agreements as PDF.
• download_export_pdf_pdfDownload the pdf document for a export. API summary: Plan Portfolio PDF.
• download_forecast_pdfDownload the pdf document for a forecast. API summary: Budget Forecast PDF.
• download_hardware_csv_exportChanges dataCreate a new csv. Required: filter, filter operator, filter selection or selected columns. Search csvs first to avoid duplicates. API summary: Download hardware CSV export.
• download_hardware_pdf_exportChanges dataDownload the pdf document for a export. API summary: Download hardware PDF export.
• download_hardware_xlsx_exportChanges dataCreate a new xlsx. Required: filter, filter operator, filter selection or selected columns. API summary: Download hardware XLSX export.
• download_initiative_pdfDownload the pdf document for a initiative. API summary: Download Initiative PDF.
• download_lifecycle_report_pdfChanges dataDownload the pdf document for a lifecycle report. API summary: Download Hardware Lifecycle Report PDF.
• download_previous_hardware_spreadsheetChanges dataCreate a new xlsx. API summary: Download previous Hardware spreadsheet.
• download_report_pdfDownload the pdf document for a report. Results are paginated. API summary: Generate Contact Assets Report.
• download_roadmap_pdfChanges dataDownload the pdf document for a roadmap. API summary: Generate Roadmap PDF.
• export_contactsExport contacts. Results are paginated. API summary: Export Contact Assets.
• find_clientsFind Lifecycle Manager clients by name with `search` (partial names work). Use to get a client's ID or exact name.
• get_account_settingsList accounts. API summary: Get Account Settings.
• get_action_itemGet one action item by its ID (`product_id`).
• get_agreement_templateGet one agreement template by agreement template id. API summary: Get Agreement Template.
• get_app_utilization_with_per_app_usersSearch users by start date, end date, compare start date, compare end date, filter or sort. Use this to find existing users before creating a new user. Results are paginated. API summary: Get app utilization with per-app users.
• get_assessmentGet one assessment by assessment id. API summary: Get Assessment.
• get_assessment_templateGet one assessment template by assessment template id. API summary: Get Assessment Template.
• get_clientGet one client by `customer_id` from ScalePad's core data.
• get_client_2Get one customer by customer id. API summary: Get Client.
• get_client_groupGet one customer by customer id. API summary: Get Client Group.
• get_contactGet one contact by `contact_id`.
• get_contact_api_public_v1_contact_getGet one contact by contact id. API summary: Get Contact.
• get_contact_summarySearch contacts by filter client id. Use this to find existing contacts before creating a new contact. API summary: Get Contact Summary.
• get_contractGet one service contract by `contract_id`.
• get_deliverableGet one deliverable by deliverable id. API summary: Get Deliverable.
• get_documentGet one document by document id. API summary: Get Agreement.
• get_goalGet one goal by goal id. API summary: Get Goal.
• get_goal_statusChanges dataGet the current status of a goal by goal id. API summary: Update Goal Status.
• get_goal_templateGet one goal template by goal template id. API summary: Get Goal Template.
• get_hardware_assetGet one hardware asset by `hardware_id`, including model, serial number, warranty and configuration.
• get_hardware_replacement_settingsList accounts. Optional filters: client id. API summary: Get Hardware Replacement Settings.
• get_initiativeGet one initiative by `initiative_id`, including status, priority, schedule and budget.
• get_initiative_statusChanges dataGet the current status of a initiative by initiative id. API summary: Update Initiative Status.
• get_initiative_summarySearch contacts by include unscheduled, include internal, currency scope, group by, filter needs attention or filter client id. Use this to find existing contacts before creating a new contact. API summary: Get Initiative Summary.
• get_initiative_templateGet one initiative template by initiative template id. API summary: Get Initiative Template.
• get_license_summaryList contacts. API summary: Get License Summary.
• get_meetingGet one meeting by `meeting_id`, including agenda and attendees.
• get_memberGet one user by user id. API summary: Get Member.
• get_messageGet one message by message id. API summary: Get Note.
• get_opportunityGet one sales opportunity by `deal_id`.
• get_plan_summarySearch dashboards by filter client id, filter assigned user id, filter created at or include budget. Use this to find existing dashboards before creating a new dashboard. API summary: Get Plan Summary.
• get_productGet one product by product id. API summary: Get Product Catalog Record.
• get_product_api_public_v1_products_getGet one product by product id. API summary: Get Product.
• get_rich_text_imageGet one document by rich text file id. API summary: Get Rich-Text Image.
• get_saaGet one saa by saa id. API summary: Get SaaS Asset.
• get_saas_portfolio_summaryList contacts. API summary: Get SaaS Portfolio Summary.
• get_saas_utilization_summaryList contacts. API summary: Get SaaS utilization summary.
• get_scheduleGet one schedule by schedule id. API summary: Get Schedule.
• get_siteGet one site by site id. API summary: Get Site.
• get_softwareGet one software by software asset id. API summary: Get Software Asset.
• get_software_product_summarySearch products for a product by filter client id. Use this to find existing products before creating a new product. API summary: Get Software Product Summary.
• get_software_summarySearch contacts by filter client id. Use this to find existing contacts before creating a new contact. API summary: Get Software Summary.
• get_templateGet one template by template id. API summary: Get Template.
• get_ticketGet one service ticket by `ticket_id`.
• get_userGet one user by user id. API summary: Get SaaS User.
• get_user_identityGet one user by user id. API summary: Get User Identity.
• list_accessesList accesses. API summary: Get Assessment Client Access.
• list_account_team_member_rolesList accounts. API summary: List Account Team Member Roles.
• list_accountsList accounts. API summary: Get Account Logo.
• list_action_itemsList Lifecycle Manager action items, filtered by `filter_client_id`, `filter_is_completed`, `filter_is_overdue` or `filter_assigned_user_ids`.
• list_active_usersList users. Optional filters: include disabled. API summary: List Active Users.
• list_agreement_itemsSearch products by filter agreement id, filter client id, filter product id, filter status, filter price type or filter is billable. Use this to find existing products before creating a new product. Results are paginated. API summary: List Agreement Items.
• list_agreement_templatesList agreement templates.
• list_attachment_contentsList contents for a attachment. API summary: Retrieve meeting attachment content.
• list_board_optionsList board options. API summary: List Service Delivery Board Options.
• list_budget_availabilitiesList availabilities for a budget. API summary: Get Budget Availabilities.
• list_client_groupsList customers. API summary: List Client Groups.
• list_clientsList clients from ScalePad's core data, filtered with `filter_name`, `filter_lifecycle` and other filter_ fields, sorted with `sort`, paged with `cursor`.
• list_clients_2Search customers by search, filter assigned user id, filter segment id, filter client access group id, filter vertical id or filter last assessment score. Use this to find existing customers before creating a new customer. Results are paginated. API summary: List Clients.
• list_comparisonsList comparisons. Optional filters: compare to assessment id. API summary: Assessment Comparison Report.
• list_component_documentsList documents for a component. API summary: Get a deliverable component's file.
• list_componentsList components. API summary: List Catalog Components.
• list_configurationsList configurations. API summary: List Integration Configurations.
• list_contactsList contacts. API summary: Assessment Summary Report.
• list_contractsList service contracts, filtered by `filter_client_id`, `filter_status`, `filter_term_ends_at` and more. Use to find contracts ending soon.
• list_custom_fieldsList custom fields. API summary: List hardware custom field definitions.
• list_customer_settingsList settings for a customer. API summary: Get Client Settings.
• list_customersList customers for a customer. API summary: Get ClientIQ.
• list_customers_api_public_v1_client_dmi_score_getList customers. API summary: Client DMI Score.
• list_customers_api_public_v1_client_dmi_trend_getList customers. Optional filters: from or to. API summary: Client DMI Trend.
• list_dealsList deals. Optional filters: client id or include inactive. API summary: List Opportunities.
• list_deliverable_presentationsList presentations for a deliverable. API summary: Get Presentation.
• list_display_settingsList display settings. API summary: Get Analytics Configuration.
• list_eventsList events. Optional filters: from, to, client id or types. API summary: List calendar events.
• list_fullsList fulls. Optional filters: include public comments. API summary: Assessment Full Report.
• list_general_linksList general links. API summary: Get General Share Link.
• list_goal_initiativesList initiatives for a goal. API summary: List Goal Initiatives.
• list_goal_meetingsList meetings for a goal. API summary: List Goal Meetings.
• list_goal_productsList products for a goal. API summary: List Goal Action Items.
• list_hardware_assetsList hardware assets, filtered by `filter_client_id`, `filter_name`, `filter_serial_number`, `filter_type` and more, paged with `cursor`.
• list_hardware_assets_2Search hardware by search, client id, filter operator, filter selection, sort or filter age. Use this to find existing hardware before creating a new hardware. Results are paginated. API summary: List Hardware Assets.
• list_initiative_assessment_questionsList assessment questions for a initiative. API summary: List Initiative Assessment Questions.
• list_initiative_assetsList assets for a initiative. API summary: List Initiative Assets.
• list_initiative_dealsList deals for a initiative. API summary: Get Initiative Opportunity.
• list_initiative_goalsList goals for a initiative. API summary: List Initiative Goals.
• list_initiative_meetingsList meetings for a initiative. API summary: List Initiative Meetings.
• list_initiative_productsList products for a initiative. API summary: List Initiative Action Items.
• list_initiative_quotesList quotes for a initiative. API summary: List Initiative Quotes.
• list_initiative_status_labelsList labels. API summary: List Initiative Status Labels.
• list_initiative_templatesList initiative templates. Results are paginated.
• list_initiative_ticketsList tickets for a initiative. API summary: Get the linked PSA ticket state for an initiative.
• list_initiativesList roadmap initiatives, filtered by `filter_client_id`, `filter_status`, `filter_priority`, `filter_assigned_user_id` and more.
• list_integratedsList integrateds. API summary: List Configured Integrations.
• list_integrationsList integrations. API summary: List Available Integrations.
• list_item_detailsList item details. Optional filters: included scores, include initiatives, include public comments, include private comments or display tags. API summary: Download Assessment Item Detail Report.
• list_labelsList labels. API summary: List Assessment Criterion Label Types.
• list_layoutsList layouts. API summary: Get Plan Configuration.
• list_managed_usersSearch users by search, filter status or sort. Use this to find existing users before creating a new user. Results are paginated. API summary: List managed users.
• list_meeting_deliverablesList deliverables for a meeting. API summary: List Meeting Deliverables.
• list_meeting_documentsList documents for a meeting. API summary: List Meeting Attachments.
• list_meeting_goalsList goals for a meeting. API summary: List Meeting Goals.
• list_meeting_initiativesList initiatives for a meeting. API summary: List Meeting Initiatives.
• list_meeting_messagesList messages for a meeting. API summary: List Meeting Notes.
• list_meeting_productsList products for a meeting. API summary: List Meeting Action Items.
• list_meeting_templatesList meeting templates.
• list_meeting_ticketsList tickets for a meeting. API summary: Get the linked PSA ticket state for a Meeting.
• list_meeting_typesList meeting types.
• list_meetingsList client meetings, filtered by `filter_client_id`, `filter_title`, `filter_starts_at`, `filter_is_complete` and more.
• list_metadataList metadata. Optional filters: client id. API summary: Get Hardware Asset Metadata.
• list_notesList client notes, filtered by `filter_client_id` or `filter_is_archived`.
• list_opportunitiesList sales opportunities, filtered by `filter_client_id`, `filter_is_active`, `filter_source_stage` and more.
• list_pricingsList pricings. Optional filters: client id, warranty type or sort. Results are paginated. API summary: List Warranty Pricing.
• list_product_ticketsList tickets for a product. API summary: Get the linked PSA ticket state for an action item.
• list_productsSearch products by filter source system, filter source product identifier, filter is active or sort. Use this to find existing products before creating a new product. Results are paginated. API summary: List Products.
• list_report_asset_type_settingsList report asset type settings. API summary: List hardware types.
• list_report_asset_typesList report asset types.
• list_saas_assetsSearch saas by filter client id, filter product id, filter status, search or sort. Use this to find existing saas before creating a new saa. Results are paginated. API summary: List SaaS Assets.
• list_saved_viewsList saved views.
• list_schedule_runsList runs for a schedule. Results are paginated.
• list_schedulesList schedules. Optional filters: template id or client id.
• list_segmentsList segments.
• list_software_product_devicesSearch products for a product by filter client id, filter version display, filter version status or filter hardware asset type. Use this to find existing products before creating a new product. Results are paginated. API summary: List Software Product Devices.
• list_software_productsSearch products by filter client id, filter product category, search or sort. Use this to find existing products before creating a new product. Results are paginated. API summary: List Software Products.
• list_template_catalog_componentsList components. API summary: List Template Catalog Components.
• list_template_variablesList template variables.
• list_templatesList templates.
• list_ticketsList service tickets synced from your PSA, filtered by `filter_client_id`, `filter_status_current`, `filter_priority_current`, dates and more.
• list_tickets_2List tickets. Optional filters: client id. Results are paginated. API summary: List Linkable Tickets.
• list_usersList users. API summary: List Account Team Members.
• list_verticalsList verticals.
• remove_meeting_contact_attendeesChanges dataCreate a new delete. Required: contact keys. API summary: Remove Meeting Contact Attendees.
• remove_meeting_user_attendeesChanges dataCreate a new delete. Required: user keys. API summary: Remove Meeting User Attendees.
• restore_assessment_templateChanges dataRestore a assessment template (assessment template id). API summary: Restore Assessment Template.
• restore_goalChanges dataRestore a goal (goal id). API summary: Restore Goal.
• restore_initiativeChanges dataRestore a initiative (initiative id). API summary: Restore Initiative.
• search_assessment_templatesSearch assessment templates by filter is archived. Use this to find existing assessment templates before creating a new assessment template. API summary: List Assessment Templates.
• search_assessmentsSearch assessments by filter client id, filter title, filter status, filter assessment template id, search or filter evaluate user id. Use this to find existing assessments before creating a new assessment. Results are paginated. API summary: List Assessments.
• search_attached_agreementsChanges dataSearch attached agreements. Use this to find existing attached agreements before creating a new attached agreement. API summary: Lookup Attached Agreements.
• search_attached_initiativesChanges dataSearch attached initiatives. Use this to find existing attached initiatives before creating a new attached initiative. API summary: List Attached Initiatives.
• search_budget_contractsSearch contracts for a budget by frequency, period count, starting date, include overdue, include not scheduled or filter is third party. Use this to find existing contracts before creating a new contract. Results are paginated. API summary: List Budget Contracts.
• search_budget_initiativesSearch initiatives for a budget by frequency, period count, starting date, include overdue, include not scheduled or filter status. Use this to find existing initiatives before creating a new initiative. Results are paginated. API summary: List Budget Initiatives.
• search_budget_it_debtsSearch it debts for a budget by frequency, period count, starting date, include overdue, include not scheduled or filter asset type id. Use this to find existing it debts before creating a new it debt. Results are paginated. API summary: List Budget IT Debt.
• search_budget_summariesSearch summaries for a budget by frequency, period count, starting date, include overdue, include not scheduled or filter type. Use this to find existing summaries before creating a new summary. API summary: Get Budget Summary.
• search_contactsChanges dataSearch client contacts, filtered by `filter_client_id`, `filter_client_name`, `filter_title` or by name and email inside `filter`.
• search_contacts_2Search contacts by filter client id. Use this to find existing contacts before creating a new contact. API summary: Get Agreement Summary.
• search_contacts_api_public_v1_account_budget_summary_getSearch contacts by frequency, period count, starting date, include overdue, include not scheduled or filter type. Use this to find existing contacts before creating a new contact. API summary: Account Budget Summary Get.
• search_contacts_api_public_v1_contacts_listSearch contacts by filter client id, filter is hidden, filter record lineage integration configuration id, search or sort. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List Contacts.
• search_contacts_api_public_v2_goals_summary_getSearch contacts by filter client id, filter assigned user id or filter created at. Use this to find existing contacts before creating a new contact. API summary: Plan Clients At Risk.
• search_csvsSearch csvs by frequency, period count, starting date, include overdue, include not scheduled or filter type. Use this to find existing csvs before creating a new csv. API summary: Budget Forecast CSV.
• search_csvs_api_public_v1_plan_export_csvSearch csvs by filter client id or filter created at. Use this to find existing csvs before creating a new csv. API summary: Plan Portfolio CSV.
• search_dashboardsSearch dashboards by filter client id. Use this to find existing dashboards before creating a new dashboard. API summary: Get Hardware Summary.
• search_deliverablesSearch deliverables by filter client id, filter status, filter created by, filter has meeting, filter meeting id or filter name. Use this to find existing deliverables before creating a new deliverable. Results are paginated. API summary: List Deliverables.
• search_documentsSearch documents by filter client id, filter name, filter is hidden, filter status, filter cost type or filter billing cycle. Use this to find existing documents before creating a new document. Results are paginated. API summary: List Agreements.
• search_goal_templatesSearch goal templates by filter title. Use this to find existing goal templates before creating a new goal template. API summary: List Goal Templates.
• search_goalsSearch goals by filter client id, filter title, filter status, filter period year, filter period half or filter period quarter. Use this to find existing goals before creating a new goal. Results are paginated. API summary: List Goals.
• search_insight_assetsSearch assets for a insight by search, client id, filter operator, filter selection, sort or filter age. Use this to find existing assets before creating a new asset. Results are paginated. API summary: List Insight affected assets.
• search_insightsSearch insights by filter client id. Use this to find existing insights before creating a new insight. API summary: List Insights.
• search_lifecyclesSearch lifecycles by filter client id or filter serial number. Use this to find existing lifecycles before creating a new lifecycle. Results are paginated. API summary: List active hardware lifecycle records.
• search_membersSearch users by search. Use this to find existing users before creating a new user. API summary: Search Members.
• search_outcomesSearch outcomes by filter is archived. Use this to find existing outcomes before creating a new outcome. API summary: List Outcomes.
• search_productsSearch products by filter id, filter source system, filter source product id, filter source product identifier, filter name or filter category. Use this to find existing products before creating a new product. Results are paginated. API summary: List Product Catalog Records.
• search_question_responsesSearch responses for a question by filter client id, filter scope or filter site id. Use this to find existing responses before creating a new response. Results are paginated. API summary: List assessment template question responses.
• search_quotesSearch quotes by filter client id, filter name, filter status or sort. Use this to find existing quotes before creating a new quote. Results are paginated. API summary: List Quotes.
• search_saasSearch saas by filter id, filter client id, filter client name, filter product manufacturer id, filter product manufacturer name or filter product id. Use this to find existing saas before creating a new saa. Results are paginated. API summary: List SaaS Assets.
• search_sitesSearch sites by filter id, filter client id, filter record lineage source record id, filter record lineage integration configuration id, filter record lineage integration configuration vendor id or filter record lineage integration configuration vendor brand nam. Use this to find existing sites before creating a new site. Results are paginated. API summary: List Sites.
• search_softwareSearch software by filter client id, filter product category, filter version status, filter hardware asset type, filter hardware asset id or search. Use this to find existing software before creating a new software. Results are paginated. API summary: List Software Assets.
• search_suppliersSearch suppliers by filter name, filter vendor id or filter category. Use this to find existing suppliers before creating a new supplier. Results are paginated. API summary: List Integration Vendors.
• search_tagsSearch tags by filter domain. Use this to find existing tags before creating a new tag. API summary: List Tags.
• search_timeseriesSearch timeseries by start date, end date, filter or granularity. Use this to find existing timeseries before creating a new timeseries. API summary: Get app lifecycle timeseries.
• search_usersSearch users by filter id, filter client id, filter client name, filter contact id, filter asset id or filter asset status. Use this to find existing users before creating a new user. Results are paginated. API summary: List SaaS Users.
• search_utilizationsSearch utilizations by start date, end date, compare start date, compare end date, filter or sort. Use this to find existing utilizations before creating a new utilization. Results are paginated. API summary: Get app utilization (app dashboard).
• send_schedule_nowVisible to othersSend a schedule (schedule id). Has effects visible outside this system. API summary: Send Schedule Now.
• send_schedule_testVisible to othersSend a schedule. Has effects visible outside this system. API summary: Send Test Message.
• set_action_item_completedVisible to othersMark an action item complete or not complete by `action_item_id` with `is_completed`.
• submit_assessmentVisible to othersDuplicate a assessment (assessment id). Has effects visible outside this system. API summary: Duplicate Assessment.
• submit_componentVisible to othersRefresh a component (component id). Has effects visible outside this system. API summary: Refresh Component.
• submit_initiative_templateVisible to othersDuplicate a initiative template (initiative template id). Has effects visible outside this system. API summary: Duplicate Initiative Template.
• submit_scheduleVisible to othersPreview a schedule. Has effects visible outside this system. API summary: Preview Schedule Message.
• submit_sectionVisible to othersRefresh a section (section id). Has effects visible outside this system. API summary: Refresh Section.
• update_access_groupsVisible to othersUpdate an existing access group. Has effects visible outside this system. API summary: Update Client Access Group.
• update_account_teamsVisible to othersUpdate an existing account team. Has effects visible outside this system. API summary: Assign Client Team Members.
• update_accountsVisible to othersUpdate an existing account. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Account Settings.
• update_action_itemChanges dataUpdate an action item by its ID (`product_id`). Put the changed fields in `update_payload`, e.g. title, due_at or assigned_user_keys.
• update_agreement_templateChanges dataUpdate an existing agreement template identified by agreement template id. API summary: Update Agreement Template.
• update_assessmentChanges dataUpdate an existing assessment identified by assessment id. API summary: Update Assessment.
• update_assessment_completion_statusesVisible to othersUpdate an existing completion status identified by assessment id. Has effects visible outside this system. API summary: Update Assessment Completion Status.
• update_assessment_evaluatesVisible to othersUpdate an existing evaluate identified by assessment id. Has effects visible outside this system. API summary: Evaluate Assessment.
• update_assessment_messagesVisible to othersUpdate an existing message identified by assessment id. Has effects visible outside this system. API summary: Update Assessment Internal Comment.
• update_assessment_templateChanges dataUpdate an existing assessment template identified by assessment template id. API summary: Update Assessment Template.
• update_client_groupChanges dataUpdate an existing customer identified by customer id. API summary: Update Client Group.
• update_contact_hidden_statusesVisible to othersUpdate an existing hidden status identified by contact id. Has effects visible outside this system. API summary: Update Contact Hidden Status.
• update_contactsVisible to othersUpdate an existing contact. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Contact Visibility.
• update_custom_fieldChanges dataUpdate an existing custom field identified by hardware custom field id. API summary: Update a hardware custom field definition.
• update_customerChanges dataUpdate an existing customer identified by customer id. Only the fields you pass are changed. API summary: Update Client.
• update_customer_contactsVisible to othersUpdate an existing contact identified by client id. Has effects visible outside this system. API summary: Assign Client Key Contacts.
• update_customersVisible to othersUpdate an existing customer. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Clients.
• update_deliverableChanges dataUpdate an existing deliverable identified by deliverable id. API summary: Create Template from Deliverable.
• update_display_settingsVisible to othersUpdate an existing display setting. Has effects visible outside this system. API summary: Save Analytics Configuration.
• update_documentChanges dataUpdate an existing document identified by document id. API summary: Update Agreement.
• update_document_assetsVisible to othersUpdate an existing asset identified by agreement id. Has effects visible outside this system. API summary: Attach Agreement Assets.
• update_document_hidden_statusesVisible to othersUpdate an existing hidden status identified by agreement id. Has effects visible outside this system. API summary: Update Agreement Hidden Status.
• update_document_productChanges dataUpdate an existing product identified by agreement item id. API summary: Update Agreement Item.
• update_goalChanges dataUpdate an existing goal identified by goal id. Only the fields you pass are changed. API summary: Update Goal.
• update_goal_initiativeChanges dataUpdate an existing initiative identified by initiative id. API summary: Attach Initiative to Goal.
• update_goal_meetingChanges dataUpdate an existing meeting identified by meeting id. API summary: Attach Meeting to Goal.
• update_goal_productChanges dataUpdate an existing product identified by product id. API summary: Attach Action Item to Goal.
• update_goal_schedulesVisible to othersUpdate an existing schedule identified by goal id. Has effects visible outside this system. API summary: Update Goal Schedule.
• update_goal_templateChanges dataUpdate an existing goal template identified by goal template id. API summary: Update Goal Template.
• update_initiativeChanges dataUpdate an initiative by `initiative_id`: `name`, `is_internal`, `assigned_contact_id`, `estimated_hours` or `actual_hours`. Only the fields you pass change.
• update_initiative_assetsVisible to othersUpdate an existing asset identified by initiative id. Has effects visible outside this system. API summary: Attach Assets to an Initiative.
• update_initiative_budgetsVisible to othersUpdate an existing budget identified by initiative id. Has effects visible outside this system. API summary: Update Initiative One-Time Investments.
• update_initiative_dealChanges dataUpdate an existing deal identified by deal id. API summary: Initiative Opportunity Attach.
• update_initiative_goalChanges dataUpdate an existing goal identified by goal id. API summary: Attach Goal to Initiative.
• update_initiative_meetingChanges dataUpdate an existing meeting identified by meeting id. API summary: Attach Meeting to Initiative.
• update_initiative_prioritiesVisible to othersUpdate an existing priority identified by initiative id. Has effects visible outside this system. API summary: Update Initiative Priority.
• update_initiative_productChanges dataUpdate an existing product identified by product id. API summary: Attach Action Item to Initiative.
• update_initiative_recurringsVisible to othersUpdate an existing recurring identified by initiative id. Has effects visible outside this system. API summary: Update Initiative Recurring Investments.
• update_initiative_schedulesVisible to othersUpdate an existing schedule identified by initiative id. Has effects visible outside this system. API summary: Schedule Initiative Fiscal Quarter.
• update_initiative_templateChanges dataUpdate an existing initiative template identified by initiative template id. API summary: Update Initiative Template.
• update_initiative_usersVisible to othersUpdate an existing user identified by initiative id. Has effects visible outside this system. API summary: Update Initiative Assigned User.
• update_layoutsVisible to othersUpdate an existing layout. Has effects visible outside this system. API summary: Save Plan Configuration.
• update_meetingChanges dataUpdate an existing meeting identified by meeting id. API summary: Update Meeting.
• update_meeting_completion_statusesVisible to othersUpdate an existing completion status identified by meeting id. Has effects visible outside this system. API summary: Update Meeting Completion Status.
• update_meeting_goalChanges dataUpdate an existing goal identified by goal id. API summary: Attach Goal to Meeting.
• update_meeting_initiativeChanges dataUpdate an existing initiative identified by initiative id. API summary: Attach Initiative to Meeting.
• update_meeting_messageChanges dataUpdate an existing message identified by message id. API summary: Attach Note to Meeting.
• update_meeting_productChanges dataUpdate an existing product identified by product id. API summary: Attach Action Item to Meeting.
• update_meeting_templateChanges dataUpdate an existing meeting template identified by meeting template id. API summary: Update Meeting Template.
• update_meeting_typeChanges dataUpdate an existing meeting type identified by meeting type id. API summary: Update Meeting Type.
• update_messageChanges dataUpdate an existing message identified by message id. API summary: Update Notes.
• update_outcomeChanges dataUpdate an existing outcome identified by outcome id. Only the fields you pass are changed. API summary: Update Outcome.
• update_product_pinsVisible to othersUpdate an existing pin identified by action item id. Has effects visible outside this system. API summary: Update Action Item Pin Status.
• update_product_ticketsVisible to othersUpdate an existing ticket identified by action item id. Has effects visible outside this system. API summary: Attach Existing Action Item Ticket.
• update_publicsVisible to othersUpdate an existing public identified by question id. Has effects visible outside this system. API summary: Update Public Assessment Comment.
• update_question_tagsVisible to othersUpdate an existing tag identified by assessment evaluation question id. Has effects visible outside this system. API summary: Update Assessment Evaluation Question Tags.
• update_report_asset_typesVisible to othersUpdate an existing report asset type. Has effects visible outside this system. API summary: Update Report Asset Type.
• update_revokesVisible to othersUpdate an existing revoke. Has effects visible outside this system. API summary: Revoke access from managed users.
• update_saved_viewChanges dataUpdate an existing saved view identified by saved view id. Only the fields you pass are changed. API summary: Update Saved view.
• update_saved_view_defaultChanges dataUpdate an existing saved view default identified by saved view default key. API summary: Set Saved view default.
• update_scheduleChanges dataUpdate an existing schedule identified by schedule id. Only the fields you pass are changed. API summary: Update Schedule.
• update_status_labelsVisible to othersUpdate an existing label identified by initiative status id. Has effects visible outside this system. API summary: Update Initiative Status Label.
• update_tagChanges dataUpdate an existing tag identified by tag id. API summary: Update Tag.
• update_templateChanges dataUpdate an existing template identified by template id. Only the fields you pass are changed. API summary: Update Template.
• update_template_api_public_v1_goal_create_from_templateChanges dataUpdate an existing template identified by goal template id. API summary: Goal Create from Template.
• update_verticalChanges dataUpdate an existing vertical identified by vertical id. API summary: Update Vertical.
• update_visibilitiesVisible to othersUpdate an existing visibility. Has effects visible outside this system. API summary: Update Hardware Visibility.
• upload_document_draftChanges dataImport a document (client id). API summary: Create Agreement Import Draft.
• upload_rich_text_imageChanges dataCreate a new document. Required: file name or content base64. Search documents first to avoid duplicates. API summary: Upload Rich-Text Image.

Questions