ImpactiveAI CRM API

List contacts in the workspace. Optional limit query parameter (default 100, max 500).

Create one or many contacts. Send a single object, or an array of objects for batch create.

Required: firstName, lastName. Returns the created contact (or an array of contacts for batch).

Update a contact. Send only the fields you want to change.

List inbound emails received from this contact (up to 100, most recent first). Useful for agents that want to read replies before deciding next steps.

List the SMTP sending accounts configured for this workspace. Use the returned id as sendingAccountId when creating or updating a sequence, so the agent can pick which "from" address the sequence sends from.

Each row contains: id, name, fromName, fromEmail, smtpHost, syncEnabled. Credentials are never returned. If the workspace has no SMTP accounts the list is empty and sequences fall back to the platform default sender (Resend).

Create a new email sequence with optional inline steps. Each step needs a subject, body, and a delayDays (0 for the first send). status defaults to active. sendingAccountId is optional — call GET /api/agent/sending-accounts to pick one, or omit (or set to null) to fall back to the workspace default sender (Resend if no SMTP account is connected).

Returns 201 with the created sequence and its steps array.

List every sequence in the workspace. Each row includes stepCount and an enrollmentCounts object (total, plus a count per status — active / paused / completed / unsubscribed).

Fetch a single sequence with its full step list (ordered by position) and enrollment counts.

Update a sequence's name, description, status (draft / active / paused / archived), or sendingAccountId (must be an id returned by GET /api/agent/sending-accounts; set to null to send via the platform default).

Append a new step (or insert at a specific zero-based position; existing steps at or after that index shift down). delayDays is the wait before this step is sent relative to the previous send.

Edit any field on a step. Setting position reorders the sequence so positions stay contiguous.

Delete a step and compact the remaining positions back to 0..n-1.

Enroll contacts into a sequence by any combination of contactIds, tagIds, and listIds (at least one must be provided). The resolved audience is deduped against people already enrolled; skipped rows include a reason (already_enrolled or not_found).

Using tagIds or listIds requires the Audience module to be enabled for the workspace; plain contactIds always works.

Returns 201 with:

List who is on the sequence plus their state. Each row contains: id, contactId, a denormalised contact summary (id, firstName, lastName, email), status (active / paused / completed / unsubscribed), currentStep, startedAt, nextSendAt, completedAt, pausedAt, pauseReason, lastSendError, lastSendErrorAt, consecutiveFailures, and updatedAt.

Supports ?since=ISO_8601 to only return enrollments updated strictly after that timestamp (exclusive boundary).

List outbound emails sent by this sequence (up to 500, newest first). Each row contains: id, contactId, sequenceStepId, sequenceEnrollmentId, subject, fromAddress, toAddresses, body, emailDate. Sends remain visible here even after a contact is unenrolled (sequenceEnrollmentId may then be null). Sends that happened before this linkage was introduced are not returned.

Supports ?since=ISO_8601 filtered on emailDate >= since (inclusive boundary).

List inbound replies from contacts currently enrolled in this sequence (up to 500, newest first). Each row contains: id, contactId, enrollmentId, subject, fromAddress, body, emailDate. Replies from contacts who have been fully unenrolled are not returned by this endpoint — use GET /api/agent/contacts/:id/replies if you need reply history per contact.

Supports ?since=ISO_8601 filtered on emailDate >= since (inclusive boundary).

Pause active enrollments. Pass contactIds to pause only specific people; omit it to pause everyone currently active on the sequence.

Unenroll a contact from a sequence.

List all bookings in the workspace.

Create a booking, optionally linked to an existing contact.

Verify an API key. Returns the workspace's id and name. Used by Zapier's Auth Test step.

List companies. Optional ?since=2026-05-01T00:00:00Z returns only companies updated after that timestamp.

Create a company. name is required.

List contacts with optional ?since= filter. Each row includes companyName for convenience.

Create a contact. firstName and lastName are required.

List deals with stage name, company name, and primary contact name resolved.

Create a deal. name is required; if stageId is omitted, the deal is placed in the first stage of the pipeline.

List invoices with totals, status, due/paid dates, and resolved company/contact names.

List projects with stage name and company name.