To get started with the ClientSuccess API, please visit our API Docs. Alternatively, direct links are linked below.
The ClientSuccess API lets you build ClientSuccess functionality into any app by listing, creating, updating or deleting data, including:
- Engagement Interactions
- Employees (read only)
- Client Types (read only)
- Statuses (read only)
- Custom Fields
We recommend creating a separate user account in ClientSuccess named "API Access" for working with the API. You will not be charged for this user account.