To get started with the ClientSuccess API, please visit our API Docs which are hosted by Apiary where you'll find all sample code for the request and response of each function that exists in the current version of our API. Alternatively, direct links are linked below to each feature in ClientSuccess supported by our API.
The ClientSuccess API lets you build ClientSuccess functionality into any app by listing, creating, updating or deleting data for the following functions:
- Engagement Interactions
- Employees (read only)
- Client Types (read only)
- Statuses (read only)
- Custom Fields
We highly 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.