To get started with the ClientSuccess API, direct links are linked below to each feature in ClientSuccess supported by our API. Alternatively, please visit our API Docs where you'll find all current capabilities and sample code for the request and response of each function that exists in the current version of our API. If you don't see a function you would like to be able to leverage, please submit a request to firstname.lastname@example.org for the feature enhancement.
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. Please make sure to use "API Access" in the name of the user to ensure you are not charged for this user account.