What's New in V3?

New APIs

Composite API

The composite API allows you to combine up to five API calls in a single request consuming just one or two credits per composite call. This API reduces the round-trip time and allows you to execute the APIs in a single database transaction, if needed.

What is Round-trip time (RTT) and how does this API reduce it? The time taken for the request to reach the server and render a response is called the Round-trip time.
Since you club all the requests in a composite API, round-trip time is saved. This API can also execute the independent requests in parallel while simultaneously executing the dependent requests.
Should one or more of the sub-requests fail, you can choose to rollback (revert all the changes) the entire transaction.

Let us discuss the two scenarios in which this API is at its best.

1. Sub-requests are not executed under the same transaction (rollback is not performed)
   1. a. Independent APIs (requests are served concurrently)
      Consider that you want to fetch the metadata of the Leads module, its layouts, fields, and custom views. Instead of making four individual API calls and losing four credits, you can use the composite API for just one credit. On our server side, we will process the API calls in parallel.
   2. b. With dependent sub-requests (requests are served sequentially)
      Consider a use case where you update a contact's Lead Source to Employee Referral in a sub-request. In sub-request 2, you insert a lead that triggers a workflow when the related contact's lead source is employee referral.
      In parallel execution, we cannot guarantee that sub-request 1 is served first followed by sub-request 2. So, the workflow might not be updated in sub-request 2 as the criteria will not be met before serving sub-request 1. In this case, sequential execution is the way to go.
2. Sub Requests are executed under the same transaction (rollback can be performed)
   This flow is useful when your custom business logic is complex and demands multiple operations in a single transaction. Consider an example where you want to close a deal, create a quote for that deal, and add a tag to that quote.
   This composite API call consumes just two credits on successful execution, while it consumes one credit when a rollback is performed.

Change Owner API

You can now change the owner of a record or multiple records, and also assign the related records to the new owner through this API.

Scoring Rules APIs

Scoring Rules allow you to spot the most valuable records that fit your criteria.
Now, with these APIs, you can:

• Get the list of scoring rules defined for the organization
  • Create and update, and delete scoring rules
  • Clone a scoring rule
  • Update the status of a scoring rule
  • Get the entity score of a record

Services API

The following APIs will help you to create new services, retrieve or search service records, update service details and delete existing services. They also help you to configure service preferences based on various business needs.

• GET Services
• Create Services
• Update Services
• Delete Services
• GET Service Preferences
• Update Service Preferences

Appointments API

Use the following APIs to get, create, update and delete appointments. With the appointment preferences APIs, you can update the module settings and configure the automatic deal creation for completed appointments.

• GET Appointments
• Create Apointments
• Update Appointments
• Delete Appointments
• GET Appointment Preferences
• Update Appointment Preferences

Appointments Rescheduled History APIs

You can now use the Appointments Rescheduled History APIs to retrieve and manage the history of rescheduled appointments.These APIs will help you to track and analyze changes in appointment schedules, providing valuable insights in the rescheduling patterns and trends.

• GET Appointments Rescheduled History
• Create Apointments Rescheduled History
• Update Appointments Rescheduled History
• Delete Appointments Rescheduled History

Lead Conversion Options

Use this API before converting a lead to get the details of the matching records in Deals, Accounts, and Contacts, to avoid duplicity and errors while converting.

Territories of a User as a Related List

Use these APIs to:

• Get the territories of a user
• Add or update the territories of a user
• Validate the open records before transferring them
• Delink a user from the territory and transfer the open records to another user

Data Backup API

Users with Administrator rights can use the Data Backup API to take a complete backup of the CRM data, including attachments. The backed up data is available as a CSV file in a downloadable ZIP file.

With the Data Backup APIs, you can:

• Schedule a backup
• Get backup details
• Get the backup download URLs
• Download backed up data
• Cancel a scheduled backup
• Fetch backup history

Record Locking Configuration APIs

Record locking configuration APIS allows you to set up the configuration needed to lock the records in modules manually or automatically when certain conditions are met.

With Record Locking Configuration APIs, you can:

• Retrieve Record Locking Configuration
• Add Record Locking Configuration
• Update Record Locking Configuration
• Delete Record Locking Configuration

Record Locking APIs

Record Locking APIs allows you to lock records, unlock records, view locking information of locked records and edit locking information of locked records.With Record Locking APIs, you can:

• Retrieve Record Locking Information
• Lock Records
• Update Record Locking Information
• Unlock Records

Users Count API