Portfolios

62 Bereiche, 612 Operationen. Basis-URL https://production.cashwerk.io, Anmeldung mit X-API-Key.

GET/api/v1/crm/{type}/{clientId}/portfoliosList portfolios for a contact or company

Pfad: /api/v1/crm/{type}/{clientId}/portfolios
Anmeldung: X-API-Key im Header
Server: https://production.cashwerk.io · Sandbox https://cloud-staging.cashwerk.io

curl https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios \
  -H "X-API-Key: $CASHWERK_API_KEY"

const res = await fetch("https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios", {
  method: "GET",
  headers: { "X-API-Key": process.env.CASHWERK_API_KEY }
});
const data = await res.json();

POST/api/v1/crm/{type}/{clientId}/portfoliosCreate a new portfolio

Pfad: /api/v1/crm/{type}/{clientId}/portfolios
Anmeldung: X-API-Key im Header
Server: https://production.cashwerk.io · Sandbox https://cloud-staging.cashwerk.io

curl https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios \
  -X POST \
  -H "X-API-Key: $CASHWERK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ … }'

const res = await fetch("https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios", {
  method: "POST",
  headers: { "X-API-Key": process.env.CASHWERK_API_KEY }
});
const data = await res.json();

POST/api/v1/crm/{type}/{clientId}/portfolios/queryQuery portfolios with pagination

Pfad: /api/v1/crm/{type}/{clientId}/portfolios/query
Anmeldung: X-API-Key im Header
Server: https://production.cashwerk.io · Sandbox https://cloud-staging.cashwerk.io

curl https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios/query \
  -X POST \
  -H "X-API-Key: $CASHWERK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ … }'

const res = await fetch("https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios/query", {
  method: "POST",
  headers: { "X-API-Key": process.env.CASHWERK_API_KEY }
});
const data = await res.json();

DELETE/api/v1/crm/{type}/{clientId}/portfolios/{id}Delete a portfolio

Pfad: /api/v1/crm/{type}/{clientId}/portfolios/{id}
Anmeldung: X-API-Key im Header
Server: https://production.cashwerk.io · Sandbox https://cloud-staging.cashwerk.io

curl https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios/{id} \
  -X DELETE \
  -H "X-API-Key: $CASHWERK_API_KEY"

const res = await fetch("https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios/{id}", {
  method: "DELETE",
  headers: { "X-API-Key": process.env.CASHWERK_API_KEY }
});
const data = await res.json();

GET/api/v1/crm/{type}/{clientId}/portfolios/{id}Get a single portfolio by ID

Pfad: /api/v1/crm/{type}/{clientId}/portfolios/{id}
Anmeldung: X-API-Key im Header
Server: https://production.cashwerk.io · Sandbox https://cloud-staging.cashwerk.io

curl https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios/{id} \
  -H "X-API-Key: $CASHWERK_API_KEY"

const res = await fetch("https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios/{id}", {
  method: "GET",
  headers: { "X-API-Key": process.env.CASHWERK_API_KEY }
});
const data = await res.json();

PATCH/api/v1/crm/{type}/{clientId}/portfolios/{id}Update an existing portfolio

Pfad: /api/v1/crm/{type}/{clientId}/portfolios/{id}
Anmeldung: X-API-Key im Header
Server: https://production.cashwerk.io · Sandbox https://cloud-staging.cashwerk.io

curl https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios/{id} \
  -X PATCH \
  -H "X-API-Key: $CASHWERK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ … }'

const res = await fetch("https://production.cashwerk.io/api/v1/crm/{type}/{clientId}/portfolios/{id}", {
  method: "PATCH",
  headers: { "X-API-Key": process.env.CASHWERK_API_KEY }
});
const data = await res.json();