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ItemSearch

Ordered reference objects, pointing to either deals, persons, organizations, leads, products, files or mail attachments.

Perform a search from multiple item types

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Performs a search from your choice of item types and fields.

API v1
API v2

Endpoint is in beta

Request
GET

/api/v2/itemSearch

Query parameters

term

string

required

The search term to look for. Minimum 2 characters (or 1 if using exact_match). Please note that the search term has to be URL encoded.

item_types

string

A comma-separated string array. The type of items to perform the search from. Defaults to all.

Values

deal

person

organization

product

lead

file

mail_attachment

project

fields

string

A comma-separated string array. The fields to perform the search from. Defaults to all. Relevant for each item type are:

Item typeField
Dealcustom_fields, notes, title
Personcustom_fields, email, name, notes, phone
Organizationaddress, custom_fields, name, notes
Productcode, custom_fields, name
Leadcustom_fields, notes, email, organization_name, person_name, phone, title
Filename
Mail attachmentname
Project custom_fields, notes, title, description

Only the following custom field types are searchable: address, varchar, text, varchar_auto, double, monetary and phone. Read more about searching by custom fields here.
When searching for leads, the email, organization_name, person_name, and phone fields will return results only for leads not linked to contacts. For searching leads by person or organization values, please use search_for_related_items.

Values

address

code

custom_fields

email

name

notes

organization_name

person_name

phone

title

description

search_for_related_items

boolean

When enabled, the response will include up to 100 newest related leads and 100 newest related deals for each found person and organization and up to 100 newest related persons for each found organization

exact_match

boolean

When enabled, only full exact matches against the given term are returned. It is not case sensitive.

include_fields

string

A comma-separated string array. Supports including optional fields in the results which are not provided by default.

Values

deal.cc_email

person.picture

product.price

limit

integer

For pagination, the limit of entries to be returned. If not provided, 100 items will be returned. Please note that a maximum value of 500 is allowed.

cursor

string

For pagination, the marker (an opaque string value) representing the first item on the next page

Response
200

OK

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    • true
    • { ... }
      • { ... }

      Perform a search using a specific field from an item type

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      Performs a search from the values of a specific field. Results can either be the distinct values of the field (useful for searching autocomplete field values), or the IDs of actual items (deals, leads, persons, organizations or products).

      API v1
      API v2

      Endpoint is in beta

      Request
      GET

      /api/v2/itemSearch/field

      Query parameters

      term

      string

      required

      The search term to look for. Minimum 2 characters (or 1 if match is exact). Please note that the search term has to be URL encoded.

      entity_type

      string

      required

      The type of the field to perform the search from

      Values

      deal

      lead

      person

      organization

      product

      project

      match

      string

      The type of match used against the term. The search is case sensitive.

      E.g. in case of searching for a value monkey,

      • with exact match, you will only find it if term is monkey
      • with beginning match, you will only find it if the term matches the beginning or the whole string, e.g. monk and monkey
      • with middle match, you will find the it if the term matches any substring of the value, e.g. onk and ke
      .

      Default

      exact

      Values

      exact

      beginning

      middle

      field

      string

      required

      The key of the field to search from. The field key can be obtained by fetching the list of the fields using any of the fields' API GET methods (dealFields, personFields, etc.). Only the following custom field types are searchable: address, varchar, text, varchar_auto, double, monetary and phone. Read more about searching by custom fields here.

      limit

      integer

      For pagination, the limit of entries to be returned. If not provided, 100 items will be returned. Please note that a maximum value of 500 is allowed.

      cursor

      string

      For pagination, the marker (an opaque string value) representing the first item on the next page

      Response
      200

      OK

      Expand all
      Copy code
        • true
        • [ ... ]
          • { ... }

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