Param name | Description |
---|---|
lead
required |
Validations:
|
lead[tenant_id]
optional |
A tenant record to associate the lead with. Required if Validations:
|
lead[tenant_attributes]
optional |
Attributes to create a tenant record. Required if Validations:
|
lead[tenant_attributes][title]
optional |
Validations:
|
lead[tenant_attributes][first_name]
required |
Validations:
|
lead[tenant_attributes][last_name]
optional |
Validations:
|
lead[tenant_attributes][middle_initial]
optional |
Validations:
|
lead[tenant_attributes][last_name]
optional |
Validations:
|
lead[tenant_attributes][email]
optional |
Validations:
|
lead[tenant_attributes][is_military]
optional |
True if the tenant record is a in the military. Validations:
|
lead[tenant_attributes][is_business]
optional |
True if the tenant record is a commercial entity. Validations:
|
lead[tenant_attributes][phone_numbers_attributes]
required |
A collection of phone numbers. At least one is required. Validations:
|
lead[tenant_attributes][phone_numbers_attributes][number]
required |
Phone number Validations:
|
lead[tenant_attributes][phone_numbers_attributes][extension]
optional |
Phone number extension Validations:
|
lead[tenant_attributes][phone_numbers_attributes][label]
optional |
A label for what the phone number is, such as Home, Work, Mobile, etc. Validations:
|
lead[tenant_attributes][phone_numbers_attributes][sms_opt_in]
optional |
Opt the tenant in to SMS (if applicable). Requires a "Mobile" label for SMS to work correctly. Validations:
|
lead[tenant_attributes][mailing_address_attributes]
optional |
Validations:
|
lead[tenant_attributes][mailing_address_attributes][address1]
optional |
Validations:
|
lead[tenant_attributes][mailing_address_attributes][address2]
optional |
Validations:
|
lead[tenant_attributes][mailing_address_attributes][city]
optional |
Validations:
|
lead[tenant_attributes][mailing_address_attributes][state]
optional |
Validations:
|
lead[tenant_attributes][mailing_address_attributes][postal]
optional |
Validations:
|
lead[tenant_attributes][mailing_address_attributes][time_zone]
optional |
Valid IANA timezone identifier of the address (see http://www.iana.org/time-zones) Validations:
|
lead[unit_id]
optional |
The ID of the unit to reserve. Required if Validations:
|
lead[online_move_in_url]
optional |
The URL the lead can use to complete the move in Validations:
|
lead[id]
optional |
The ID of the lead (update only). Validations:
|
lead[is_reservation]
required |
Is the lead a reservation? Validations:
|
lead[caller_first_name]
optional |
First name of the caller, if different from the tenant Validations:
|
lead[caller_last_name]
optional |
Last name of the caller, if different from the tenant Validations:
|
lead[urgent]
optional |
Validations:
|
lead[quoted_rate]
optional |
Validations:
|
lead[length_of_stay_id]
optional |
The ID of the length of stay for the lead. You can get a list of length of stays from the company configuration. Validations:
|
lead[size]
optional |
Validations:
|
lead[floor]
optional |
Validations:
|
lead[lead_contents]
optional |
A collection of marketing content. Validations:
|
lead[lead_contents][id]
optional |
The ID of the marketing content for the lead. You can get a list of contents from the company configuration. Validations:
|
lead[desired_move_in_date]
optional |
Format: YYYY-MM-DD Validations:
|
lead[desired_unit_size_and_price]
optional |
A String representing the size and price that the user is interested in. Get the possible options from the GET /unit_groups resource. Validations:
|
lead[free_truck]
optional |
Interested in a free truck Validations:
|
lead[moving_labor]
optional |
Interested in having help with moving Validations:
|
lead[call_source]
optional |
Where the call was initiated from Validations:
|
lead[dnis]
optional |
An identifier for the facility the lead was trying to reach - see http://en.wikipedia.org/wiki/Dialed_Number_Identification_Service Validations:
|
lead[close_reason_id]
optional |
The ID of the reason for closing the lead. You can get a list of reasons from the company configuration. Validations:
|
lead[lead_action_performed]
optional |
The kind of action that was performed on the lead Validations:
|
lead[lead_action_performed_index]
optional |
The numeric value for the action performed (i.e. if this was the second call a "2" would be used) Validations:
|
lead[next_lead_action]
optional |
The kind of follow up action that will be performed Validations:
|
lead[notes_attributes]
optional |
A collection of notes. Validations:
|
lead[notes_attributes][note]
required |
Note body - freeform text Validations:
|
lead[caller_phone_number_attributes]
required |
Phone number of the caller, if different from the tenant Validations:
|
lead[caller_phone_number_attributes][number]
required |
Phone number Validations:
|
lead[caller_phone_number_attributes][extension]
optional |
Phone number extension Validations:
|
lead[caller_phone_number_attributes][label]
optional |
A label for what the phone number is, such as Home, Work, Mobile, etc. Validations:
|
lead[rate_type]
optional |
The type of rate for the unit (ie. Validations:
|
lead[discount_plans]
optional |
Must be an array of nested discount plan ids Validations:
|
lead[discount_plans][id]
optional |
The ID of the discount plan to apply. Validations:
|
lead[payment_method]
required |
Can accept a paymentmethodid, or fields for CC or ACH payments Validations:
|
lead[payment_method][payment_method_id]
optional |
If you want to use an existing payment method, pass in the id Validations:
|
lead[payment_method][first_name]
optional |
Required if not using an existing payment method Validations:
|
lead[payment_method][last_name]
optional |
Required if not using an existing payment method Validations:
|
lead[payment_method][kind]
optional |
Required if not using an existing payment method Validations:
|
lead[payment_method][reuseable]
optional |
Validations:
|
lead[payment_method][magnetic_track]
optional |
Required if using a card swipe Validations:
|
lead[payment_method][card_number]
optional |
Required if using a credit card Validations:
|
lead[payment_method][card_type]
optional |
Required if using a credit card Validations:
|
lead[payment_method][security_code]
optional |
Required if using a credit card Validations:
|
lead[payment_method][expiration_date]
optional |
Required if using a credit card. Format: MM/YY Validations:
|
lead[payment_method][account_number]
optional |
Required if using ACH Validations:
|
lead[payment_method][account_number_confirmation]
optional |
Required if using ACH Validations:
|
lead[payment_method][account_type]
optional |
Required if using ACH Validations:
|
lead[payment_method][bank_name]
optional |
Required if using ACH Validations:
|
lead[payment_method][routing_number]
optional |
Required if using ACH Validations:
|
lead[payment_method][billing_address_attributes]
optional |
Required if not using an existing payment method Validations:
|
lead[payment_method][billing_address_attributes][company]
optional |
Validations:
|
lead[payment_method][billing_address_attributes][address1]
optional |
Validations:
|
lead[payment_method][billing_address_attributes][address2]
optional |
Validations:
|
lead[payment_method][billing_address_attributes][city]
optional |
Validations:
|
lead[payment_method][billing_address_attributes][postal]
optional |
Validations:
|
lead[payment_method][billing_address_attributes][state]
optional |
Validations:
|
lead[payment_method][check_number]
optional |
Required if using Check Validations:
|
lead[payment_method][name_on_check]
optional |
Required if using Check Validations:
|
lead[payment_method][check_amount]
optional |
Required if using Check Validations:
|
lead[payment_method][reference_number]
optional |
Required if using Money Order Validations:
|
lead[payment_method][money_order_amount]
optional |
Required if using Money Order Validations:
|
lead[payment_method][amount_tendered]
optional |
Required if using Cash Validations:
|
PUT /v1/fca9ad5e-5c7e-4066-8553-506712883179/leads/ecc1435e-baad-4a38-b908-cedc00b5262e { "lead": { "desired_move_in_date": "2023-09-17", "notes_attributes": [ { "note": "A shorter note" } ], "tenant_attributes": { "first_name": "Joseph" } } } 200 { "lead": { "id": "ecc1435e-baad-4a38-b908-cedc00b5262e", "bilingual_agent": false, "caller_first_name": null, "caller_last_name": null, "cancelled_at": null, "closed": false, "confirmation_number": null, "created_at": "2023-09-15T04:38:00.387-10:00", "desired_move_in_date": "2023-09-17", "desired_unit_size_and_price": null, "due_at_move_in": null, "due_monthly": null, "extra_details": {}, "facility_id": "fca9ad5e-5c7e-4066-8553-506712883179", "facility_time_zone": "Hawaii", "floor": 2, "free_truck": false, "has_paid_reservation_fee": null, "invoiceable_fees": [], "kind": "internet", "lead_action_indexes": {}, "length_of_stay_id": null, "move_in_from_reservation_url": null, "moved_in_at": null, "moving_labor": false, "moving_labor_contacted_already": false, "next_action_at": "2023-09-15T00:00:00.000-10:00", "next_lead_action": null, "next_lead_action_index": null, "origination": "lead", "plant_a_tree": false, "quoted_rate": null, "rate_type": null, "reduced_price": null, "reservation_fee_required": null, "reservation_window": 0, "reserved_at": null, "size": null, "source_id": "8c4dc31b-cd53-4b66-a84f-d80a1870d625", "source_name": "Test App", "standard_rate": null, "started_at": "2023-09-15T04:38:00.387-10:00", "status": "created", "tenant_id": "4ae2f47a-281b-4b50-9015-5d8b91302d46", "urgent": false, "wait_list": false, "wait_list_available": false, "within_reservation_window": true, "is_upgrade": null, "desired_unit_size_and_amenities": null, "tenant": { "id": "4ae2f47a-281b-4b50-9015-5d8b91302d46", "account_number": 1000000, "first_name": "Joseph", "last_name": "Quigley", "middle_initial": null, "email": "[email protected]", "tax_exempt": false, "is_military": false, "is_business": false, "business_name": null, "last_sign_in_at": null, "title": null, "delinquent": false, "current_ledger_ids": [], "preferences": { "email_invoices": true, "print_invoices": false, "charge_invoice_fee": true, "receive_legal_notices_by_email": null, "delinquency_exempt": false, "delinquency_docs_by_email": false, "delinquency_docs_by_mail": false, "receive_sms_for_gate_activity": false, "opt_in_to_marketing_emails": false, "opt_in_to_marketing_sms": false, "opt_in_to_transactional_sms": false, "exclude_from_insurance_auto_enroll": false, "exclude_from_insurance_auto_enroll_reason": null, "exclude_from_insurance_auto_enroll_created_by": null, "exclude_from_insurance_auto_enroll_on": null }, "military_information": null, "username": "username_109", "drivers_license_number": null, "drivers_license_state": null, "vehicle_license_plate_number": null, "vehicle_license_state": null, "vehicle_description": null, "has_tenant_portal_account": false, "created_at": "2023-09-15T04:38:00.368-10:00", "gate_24_hour_access": false, "active": true, "tenant_account_kind_name": "Standard", "blocked_payments": false, "date_of_birth": null, "phone_numbers": [], "mailing_address": { "id": "66c9e7d2-79cc-47f3-91c2-e10ed5546eae", "address1": "716993 Gerlach Parks", "address2": null, "city": "North Cruzfurt", "state": "DE", "postal": "89980", "country": "US", "full_address": "716993 Gerlach Parks, North Cruzfurt, DE 89980", "latitude": 39.114844, "longitude": -94.630169, "time_zone_id": "America/New_York", "time_zone_offset": "-04:00", "invalid_data": false, "label": "Home" }, "addresses": [ { "id": "66c9e7d2-79cc-47f3-91c2-e10ed5546eae", "address1": "716993 Gerlach Parks", "address2": null, "city": "North Cruzfurt", "state": "DE", "postal": "89980", "country": "US", "full_address": "716993 Gerlach Parks, North Cruzfurt, DE 89980", "latitude": 39.114844, "longitude": -94.630169, "time_zone_id": "America/New_York", "time_zone_offset": "-04:00", "invalid_data": false, "label": "Home" } ], "facility_id": "fca9ad5e-5c7e-4066-8553-506712883179", "previous_ledger_ids": [], "closed_lead_ids": [], "contact_ids": [], "support_case_ids": [], "event_ids": [ "b265e8fe-2852-46a5-941b-ddb38b12f723", "16fbc79f-b6c2-46bc-b76f-1b994d7cb11c" ], "password_recovery_question_ids": [ "97052f56-60b0-4c50-bc3b-fa18388cafc7", "b4aa4b71-6454-4abd-8502-a44d60128f4a" ] }, "unit": null, "length_of_stay": null, "successful_payment_events": [], "caller_phone_number": null, "unit_amenities": [], "current_user": null, "unit_type": null, "close_reason": null, "discount_plans": [], "lead_contents": [], "unit_group": null, "created_by": { "id": "8c4dc31b-cd53-4b66-a84f-d80a1870d625", "name": "Test App", "type": "Source" }, "channel_id": "8c4dc31b-cd53-4b66-a84f-d80a1870d625", "confirmation_email": null }, "meta": { "status_code": 200, "status_message": "OK", "status_cat": "https://http.cat/200", "request_method": "PUT", "request_id": null, "parameters": { "lead": { "desired_move_in_date": "2023-09-17", "notes_attributes": [ { "note": "A shorter note" } ], "tenant_attributes": { "first_name": "Joseph" } }, "facility_id": "fca9ad5e-5c7e-4066-8553-506712883179", "id": "ecc1435e-baad-4a38-b908-cedc00b5262e" } } }