For AI agents: visit https://developer.scalepad.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI. Append .md to any documentation page URL to get its markdown version.

API Reference

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Clients
- List Clientsget
- Get Clientget
Contacts
- List Contactspost
- Get Contactget
Contracts
- List Contractsget
- Get Contractget
Hardware Assets
- List Hardware Assetsget
- Get Hardware Assetget
Integrations
- List Integration Configurationsget
- List Integration Vendorsget
Members
- List Memberspost
- Get Memberget
Opportunities
- List Opportunitiesget
- Get Opportunityget
Product Catalog
- List Product Catalog Recordsget
- Get Product Catalog Recordget
SaaS
Sites
- List Sitesget
- Get Siteget
Tickets
- List Ticketsget
- Get Ticketget

Account
Active Users
Account Team
Action Item Integrations
Action Items
Agreement Items
- List Agreement Itemsget
Agreements
Agreement Templates
Analytics
- Get Analytics Configurationget
- Save Analytics Configurationput
Assessments
Assessment Templates
Assets
Budget
Calendar
- List calendar eventsget
Clients
Contacts
Deliverables
Deliverable Schedules
Goals
Goal Outcomes
Goal Templates
Initiatives
Initiative Templates
Insights
- List Insightsget
- List Insight affected assetsget
User Ui States
Contracts
Licenses
Meetings
Meeting Integrations
Meeting Templates
Meeting Types
Notes
Opportunities
- Get Opportunity Create Fieldsget
- List Opportunitiesget
Plan
Products
- List Productsget
- Get Productget
Quotes
- List Quotesget
Rich Text
- Get Rich-Text Imageget
- Upload Rich-Text Imagepost
Roadmap
SaaS Management
Saved View Defaults
- Set Saved view defaultput
Saved Views
Users
- List managed usersget
- Revoke access from managed usersput
Segments
- List Segmentsget
Tags
Tickets
- Get Ticket Create Fieldsget
- List Linkable Ticketsget
User
- List Active Usersget
- Get User Identityget
Verticals
Warranty
- List Warranty Pricingget
Client Groups
Deliverable Catalog
- List Service Delivery Board Optionsget
Asset Output
- List hardware typesget
Hardware Assets
- Get Hardware Asset Metadataget
- Hardware Sourcespost
Hardware Configuration
- Assign Hardware Custom Field Valuepost
- Unassign Hardware Custom Field Valuepost

Health
- List Clients Compliance Health Metricsget
- Get Client Compliance Health Metricsget
Risks
Evidences
Documents
- Delete Documentdel
- Get Document Signed URLget
Reports
- List Client Reportspost
- Retrieve a signed URL to download a reportget
Frameworks
Procedures
Policies
Governance
Controls
Assessments
Action Items

Quotes
Quote Sections
- Create Quote Sectionspost
Quote Section Line Items
- Patch Quote Line Itempatch
- Create Quote Line Itemspost
Line Items
- Create Line Itempost
Quote Templates
- List Quote Templatesget
Categories
Items
Item Groups
Item Options
Item Tiers
Manufacturers
Suppliers
Data Feed Suppliers
- List Supplier Itemsget
- List Suppliersget
Contacts

Health
- List clients and their backup healthget
- Get backup health for a single clientget
Devices
- List backup devicesget
Backups
- Ingest backup resultspost
- Retire unused backupspost

Active Users

Lifecycle Manager users who can be assigned to work or referenced in records.

Updated 2 months ago

Update Account Settings

Account Team

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Updated 2 months ago

Update Account Settings

Account Team

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