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API Reference

Home Guides API Reference Changelog

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

Asset Output
Assets
Account
Account Team
Contracts
Agreement Reports
Agreement Templates
Agreements
Analytics
- Get Analytics Configurationget
- Save Analytics Configurationput
Assessment Links
Assessment Questions
Assessment Reports
User
Assessment Templates
Assessments
Authorization
Action Item Integrations
Action Items
Agreement Items
Budget
Calendar
- List calendar eventsget
Client Access Groups
- Update Client Access Groupput
Client Groups
Client IQ
Client Reports
- Export Clients as CSVpost
- Export Clients as XLSXpost
Clients
Comments
Contact Reports
- Export Contacts as Spreadsheetget
- Download Contact Report PDFget
Contacts
Copilot Settings
Deliverable Catalog
Deliverable Content
Deliverable Integrations
- List Configured Integrationsget
- List Available Integrationsget
Deliverable Reports
- Download a deliverable PDFget
- Get Presentationget
Deliverable Schedules
Deliverable Sharing
Deliverable Templates
Deliverables
Entity History
- List Entity Historyget
Goal Links
Goal Outcomes
Goal Templates
Goals
Hardware Assets
Hardware Configuration
Hardware Reports
Hardware Types
Inbox
Initiative Attachments
Initiative Configuration
Initiative Integrations
Initiative Links
Initiative Planning
Initiative Reports
- Download Initiative PDFget
Initiative Templates
Initiatives
Insights
Legacy Contracts
Licenses
Meeting Attachments
Meeting Attendees
Meeting Integrations
Meeting Links
Meeting Policies
Meeting Sync
Meeting Templates
Meeting Types
Meetings
Notes
Opportunities
- List Opportunitiesget
- Get Opportunity Create Fieldsget
Permissions
- List permissionsget
Plan
Products
- List Productsget
- Get Productsget
Quotes
- List Quotesget
Rich Text
- Upload Rich-Text Imagepost
- Get Rich-Text Imageget
Roadmap
Roadmap Templates
Roles
SaaS Assets
- List SaaS Assetsget
- Get SaaS Portfolio Summaryget
SaaS Management
Saved View Defaults
- Set Saved view defaultput
Saved Views
Scheduled Reports
Segments
- List Segmentsget
Settings
- Get Client Settingsget
Sites
Software Assets
Software Reports
Tags
Task Integrations
Task Templates
Tasks
Tickets
Users
Verticals
Warranty
- List Warranty Pricingget

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
Vendors

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

Agreement Items

Recurring products and services included in client agreements.

Updated 7 days ago

Get Client Authorization

Budget

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Updated 7 days ago

Get Client Authorization

Budget

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