Introduction

The Happyoffer API provides a set of endpoints to manage clients and their contacts within a company. These endpoints allow users to retrieve, create, update, and store client and contact information, ensuring that the data is associated with the correct company. Each request verifies that the company_id of the user performing the request matches the company_id of the client or contact being accessed or modified. This ensures data integrity and security, allowing companies to effectively manage their client relationships and contact information.

Get all clients for a company

This endpoint retrieves all clients associated with a specific company, identified by company_id. The company_id should correspond to the company related to the account performing the request.

Parameters

• company_id (string): The unique identifier of the company for which the clients are being retrieved.

Example Response

{
  "data": [
    {
      "id": "1",
      "attributes": {
        "user_id": "10",
        "company_name": "Example Company",
        "address": "123 Example Street",
        "house_number": "12A",
        "zip_code": "12345",
        "country": "USA",
        "city": "Example City",
        "phone_number": "+1-234-567-890",
        "website_url": "https://www.example.com",
        "chamber_of_commerce_number": "123456789",
        "email": "info@example.com",
        "logo": "https://storage.example.com/logos/example.png",
        "created_at": "2023-01-01T12:00:00Z",
        "updated_at": "2023-01-02T12:00:00Z"
      },
      "relationships": {
        "user": {
          "id": "10",
          "full_name": "John Doe"
        }
      }
    }
    // More client objects
  ]
}

Store contact for a client

This endpoint creates a new contact for a specific client, identified by client_id. The request checks if the company_id of the user performing the request matches the company_id associated with the client_id being passed in.

Parameters

• client_id (string): The unique identifier of the client for whom the contact is being created.

Request Body

The request body must include the following fields:

• firstname (string, required): The first name of the contact.
• lastname (string, required): The last name of the contact.
• gender (string, required): The gender of the contact.
• email (string, required): The email address of the contact. Must be a valid email format.
• email_confirmation (string, required): Confirmation of the email address. Must match the email field.
• phone_number (string, required): The phone number of the contact.
• notes (string, optional): Any additional notes about the contact.

Example Request

{
  "firstname": "Jane",
  "lastname": "Doe",
  "gender": "Female",
  "email": "jane.doe@example.com",
  "email_confirmation": "jane.doe@example.com",
  "phone_number": "+1-987-654-3210",
  "notes": "Met at the conference."
}

Example Response

{
  "id": "123",
  "attributes": {
    "client_id": "456",
    "firstname": "Jane",
    "lastname": "Doe",
    "gender": "Female",
    "email": "jane.doe@example.com",
    "email_confirmation": "jane.doe@example.com",
    "phone_number": "+1-987-654-3210",
    "note": "Met at the conference."
  }
}

Notes

• The company_id of the user performing the request must match the company_id associated with the client_id.
• Ensure that the client_id provided in the request URL is valid and associated with your account.
• All required fields must be included in the request body.

Update contact by id

This endpoint retrieves a single contact based on the provided contact ID. The request checks if the contact has a client with a company_id that matches the company_id of the user performing the request.

Parameters

• contact_id (string): The unique identifier of the contact being retrieved.

Example response

{
  "id": "123",
  "attributes": {
    "client_id": "456",
    "firstname": "Jane",
    "lastname": "Doe",
    "gender": "Female",
    "email": "jane.doe@example.com",
    "email_confirmation": "jane.doe@example.com",
    "phone_number": "+1-987-654-3210",
    "note": "Met at the conference."
  }
}

Notes

• The company_id of the user performing the request must match the company_id associated with the client_id of the contact.
• Ensure that the contact_id provided in the request URL is valid and associated with your account.
• Only a single contact will be returned based on the provided contact_id.