本APIは権限管理処理を実現するために、内部的にOAuth2のスキームで権限管理を行います。
権限の判定を行う前に認証処理を行い、上記のAPIキーを使用します。
発行時、下記の権限のうち適切なものをトークンに付与した上で発行しなければ、APIを実行時に権限不足のためエラーが発生します。
Security Scheme Type | OAuth2 |
---|---|
authorizationCode OAuth Flow | Authorization URL: N/A Token URL: N/A Scopes:
|
Create a new customer
customers:create
) user to create
notification_users | array 通知対象のユーザーIDリスト |
required | IndividualCustomer (object) or CorporationCustomer (object) 個人顧客データまたは、法人顧客データ |
{- "notification_users": [
- 123123123,
- 456456456,
- 789789789
], - "data": {
- "customer_type": "individual",
- "person_in_charge_id": 100,
- "vice_person_in_charge_id": 200,
- "zip": "100-0000",
- "address": "東京都千代田区1丁目1番地",
- "address_kana": "トウキョウトチヨダクイッチョウメイチバンチ",
- "tel": "090-0123-4567",
- "fax": "090-0123-4567",
- "email": "email@example.com",
- "mobile": "090-0123-4567",
- "mobile_email": "mobile@example.com",
- "note": "string",
- "lead_id": 123456789,
- "extra_values": [
- {
- "internal_key": "string",
- "value": 123
}
], - "last_name": "保険",
- "first_name": "太郎",
- "last_name_kana": "ホケン",
- "first_name_kana": "タロウ",
- "gender": 1,
- "birthday": "1980-04-12",
- "annual_income": 5460000,
- "savings": 3200000,
- "living_expenses": 240000,
- "industry": "金融・保険業",
- "job": "営業",
- "workplace": "株式会社hokan",
- "position": "専務取締役",
- "corporation_tel": "090-0123-4567",
- "corporation_email": "corporation@example.com",
- "corporation_mobile": "090-0123-4567"
}
}
{- "data": {
- "id": 12345678,
- "customer_type": "individual",
- "person_in_charge_id": 100,
- "vice_person_in_charge_id": 200,
- "zip": "100-0000",
- "address": "東京都千代田区1丁目1番地",
- "address_kana": "トウキョウトチヨダクイッチョウメイチバンチ",
- "tel": "090-0123-4567",
- "fax": "090-0123-4567",
- "email": "email@example.com",
- "mobile": "090-0123-4567",
- "mobile_email": "mobile@example.com",
- "note": "string",
- "lead_id": 123456789,
- "extra_values": [
- {
- "internal_key": "string",
- "value": 123
}
], - "last_name": "保険",
- "first_name": "太郎",
- "last_name_kana": "ホケン",
- "first_name_kana": "タロウ",
- "gender": 1,
- "birthday": "1980-04-12",
- "annual_income": 5460000,
- "savings": 3200000,
- "living_expenses": 240000,
- "industry": "金融・保険業",
- "job": "営業",
- "workplace": "株式会社hokan",
- "position": "専務取締役",
- "corporation_tel": "090-0123-4567",
- "corporation_email": "corporation@example.com",
- "corporation_mobile": "090-0123-4567"
}
}
Retrieve customer details
customers:read
) id required | int64 >= 1 Example: 12345678 顧客 ID |
{- "data": {
- "id": 12345678,
- "customer_type": "individual",
- "person_in_charge_id": 100,
- "vice_person_in_charge_id": 200,
- "zip": "100-0000",
- "address": "東京都千代田区1丁目1番地",
- "address_kana": "トウキョウトチヨダクイッチョウメイチバンチ",
- "tel": "090-0123-4567",
- "fax": "090-0123-4567",
- "email": "email@example.com",
- "mobile": "090-0123-4567",
- "mobile_email": "mobile@example.com",
- "note": "string",
- "lead_id": 123456789,
- "extra_values": [
- {
- "internal_key": "string",
- "value": 123
}
], - "last_name": "保険",
- "first_name": "太郎",
- "last_name_kana": "ホケン",
- "first_name_kana": "タロウ",
- "gender": 1,
- "birthday": "1980-04-12",
- "annual_income": 5460000,
- "savings": 3200000,
- "living_expenses": 240000,
- "industry": "金融・保険業",
- "job": "営業",
- "workplace": "株式会社hokan",
- "position": "専務取締役",
- "corporation_tel": "090-0123-4567",
- "corporation_email": "corporation@example.com",
- "corporation_mobile": "090-0123-4567"
}
}
update a customer
customers:update
) id required | int64 >= 1 Example: 12345678 顧客 ID |
customer payload
required | IndividualCustomer (object) or CorporationCustomer (object) 個人顧客データまたは、法人顧客データ |
{- "data": {
- "customer_type": "individual",
- "person_in_charge_id": 100,
- "vice_person_in_charge_id": 200,
- "zip": "100-0000",
- "address": "東京都千代田区1丁目1番地",
- "address_kana": "トウキョウトチヨダクイッチョウメイチバンチ",
- "tel": "090-0123-4567",
- "fax": "090-0123-4567",
- "email": "email@example.com",
- "mobile": "090-0123-4567",
- "mobile_email": "mobile@example.com",
- "note": "string",
- "lead_id": 123456789,
- "extra_values": [
- {
- "internal_key": "string",
- "value": 123
}
], - "last_name": "保険",
- "first_name": "太郎",
- "last_name_kana": "ホケン",
- "first_name_kana": "タロウ",
- "gender": 1,
- "birthday": "1980-04-12",
- "annual_income": 5460000,
- "savings": 3200000,
- "living_expenses": 240000,
- "industry": "金融・保険業",
- "job": "営業",
- "workplace": "株式会社hokan",
- "position": "専務取締役",
- "corporation_tel": "090-0123-4567",
- "corporation_email": "corporation@example.com",
- "corporation_mobile": "090-0123-4567"
}
}
{- "data": {
- "id": 12345678,
- "customer_type": "individual",
- "person_in_charge_id": 100,
- "vice_person_in_charge_id": 200,
- "zip": "100-0000",
- "address": "東京都千代田区1丁目1番地",
- "address_kana": "トウキョウトチヨダクイッチョウメイチバンチ",
- "tel": "090-0123-4567",
- "fax": "090-0123-4567",
- "email": "email@example.com",
- "mobile": "090-0123-4567",
- "mobile_email": "mobile@example.com",
- "note": "string",
- "lead_id": 123456789,
- "extra_values": [
- {
- "internal_key": "string",
- "value": 123
}
], - "last_name": "保険",
- "first_name": "太郎",
- "last_name_kana": "ホケン",
- "first_name_kana": "タロウ",
- "gender": 1,
- "birthday": "1980-04-12",
- "annual_income": 5460000,
- "savings": 3200000,
- "living_expenses": 240000,
- "industry": "金融・保険業",
- "job": "営業",
- "workplace": "株式会社hokan",
- "position": "専務取締役",
- "corporation_tel": "090-0123-4567",
- "corporation_email": "corporation@example.com",
- "corporation_mobile": "090-0123-4567"
}
}
Create a new memo
memos:create
) memo create
notification_users | array 通知対象のユーザーIDリスト |
required | object (Memo) |
{- "notification_users": [
- 123123123,
- 456456456,
- 789789789
], - "data": {
- "title": "タイトル",
- "content": "内容",
- "start_at": "2020-03-04T12:00:00+09:00",
- "user_id": 1234567,
- "customer_id": 1234567,
- "extra_item_group_id": 123123123,
- "extra_values": [
- {
- "internal_key": "string",
- "value": 123
}
]
}
}
{- "data": {
- "id": 12345678,
- "title": "タイトル",
- "content": "内容",
- "start_at": "2020-03-04T12:00:00+09:00",
- "user_id": 1234567,
- "customer_id": 1234567,
- "extra_item_group_id": 123123123,
- "extra_values": [
- {
- "internal_key": "string",
- "value": 123
}
]
}
}
Create a new schedule
schedules:create
) schedule create
notification_users | array 通知対象のユーザーIDリスト |
required | object (Schedule) |
{- "notification_users": [
- 123123123,
- 456456456,
- 789789789
], - "data": {
- "title": "タイトル",
- "content": "内容",
- "start_at": "2020-03-04T12:00:00+09:00",
- "end_at": "2020-03-04T13:30:00+09:00",
- "guest_user_ids": [
- 123123123,
- 456456456,
- 789789789
], - "is_all_day": true,
- "place": "東京",
- "customer_id": 1234567,
- "color_code": "#453590",
- "activity_item_id": 123,
- "update_range": 1,
- "custom_notifications": [
- {
- "arrival_number": 10,
- "arrival_unit": 1
}
]
}
}
{- "data": {
- "id": 12345678,
- "title": "タイトル",
- "content": "内容",
- "start_at": "2020-03-04T12:00:00+09:00",
- "end_at": "2020-03-04T13:30:00+09:00",
- "guest_user_ids": [
- 123123123,
- 456456456,
- 789789789
], - "is_all_day": true,
- "place": "東京",
- "customer_id": 1234567,
- "color_code": "#453590",
- "activity_item_id": 123,
- "update_range": 1,
- "custom_notifications": [
- {
- "arrival_number": 10,
- "arrival_unit": 1
}
]
}
}
Returns free/busy information for a set of schedules
schedules:read
) time_min required | string <datetime> Example: time_min=2021-09-01T12:00:00+09:00 開始時刻 |
time_max required | string <datetime> Example: time_max=2021-09-02T12:00:00+09:00 終了時刻 |
user_ids[] required | Array of integers Example: user_ids[]=123456789&user_ids[]=987654321 ユーザーIDリスト |
{- "data": {
- "busy": [
- {
- "start_at": "2021-09-02T12:00:00+09:00",
- "end_at": "2021-09-02T12:00:00+09:00"
}
]
}
}
Create a new Ticket
tickets:create
) create a ticket
required | 満期更改プロジェクト (object) or 営業プロジェクト (object) or 事故プロジェクト (object) or その他プロジェクト (object) 作成するチケットの詳細データです。 |
{- "data": {
- "term": "2021-11-01",
- "customer_id": 123,
- "user_id": 123,
- "vice_user_id": 123,
- "expired_at": "2021-11-01T12:00:00+09:00",
- "calendar_ids": [
- 1,
- 2,
- 3
], - "memo_ids": [
- 1,
- 2,
- 3
], - "before_maturity_policy_id": 1
}
}
{- "data": {
- "id": 12345678,
- "term": "2021-11-01",
- "customer_id": 123,
- "user_id": 123,
- "vice_user_id": 123,
- "expired_at": "2021-11-01T12:00:00+09:00",
- "calendar_ids": [
- 1,
- 2,
- 3
], - "memo_ids": [
- 1,
- 2,
- 3
], - "before_maturity_policy_id": 1
}
}
Create a new customer_group or update
customer_groups:create
) customer_group create or update
required | object 世帯データ |
{- "data": {
- "household_customer_id": 12345678,
- "customer_group_members": [
- {
- "customer_id": 12345678,
- "role_id": 101
}
]
}
}
{- "data": {
- "id": 12345678
}
}