The Geniziz REST API. Everything in the app is built on it, so anything you can do in the product you can automate.
Authentication
Send your API key as HTTP Basic auth — the key is the username, the password is blank. Set the api_key collection variable once and every request inherits it. Create keys under Settings → API & Webhooks.
curl -u YOUR_API_KEY: {{base_url}}/api/v1/me/
Base URL
The base_url variable (defaults to your app domain).
IDs
Opaque, prefixed strings — lead_…, cont_…, oppo_…, acti_…, task_…. Never assume a format beyond the prefix.
Responses & pagination
Single resources return the object. List endpoints return { "data": [ … ], "has_more": true|false } and page with _limit (default 100, max 200) and _skip (offset).
Field selection
Add _fields=id,name,date_created to any read to trim the response.
Errors
Non-2xx responses use { "error": "message", "field-errors": { "field": "why" } } with a matching HTTP status (400 validation, 401 auth, 402 billing, 404 not found, 405 method, 429 rate limit).
Rate limits
Per-endpoint-group limits with standard ratelimit-* response headers.
MCP
The same key authenticates the MCP server at {{base_url}}/mcp/ (send a Geniziz-Scope header) for AI agents.
Activity
GET
List activities
https://app.geniziz.com/api/v1/activity/?_limit=100&_skip=0&_fields=
GET /activity/ — the unified stream, newest first.
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Note activity
https://app.geniziz.com/api/v1/activity/note/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Note activity
https://app.geniziz.com/api/v1/activity/note/
Request body (JSON)
{
}
GET
Get activity
https://app.geniziz.com/api/v1/activity/note/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update activity
https://app.geniziz.com/api/v1/activity/note/:id/
Request body (JSON)
{
}
DELETE
Delete activity
https://app.geniziz.com/api/v1/activity/note/:id/
GET
Call activity
https://app.geniziz.com/api/v1/activity/call/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Call activity
https://app.geniziz.com/api/v1/activity/call/
Request body (JSON)
{
}
GET
Get activity
https://app.geniziz.com/api/v1/activity/call/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update activity
https://app.geniziz.com/api/v1/activity/call/:id/
Request body (JSON)
{
}
DELETE
Delete activity
https://app.geniziz.com/api/v1/activity/call/:id/
GET
Channel message activity
https://app.geniziz.com/api/v1/activity/channel_message/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Channel message activity
https://app.geniziz.com/api/v1/activity/channel_message/
Request body (JSON)
{
}
GET
Get activity
https://app.geniziz.com/api/v1/activity/channel_message/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update activity
https://app.geniziz.com/api/v1/activity/channel_message/:id/
Request body (JSON)
{
}
DELETE
Delete activity
https://app.geniziz.com/api/v1/activity/channel_message/:id/
GET
Lead activity
https://app.geniziz.com/api/v1/activity/status_change/lead/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Opportunity activity
https://app.geniziz.com/api/v1/activity/status_change/opportunity/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Created activity
https://app.geniziz.com/api/v1/activity/created/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Task completed activity
https://app.geniziz.com/api/v1/activity/task_completed/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Custom activity
https://app.geniziz.com/api/v1/activity/custom/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Custom activity
https://app.geniziz.com/api/v1/activity/custom/
Request body (JSON)
{
}
GET
Get activity
https://app.geniziz.com/api/v1/activity/custom/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update activity
https://app.geniziz.com/api/v1/activity/custom/:id/
Request body (JSON)
{
}
DELETE
Delete activity
https://app.geniziz.com/api/v1/activity/custom/:id/
GET
Email activity
https://app.geniziz.com/api/v1/activity/email/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Email activity
https://app.geniziz.com/api/v1/activity/email/
Request body (JSON)
{
}
GET
Get activity
https://app.geniziz.com/api/v1/activity/email/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update activity
https://app.geniziz.com/api/v1/activity/email/:id/
Request body (JSON)
{
}
DELETE
Delete activity
https://app.geniziz.com/api/v1/activity/email/:id/
GET
SMS activity
https://app.geniziz.com/api/v1/activity/sms/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
SMS activity
https://app.geniziz.com/api/v1/activity/sms/
Request body (JSON)
{
}
GET
Get activity
https://app.geniziz.com/api/v1/activity/sms/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update activity
https://app.geniziz.com/api/v1/activity/sms/:id/
Request body (JSON)
{
}
DELETE
Delete activity
https://app.geniziz.com/api/v1/activity/sms/:id/
GET
Emailthread activity
https://app.geniziz.com/api/v1/activity/emailthread/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Get activity
https://app.geniziz.com/api/v1/activity/emailthread/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
GET
Meeting activity
https://app.geniziz.com/api/v1/activity/meeting/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Meeting activity
https://app.geniziz.com/api/v1/activity/meeting/
Request body (JSON)
{
}
GET
Get activity
https://app.geniziz.com/api/v1/activity/meeting/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update activity
https://app.geniziz.com/api/v1/activity/meeting/:id/
Request body (JSON)
{
}
DELETE
Delete activity
https://app.geniziz.com/api/v1/activity/meeting/:id/
AI
POST
Summarize lead ai
https://app.geniziz.com/api/v1/ai/summarize_lead/
Request body (JSON)
{
}
POST
Draft email ai
https://app.geniziz.com/api/v1/ai/draft_email/
Request body (JSON)
{
}
POST
Summarize conversation ai
https://app.geniziz.com/api/v1/ai/summarize_conversation/
Request body (JSON)
{
}
POST
Score lead ai
https://app.geniziz.com/api/v1/ai/score_lead/
Request body (JSON)
{
}
POST
Suggest opportunity ai
https://app.geniziz.com/api/v1/ai/suggest_opportunity/
Request body (JSON)
{
}
POST
Search ai
https://app.geniziz.com/api/v1/ai/search/
Request body (JSON)
{
}
POST
Extract tasks ai
https://app.geniziz.com/api/v1/ai/extract_tasks/
Request body (JSON)
{
}API Key
GET
List api keys
https://app.geniziz.com/api/v1/api_key/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create api key
https://app.geniziz.com/api/v1/api_key/
Request body (JSON)
{
}
DELETE
Delete api key
https://app.geniziz.com/api/v1/api_key/:id/
Automation
GET
List automations
https://app.geniziz.com/api/v1/automation/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create automation
https://app.geniziz.com/api/v1/automation/
Request body (JSON)
{
}
GET
Get automation
https://app.geniziz.com/api/v1/automation/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update automation
https://app.geniziz.com/api/v1/automation/:id/
Request body (JSON)
{
}
DELETE
Delete automation
https://app.geniziz.com/api/v1/automation/:id/
Bulk Action
GET
List bulk actions
https://app.geniziz.com/api/v1/bulk_action/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Edit bulk action
https://app.geniziz.com/api/v1/bulk_action/edit/
Request body (JSON)
{
}
POST
Delete bulk action
https://app.geniziz.com/api/v1/bulk_action/delete/
Request body (JSON)
{
}
POST
Email bulk action
https://app.geniziz.com/api/v1/bulk_action/email/
Request body (JSON)
{
}
POST
Sequence subscription bulk action
https://app.geniziz.com/api/v1/bulk_action/sequence_subscription/
Request body (JSON)
{
}
GET
Get bulk action
https://app.geniziz.com/api/v1/bulk_action/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update bulk action
https://app.geniziz.com/api/v1/bulk_action/:id/
PUT pause/resume.
Request body (JSON)
{
}Comment
GET
List comments
https://app.geniziz.com/api/v1/comment/?_limit=100&_skip=0&_fields=
GET /comment/ — exactly one of object_id= or thread_id=.
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create comment
https://app.geniziz.com/api/v1/comment/
Request body (JSON)
{
}
PUT
Update comment
https://app.geniziz.com/api/v1/comment/:id/
Request body (JSON)
{
}
DELETE
Delete comment
https://app.geniziz.com/api/v1/comment/:id/
Tombstone; the thread disappears with its last comment.
Comment Thread
GET
List comment threads
https://app.geniziz.com/api/v1/comment_thread/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Get comment thread
https://app.geniziz.com/api/v1/comment_thread/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
Connected Account
GET
List connected accounts
https://app.geniziz.com/api/v1/connected_account/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create connected account
https://app.geniziz.com/api/v1/connected_account/
Request body (JSON)
{
}
GET
Get connected account
https://app.geniziz.com/api/v1/connected_account/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update connected account
https://app.geniziz.com/api/v1/connected_account/:id/
Request body (JSON)
{
}
DELETE
Delete connected account
https://app.geniziz.com/api/v1/connected_account/:id/
Contact
POST
Merge contact
https://app.geniziz.com/api/v1/contact/merge/
POST /contact/merge/ {source, destination}: the source's activities, conversations, enrollments, and files move to the destination, its emails/phones/urls are unioned in, and the source is deleted.
Request body (JSON)
{
}
POST
Share bulk contact
https://app.geniziz.com/api/v1/contact/share_bulk/
POST /contact/share_bulk/ {organization_id, all|query|contact_ids} — queue a worker job sharing many contacts (e.g. an entire customer base into a sister product's workspace).
Request body (JSON)
{
}
GET
Share bulk contact
https://app.geniziz.com/api/v1/contact/share_bulk/?_limit=100&_skip=0&_fields=
GET /contact/share_bulk/ — recent jobs; GET .../{id}/ — one job.
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Get contact
https://app.geniziz.com/api/v1/contact/share_bulk/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
GET
List contacts
https://app.geniziz.com/api/v1/contact/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
Example response 200
{
"data": [
{
"id": "cont_7h8i9j0k1l2m3n4o5p6q7r",
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"name": "Connie Carter",
"title": "VP Sales",
"emails": [
{
"email": "connie@acme.example",
"type": "direct"
}
],
"phones": [
{
"phone": "+15557654321",
"type": "mobile"
}
],
"tags": [
"champion"
],
"date_created": "2026-01-15T09:31:00.000Z"
}
],
"has_more": false
}
POST
Create contact
https://app.geniziz.com/api/v1/contact/
Request body (JSON)
{
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"name": "Connie Carter",
"title": "VP Sales",
"emails": [
{
"email": "connie@acme.example",
"type": "direct"
}
],
"phones": [
{
"phone": "+15557654321",
"type": "mobile"
}
],
"tags": [
"champion"
]
}Example response 201
{
"id": "cont_7h8i9j0k1l2m3n4o5p6q7r",
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"name": "Connie Carter",
"title": "VP Sales",
"emails": [
{
"email": "connie@acme.example",
"type": "direct"
}
],
"phones": [
{
"phone": "+15557654321",
"type": "mobile"
}
],
"tags": [
"champion"
],
"date_created": "2026-01-15T09:31:00.000Z"
}
POST
Share contact
https://app.geniziz.com/api/v1/contact/:id/share/
POST /contact/{id}/share/ {organization_id, lead_id?}
Request body (JSON)
{
}
POST
Unshare contact
https://app.geniziz.com/api/v1/contact/:id/unshare/
POST /contact/{id}/unshare/ {organization_id} — sever the link to one workspace. The contact there stays as an independent copy (nothing is deleted); it just stops syncing with the person. Passing the current workspace detaches THIS contact instead — useful when the person is shared with workspaces you cannot administer. When only one linked contact remains, the share dissolves entirely.
Request body (JSON)
{
}
POST
Enrich contact
https://app.geniziz.com/api/v1/contact/:id/enrich/
POST /contact/{id}/enrich/ — queue a job for the worker.
Request body (JSON)
{
}
GET
Shares contact
https://app.geniziz.com/api/v1/contact/:id/shares/?_limit=100&_skip=0&_fields=
GET /contact/{id}/shares/ — where else this person exists.
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Get contact
https://app.geniziz.com/api/v1/contact/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
Example response 200
{
"id": "cont_7h8i9j0k1l2m3n4o5p6q7r",
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"name": "Connie Carter",
"title": "VP Sales",
"emails": [
{
"email": "connie@acme.example",
"type": "direct"
}
],
"phones": [
{
"phone": "+15557654321",
"type": "mobile"
}
],
"tags": [
"champion"
],
"date_created": "2026-01-15T09:31:00.000Z"
}
PUT
Update contact
https://app.geniziz.com/api/v1/contact/:id/
Request body (JSON)
{
}
DELETE
Delete contact
https://app.geniziz.com/api/v1/contact/:id/
Contact List
GET
List contact lists
https://app.geniziz.com/api/v1/contact_list/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create contact list
https://app.geniziz.com/api/v1/contact_list/
Request body (JSON)
{
}
POST
Copy getsales contact list
https://app.geniziz.com/api/v1/contact_list/copy_getsales/
POST /contact_list/copy_getsales/ {name} — materialize a read-only GetSales list as an internal one: every contact whose synced profile references that list becomes a member. Idempotent; re-copy adds newly synced members.
Request body (JSON)
{
}
PUT
Update contact list
https://app.geniziz.com/api/v1/contact_list/:id/
PUT /contact_list/{id}/ {name} — rename.
Request body (JSON)
{
}
DELETE
Delete contact list
https://app.geniziz.com/api/v1/contact_list/:id/
POST
Members contact list
https://app.geniziz.com/api/v1/contact_list/:id/members/
POST /contact_list/{id}/members/ {contact_ids: [...]}
Request body (JSON)
{
}
DELETE
Delete contact list
https://app.geniziz.com/api/v1/contact_list/:id/members/:contact_id/
DELETE /contact_list/{id}/members/{contact_id}/
Contact Tag
GET
List contact tags
https://app.geniziz.com/api/v1/contact_tag/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create contact tag
https://app.geniziz.com/api/v1/contact_tag/
Request body (JSON)
{
}
PUT
Update contact tag
https://app.geniziz.com/api/v1/contact_tag/:id/
PUT /contact_tag/{id}/ {name} — rename everywhere it is used.
Request body (JSON)
{
}
DELETE
Delete contact tag
https://app.geniziz.com/api/v1/contact_tag/:id/
DELETE /contact_tag/{id}/ — strip from every contact, drop the registry row.
Conversation
GET
List conversations
https://app.geniziz.com/api/v1/conversation/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create conversation
https://app.geniziz.com/api/v1/conversation/
Request body (JSON)
{
}
GET
Get conversation
https://app.geniziz.com/api/v1/conversation/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update conversation
https://app.geniziz.com/api/v1/conversation/:id/
Request body (JSON)
{
}
DELETE
Delete conversation
https://app.geniziz.com/api/v1/conversation/:id/
Soft delete: hide the thread but keep its messages attached.
POST
Restore conversation
https://app.geniziz.com/api/v1/conversation/:id/restore/
POST /conversation/{id}/restore/ — undo a soft delete.
Request body (JSON)
{
}
POST
Message conversation
https://app.geniziz.com/api/v1/conversation/:id/message/
POST /conversation/{id}/message/ — add a message into the thread. {type: note|email|sms, ...} — emails/SMS run through the real message state machine (draft by default; "outbox" sends); recipients default to the conversation's contact.
Request body (JSON)
{
}Credentials
GET
List credentialses
https://app.geniziz.com/api/v1/credentials/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
PUT
Update credentials
https://app.geniziz.com/api/v1/credentials/:service/
Request body (JSON)
{
}
DELETE
Delete credentials
https://app.geniziz.com/api/v1/credentials/:service/
Custom Activity
GET
List custom activities
https://app.geniziz.com/api/v1/custom_activity/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create custom activity
https://app.geniziz.com/api/v1/custom_activity/
Request body (JSON)
{
}
GET
Get custom activity
https://app.geniziz.com/api/v1/custom_activity/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update custom activity
https://app.geniziz.com/api/v1/custom_activity/:id/
Request body (JSON)
{
}
DELETE
Delete custom activity
https://app.geniziz.com/api/v1/custom_activity/:id/
Custom Field
GET
Get custom field
https://app.geniziz.com/api/v1/custom_field/:object_type/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
POST
Post custom field
https://app.geniziz.com/api/v1/custom_field/:object_type/
Request body (JSON)
{
}
GET
Get custom field
https://app.geniziz.com/api/v1/custom_field/:object_type/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update custom field
https://app.geniziz.com/api/v1/custom_field/:object_type/:id/
Request body (JSON)
{
}
DELETE
Delete custom field
https://app.geniziz.com/api/v1/custom_field/:object_type/:id/
Custom Field Schema
GET
List custom field schemas
https://app.geniziz.com/api/v1/custom_field_schema/?_limit=100&_skip=0&_fields=
GET /custom_field_schema/?object_type=lead
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
Custom Object
GET
List custom objects
https://app.geniziz.com/api/v1/custom_object/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create custom object
https://app.geniziz.com/api/v1/custom_object/
Request body (JSON)
{
}
GET
Get custom object
https://app.geniziz.com/api/v1/custom_object/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update custom object
https://app.geniziz.com/api/v1/custom_object/:id/
Request body (JSON)
{
}
DELETE
Delete custom object
https://app.geniziz.com/api/v1/custom_object/:id/
Custom Object Type
GET
List custom object types
https://app.geniziz.com/api/v1/custom_object_type/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create custom object type
https://app.geniziz.com/api/v1/custom_object_type/
Request body (JSON)
{
}
GET
Get custom object type
https://app.geniziz.com/api/v1/custom_object_type/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update custom object type
https://app.geniziz.com/api/v1/custom_object_type/:id/
Request body (JSON)
{
}
DELETE
Delete custom object type
https://app.geniziz.com/api/v1/custom_object_type/:id/
Data
POST
Search data
https://app.geniziz.com/api/v1/data/search/
Request body (JSON)
{
"query": {
"type": "object_type",
"object_type": "lead"
},
"_limit": 20
}Example response 200
{
"data": [
{
"id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"name": "Acme Inc",
"url": "https://acme.example",
"status_id": "stat_1a2b3c4d5e6f7g8h9i0j1k",
"emails": [
{
"email": "hello@acme.example",
"type": "office"
}
],
"phones": [
{
"phone": "+15551234567",
"type": "office"
}
],
"mrr": 4900,
"date_created": "2026-01-15T09:30:00.000Z",
"date_updated": "2026-01-15T09:30:00.000Z"
}
],
"has_more": false
}Dialer
GET
Token dialer
https://app.geniziz.com/api/v1/dialer/token/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Call dialer
https://app.geniziz.com/api/v1/dialer/call/
Request body (JSON)
{
}
GET
List dialers
https://app.geniziz.com/api/v1/dialer/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create dialer
https://app.geniziz.com/api/v1/dialer/
Request body (JSON)
{
}
GET
Get dialer
https://app.geniziz.com/api/v1/dialer/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update dialer
https://app.geniziz.com/api/v1/dialer/:id/
PUT pause/resume/done.
Request body (JSON)
{
}
POST
Next dialer
https://app.geniziz.com/api/v1/dialer/:id/next/
The dialer's heartbeat: next lead with a dialable contact; advances the cursor. {"done": true} when the view is exhausted.
Request body (JSON)
{
}Email Template
GET
List email templates
https://app.geniziz.com/api/v1/email_template/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create email template
https://app.geniziz.com/api/v1/email_template/
Request body (JSON)
{
}
GET
Get email template
https://app.geniziz.com/api/v1/email_template/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update email template
https://app.geniziz.com/api/v1/email_template/:id/
Request body (JSON)
{
}
DELETE
Delete email template
https://app.geniziz.com/api/v1/email_template/:id/
GET
Render email template
https://app.geniziz.com/api/v1/email_template/:id/render/?_limit=100&_skip=0&_fields=
GET /email_template/{id}/render/?lead_id=&contact_id=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
Enrichment
GET
List enrichments
https://app.geniziz.com/api/v1/enrichment/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Get enrichment
https://app.geniziz.com/api/v1/enrichment/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
Event
GET
List events
https://app.geniziz.com/api/v1/event/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Get event
https://app.geniziz.com/api/v1/event/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
Export
POST
Lead export
https://app.geniziz.com/api/v1/export/lead/
Request body (JSON)
{
}
POST
Opportunity export
https://app.geniziz.com/api/v1/export/opportunity/
Request body (JSON)
{
}
GET
Get export
https://app.geniziz.com/api/v1/export/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
GET
Download export
https://app.geniziz.com/api/v1/export/:id/download/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
File
GET
List files
https://app.geniziz.com/api/v1/file/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create file
https://app.geniziz.com/api/v1/file/
Request body (JSON)
{
}
GET
Get file
https://app.geniziz.com/api/v1/file/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
GET
Download file
https://app.geniziz.com/api/v1/file/:id/download/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
DELETE
Delete file
https://app.geniziz.com/api/v1/file/:id/
Goal
GET
List goals
https://app.geniziz.com/api/v1/goal/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create goal
https://app.geniziz.com/api/v1/goal/
POST /goal/ — upsert on (period, user_id). Admin-only.
Request body (JSON)
{
}
DELETE
Delete goal
https://app.geniziz.com/api/v1/goal/:id/
Group
GET
List groups
https://app.geniziz.com/api/v1/group/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create group
https://app.geniziz.com/api/v1/group/
Request body (JSON)
{
}
PUT
Update group
https://app.geniziz.com/api/v1/group/:id/
Request body (JSON)
{
}
DELETE
Delete group
https://app.geniziz.com/api/v1/group/:id/
Import
GET
List imports
https://app.geniziz.com/api/v1/import/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create import
https://app.geniziz.com/api/v1/import/
Request body (JSON)
{
}
GET
Presets import
https://app.geniziz.com/api/v1/import/presets/?_limit=100&_skip=0&_fields=
GET /import/presets/ — canned competitor mappings + valid targets.
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Get import
https://app.geniziz.com/api/v1/import/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update import
https://app.geniziz.com/api/v1/import/:id/
PUT /import/{id}/ — set the mapping on a draft and queue it.
Request body (JSON)
{
}Inbox Folder
GET
List inbox folders
https://app.geniziz.com/api/v1/inbox_folder/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create inbox folder
https://app.geniziz.com/api/v1/inbox_folder/
Request body (JSON)
{
}
PUT
Update inbox folder
https://app.geniziz.com/api/v1/inbox_folder/:id/
Request body (JSON)
{
}
DELETE
Delete inbox folder
https://app.geniziz.com/api/v1/inbox_folder/:id/
Inbox Prospect
GET
List inbox prospects
https://app.geniziz.com/api/v1/inbox_prospect/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Convert inbox prospect
https://app.geniziz.com/api/v1/inbox_prospect/:id/convert/
POST /inbox_prospect/{id}/convert/ — lead + contact + the message.
Request body (JSON)
{
}
POST
Dismiss inbox prospect
https://app.geniziz.com/api/v1/inbox_prospect/:id/dismiss/
POST /inbox_prospect/{id}/dismiss/
Request body (JSON)
{
}Inbox Rule
GET
List inbox rules
https://app.geniziz.com/api/v1/inbox_rule/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create inbox rule
https://app.geniziz.com/api/v1/inbox_rule/
Request body (JSON)
{
}
PUT
Update inbox rule
https://app.geniziz.com/api/v1/inbox_rule/:id/
Request body (JSON)
{
}
DELETE
Delete inbox rule
https://app.geniziz.com/api/v1/inbox_rule/:id/
Integration Link
GET
List integration links
https://app.geniziz.com/api/v1/integration_link/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create integration link
https://app.geniziz.com/api/v1/integration_link/
Request body (JSON)
{
}
GET
Get integration link
https://app.geniziz.com/api/v1/integration_link/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update integration link
https://app.geniziz.com/api/v1/integration_link/:id/
Request body (JSON)
{
}
DELETE
Delete integration link
https://app.geniziz.com/api/v1/integration_link/:id/
Lead
GET
List leads
https://app.geniziz.com/api/v1/lead/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
Example response 200
{
"data": [
{
"id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"name": "Acme Inc",
"url": "https://acme.example",
"status_id": "stat_1a2b3c4d5e6f7g8h9i0j1k",
"emails": [
{
"email": "hello@acme.example",
"type": "office"
}
],
"phones": [
{
"phone": "+15551234567",
"type": "office"
}
],
"mrr": 4900,
"date_created": "2026-01-15T09:30:00.000Z",
"date_updated": "2026-01-15T09:30:00.000Z"
}
],
"has_more": false
}
POST
Create lead
https://app.geniziz.com/api/v1/lead/
Request body (JSON)
{
"name": "Acme Inc",
"url": "https://acme.example",
"industry": "Software",
"status_id": "stat_1a2b3c4d5e6f7g8h9i0j1k",
"owner_id": "user_0a1b2c3d4e5f6g7h8i9j0k",
"mrr": 4900,
"emails": [
{
"email": "hello@acme.example",
"type": "office"
}
],
"phones": [
{
"phone": "+15551234567",
"type": "office"
}
],
"addresses": [
{
"city": "Austin",
"country": "US"
}
]
}Example response 201
{
"id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"name": "Acme Inc",
"url": "https://acme.example",
"status_id": "stat_1a2b3c4d5e6f7g8h9i0j1k",
"emails": [
{
"email": "hello@acme.example",
"type": "office"
}
],
"phones": [
{
"phone": "+15551234567",
"type": "office"
}
],
"mrr": 4900,
"date_created": "2026-01-15T09:30:00.000Z",
"date_updated": "2026-01-15T09:30:00.000Z"
}
POST
Merge lead
https://app.geniziz.com/api/v1/lead/merge/
POST /lead/merge/ {source, destination}: children move to the destination, the source lead is deleted.
Request body (JSON)
{
}
POST
Move lead
https://app.geniziz.com/api/v1/lead/:id/move/
POST /lead/{id}/move/ {target_organization_id}: move a lead and all its records into another workspace the caller administers. Org-scoped references that don't exist in the target are remapped to defaults (lead/opportunity status) or cleared (owner, assignee, custom fields), so the lead lands valid. The caller must be an admin of both workspaces.
Request body (JSON)
{
}
GET
Get lead
https://app.geniziz.com/api/v1/lead/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
Example response 200
{
"id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"name": "Acme Inc",
"url": "https://acme.example",
"status_id": "stat_1a2b3c4d5e6f7g8h9i0j1k",
"emails": [
{
"email": "hello@acme.example",
"type": "office"
}
],
"phones": [
{
"phone": "+15551234567",
"type": "office"
}
],
"mrr": 4900,
"date_created": "2026-01-15T09:30:00.000Z",
"date_updated": "2026-01-15T09:30:00.000Z"
}
PUT
Update lead
https://app.geniziz.com/api/v1/lead/:id/
Request body (JSON)
{
"name": "Acme Incorporated",
"status_id": "stat_won0000000000000000000"
}Example response 200
{
"name": "Acme Incorporated",
"id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"url": "https://acme.example",
"status_id": "stat_1a2b3c4d5e6f7g8h9i0j1k",
"emails": [
{
"email": "hello@acme.example",
"type": "office"
}
],
"phones": [
{
"phone": "+15551234567",
"type": "office"
}
],
"mrr": 4900,
"date_created": "2026-01-15T09:30:00.000Z",
"date_updated": "2026-01-15T09:30:00.000Z"
}
DELETE
Delete lead
https://app.geniziz.com/api/v1/lead/:id/
Mailing Export
GET
List mailing exports
https://app.geniziz.com/api/v1/mailing_export/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create mailing export
https://app.geniziz.com/api/v1/mailing_export/
POST /mailing_export/ {platform, filters{...}, config{...}}. Dry-runs the audience so the caller sees the match count immediately, then queues the push for the worker.
Request body (JSON)
{
}
GET
Platforms mailing export
https://app.geniziz.com/api/v1/mailing_export/platforms/?_limit=100&_skip=0&_fields=
GET /mailing_export/platforms/ — the registry as the UI needs it: each platform with its config fields and whether its credential is connected for this workspace.
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Get mailing export
https://app.geniziz.com/api/v1/mailing_export/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
Me
GET
Get current user
https://app.geniziz.com/api/v1/me/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
Example response 200
{
"id": "user_0a1b2c3d4e5f6g7h8i9j0k",
"email": "you@acme.example",
"first_name": "Alex",
"last_name": "Rivera",
"organizations": [
{
"id": "orga_3c4d5e6f7g8h9i0j1k2l3m",
"name": "Acme Inc"
}
]
}
PUT
Update current user
https://app.geniziz.com/api/v1/me/
PUT /me/ — the user edits their own profile (name, signature).
Request body (JSON)
{
}Membership
GET
List memberships
https://app.geniziz.com/api/v1/membership/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create membership
https://app.geniziz.com/api/v1/membership/
POST /membership/ {email, role_id?}: invite by email — creates the user when no account exists (they set a password via reset once email lands in Phase 6; until then an admin shares an API key).
Request body (JSON)
{
}
PUT
Update membership
https://app.geniziz.com/api/v1/membership/:id/
Request body (JSON)
{
}
DELETE
Delete membership
https://app.geniziz.com/api/v1/membership/:id/
Notification
GET
List notifications
https://app.geniziz.com/api/v1/notification/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
PUT
Update notification
https://app.geniziz.com/api/v1/notification/:id/
PUT /notification/{id}/ — mark (un)read; own notifications only.
Request body (JSON)
{
}
POST
Mark all read notification
https://app.geniziz.com/api/v1/notification/mark_all_read/
POST /notification/mark_all_read/
Request body (JSON)
{
}OAuth App
GET
List oauth apps
https://app.geniziz.com/api/v1/oauth_app/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create oauth app
https://app.geniziz.com/api/v1/oauth_app/
Request body (JSON)
{
}
DELETE
Delete oauth app
https://app.geniziz.com/api/v1/oauth_app/:id/
Opportunity
GET
List opportunities
https://app.geniziz.com/api/v1/opportunity/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
Example response 200
{
"data": [
{
"id": "oppo_5e6f7g8h9i0j1k2l3m4n5o",
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"status_id": "stat_pipe000000000000000000",
"value": 1200000,
"value_period": "annual",
"value_formatted": "$12,000.00",
"confidence": 60,
"note": "Evaluating the Scale plan for 40 reps.",
"date_created": "2026-01-15T09:32:00.000Z"
}
],
"has_more": false
}
POST
Create opportunity
https://app.geniziz.com/api/v1/opportunity/
Request body (JSON)
{
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"status_id": "stat_pipe000000000000000000",
"value": 1200000,
"value_period": "annual",
"confidence": 60,
"note": "Evaluating the Scale plan for 40 reps."
}Example response 201
{
"id": "oppo_5e6f7g8h9i0j1k2l3m4n5o",
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"status_id": "stat_pipe000000000000000000",
"value": 1200000,
"value_period": "annual",
"value_formatted": "$12,000.00",
"confidence": 60,
"note": "Evaluating the Scale plan for 40 reps.",
"date_created": "2026-01-15T09:32:00.000Z"
}
GET
Get opportunity
https://app.geniziz.com/api/v1/opportunity/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
Example response 200
{
"id": "oppo_5e6f7g8h9i0j1k2l3m4n5o",
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"status_id": "stat_pipe000000000000000000",
"value": 1200000,
"value_period": "annual",
"value_formatted": "$12,000.00",
"confidence": 60,
"note": "Evaluating the Scale plan for 40 reps.",
"date_created": "2026-01-15T09:32:00.000Z"
}
PUT
Update opportunity
https://app.geniziz.com/api/v1/opportunity/:id/
Request body (JSON)
{
}
DELETE
Delete opportunity
https://app.geniziz.com/api/v1/opportunity/:id/
GET
Line item opportunity
https://app.geniziz.com/api/v1/opportunity/:id/line_item/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Line item opportunity
https://app.geniziz.com/api/v1/opportunity/:id/line_item/
Request body (JSON)
{
}
DELETE
Delete opportunity
https://app.geniziz.com/api/v1/opportunity/:id/line_item/:item_id/
Organization
POST
Create organization
https://app.geniziz.com/api/v1/organization/
POST /organization/ — create an additional workspace for the signed-in user. The caller becomes its admin and gets the same structural defaults as bin/bootstrap provisions. The workspace bills under an account the user owns: pass `account_id` to choose, or it defaults to their account (required when they own more than one).
Request body (JSON)
{
}
GET
Get organization
https://app.geniziz.com/api/v1/organization/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update organization
https://app.geniziz.com/api/v1/organization/:id/
Request body (JSON)
{
}
DELETE
Delete organization
https://app.geniziz.com/api/v1/organization/:id/
DELETE /organization/{id}/ — delete the CURRENT workspace and all its data (genizizcrm extension). Admin only; refused while it is the caller's only workspace, so nobody locks themselves out. Stored files are removed from disk; orphaned shared-person rows dissolve.
Phone Number
GET
Available phone number
https://app.geniziz.com/api/v1/phone_number/available/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
List phone numbers
https://app.geniziz.com/api/v1/phone_number/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create phone number
https://app.geniziz.com/api/v1/phone_number/
Request body (JSON)
{
}
GET
Get phone number
https://app.geniziz.com/api/v1/phone_number/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update phone number
https://app.geniziz.com/api/v1/phone_number/:id/
Request body (JSON)
{
}
DELETE
Delete phone number
https://app.geniziz.com/api/v1/phone_number/:id/
Pipeline
GET
List pipelines
https://app.geniziz.com/api/v1/pipeline/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create pipeline
https://app.geniziz.com/api/v1/pipeline/
Request body (JSON)
{
}
GET
Get pipeline
https://app.geniziz.com/api/v1/pipeline/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update pipeline
https://app.geniziz.com/api/v1/pipeline/:id/
Request body (JSON)
{
}
DELETE
Delete pipeline
https://app.geniziz.com/api/v1/pipeline/:id/
Port
POST
Close port
https://app.geniziz.com/api/v1/port/close/
Request body (JSON)
{
}
GET
List ports
https://app.geniziz.com/api/v1/port/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Get port
https://app.geniziz.com/api/v1/port/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
Product
GET
List products
https://app.geniziz.com/api/v1/product/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create product
https://app.geniziz.com/api/v1/product/
Request body (JSON)
{
}
GET
Get product
https://app.geniziz.com/api/v1/product/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update product
https://app.geniziz.com/api/v1/product/:id/
Request body (JSON)
{
}
DELETE
Delete product
https://app.geniziz.com/api/v1/product/:id/
Project
GET
List projects
https://app.geniziz.com/api/v1/project/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create project
https://app.geniziz.com/api/v1/project/
Request body (JSON)
{
}
GET
Get project
https://app.geniziz.com/api/v1/project/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update project
https://app.geniziz.com/api/v1/project/:id/
Request body (JSON)
{
}
DELETE
Delete project
https://app.geniziz.com/api/v1/project/:id/
Project Task
GET
List project tasks
https://app.geniziz.com/api/v1/project_task/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create project task
https://app.geniziz.com/api/v1/project_task/
Request body (JSON)
{
}
GET
Get project task
https://app.geniziz.com/api/v1/project_task/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update project task
https://app.geniziz.com/api/v1/project_task/:id/
Request body (JSON)
{
}
DELETE
Delete project task
https://app.geniziz.com/api/v1/project_task/:id/
Quote
GET
List quotes
https://app.geniziz.com/api/v1/quote/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create quote
https://app.geniziz.com/api/v1/quote/
Request body (JSON)
{
}
GET
Get quote
https://app.geniziz.com/api/v1/quote/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update quote
https://app.geniziz.com/api/v1/quote/:id/
Request body (JSON)
{
}
DELETE
Delete quote
https://app.geniziz.com/api/v1/quote/:id/
Report
GET
Activity report
https://app.geniziz.com/api/v1/report/activity/?_limit=100&_skip=0&_fields=
GET /report/activity/ — the metrics catalog.
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Activity report
https://app.geniziz.com/api/v1/report/activity/
POST /report/activity/ — per-user activity metrics for a period.
Request body (JSON)
{
}
POST
Funnel report
https://app.geniziz.com/api/v1/report/funnel/
POST /report/funnel/ — pipeline totals by status (+ won in period).
Request body (JSON)
{
}
POST
Calls funnel report
https://app.geniziz.com/api/v1/report/calls_funnel/
POST /report/calls_funnel/ — call volume, outcomes, and connect funnel.
Request body (JSON)
{
}
POST
Opportunity funnels report
https://app.geniziz.com/api/v1/report/opportunity_funnels/
POST /report/opportunity_funnels/ — stage funnel per pipeline.
Request body (JSON)
{
}
POST
Sales report
https://app.geniziz.com/api/v1/report/sales/
POST /report/sales/ — won revenue by month, stage conversion, forecast by expected close month, per-rep leaderboard, and workflow performance, in one payload (feeds the dashboard and reports page).
Request body (JSON)
{
}
POST
Lead report
https://app.geniziz.com/api/v1/report/status_change/lead/
Request body (JSON)
{
}
POST
Opportunity report
https://app.geniziz.com/api/v1/report/status_change/opportunity/
Request body (JSON)
{
}
POST
Sent emails report
https://app.geniziz.com/api/v1/report/sent_emails/
POST /report/sent_emails/ — per-template performance.
Request body (JSON)
{
}Role
GET
List roles
https://app.geniziz.com/api/v1/role/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create role
https://app.geniziz.com/api/v1/role/
Request body (JSON)
{
}
PUT
Update role
https://app.geniziz.com/api/v1/role/:id/
Request body (JSON)
{
}
DELETE
Delete role
https://app.geniziz.com/api/v1/role/:id/
Saved Search
GET
List saved searches
https://app.geniziz.com/api/v1/saved_search/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create saved search
https://app.geniziz.com/api/v1/saved_search/
Request body (JSON)
{
"name": "Hot leads",
"type": "lead",
"is_shared": true,
"s_query": {
"query": {
"type": "object_type",
"object_type": "lead"
}
}
}Example response 201
{
"id": "view_8h9i0j1k2l3m4n5o6p7q8r",
"name": "Hot leads",
"type": "lead",
"is_shared": true,
"s_query": {
"query": {
"type": "object_type",
"object_type": "lead"
}
},
"date_created": "2026-01-15T09:34:00.000Z"
}
GET
Get saved search
https://app.geniziz.com/api/v1/saved_search/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update saved search
https://app.geniziz.com/api/v1/saved_search/:id/
Request body (JSON)
{
}
DELETE
Delete saved search
https://app.geniziz.com/api/v1/saved_search/:id/
Scheduling Link
GET
List scheduling links
https://app.geniziz.com/api/v1/scheduling_link/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create scheduling link
https://app.geniziz.com/api/v1/scheduling_link/
Request body (JSON)
{
}
GET
Get scheduling link
https://app.geniziz.com/api/v1/scheduling_link/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update scheduling link
https://app.geniziz.com/api/v1/scheduling_link/:id/
Request body (JSON)
{
}
DELETE
Delete scheduling link
https://app.geniziz.com/api/v1/scheduling_link/:id/
Send As
GET
List send ases
https://app.geniziz.com/api/v1/send_as/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create send as
https://app.geniziz.com/api/v1/send_as/
Request body (JSON)
{
}
DELETE
Delete send as
https://app.geniziz.com/api/v1/send_as/:id/
Sequence
GET
List sequences
https://app.geniziz.com/api/v1/sequence/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create sequence
https://app.geniziz.com/api/v1/sequence/
Request body (JSON)
{
}
GET
Get sequence
https://app.geniziz.com/api/v1/sequence/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update sequence
https://app.geniziz.com/api/v1/sequence/:id/
Request body (JSON)
{
}
DELETE
Delete sequence
https://app.geniziz.com/api/v1/sequence/:id/
Sequence Subscription
GET
List sequence subscriptions
https://app.geniziz.com/api/v1/sequence_subscription/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create sequence subscription
https://app.geniziz.com/api/v1/sequence_subscription/
Request body (JSON)
{
}
GET
Get sequence subscription
https://app.geniziz.com/api/v1/sequence_subscription/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update sequence subscription
https://app.geniziz.com/api/v1/sequence_subscription/:id/
PUT: pause/resume.
Request body (JSON)
{
}
DELETE
Delete sequence subscription
https://app.geniziz.com/api/v1/sequence_subscription/:id/
SMS Template
GET
List sms templates
https://app.geniziz.com/api/v1/sms_template/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create sms template
https://app.geniziz.com/api/v1/sms_template/
Request body (JSON)
{
}
GET
Get sms template
https://app.geniziz.com/api/v1/sms_template/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update sms template
https://app.geniziz.com/api/v1/sms_template/:id/
Request body (JSON)
{
}
DELETE
Delete sms template
https://app.geniziz.com/api/v1/sms_template/:id/
Status
GET
Lead status
https://app.geniziz.com/api/v1/status/lead/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Lead status
https://app.geniziz.com/api/v1/status/lead/
Request body (JSON)
{
}
GET
Get status
https://app.geniziz.com/api/v1/status/lead/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update status
https://app.geniziz.com/api/v1/status/lead/:id/
Request body (JSON)
{
}
DELETE
Delete status
https://app.geniziz.com/api/v1/status/lead/:id/
GET
Opportunity status
https://app.geniziz.com/api/v1/status/opportunity/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Opportunity status
https://app.geniziz.com/api/v1/status/opportunity/
Request body (JSON)
{
}
GET
Get status
https://app.geniziz.com/api/v1/status/opportunity/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update status
https://app.geniziz.com/api/v1/status/opportunity/:id/
Request body (JSON)
{
}
DELETE
Delete status
https://app.geniziz.com/api/v1/status/opportunity/:id/
Task
GET
List tasks
https://app.geniziz.com/api/v1/task/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
Example response 200
{
"data": [
{
"id": "task_4d5e6f7g8h9i0j1k2l3m4n",
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"_type": "call",
"text": "Follow up on the proposal",
"date": "2026-02-01",
"is_complete": false,
"assigned_to": "user_0a1b2c3d4e5f6g7h8i9j0k",
"date_created": "2026-01-15T09:33:00.000Z"
}
],
"has_more": false
}
POST
Create task
https://app.geniziz.com/api/v1/task/
Request body (JSON)
{
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"_type": "call",
"text": "Follow up on the proposal",
"date": "2026-02-01",
"assigned_to": "user_0a1b2c3d4e5f6g7h8i9j0k"
}Example response 201
{
"id": "task_4d5e6f7g8h9i0j1k2l3m4n",
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"_type": "call",
"text": "Follow up on the proposal",
"date": "2026-02-01",
"is_complete": false,
"assigned_to": "user_0a1b2c3d4e5f6g7h8i9j0k",
"date_created": "2026-01-15T09:33:00.000Z"
}
PUT
Put task
https://app.geniziz.com/api/v1/task/
PUT /task/ — bulk update by id__in (by convention), e.g. marking a set of tasks complete.
Request body (JSON)
{
}
GET
Get task
https://app.geniziz.com/api/v1/task/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
Example response 200
{
"id": "task_4d5e6f7g8h9i0j1k2l3m4n",
"lead_id": "lead_2x9Qb1c3d4e5f6g7h8i9j0",
"_type": "call",
"text": "Follow up on the proposal",
"date": "2026-02-01",
"is_complete": false,
"assigned_to": "user_0a1b2c3d4e5f6g7h8i9j0k",
"date_created": "2026-01-15T09:33:00.000Z"
}
PUT
Update task
https://app.geniziz.com/api/v1/task/:id/
Request body (JSON)
{
}
DELETE
Delete task
https://app.geniziz.com/api/v1/task/:id/
User
GET
List users
https://app.geniziz.com/api/v1/user/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
GET
Availability user
https://app.geniziz.com/api/v1/user/availability/?_limit=100&_skip=0&_fields=
GET /user/availability/ — dialer presence of all members.
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
PUT
Availability user
https://app.geniziz.com/api/v1/user/availability/
PUT /user/availability/ {availability: online|offline} — own status.
Request body (JSON)
{
}
GET
Get user
https://app.geniziz.com/api/v1/user/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
Webhook
GET
List webhooks
https://app.geniziz.com/api/v1/webhook/?_limit=100&_skip=0&_fields=
Query parameters
| _limit | Page size (max 200). · e.g. 100 |
| _skip | Offset for pagination. |
| _fields | Comma-separated fields to return. |
POST
Create webhook
https://app.geniziz.com/api/v1/webhook/
Request body (JSON)
{
"url": "https://hooks.example/geniziz",
"events": [
"lead.created",
"lead.updated",
"opportunity.status_updated"
],
"status": "active",
"verify_ssl": true
}Example response 201
{
"id": "whk_9i0j1k2l3m4n5o6p7q8r9s",
"url": "https://hooks.example/geniziz",
"events": [
"lead.created",
"lead.updated",
"opportunity.status_updated"
],
"status": "active",
"verify_ssl": true,
"date_created": "2026-01-15T09:35:00.000Z"
}
GET
Get webhook
https://app.geniziz.com/api/v1/webhook/:id/?_fields=
Query parameters
| _fields | Comma-separated fields to return. |
PUT
Update webhook
https://app.geniziz.com/api/v1/webhook/:id/
Request body (JSON)
{
}
DELETE
Delete webhook
https://app.geniziz.com/api/v1/webhook/:id/