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Client contacts

Getting client contacts

You can list client contacts by making a GET request to:

  • /api/clientcontacts for a list of all contacts for all clients
  • /api/clientcontacts?where=client_id=[CLIENT_ID] for a list of all contacts for a specific client

Example of response:

     {
        "clientcontacts": [
           {
              "id": 1,
              "client_id": 1,
              "name": "Aaron Cooper",
              "email": "aaron@stonecoppergrandy.com",
              "mobile": "630-350-5512",
              "phone": "361-613-5188",
              "fax": "361-613-5188",
              "skype": "Aaron.Cooper",
              "notes": null,
              "image": "https://app.paymoapp.com/assets/1/clients/1/contacts/7ce81eab305059b0484e439101533b1f.jpg",
              "is_main": true,
              "position": "Associate",
              "access": false,
              "created_on": "2013-07-24T11:52:44Z",
              "updated_on": "2014-08-13T13:00:24Z"
           },
           {
              "id": 2,
              "client_id": 2,
              "name": "Christian Meadows",
              "email": "christian@lackwannacounty.com",
              "mobile": "213-350-4605",
              "phone": "862-778-3343",
              "fax": "862-778-3343",
              "skype": "Christian.Meadows",
              "notes": null,
              "image": "https://app.paymoapp.com/assets/2/clients/2/contacts/ac5ec4905a07b2c9275045d49e824cb7.jpg",
              "is_main": true,
              "position": "CEO",
              "access": false,
              "created_on": "2013-07-24T11:52:44Z",
              "updated_on": "2014-08-07T09:23:15Z"
           }
        ]
     }

You can also include related content when listing client contacts.

Getting a client contact

To get the client contact info, make a GET request to:

  • /api/clientcontacts/[CONTACT_ID]

Example response:

 {
        "clientcontacts": [
           {
              "id": 1,
              "client_id": 1,
              "name": "Aaron Cooper",
              "email": "aaron@stonecoppergrandy.com",
              "mobile": "630-350-5512",
              "phone": "361-613-5188",
              "fax": "361-613-5188",
              "skype": "Aaron.Cooper",
              "notes": null,
              "image": "https://app.paymoapp.com/assets/1/clients/1/contacts/7ce81eab305059b0484e439101533b1f.jpg",
              "is_main": true,
              "position": "Associate",
              "access": false,
              "created_on": "2013-07-24T11:52:44Z",
              "updated_on": "2014-08-13T13:00:24Z"
           }
        ]
     }

You can also include related content when getting a client contact.

Creating a client contact

To create a client contact, make a POST request to:

  • /api/clientcontacts

with the request body containing the new contact info, as in the example below:

{
    "name": "James Mick",
    "client_id": 1,
    "email": "james@ea.com",
    "phone": "577-293-1857"
}

If successful, the response will return 201 Created. The response header Location will contain a link for the new client. The response body will contain the new client info as in the Getting a client section.

Required fields

When creating a client: name, client_id.

Updating a client contact

To update an existing client contact, make a POST or PUT request to:

  • /api/clientcontacts/[CONTACT_ID]

with the request body containing the updated info. You can send only the changed fields.

Example of request body if you want to change the contact name and phone number:

{
    "name": "James Mick Jr.",
    "phone": "578-293-1857"
}

The response will return 200 OK and will contain the updated client contact info as in the Getting a client contact section.

Giving access to clients portal

To give a client contact access to the clients portal, make an update request with the following body:

{
    "access": true,
    "password": "secret"
}

The client contact will be able to login into clients portal using his email and provided password.

To remove access, make the update request with the following body:

{
    "access": false
}

Adding a client contact profile image

To add a client contact profile image, make a POST request to:

  • /api/clientcontacts/[CONTACT_ID]

The request content-type should be multipart-form-data and the file field name equal to image. Here's an example using curl command line:

curl -u email:password
  -H 'Accept: application/json'
  -F "image=@photo.jpg"
  https://app.paymoapp.com/api/clientcontacts/12345

Accepted image file formats are: JPEG, PNG, GIF.

The profile image of a client contact can be added when creating the client contact. In that case, all the client contact fields should be send in multipart-form-data format together with the file.

Deleting a client contact

To delete a client contact, make a DELETE request to:

  • /api/clientcontacts/[CONTACT_ID]

If successful, the response will have a 200 OK status code.

The client contact object

A client contact object has the following attributes:

Attribute Type Description
id integer (read-only) Unique client contact identifier
name text Client name
email email Email address
mobile text Mobile phone number
phone text Phone number
fax text Fax number
skype text Skype account name
notes text Notes
position text Job position description
is_main boolean If true the contact is the main contact for this client.
access boolean If true the contact has access to the client portal.
created_on datetime (read-only) Date and time when the contact was created
updated_on datetime (read-only) Date and time when the contact was last updated
image url Profile image URL
image_thumb_large url (read-only) Profile image large size thumbnail URL
image_thumb_medium url (read-only) Profile image medium size thumbnail URL
image_thumb_small url (read-only) Profile image small size thumbnail URL

Dependent objects

The following object types can be used in includes:

Object type Include key Relationship
Client client parent