Your tools. One connected workspace.
Read CRM records, manage projects, and connect the tools you already use. Create a private token, choose its permissions, then make your first request below.
Authentication, limits & reliable requests
Bearer tokens · Create tokens in Settings → Private API. Tokens stay in this page's memory and are cleared when you leave. Test requests use the token you provide.
Workspace isolation · A token belongs to one workspace. Effective access also follows its issuer's current role. Revocation, expiry, and suspension are checked on every request.
Pagination · Core lists return up to 100 records, newest record ID first. Pass the returned nextCursor to fetch the next page.
Plan limits · Free: 1 integration, 30 requests/minute, 1,000/month. Pro: 10, 120/minute, 100,000/month. Plus: 50, 600/minute, 1,000,000/month. Limits are shared across the workspace.
Safe retries · Every write needs a unique Idempotency-Key. The same request and key replays its saved response for 24 hours. An uncertain or conflicting request returns 409; inspect record state before trying a new key.
Errors & money · Errors include a request ID. On 429, follow Retry-After. Financial records use integer hundredths (1,234 = 12.34). Document-builder prices and totals use major units. Each monetary request field states its unit.
Getting started
Inspect this integration
Verify the token and inspect its effective scopes without accessing business records.
/api/integrations/v1/meRequest
This endpoint needs no parameters or request body.
Download response schemas & OpenAPITry this request
Live workspace dataStored in memory for this page. cURL examples use a placeholder token.
Add your token and send a request.
The response will appear here.