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Brett Hanlin

API Capabilities

At ClickPoint Software we offer a highly skilled technical implementation team that can work with you to accomplish just about any goal. If you find that you want to use our API, our tech team will help you or suggest a customization that may benefit you. We are here to help and can setup a time to review your needs.

API Documentation Summary

LeadExec provides an application programming interface for third party integrations and access to needed system functions from outside the LeadExec platform.

Client Operations:

  • AddEditClient - Ability to add and edit a client's detail as well as append information on each field.
  • AddEditClientAccount - Ability to add and edit a client's criteria account, these accounts contain information such as delivery maxes, criteria, exclusive options, and more.
  • AddEditClientDelivery - Ability to add and edit a client's delivery account, these delivery accounts hold information on delivery such as delivery type, post details, email details, and more.
  • AddEditClientGroup - Ability to add and edit a client group, these groups provide options for sorting and delivery criteria.
  • AddEditClientOrder - Ability to add and edit a client order.
  • AddCreditCard - Append a credit card to a client's account. If a credit card is already present, it is set as non-primary and the new card is set as the primary.
  • AddPayment - Add a payment to a client order. This method requires the transaction ID received from RunClientCard.
  • GetClientAccounts - Get a list of accounts associated with a client.
  • GetClientData - Get all fields with data for a client.
  • GetClientList - Get a list of available clients in LeadExec.
  • GetClientsforCriteria - Gets a list of clients based on a set of criteria.
  • GetClientGroups - Get a list of client groups inside LeadExec.
  • LogClientSend - Adds a sent record for the lead and client specified.
  • ProcessClientDelivery - Delivers a lead to a client based on the client's account and delivery settings.
  • RunClientCard - Run a client's credit card, this transaction is documented in LeadExec and shows up on the recent card transaction report.
  • isUsernameUnique - Confirms if a new username is unique and available to be used for a new client.

Lead Operations:

  • GetLeadTypes - Gets a list of lead types.
  • GetLeadPacks - Gets a list of available lead purchase packs.
  • GetLeadPackCats - Get a list of available lead purchase pack categories.
  • GetLeadFields - Get a list of available lead fields for a specified lead type.

Lead Source Operations:

  • AddEditVendor - Add and edit a lead source.
  • AddEditVendor - Add and edit a lead source's account, these accounts control things like delivery maxes, automation settings, criteria options, and more.
  • VendorUserNameUnique - Verifies that the new username being used is unique and available in the system.

Benefits:

  • With the LeadExec API you have the ability to tie into LeadExec directly.
  • You can interface with legacy systems and use your own internal software that interfaces with LeadExec.