dealmachine_signup
Start a free DealMachine account
Start a free DealMachine account. Returns the secure browser signup URL. Ask the user to finish signup and connect DealMachine using OAuth. Never ask for passwords, payment details or API keys in chat. Signup does not purchase a plan.
Takes no parameters.
dealmachine_account
View plan and available credits
Read your active plan and remaining data credits. Free accounts can use this. After Stripe payment, check plan.is_paid and the current balance before retrying approved enrichment. A checkout URL or the user saying they paid is not proof of activation.
Takes no parameters.
dealmachine_enrich_address
Enrich Property by Address
Finds who owns a US property from its street address, given as full_address or as street, city, state and zip. Returns the property details; with contact_audience=owners it also returns the owners with their names, phones (with DNC flags) and emails. Contacts are left out unless contact_audience is set. Needs a connected DealMachine account with paid access. A matched property costs one property credit and returned contacts cost people credits; nothing is charged when no property matches.
Parameterszipcitystatefieldsstreetfull_addresscontact_audience
dealmachine_enrich_latlng
Enrich Property by Coordinates
Finds the property closest to a latitude and longitude, within 300 feet, and who owns it. Returns the property details; with contact_audience=owners it also returns the owners with their names, phones (with DNC flags) and emails. Contacts are left out unless contact_audience is set. Needs a connected DealMachine account with paid access. A matched property costs one property credit and returned contacts cost people credits; nothing is charged when no property matches.
Parametersfieldslatituderequiredlongituderequiredcontact_audience
dealmachine_enrich_apn
Enrich Property by APN
Finds who owns a property from its Assessor's Parcel Number: one apn, or up to 250 in data sharing the same location and options. A location narrows the match, and APN formatting is normalized automatically. Returns the property details; with contact_audience=owners it also returns the owners with their names, phones (with DNC flags) and emails. Contacts are left out unless contact_audience is set. Needs a connected DealMachine account with paid access. Each matched property costs one property credit and returned contacts cost people credits.
Parametersapndatafieldslocationcontact_audience
dealmachine_enrich_email
Enrich Person by Email
Looks up a person by email address (email, required). Returns their name, contact information including phones and emails, and demographics; include_properties=true adds the properties associated with them. Needs a connected DealMachine account with paid access. Each matched person costs one people credit and each included property one property credit; nothing is charged when no one matches.
Parametersemailrequiredfieldslocationinclude_properties
dealmachine_enrich_phone
Enrich Person by Phone
Looks up a person by phone number (phone, required). Returns their name, contact information including phones and emails, and demographics; include_properties=true adds the properties associated with them. Needs a connected DealMachine account with paid access. Each matched person costs one people credit and each included property one property credit; nothing is charged when no one matches.
Parametersphonerequiredfieldslocationinclude_properties
dealmachine_enrich_name
Enrich People by Name
Finds people by name: one last_name, optionally with first_name and middle_initial, or up to 250 names in data sharing location, pagination and options. A location narrows the match. Returns paginated people with contact information including phones and emails; include_properties=true adds the properties associated with them. `estimate_cost=true` returns people and associated-property counts without records or credit use. Needs a connected DealMachine account with paid access. Each returned person costs one people credit and associated properties cost property credits; batching reduces requests, not credits.
Parametersdatapagefieldslocationper_pagelast_namefirst_nameestimate_costmiddle_initialinclude_properties
dealmachine_filters
List DealMachine Search Filters
Returns DealMachine search filters with filter IDs, source types, operators, and valid options. A `search` value performs a fuzzy concept match across labels, aliases, and option values; without it, the response includes all pages. This read-only request is free of data credit charges, but an uncached read counts toward the API request limit. Reuse these definitions for subsequent lookups; identical requests are cached for 15 minutes.
Parameterssearchgroup_idsource_type
dealmachine_fields
List DealMachine Data Fields
Returns available DealMachine data fields with field ID, source type, data type, and description. A `search` value performs a fuzzy match across field metadata; without it, the response includes all pages. This read-only request is free of data credit charges, but an uncached read counts toward the API request limit. Reuse these definitions for subsequent lookups; identical requests are cached for 15 minutes.
Parameterssearchgroup_idsource_type
dealmachine_usage
View DealMachine Credit Usage
Returns live credit usage for the current billing cycle, including the total cap, spendable balance, monthly and additional pools, and usage by entity type. This read-only request is free.
Takes no parameters.
dealmachine_whoami
Check DealMachine Authentication
Returns whether the current credential is valid, the active organization name, and the authentication type. This read-only request is free.
Takes no parameters.
dealmachine_property_search
Search Properties
Finds US properties matching locations (required) and filters from the filter list, such as is_corporate_owned for properties owned by a corporation, LLC or business. Returns the properties with their owner contacts (names, phones and emails) by default, or with anchor=people one result per contact. contact_audience selects whose contacts and `none` leaves them out; require_phone keeps contacts with a phone. `estimate_cost=true` returns a credit estimate without records or credit use. Needs a connected DealMachine account with paid access. Returned property data and contacts can consume credits.
Parameterspagesortanchorfieldsfiltersper_pagelocationsrequiredestimate_costrequire_phonecontact_audience
dealmachine_property_count
Count Matching Properties
Counts properties matching locations (required) and filters, such as is_corporate_owned for corporation, LLC or business owners, or with anchor=people their matching contacts. Use the same anchor, contact_audience and require_phone as the search. Needs a connected DealMachine account; counting consumes no credits.
Parametersanchorfilterslocationsrequiredrequire_phonecontact_audience
dealmachine_property_export
Export Property Owner Leads
Creates a downloadable CSV of properties or property-owner contacts matching locations and filters. Defaults to owner contact rows (`contact_audience=owners`, `anchor=person`) with names, phones, emails, and property addresses. `contact_audience=none` or `anchor=property` produces property rows without contacts. Exported records can consume credits.
Parameterslimitanchorfieldsfilterslocationsrequiredscrub_dncmobile_onlylandline_onlyrequire_emailrequire_phonecontact_audienceactive_phones_only
dealmachine_property_get
Get Property Details
Returns one property by DealMachine property ID (id, required), with its owners and their names, phones and emails by default. `contact_audience=none` returns property-only data. Needs a connected DealMachine account with paid access. Enriched data costs one property credit unless `enrich=false`; owner contacts cost people credits.
Parametersidrequiredenrichfieldscontact_audience
dealmachine_property_get_many
Get Multiple Properties
Returns up to 25 properties by DealMachine property ID (ids, required), with their owners and their names, phones and emails by default. `contact_audience=none` returns property-only data. Needs a connected DealMachine account with paid access. Owner contacts cost people credits; same-cycle repeats are free.
Parametersidsrequiredenrichcontact_audience
dealmachine_comps
Find Comparable Properties
Find comparable sales + active listings for up to 25 subject properties. Costs 1 property data credit per subject found. Location/criteria optional (sensible defaults).
Parameterscriterialocationproperty_idsrequired
dealmachine_people_search
Search People
Returns people matching locations (required) and filters, with their names, phones, emails and primary address plus any requested fields. Filters use the people catalog; property filters return filter_source_mismatch. `estimate_cost=true` returns a credit estimate without records or credit use. Needs a connected DealMachine account with paid access. Returned records can consume credits.
Parameterspagesortfieldsfiltersper_pagelocationsrequiredestimate_cost
dealmachine_people_count
Count Matching People
Count matching people without consuming credits. Filters use the people catalog.
Parametersfilterslocationsrequired
dealmachine_people_get
Get Person Details
Returns one person by DealMachine person ID (id, required), with their name, phones, emails, optional extended fields and associated properties. Needs a connected DealMachine account with paid access. The person costs one people credit; chargeable property fields or associated properties can consume property credits.
Parametersidrequiredfieldsproperty_limitinclude_properties
dealmachine_people_get_many
Get Multiple People
Returns up to 250 people by DealMachine person ID (ids, required), with their names, phones, emails, optional extended fields and associated properties. Needs a connected DealMachine account with paid access. Each found person costs one people credit; chargeable property fields or associated properties can consume property credits.
Parametersidsrequiredfieldsproperty_limitinclude_properties
dealmachine_location_search
Search Locations
Returns location identifiers for a name query, including FIPS, ZIP, city place, state, and county IDs. This read-only request is free.
Parametersqrequiredpagetypestateper_page
dealmachine_delete_lists_list_id
Delete list
Delete list. Delete a list and all its items. This action cannot be undone. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_delete_lists_list_id_items
Remove items from list
Remove items from list. Remove specific property or person IDs from a list. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_delete_mail_designs_id
Delete design
Delete design. Delete a design. Designs used in active campaigns cannot be deleted. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_delete_mail_return_addresses_id
Delete return address
Delete return address. Delete a return address. The default return address cannot be deleted — set another as default first. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_delete_prospects_id
Remove prospect
Remove prospect. Archive the prospect and end its mail. Its notes, files, and activity are kept; it can be added again later. Pass `?cascade=false` to keep its list memberships and open opportunities. Mail always ends. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredqueryconfirmed
dealmachine_delete_prospects_id_files_file_id
Delete prospect file
Delete prospect file. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_delete_prospects_id_notes_note_id
Delete prospect note
Delete prospect note. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_delete_prospects_id_photos_photo_id
Delete prospect photo
Delete prospect photo. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_delete_prospects_id_tags_tag_id
Remove tag from prospect
Remove tag from prospect. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_delete_tags_id
Delete tag
Delete tag. Delete a workspace tag. Returns 409 while prospects still carry it unless `force=true`, which removes it from them first. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredqueryconfirmed
dealmachine_delete_tasks_id
Delete task
Delete task. Delete a task. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_delete_webhooks_id
Delete webhook
Delete webhook. Removes the webhook and its delivery log. Nothing more is sent to the URL. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_get_activity_activity_id
Get activity
Get activity. Retrieve the full details of a specific activity record, including the complete original request parameters and paginated entity IDs. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_addresses_autocomplete
Autocomplete property addresses
Autocomplete property addresses. Return fast, bounded street-address suggestions from DealMachine property data. Every suggestion includes a DealMachine property ID and may include a normalized city or county location. Retrieves data without changing records or spending credits.
Parametersqueryrequired
dealmachine_get_driving_drives
List drives
List drives. List recorded drives for the workspace. Each drive reports how many prospects were added. Retrieves data without changing records or spending credits.
Parametersquery
dealmachine_get_driving_drives_id
Get drive
Get drive. Get a recorded drive with its route, events, visits, and links to prospects added during it. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_exports
List exports
List exports. List past exports for your organization with optional pagination and status filtering. Retrieves data without changing records or spending credits.
Parametersquery
dealmachine_get_exports_exportId
Get export by ID
Get export by ID. Retrieve a single export by its ID. Only exports belonging to your organization are accessible. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_lists
List all lists
List all lists. List all saved lists for your organization with pagination, search, filtering, and sorting. Retrieves data without changing records or spending credits.
Parametersquery
dealmachine_get_lists_list_id
Get list by ID
Get list by ID. Retrieve a list by its ID including build status, progress, and total count. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_lists_list_id_items
Get list items
Get list items. Retrieve paginated items in a list. Retrieves data without changing records or spending credits.
Parameterspathrequiredquery
dealmachine_get_locations_locationId
Get location
Get location. Retrieve a specific location by its ID. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_mail_analytics_summary
Get mail analytics summary
Get mail analytics summary. Get account-wide mail analytics: totals across all campaigns (sent, delivered, failed, opens, unique openers, average open rate) plus a paginated list of campaigns with per-campaign engagement. Retrieves data without changing records or spending credits.
Parametersquery
dealmachine_get_mail_analytics_timeseries
Get mail analytics time series
Get mail analytics time series. Get an account-wide time series for a single metric — sent, delivered, scans (QR/link views), or open_rate — bucketed by day or week. Missing buckets are filled with zeroes so the series is continuous. For "scans", each point also includes secondary_value (total scans vs unique properties). Retrieves data without changing records or spending credits.
Parametersquery
dealmachine_get_mail_campaigns
List campaigns
List campaigns. List mail campaigns for your organization with optional filtering. Each campaign has one of six statuses: draft, ready, active, paused, ended or archived. Use accepting_properties=true to list the campaigns properties can be added to now. Archived campaigns are excluded unless status=archived is supplied. Retrieves data without changing records or spending credits.
Parametersquery
dealmachine_get_mail_campaigns_id
Get campaign
Get campaign. Get a single campaign by ID with steps. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_mail_campaigns_id_analytics
Campaign analytics
Campaign analytics. Get delivery and engagement analytics for a campaign. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_mail_campaigns_id_cost_estimate
Estimate campaign cost
Estimate campaign cost. Get a cost estimate for launching a campaign, including wallet balance check. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_mail_campaigns_id_properties_estimate
Estimate adding properties
Estimate adding properties. What adding a number of properties to the campaign would cost: the charge due today, the amount charged later as later pieces go out, and whether your wallet or auto-reload covers it. Nothing is added or charged. The count is an upper bound; properties skipped when you add them are not charged. For a paused campaign the charge due today is 0 and charged_on_resume is true: each piece is charged as it goes out after the campaign resumes. Retrieves data without changing records or spending credits.
Parameterspathrequiredqueryrequired
dealmachine_get_mail_campaigns_id_recipients
List campaign recipients
List campaign recipients. List recipients enrolled in a campaign with their delivery status. Retrieves data without changing records or spending credits.
Parameterspathrequiredquery
dealmachine_get_mail_designs
List designs
List designs. List mail designs for your organization. Retrieves data without changing records or spending credits.
Parametersquery
dealmachine_get_mail_designs_id
Get design
Get design. Get a single design by ID, including HTML content. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_mail_return_addresses
List return addresses
List return addresses. List all return addresses for your organization. Default address is listed first. Retrieves data without changing records or spending credits.
Takes no parameters.
dealmachine_get_mail_return_addresses_id
Get return address
Get return address. Get a single return address by ID. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_mail_settings
Get mail settings
Get mail settings. Get the organization-level mail settings that act as defaults for new campaigns — default postcard size, sender name, contact frequency limit, QR code URL, and signature image. Retrieves data without changing records or spending credits.
Takes no parameters.
dealmachine_get_mail_wallet_balance
Get wallet balance
Get wallet balance. Get the current wallet balance, including pending charges and auto-reload settings. Retrieves data without changing records or spending credits.
Takes no parameters.
dealmachine_get_mail_wallet_pricing
Get mail pricing
Get mail pricing. Get postcard pricing for your plan. Prices are in cents per postcard. Retrieves data without changing records or spending credits.
Takes no parameters.
dealmachine_get_mail_wallet_transactions
List wallet transactions
List wallet transactions. List wallet transaction history with optional filtering. Retrieves data without changing records or spending credits.
Parametersquery
dealmachine_get_prospects_id_activity
List prospect activity
List prospect activity. Everything that happened to the prospect’s record in this workspace, newest first: prospect changes, notes, tags, files, lists, mail, and CRM events. Retrieves data without changing records or spending credits.
Parameterspathrequiredquery
dealmachine_get_prospects_id_files
List prospect files
List prospect files. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_prospects_id_files_file_id_download
Download prospect file
Download prospect file. Redirects to a 5-minute signed URL. Pass `?redirect=false` to get the URL as JSON instead. Retrieves data without changing records or spending credits.
Parameterspathrequiredquery
dealmachine_get_prospects_id_notes
List prospect notes
List prospect notes. Notes on the prospect, newest first. Retrieves data without changing records or spending credits.
Parameterspathrequiredquery
dealmachine_get_prospects_id_notes_note_id
Get prospect note
Get prospect note. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_prospects_id_photos
List prospect photos
List prospect photos. Photos of the prospect’s property, newest first. Property prospects only. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_prospects_id_tags
List prospect tags
List prospect tags. The tag catalog with an `assigned` flag for this prospect. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_prospects_by_record
Get prospect by record
Get prospect by record. Look up the prospect that tracks a property, person, or company, if there is one. Retrieves data without changing records or spending credits.
Parametersqueryrequired
dealmachine_get_prospects_counts
Count prospects
Count prospects. Prospect counts by lifecycle and record type, for the workspace or one list. Retrieves data without changing records or spending credits.
Parametersquery
dealmachine_get_subscription
Get subscription status
Get subscription status. Get your current subscription status, including plan details, billing cycle, and credit caps. Retrieves data without changing records or spending credits.
Takes no parameters.
dealmachine_get_tags_id
Get tag
Get tag. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_tasks
List tasks
List tasks. List all tasks for the organization. Optionally filter by status, search, or assignee. Retrieves data without changing records or spending credits.
Parametersquery
dealmachine_get_tasks_id
Get task
Get task. Get a single task by ID. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_webhooks_id
Get webhook
Get webhook. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_webhooks_id_deliveries
List webhook deliveries
List webhook deliveries. The delivery log for one webhook, newest first: status, attempts, response code and time, and any error. Retrieves data without changing records or spending credits.
Parameterspathrequiredquery
dealmachine_get_webhooks_id_deliveries_delivery_id
Get webhook delivery
Get webhook delivery. One delivery with the full event body that was (or will be) sent. Retrieves data without changing records or spending credits.
Parameterspathrequired
dealmachine_get_webhooks_events
List webhook event types
List webhook event types. Every event a webhook can subscribe to, with a description and a full example request body. Retrieves data without changing records or spending credits.
Takes no parameters.
dealmachine_patch_lists_list_id
Update list
Update list. Update the name of a list. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_patch_mail_campaigns_id
Update campaign
Update campaign. Update a draft campaign. Only draft campaigns can be updated. Audience updates must use exactly one of property_ids, contact_ids, or list_ids. Sending steps replaces the whole step set, so include every step you want to keep. To add properties to a ready, active or paused campaign, use POST /campaigns/{id}/properties. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_patch_mail_designs_id
Update design
Update design. Update a design. Supplied HTML is validated before saving. Publishing revalidates both effective draft sides and requires complete front and back HTML. Custom HTML with one outer div declaring inline width and height: 4x6 = 1800 x 1200, 6x9 = 2700 x 1800, 6x11 = 3300 x 1800 CSS pixels. Use inline styles only. Stylesheets, scripts, SVG and embedded documents are unsupported. Put spacing, borders and layout inside the outer div; root transforms, margins and padding are unsupported. Each side must be nonempty and at most 2 MB. Invalid or ambiguous canvases return 400 VALIDATION_ERROR before saving. The API parses and sanitizes HTML without running a browser. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_patch_mail_return_addresses_id
Update return address
Update return address. Update a return address. If address fields change, the new address is re-validated via USPS. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_patch_mail_settings
Update mail settings
Update mail settings. Update one or more organization-level mail settings. Only the fields you include are changed; omitted fields are left untouched. Pass null to clear a setting back to its default. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyconfirmed
dealmachine_patch_prospects
Move prospects in bulk
Move prospects in bulk. Move the prospects for up to 1,000 records between active, opportunity, and archived in one call: the bulk form of the single update, and what the app’s selection action bar runs. Records that are not prospects are skipped, as are prospects already in the requested lifecycle; the response counts each. Archiving always ends each prospect’s mail and, unless `cascade` is false, closes its open opportunities. List memberships are kept either way. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyconfirmed
dealmachine_patch_prospects_id_notes_note_id
Edit prospect note
Edit prospect note. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_patch_tags_id
Update tag
Update tag. Rename, describe, recolor, reorder, or archive a workspace tag. Built-in tags return 403. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_patch_tasks_id
Update task
Update task. Update a task. Set `is_completed` to `true` to mark as done. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_patch_webhooks_id
Update webhook
Update webhook. Change the URL, events, batch size, contact opt-in, or turn the webhook on or off. Re-enabling clears its failure count. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_post_activity_search
Search activity
Search activity. Query your past searches, enrichments, and exports. Filter by activity type, date range, or specific entity IDs — or use free-text search. This endpoint does not consume credits. Retrieves data without changing records or spending credits. Requires confirmed=true for this request.
Parametersbodyrequiredconfirmed
dealmachine_post_addresses_validate
Validate addresses
Validate addresses. Validate and standardize US addresses using USPS address data. Returns USPS-standardized versions of each submitted address along with a validation status indicating whether the address is deliverable. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyrequiredconfirmed
dealmachine_post_enrichment_reverse_geocode
Reverse geocode
Reverse geocode. Look up properties by latitude/longitude coordinates (reverse geocoding). Returns the closest property within 300 feet. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyrequiredconfirmed
dealmachine_post_lists_list_id_build
Build list from search filters
Build list from search filters. Add the records matching the given filters and locations to this list. Records already on the list stay, so building again adds to it. Runs asynchronously: the response is this list with status `building`; poll `GET /v1/lists/{list_id}` until status is `completed`. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_post_lists_list_id_export
Export list
Export list. Export all items from a completed list. The list must have status "completed" before export. Credits are charged per record. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_post_lists_list_id_import
Import IDs into list
Import IDs into list. Add property or person ids to this list, matching the list's source_type. Records already on the list stay, so importing again adds to it. Runs asynchronously: the response is this list with status `building`; poll `GET /v1/lists/{list_id}` until status is `completed`. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_post_mail_campaigns
Create campaign
Create campaign. Create a new mail campaign. Each step can reference an existing design or provide a design_prompt to generate one; designs are HTML, so generation is instant (no polling required). Provide at most one audience type: property IDs, contact IDs, or saved list IDs. With an audience, set launch=true to send immediately, or leave it as a draft and call POST /campaigns/{id}/send later. Set accepts_properties=true to keep adding properties with POST /campaigns/{id}/properties after it starts; without it the campaign works as before and ends when its mail is done. Without an audience, the campaign is saved as ready with no properties and no charge, and it accepts properties: add them any time with POST /campaigns/{id}/properties. Saving as ready needs a name that does not start with "Draft - " and a design on every step. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyconfirmed
dealmachine_post_mail_campaigns_id_pause
Pause campaign
Pause campaign. Pause an active campaign, or a ready campaign that accepts properties. Properties added while it is paused wait at step 1 until it is resumed. Mail already submitted to the vendor will still be delivered. An ended campaign cannot be paused. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_post_mail_campaigns_id_resume
Resume campaign
Resume campaign. Resume a paused campaign. An ended campaign cannot be resumed. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_post_mail_designs
Create design
Create design. Create a mail design from custom HTML, or save a prompt as a draft. Custom HTML with one outer div declaring inline width and height: 4x6 = 1800 x 1200, 6x9 = 2700 x 1800, 6x11 = 3300 x 1800 CSS pixels. Use inline styles only. Stylesheets, scripts, SVG and embedded documents are unsupported. Put spacing, borders and layout inside the outer div; root transforms, margins and padding are unsupported. Each side must be nonempty and at most 2 MB. Invalid or ambiguous canvases return 400 VALIDATION_ERROR before saving. The API parses and sanitizes HTML without running a browser. Publishing requires complete validated front and back HTML. Prompt-only designs cannot be auto-published. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyconfirmed
dealmachine_post_mail_return_addresses
Create return address
Create return address. Create a new return address. The address is validated via USPS before saving. If the address is invalid, the request is rejected. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyconfirmed
dealmachine_post_mail_return_addresses_id_default
Set default return address
Set default return address. Set a return address as the default for your organization. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_post_people_export
Export people to CSV
Export people to CSV. Export matching people as a CSV file. Returns signed download URLs. Limited to 1,000,000 records per export. Pass limit to export only the first N matching records. The request is synchronous — the response is returned once the export is complete (typically up to 30 seconds). Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyrequiredconfirmed
dealmachine_post_phones_dnc
Check DNC status
Check DNC status. Check Do Not Call (DNC) registry status and phone type for an array of phone numbers. Returns DNC status and phone type without performing a full person enrichment. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyrequiredconfirmed
dealmachine_post_prospects_id_files
Register uploaded file
Register uploaded file. Step two: after the PUT succeeds, record the file on the prospect. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_post_prospects_id_files_upload_url
Get file upload URL
Get file upload URL. Step one of attaching a file: returns a presigned URL to PUT the bytes to (valid 5 minutes, max 25 MB) and the `s3_key` to register afterwards with `POST /files`. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_post_prospects_id_photos
Add prospect photo
Add prospect photo. Attach a photo to the prospect’s property from base64 (small images) or a public https URL (up to 10 MB). Needs an API key created by a user. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodypathrequiredconfirmed
dealmachine_post_prospects_id_tags_tag_id
Add tag to prospect
Add tag to prospect. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_post_prospects_check
Check prospect state
Check prospect state. For up to 500 record IDs, say which are prospects and where they are. Use it to avoid duplicate adds. Retrieves data without changing records or spending credits. Requires confirmed=true for this request.
Parametersbodyconfirmed
dealmachine_post_tags
Create tag
Create tag. Add a workspace tag. Names are unique per workspace and cannot reuse a built-in tag’s name. Up to 200 tags per workspace. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyconfirmed
dealmachine_post_tags_reorder
Reorder tags
Reorder tags. Set the display order of workspace tags. IDs not listed keep their order after the listed ones. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyconfirmed
dealmachine_post_tasks
Create task
Create task. Create a new task. Optionally link it to an opportunity, property, or person. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parametersbodyconfirmed
dealmachine_post_webhooks_id_deliveries_delivery_id_redeliver
Redeliver
Redeliver. Queue one delivery to be sent again. Pass `delivery_id=all` with `since` to requeue every delivery after a time. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredqueryconfirmed
dealmachine_post_webhooks_id_rotate_secret
Rotate webhook secret
Rotate webhook secret. Issue a new signing secret. The old one keeps validating signatures for 24 hours so your consumer can switch over. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_post_webhooks_id_test
Send test event
Send test event. Sends one `ping` event to the URL right now, signed like a real delivery, and returns what came back. Requires user approval and confirmed=true before changes or credit use. Writes are never retried automatically.
Parameterspathrequiredconfirmed
dealmachine_list_create
Create DealMachine List
Creates a list in the workspace, optionally pre-filled with up to 250 property or person IDs. Filed records become prospects unless `add_as_prospects` is false. Free; no credits are charged.
Parametersnamerequiredrecord_idssource_typeadd_as_prospects
dealmachine_list_add_items
Add Records to DealMachine List
Adds property or person IDs to an existing list (max 10,000 per request; duplicates are skipped). Filed records become prospects unless `add_as_prospects` is false. Free; no credits are charged.
Parametersidsrequiredid_typelist_idrequiredadd_as_prospects
dealmachine_prospect_add
Add DealMachine Prospects
Tracks one record or up to 1,000 records as prospects in the workspace. Records that are prospects already are returned unchanged; archived ones come back to active. Free; no credits are charged.
Parametersfavoriterecord_idsrequiredrecord_type
dealmachine_prospect_get
Get DealMachine Prospect
Returns one prospect by prospect ID, or by the record it tracks, with its lifecycle, status (Hot, Warm, Cold, Follow up, Do Not Contact; read only), tags, and note and file counts. Free.
Parametersrecord_idprospect_idrecord_type
dealmachine_prospect_search
Search DealMachine Prospects
Lists the workspace prospects by lifecycle and source, optionally scoped to a list or a tag, starred only, matching address or name words, by status, by who added them, or by when they were added. Paged, up to 100 per page. Free.
Parameterspagesortsearchsourcestatustag_idlist_idadded_byper_pagelifecycleadded_afterrecord_type+3 more
dealmachine_prospect_update
Update DealMachine Prospect
Moves a prospect between active, opportunity, and archived, or stars it. Archiving ends its mail. With cascade enabled, it also closes open opportunities. List memberships are kept either way. Free.
Parameterscascadefavoritelifecycleprospect_idrequired
dealmachine_prospect_note_add
Add DealMachine Prospect Note
Adds a note (up to 10,000 characters) to a prospect. Free.
Parametersbodyrequiredprospect_idrequired
dealmachine_prospect_tags_set
Set DealMachine Prospect Tags
Replaces the tags on a prospect with exactly the given tag IDs; an empty list clears them. Free.
Parameterstag_idsrequiredprospect_idrequired
dealmachine_tags_list
List DealMachine Tags
Lists the prospect tag catalog: the built-in tags every workspace has plus the workspace’s own, with how many prospects carry each. Free.
Parametersinclude_inactive
dealmachine_mail_campaign_send
Send Mail Campaign
Launches a draft mail campaign and spends wallet dollars for its recipients and scheduled steps.
Parametersconfirmedrequiredcampaign_idrequired
dealmachine_mail_campaign_add_properties
Add Properties to Mail Campaign
Adds properties to a Ready, Active or Paused campaign and spends wallet dollars. Each added property starts at step 1 on its own schedule; properties already in the campaign are untouched. Before calling this, call dealmachine_mail_read with operation add_properties_estimate and the property count, tell the user the charge due today (pay_today_cents) and the amount charged later as mail goes out (pay_later_cents), and get their approval. A paused campaign charges nothing today; each piece is charged as it goes out after it resumes (charged_on_resume). Auto-reload must be on when the campaign has more than one step, a repeating step, or any delay. The response lists added_count and each skipped property with its reason: already_in_campaign, do_not_contact, no_mailing_address, duplicate_mailing_address, archived_prospect or not_found. Find campaigns that accept properties with dealmachine_mail_read search_campaigns and accepting_properties=true.
Parametersconfirmedrequiredrecipientrequiredcampaign_idrequiredproperty_idsrequired
dealmachine_mail_campaign_archive
Archive Mail Campaign
Archives an ended campaign. End active, paused, ready or draft campaigns first; otherwise the API returns 409 CAMPAIGN_NOT_ENDED without changing the campaign. Cancels unsent mail, releases reservations, stops reminders and hides it from default lists. History stays under status=archived. Already submitted mail may still ship. Confirm with the user first.
Parametersconfirmedrequiredcampaign_idrequired
dealmachine_mail_campaign_end
End Mail Campaign
Ends a Ready, Active or Paused mail campaign permanently. Unsent mail is stopped, no properties can be added, and it can never be resumed. Mail already printed or with the carrier still delivers. To reuse its steps, create a new campaign. A draft has not started and cannot be ended (campaign_is_draft). Warn the user that ending cannot be undone.
Parametersconfirmedrequiredcampaign_idrequired
dealmachine_mail_campaign_cancel
Cancel Mail Campaign
Cancels a mail campaign, kept for existing clients. A started campaign ends as with dealmachine_mail_campaign_end; a draft is cancelled; a campaign that has already ended is returned unchanged. Unsent mail stops, while mail already submitted still delivers.
Parametersconfirmedrequiredcampaign_idrequired
dealmachine_webhook_list
List DealMachine Webhooks
Lists the workspace’s outbound webhooks with their event types and delivery health, plus the catalog of event types when asked. Free.
Parametersinclude_events
dealmachine_webhook_create
Create DealMachine Webhook
Registers an https URL to receive prospect and list events. Returns the signing secret once; relay it to the user. Free.
Parametersurlrequiredbatch_maxdescriptionevent_typesrequiredinclude_contacts