whatconverts_list_leads
List leads
List tracked leads (phone calls, web forms, chats, texts, emails, events, transactions) with source/medium/campaign/keyword attribution, contact details, quote and sales values, call duration and transcripts. start_date is REQUIRED because WhatConverts otherwise returns only today's leads; a range is at most 400 days. A Profile key sees its own profile; an Agency key can narrow by account_id/profile_id. GET /leads.
Parameterspagespamorderuser_idend_dateper_pagequotableduplicatelead_typeaccount_idprofile_idstart_daterequired+11 more
whatconverts_get_lead
Get lead
One lead by id with every field: type, status, attribution (source, medium, campaign, keyword, landing page), contact details, location, device, quote/sales value, call details, transcripts, form/message content, and custom fields. GET /leads/{lead_id}.
Parameterslead_idrequiredcustomer_journey
whatconverts_get_call_recording_info
Get call recording info
Recording and voicemail facts for a phone-call lead: the recording and voicemail links, call duration, answer status, tracking/caller numbers and the call/voicemail transcripts. Returns links and text only, never audio. Taken from GET /leads/{lead_id} (the audio endpoint GET /recording returns raw MP3 and is not used).
Parameterslead_idrequired
whatconverts_update_lead
Update lead
WRITE: update a lead's sales data in WhatConverts: quotable state, quote value, sales value, the URL where the lead occurred, and/or custom/additional field values. Only the fields you pass change; it overwrites the previous values of those fields. Sends no notifications. At least one field is required. POST /leads/{lead_id}.
Parameterslead_idrequiredlead_urlquotablequote_valuesales_valuecustom_fieldsadditional_fields
whatconverts_create_lead
Create lead
WRITE: add a lead to WhatConverts, for example an offline phone call, a form submission from another system or a sale you want attributed. It appears in reports and counts toward lead totals; send_notification is always off, so no emails go out. Not idempotent: calling twice creates two leads. A Profile key adds to its own profile; an Agency key must pass profile_id. POST /leads.
Parametersmessagelead_urlquotableform_namelead_typerequiredprofile_idlanding_urllead_mediumlead_sourcequote_valuesales_valuedate_created+12 more
whatconverts_list_accounts
List accounts
Agency key only: list the accounts (clients) of the agency with their profiles (id, name, date created). Use the ids to filter leads. start_date/end_date filter by creation date (WhatConverts defaults start_date to today, so pass an early start_date to see all). GET /accounts.
Parameterspageorderend_dateper_pagestart_date
whatconverts_get_account
Get account
Agency key only: one account by id with its profiles. GET /accounts/{account_id}.
Parametersaccount_idrequired
whatconverts_list_profiles
List profiles
Agency key only: list the profiles (websites/campaign sets) of one account. start_date/end_date filter by creation date (WhatConverts defaults start_date to today, so pass an early start_date to see all). GET /accounts/{account_id}/profiles.
Parameterspageorderend_dateper_pageaccount_idrequiredstart_date
whatconverts_get_profile
Get profile
Agency key only: one profile by id (name, date created). GET /accounts/{account_id}/profiles/{profile_id}.
Parametersaccount_idrequiredprofile_idrequired
whatconverts_list_users
List users
Agency key only: list WhatConverts users (email, role, whether activation is pending) of the master account or of client accounts. start_date/end_date filter by creation date (WhatConverts defaults start_date to today, so pass an early start_date to see all). GET /users.
Parameterspageorderend_dateper_pageuser_typestart_date
whatconverts_get_user
Get user
Agency key only: one user by id with role, notification settings and (for account users) the accounts they can access. GET /users/{user_id}.
Parametersuser_idrequired
whatconverts_list_roles
List roles
Agency key only: list user roles (id, name, master-account or account type). GET /roles.
Parameterspageorderper_pagerole_type
whatconverts_get_role
Get role
Agency key only: one role with its permission levels (none/view/edit) per area. GET /roles/{role_id}.
Parametersrole_idrequired
whatconverts_list_phone_numbers
List tracking phone numbers
List the call-tracking numbers: tracking and destination number, call flow, trigger (source/medium), call recording and messaging flags, last used. A Profile key lists its own profile; an Agency key may filter by account_id/profile_id. GET /tracking/numbers.
Parameterspageper_pageaccount_idprofile_id
whatconverts_list_web_forms
List tracked web forms
List the web forms WhatConverts tracks (id, name, how the form and its submit are matched on the page). A Profile key lists its own profile; an Agency key may filter by account_id/profile_id. GET /tracking/forms.
Parameterspageper_pageaccount_idprofile_id
