Actions

What are actions?

Actions are basic tasks you can perform in our API, like creating a customer or running a report. They are essentially combinations of an endpoint, method, and set of available parameters. When you specify those three things in your API requests, you're telling us about the action you want to take.

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Why "available parameters?"
One action always has the same set of parameters you can use. For example, when you're searching for customers, you can always specify an account number, bill profile ID, and status.
But you don't have to specify all of those each time you want to search for a customer. You could send us just an account number in one search, and just a status in another search.

What actions can I take?

For a full list of actions you can take through our API, visit our API Explorer! Here, we'll list some examples.

Action	Endpoint	Method	Parameters
Create a note	Notes	POST	subject body customer_id order_id request_id task_id
Search products	Products	GET	product_id provider_id active product_type_id description code_1
View a customer	Customers	GET	* id
Replace an order	Orders	PUT	id pon customer_id order_type status provider_id assigned_to request_id
Delete a task	Tasks	DELETE	* id

What makes actions different from each other?

Our example actions above involve many different endpoints, methods, and parameters. But for many sets of actions, just one of these is different.

Different endpoint

Action	Endpoint	Method	Parameters
View an address	Addresses	GET	* id
View a bill profile	BillProfiles	GET	* id
View a package	Packages	GET	* id

Different method

Action	Endpoint	Method	Parameters
View a file	Files	GET	* id
Delete a file	Files	DELETE	* id

Different parameters

Action	Endpoint	Method	Parameters
View a request	Requests	GET	* id
Search requests	Requests	GET	request_id customer_id request_status_id request_status assigned_to created_date_start * created_date_end
Download request PDF	Requests	GET	id request_template_id special_message attach_pdf_to_request