APIv3
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Contacts

Contacts store individual people and can be linked to one or more customers, prospects, or suppliers in the same SalesBinder account.


The contact object

FieldTypeDescription
idstringContact UUID.
objectstringAlways contact.
first_namestringFirst name.
last_namestring or nullLast name.
job_titlestring or nullJob title.
phonestring or nullPrimary telephone number.
cellstring or nullMobile telephone number.
faxstring or nullFax number.
email_1string or nullPrimary email address.
email_2string or nullSecondary email address.
auto_add_emailbooleanWhether SalesBinder automatically includes the contact when emailing a linked account record.
account_recordsarrayVisible customers, prospects, and suppliers linked to the contact.
created_atstring or nullISO 8601 creation timestamp.
updated_atstring or nullISO 8601 update timestamp.

Each account_records entry contains id, object, and name. Its object is customer, prospect, or supplier.

json
{
  "id": "7e72a682-eed9-4d32-aa8a-5ec624e49952",
  "object": "contact",
  "first_name": "Jordan",
  "last_name": "Lee",
  "job_title": "Purchasing Manager",
  "phone": "604-555-0142",
  "cell": null,
  "fax": null,
  "email_1": "jordan.lee@example.com",
  "email_2": null,
  "auto_add_email": true,
  "account_records": [
    {
      "id": "1e16bbed-38df-44d1-acf0-a840cb364f01",
      "object": "customer",
      "name": "Example Company"
    }
  ],
  "created_at": "2026-07-20T09:15:00-07:00",
  "updated_at": "2026-07-20T09:15:00-07:00"
}

List contacts

GET/api/v3/contacts

Required scope: contacts:read

Returns contacts using the standard page-based list response.

Query parameterTypeDescription
pageintegerPage number, starting at 1.
limitintegerRecords per page from 1 to 100. Defaults to 20.
qstringSearches names, email addresses, and phone numbers.
account_record_idstringLimits results to contacts linked to the visible customer, prospect, or supplier UUID.
bash
curl "https://yourbusiness.salesbinder.com/api/v3/contacts?q=jordan&limit=20" \
  --header "Authorization: Bearer YOUR_API_KEY"

This endpoint requires contacts:read and the user's current account-management permission.


Retrieve a contact

GET/api/v3/contacts/{contact_id}

Required scope: contacts:read

Returns one visible contact.

bash
curl "https://yourbusiness.salesbinder.com/api/v3/contacts/7e72a682-eed9-4d32-aa8a-5ec624e49952" \
  --header "Authorization: Bearer YOUR_API_KEY"

This endpoint requires contacts:read.


Create a contact

POST/api/v3/contacts

Required scope: contacts:write

Creates a contact. first_name is required. account_record_ids optionally supplies the complete set of linked customer, prospect, and supplier UUIDs.

FieldRequiredDescription
first_nameYesNon-empty first name, up to 255 characters.
last_nameNoLast name, up to 255 characters.
job_titleNoJob title, up to 255 characters.
phoneNoPrimary telephone number.
cellNoMobile telephone number.
faxNoFax number.
email_1NoValid primary email address.
email_2NoValid secondary email address.
auto_add_emailNoDefaults to false.
account_record_idsNoUnique visible customer, prospect, or supplier UUIDs.
bash
curl "https://yourbusiness.salesbinder.com/api/v3/contacts" \
  --request POST \
  --header "Authorization: Bearer YOUR_API_KEY" \
  --header "Content-Type: application/json" \
  --header "Idempotency-Key: create-contact-20260720-001" \
  --data '{
    "first_name": "Jordan",
    "last_name": "Lee",
    "email_1": "jordan.lee@example.com",
    "auto_add_email": true,
    "account_record_ids": ["1e16bbed-38df-44d1-acf0-a840cb364f01"]
  }'

The response is 201 Created. This endpoint requires contacts:write and supports an optional short-lived Idempotency-Key.

All linked records must belong to the current account and be visible to the API user. SalesBinder manages relationship metadata and timestamps.


Update a contact

PATCH/api/v3/contacts/{contact_id}

Required scope: contacts:write

Updates supported fields on a contact. Omit account_record_ids to preserve existing links. Include it to replace the complete collection; an empty array removes every link.

bash
curl "https://yourbusiness.salesbinder.com/api/v3/contacts/7e72a682-eed9-4d32-aa8a-5ec624e49952" \
  --request PATCH \
  --header "Authorization: Bearer YOUR_API_KEY" \
  --header "Content-Type: application/json" \
  --data '{
    "job_title": "Operations Manager",
    "account_record_ids": ["1e16bbed-38df-44d1-acf0-a840cb364f01"]
  }'

This endpoint requires contacts:write.


Visibility

Contacts always remain inside the authenticated SalesBinder account. Users with permission to view all account records can access contacts linked to any customer, prospect, or supplier in that account. Other users can access only contacts linked to account records assigned to them; contacts with no visible relationship are not exposed.

API v3 does not support archiving or unarchiving contacts.