Customer 360
Unified customer profile view
GET /customer-360/:accountId Full 360 view aggregating all data for an account
Authorization
AuthorizationRequiredBearer <token>Session token from the SalesOS web app.
In: header
X-API-Key<token>API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.
In: header
Path Parameters
accountIdRequiredstringGET /customer-360/:accountId/timeline Unified timeline with optional type filter and pagination
Authorization
AuthorizationRequiredBearer <token>Session token from the SalesOS web app.
In: header
X-API-Key<token>API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.
In: header
Path Parameters
accountIdRequiredstringQuery Parameters
typestringpagestringpageSizestringGET /customer-360/:accountId/contacts Contacts with engagement scores
Authorization
AuthorizationRequiredBearer <token>Session token from the SalesOS web app.
In: header
X-API-Key<token>API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.
In: header
Path Parameters
accountIdRequiredstringGET /customer-360/:accountId/deals Deal history for the account
Authorization
AuthorizationRequiredBearer <token>Session token from the SalesOS web app.
In: header
X-API-Key<token>API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.
In: header
Path Parameters
accountIdRequiredstringGET /customer-360/:accountId/documents Related documents (quotes, contracts, orders)
Authorization
AuthorizationRequiredBearer <token>Session token from the SalesOS web app.
In: header
X-API-Key<token>API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.
In: header
Path Parameters
accountIdRequiredstringGET /customer-360/:accountId/signals Account signals and buying indicators
Authorization
AuthorizationRequiredBearer <token>Session token from the SalesOS web app.
In: header
X-API-Key<token>API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.
In: header
Path Parameters
accountIdRequiredstring