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Plans

API Endpoints

Creates a new plan for the given mandate

POST/{organizationId}/{mandateId}/crm/plans

Gets a list of plans for the mandate

POST/{organizationId}/{mandateId}/crm/plans/list

Gets a specific plan with all of its details

GET/{organizationId}/{mandateId}/crm/plans/{planId}

Updates a plan on the given mandate

POST/{organizationId}/{mandateId}/crm/plans/{planId}

Deletes a plan on the given mandate

DELETE/{organizationId}/{mandateId}/crm/plans/{planId}

Exports plans for an organization

POST/{organizationId}/{mandateId}/crm/plans/export

List all plan tags for the given organization

POST/{organizationId}/{mandateId}/crm/plans/tags/list

Remove tag

Removes a plan tag case-insensitively from plans and contracts and updates its canonical usage.

POST/{organizationId}/{mandateId}/crm/plans/tags/remove