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API Reference

ClientSuccess API

Pulse
Client Note
Client
Contact
Contract
Product
Custom Fields
- /customfield/all/{resourceType}get
Account Teaming Roles
Surveys

ClientSuccess SuccessCycle API

SuccessCycle
- Get all SuccessCycles.get
- Get the identified successCycle.get

Task Service API

Milestone API
Project API
Project Template API
Project Watcher API
- Link employee to projectpost
Task API

ClientSuccess Usage API

Usage
- Add an eventpost
- Add bulk eventspost

Powered by

/clientNote/bulk/upsert

post https://api.clientsuccess.com/v2/clientNote/bulk/upsert

Bulk Upsert Client Note

Language

Credentials

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