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API

AgentixCRM API recipes

End-to-end AgentixCRM API workflows.

Weekly prospect snapshot

Export the latest prospect health and lead scores.

  1. Request /api/v1/prospects with a suitable limit.
  2. Group the returned records by pipeline stage.
  3. Send the summary to your reporting tool.

Pipeline snapshot

Summarize the latest deals.

  1. Request /api/v1/deals.
  2. Group deal value by stage and currency.
  3. Store the result in your reporting system.

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