API Reference

Records API

Integrate with the Kantos REST API.

The Records API is the primary way to read and write CRM data. Query, create, update, and delete records across any object in your organization.

Query Records

Retrieve records with optional filtering, sorting, and pagination:

GET /api/crm/records/query?object_id=obj_contacts&page=1&per_page=25

# With filters
GET /api/crm/records/query?object_id=obj_contacts&filters={"status":"active"}

# With sorting
GET /api/crm/records/query?object_id=obj_contacts&sort=created_at&order=desc

Query Parameters

ParameterTypeDescription
object_idstringRequired. The object to query
filtersJSONField filters (see Filter Syntax below)
sortstringField to sort by
orderstring"asc" or "desc" (default: "asc")
pagenumberPage number (default: 1)
per_pagenumberResults per page (default: 25, max: 100)

Filter Syntax

{
  // Exact match
  "status": "active",

  // Comparison operators
  "deal_value": { "$gte": 10000 },
  "created_at": { "$lt": "2024-01-01" },

  // Multiple conditions (AND)
  "status": "active",
  "source": "website",

  // Contains (text search)
  "name": { "$contains": "John" },

  // In array
  "category": { "$in": ["Enterprise", "SMB"] },

  // Is empty / not empty
  "phone": { "$empty": false }
}

Get Single Record

GET /api/crm/record/{record_id}

Create Record

POST /api/crm/record
Content-Type: application/json

{
  "object_id": "obj_contacts",
  "field_values": {
    "name": "Jane Smith",
    "email": "jane@example.com",
    "phone": "+1 (555) 987-6543",
    "status": "new",
    "source": "api"
  }
}

Update Record

PATCH /api/crm/record/{record_id}
Content-Type: application/json

{
  "field_values": {
    "status": "qualified",
    "notes": "Spoke on phone, interested in enterprise plan"
  }
}

Delete Record

DELETE /api/crm/record/{record_id}

Batch Operations

For bulk operations, consider using the CSV/Excel import feature or creating records sequentially with appropriate rate limiting. See Rate Limits for request quotas.

Next Steps

    Records API - API Reference | Kantos Docs