eazy2biz-docs
    eazy2biz-docs
    • Getting Started
    • Overview
    • Authentication
    • Pagination
    • Querying and Sorting
    • Rate Limit
    • Scope
    • Identity
      • Identity Overview
      • Global User Token
        POST
      • Global User Offline Token
        POST
      • System Local User Offline Token (Company Impersonation)
        POST
      • API Client Access Offline Token
        POST
    • Activity
      • Create Activity
        POST
      • Filter Activities
        POST
      • Get All Activities for Entity
        POST
      • Get Activity for Entity by ID
        POST
      • Patch Activity Attributes for Entity by ID
        PATCH
      • Delete Activity for Entity by ID
        DELETE
    • Analytics
      • Chart
        • Get Charts in Report
        • Get Count of Charts in Report
        • Get Filtered Charts in Report
        • Get Count of Filtered Charts in Report
        • Simulate Chart in Report
        • Create Chart in Report
        • Get Chart in Report by ID
        • Get Chart Data in Report
        • Patch Chart Attributes in Report by ID
        • Delete Chart in Report by ID
      • Report
        • Get All Reports
        • Get Count of Reports
        • Create Report
        • Filter All Reports
        • Count of Filtered All Reports
        • Get Report by ID
        • Patch Report Attributes by ID
        • Delete Report by ID
    • Attachment
      • Create Attachment
        POST
      • Get all Attachments
        GET
      • Get count of all Attachments
        GET
      • Filter All Attachments
        POST
      • Count of Filtered Attachments
        POST
      • Get Attachment by ID
        GET
      • Download Attachment by ID
        GET
      • Patch Attachment Attributes by ID
        PATCH
      • Delete Attachment by ID
        DELETE
    • Customer Table
      • Create Customer Table
      • Get All Customer Tables
      • Get Count of All Customer Tables
      • Get Customer Table by ID
      • Patch Customer Table Attributes by ID
      • Delete Customer Table by ID
      • Add header to Customer Table
      • Get all Customer Table Headers
      • Get Customer Table Header by ID
      • Patch Customer Table Header Attributes by ID
      • Delete Customer Table Header by ID
      • Add Record to Customer Table
      • Get All Records in Customer Table
      • Get Count of All Records in Customer Table
      • Get Record in Customer Table by ID
      • Filter Records in Customer Table
      • Count of Filtered Records in Customer Table
      • Patch Record Attributes in Customer Table by ID
      • Delete Record in Customer Table by ID
    • Card
      • Override Stage Completion
      • Override Form Fields
      • Get All Cards In Workflow
      • Get Count of All Cards In Workflow
      • Filter All Cards In Workflow
      • Count of Filtered Cards In Workflow
      • Create Card In Workflow
      • Get Card In Workflow by ID
      • Patch Card Attributes In Workflow by ID
      • Delete Card In Workflow by ID
    • User Invite
      • Invite User To Company
      • Filter All Invites
      • Accept User Invite
      • Reject User Invite Copy
      • Get All User Invites
      • Get User Invite by ID
    • Global User Invite
      • Create Global User Invite
      • Get All Global User Invites
      • Count of all Global User Invites
      • Filter All Global User Invites
      • Count of Filtered Global User Invites
      • Reject Global User Invite
      • Get Global User Invite by ID
      • Delete Global User Invite by ID
    • Identities
      • Company
        • Get All Companies
        • Create Company
        • Get Companies For Global User
        • Get Company by ID
        • Patch Company Attributes
        • Delete company by ID
      • Company Settings
        • Create Company Setting
        • Get All Company Settings
        • Filter All Company Settings
        • Get Company Setting by Type
        • Get Company Setting by ID
        • Patch Company Setting by Type
        • Patch Company Setting by ID
        • Delete Company Setting by Type
        • Delete Company Setting by ID
      • Global User
        • Get All Global Users
        • Get Count Of All Global Users
        • Sign Up Global User
        • Resend Confirmation Passcode
        • Confirm Sign Up
        • Sign In
        • Refresh Token
        • Change password
        • Initiate Forward Password
        • Confirm Forgot Password
        • Get Global User By Email
        • Get Global User by Token
        • Add Mobile App Device Token
        • Remove Mobile App Device Token
        • Get Global User By ID
        • Patch Global User Attributes
        • Delete Global User By ID
      • Local User
        • Get All Local Users
        • Filter Local Users
        • Get Local Users by ID
        • Patch Local User Attributes by ID
        • Delete Local Users by ID
      • Security Group
        • Get all Security Groups
        • Create Security Group
        • Filter Security Groups
        • Add Local User in Security Group
        • Remove Local User in Security Group
        • Add User Group in Security Group
        • Remove User Group in Security Group
        • Check if Local User can perform Action on Feature
        • Check if Local User can perform Action on Feature Batch
        • Get All Actions Local User can perform on feature
        • Get all Security Groups by Feature & Action
        • Get Security Group by ID
        • Get Security Group by ID Copy
      • User Group
        • Get all User Groups
        • Create User Group
        • Filter User Groups
        • Add Local User to User Group
        • Remove Local User from User Group
        • Add User Group to User Group
        • Remove Local User from User Group Copy
        • Check Local User Membership in User Group
        • Get all User Groups a Local User is member of
        • Get all User Groups a Local User is directly member of
        • Get all User Groups a User Group is member of
        • Create User Group by ID
        • Patch User Group Attributes by ID
        • Delete User Group by ID
    • Template
      • WhatsApp
        • Get Status of WhatsApp Template
        • Send WhatsApp Message on Phone Number
      • Create Template
      • Create Template from System Template
      • Get All Templates in Category
      • Get Count of All Templates in Category
      • Filter All Templates in Category
      • Count of Filtered Templates in Category
      • Get Templates by ID in Category
      • Resolve Template by ID
      • Patch Templates Attributes by ID in Category
      • Delete Templates by ID in Category
    • Schedulable Trigger
      • Create Schedulable Trigger
      • Get all Schedulable Triggers
      • Get count of all Schedulable Triggers
      • Filter all Schedulable Triggers
      • Count of Filtered Schedulable Triggers
      • Get Schedulable Trigger by ID
      • Patch Schedulable Trigger Attribute by ID
      • Delete Schedulable Trigger by ID
    • User Todo
      • Create User Todo
      • Get All User Todos
      • Get Count of All User Todos
      • Filter All User Todos
      • Count of Filtered User Todos
      • Complete User Todo
      • Get User Todo by ID
      • Patch User Todo Attributes by ID
      • Delete User Todo by ID
    • Workflow
      • Stages
        • Get Workflow Stages by Workflow ID
        • Get All Workflow Stages by Workflow ID
        • Get Stage Form for Workflow Stage
      • Get All Workflows
      • Create Workflow
      • Filter All Workflows
      • Count of Filtered Workflows
      • Get Workflow by ID
      • Patch Workflow Attributes by ID
      • Delete Workflow by ID

    Getting Started

    💡
    eazy2biz Cloud API is an add-on feature that requires a subscription for customer access.
    You can use these APIs to integrate the eazy2biz functionalities with your system. For on-prem eazy2biz, only the base URL would change, and all the endpoints would work as is.

    Generating API Keys#

    💡
    Only the Global Admin has the authority to generate and manage API keys
    To access API keys, users must navigate to "Integrations & Automations -> API access -> API key".
    Users must first generate the client ID and client secret.
    API keys can be generated by selecting the required privileges and scopes.
    API keys do not have a default expiry, but users can set expiry dates by enabling the "Set expiry" toggle and configuring the expiry date.
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