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SikaBooks
CRM ยท Guide 22

API & Webhooks

The CRM provides a REST API (v1) for external integrations and webhook subscriptions for real-time event notifications. 22.1 REST API All endpoints require API token authentication...

The CRM provides a REST API (v1) for external integrations and webhook subscriptions for real-time event notifications.

22.1 REST API

All endpoints require API token authentication (Laravel Sanctum) and the module:crm middleware. Base URL: /api/{business}/crm/v1/

Resource Endpoints Methods
Customers /customers, /customers/search, /customers/{id} GET list/search/show, POST, PUT/PATCH, DELETE
Deals /deals, /deals/{id}, /deals/{id}/move, /deals/{id}/won, /deals/{id}/lost GET, POST, PUT/PATCH, PATCH stage/won/lost, DELETE
Quotes /quotes, /quotes/{id}, /quotes/{id}/status GET list/show, PATCH status
Invoices /invoices, /invoices/{id}, /invoices/{id}/payments GET list/show, POST create, POST payments
Contracts /contracts, /contracts/{id} GET list/show, POST, PUT/PATCH, DELETE
Activities /activities, /activities/{id}, /activities/{id}/complete GET list/show, POST, PUT/PATCH, PATCH complete, DELETE
Pipelines /pipelines, /pipelines/{id} GET list/show
Conversations /conversations, /conversations/{id}, /conversations/{id}/reply, /conversations/{id}/assign, /conversations/{id}/status GET list/show, POST reply, POST assign, POST status
Webhooks /webhooks, /webhooks/{id} GET list/show, POST, PUT/PATCH, DELETE

API access requires auth:sanctum and the relevant CRM permissions.

Conversation channel values include:

  • email
  • whatsapp
  • phone
  • sms
  • facebook
  • instagram

Manual channels are represented as logged CRM interactions rather than provider-delivered messages.

22.2 Webhooks

Subscribe to CRM events and receive HTTP POST notifications at your endpoint:

  1. Use the API to create a webhook subscription (POST /api/{business}/crm/v1/webhooks)
  2. Specify the target URL and events to subscribe to
  3. The CRM sends JSON payloads when events fire

Available events: Deal won, deal lost, deal stage changed, lead captured, message received, message sent, invoice posted, invoice sync failed.

Webhook management requires the crm.settings.manage permission and the webhooks feature to be enabled.

Webhook note:

  • Live transport webhooks apply to integrated channels such as Email and WhatsApp
  • Manual channels (Phone, SMS, Facebook, Instagram) are tracked inside CRM, but do not expose provider transport webhooks in this release