Everything you need to get the
most out of Kordic CRM

# List leads — filters: stage_id, assigned_to, search, created_after, created_before
GET /leads?stage_id=STAGE_UUID&search=acme&page=1&per_page=20

# → 200
{
  "data": [{
    "id": "9c1f7e20-…", "company_name": "Acme Inc",
    "contact_name": "Jane Buyer", "email": "buyer@acme.com",
    "stage_id": "…", "deal_value": 5000, "currency": "USD",
    "created_at": "2026-06-23T10:00:00.000Z"
  }],
  "meta": { "page": 1, "per_page": 20, "total": 1, "total_pages": 1 }
}

# Create a lead — company_name + stage_id required
POST /leads
{ "company_name": "Acme Inc", "stage_id": "STAGE_UUID", "deal_value": 5000, "currency": "USD" }
# → 201 { "data": { "id": "9c1f7e20-…", "company_name": "Acme Inc", … } }

# Get / update / delete a single lead
GET    /leads/9c1f7e20-…   # → 200 { "data": { …lead… } }
PATCH  /leads/9c1f7e20-…   # body: any subset of fields  → 200
DELETE /leads/9c1f7e20-…   # → 200 { "data": { "id": "…", "deleted": true } }

# List contacts — filters: search, account_id
GET /contacts?search=jane

# → 200
{ "data": [{ "id": "…", "full_name": "Jane Buyer", "email": "jane@acme.com",
             "phone": "+14155551234", "title": "Head of Procurement" }] }

# Create — full_name required
POST /contacts
{ "full_name": "Jane Buyer", "email": "jane@acme.com", "account_id": "ACCOUNT_UUID" }

GET    /contacts/:id   # → 200
PATCH  /contacts/:id   # → 200
DELETE /contacts/:id   # → 200 { "data": { "id": "…", "deleted": true } }

GET /accounts?search=acme

# → 200
{ "data": [{ "id": "…", "company_name": "Acme Inc", "industry": "Manufacturing",
             "website": "https://acme.example.com", "city": "San Francisco" }] }

# Create — company_name required
POST /accounts
{ "company_name": "Acme Inc", "industry": "Manufacturing", "city": "San Francisco" }

GET    /accounts/:id   # → 200
PATCH  /accounts/:id   # → 200
DELETE /accounts/:id   # → 200

# List stages — not paginated (returns full ordered set)
GET /stages

# → 200
{ "data": [{ "id": "…", "name": "New", "position": 0,
             "is_won": false, "color": "#3B82F6", "probability": 25 }] }

# Create — name + position required
POST /stages
{ "name": "Proposal Sent", "position": 3, "color": "#F59E0B", "probability": 60 }

GET    /stages/:id   # → 200
PATCH  /stages/:id   # → 200
DELETE /stages/:id   # → 200, or 409 if leads still use it

# List payments — filters: lead_id, status=pending|confirmed
GET /payments?lead_id=LEAD_UUID&status=confirmed

# → 200
{ "data": [{ "id": "…", "lead_id": "…", "amount": 2500, "currency": "USD",
             "payment_method": "bank_transfer", "status": "confirmed",
             "confirmed_at": "2026-06-23T11:00:00.000Z" }] }

# Record — lead_id, amount, payment_method, payment_date required
POST /payments
{ "lead_id": "LEAD_UUID", "amount": 2500, "payment_method": "bank_transfer",
  "payment_date": "2026-06-23T10:00:00Z", "notes": "Deposit" }
# → 201

GET    /payments/:id            # → 200
PATCH  /payments/:id/confirm   # → 200, sets confirmed_at + confirmed_by
DELETE /payments/:id            # → 200

# Write-only: create/update/delete notes on a lead.
# Read them via the activity timeline.
POST /leads/LEAD_UUID/notes
{ "content": "Customer requested a callback next week." }
# → 201 { "data": { "id": "…", "lead_id": "…", "content": "…" } }

PATCH  /leads/LEAD_UUID/notes/:id   # body: { "content": "…" }  → 200
DELETE /leads/LEAD_UUID/notes/:id   # → 200 { "data": { "deleted": true } }

# List a lead's documents (not paginated)
GET /leads/LEAD_UUID/documents
# → 200 { "data": [{ "id": "…", "document_type": "quotation",
                      "name": "Quote Q-1001", "drive_url": "https://…" }] }

# Attach a link document — document_type, name, drive_url required
POST /leads/LEAD_UUID/documents
{ "document_type": "quotation", "name": "Quote Q-1001", "drive_url": "https://drive.example.com/q" }
# → 201

# Download target
GET /leads/LEAD_UUID/documents/:id/download
# → 200 { "data": { "type": "link", "url": "https://…", "name": "Quote Q-1001" } }

DELETE /leads/LEAD_UUID/documents/:id   # → 200

# Unified, time-sorted feed for one lead (paginated)
GET /leads/LEAD_UUID/activity?page=1&per_page=50

# → 200 — type: note · email · call · payment · document · whatsapp_message
{
  "data": [
    { "type": "call", "occurred_at": "2026-06-22T14:30:00.000Z",
      "actor": { "name": "Jane Agent" },
      "data": { "direction": "outbound", "status": "completed", "duration_seconds": 142 } },
    { "type": "payment", "occurred_at": "2026-06-22T11:00:00.000Z",
      "actor": { "name": "Sam Owner" },
      "data": { "amount": 2500, "currency": "USD" } }
  ],
  "meta": { "page": 1, "per_page": 50, "total": 3, "total_pages": 1 }
}