Tags

The tags API allows you to add, update, and delete tags from parties (people and companies), cases, and deals. In the documentation below, the generic #{subject_type} text must be replaced in practice with either people, companies, kases, or deals, and #{subject_id} should be the id of the subject (person, company, case or deal) that you want to manipulate or query the tags for.

For the full XML representation of tags, check out the data reference.

Get tags

• GET /tags.xml return all tags used in the account.
• GET /#{subject_type}/#{subject_id}/tags.xml returns the tags on a person, company, case, or deal.

Response:

<tags type="array">
  <tag>
    <id type="integer"></id>
    <name></name>
  </tag>
  ...
</tags>

Get tagged parties

• GET /tags/#{id}.xml return all parties (people and companies) associated with a given tag.

This endpoint will not include deals and cases for that tag.

Response:

<parties type="array">
  <party type="Person">
    ...
  </party>
  <party type="Company">
  ...
</parties>

Create tag

• POST /#{subject_type}/#{subject_id}/tags.xml adds a tag to a person, company, deal, or case.

Request:

<name>#{name}</name>

Response:

Status: 201 Created
Location: /tags/#{new_id}.xml

<tag>
  <id type="integer"></id>
  <name></name>
</tag>

Destroy tag

• DELETE /#{subject_type}/#{subject_id}/tags/#{id}.xml removes a tag from a person, company, deal, or case.

Response:

Status: 200 OK