Integration API

The Integration API provides write access to create quotes and leads at the profile level. Authentication is done via a UUID included in the request body.

Key Characteristics

Aspect	Details
Authentication	UUID in request body
Scope	Profile-level
Operations	Write (POST)
Base URL	`/integrations/*`

For read operations (retrieving quotes), see the Quotes API which uses Bearer token authentication at the company level.

Available Endpoints

Create Lead

Generate lead quotes for lead generation or initial engagement activities

Create Quote

Create sales quotes with products, alternatives, and custom fields

Create Quote from Template

Quickly generate quotes based on predefined templates

Endpoints Overview

Method	Endpoint	Description
POST	`/integrations/create_brandawareness`	Create a new lead
POST	`/integrations/create_quote`	Create a standard quote
POST	`/integrations/create_quote/template`	Create a quote from template

Authentication

All Integration API requests require a uuid parameter in the request body:

{
  "uuid": "your-integration-uuid",
  // ... other parameters
}

The UUID is unique to each integration configuration and acts as the authentication key for the request. It is obtained from your integration settings in SalesByte.

Keep your integration UUID secure. Anyone with access to the UUID can create quotes on the associated profile.

Common Parameters

All endpoints share these common parameters:

Parameter	Type	Description
`uuid`	string	Required. Unique identifier for the integration configuration
`quote_profile_id`	integer	Required. The quote profile to use
`customer_name`	string	Required. The name of the customer
`customer_email`	string \| null	Customer's email address
`customer_phone`	string \| null	Customer's phone number

Response Format

Successful creation responses return:

{
  "id": 123,
  "links": {
    "edit": "https://app.salesbyte.se/offerter/123/redigera",
    "customer_view": "https://app.salesbyte.se/view/abc123",
    "customer_verificate": "https://app.salesbyte.se/signed/abc123",
    "customer_project_approval": "https://app.salesbyte.se/view/abc123?project_approval=1"
  }
}

Field	Description
`id`	Internal identifier of the created quote
`links.edit`	URL to edit the quote in SalesByte
`links.customer_view`	URL for the customer to view the quote
`links.customer_verificate`	URL for customer verification
`links.customer_project_approval`	URL for customer project approval