Ingress Tags

Tags can be used for a variety of things related to leads and policies. From tracking workflow changes, to hiding and revealing custom fields, lead status, and policy status buttons based on their presence of absence. Tags are becoming more and more robust and complex and can now even be manually added by users when needed. Consider them like relational sub-statuses, that can stay there permanently even as a Policy or Lead Status changes through time and work. This API allows you to programmatically add, remove and drop tags.

Tags still fulfill all their normal behaviors such as preventing the adding, removing or dropping of tags settings, as well as future tag triggers yet to come.

Endpoints: /api/ingress/tags/leads,/api/ingress/tags/leads/drop,/api/ingress/tags/policies,/api/ingress/tags/policies/drop

Methods: POST, DELETE

API Version Support: v1

Security Notice: Please make sure to use API | Endpoint Protection when giving this access to third party systems as API Keys are unprotected unless specified.

The proper endpoint protection to set for an API using this Endpoint is /api/ingress/tags*Make sure to include the *

Data Formats Supported

form-data, x-www-form-urlencoded Form Parameters or JSON Body with Content-Type: application/json set.

Response Codes

200: Success and Warnings

400: Error

Lead Tags

Add: Add Lead Tags

Endpoint: /api/ingress/tags/leads

Method: POST

Parameter

Required

Format

Description

Aliases

Parameter

Required

Format

Description

Aliases

lead_id

✓

csv|int|array - Lead IDs

One or more Lead IDs

lead_id→leads→ lead_ids

tag_id

✓

string|csv|int|array - Mixed Tag ID’s or Tag Names

Tag IDs or Tag Names

tag_id→tags→tag_id

JSON Request Object

{ "tag_id": [ "LEADTAG1", "GLOBAL2" ], "lead_id": [ 3838035, 3838034 ] }

JSON Success Object

{ "message": "Tags Added.", "leads": 2, "updated": 4, "tags": [ 7, 5 ], "errors": [] }

JSON Warning Object

{ "error": "No Tags Added.", "leads": 2, "updated": 0, "tags": [ 7, 5 ], "errors": [ 3838035, 3838034 ] }

JSON Error Object

Remove: Remove Lead Tags

Endpoint: /api/ingress/tags/leads

Method: DELETE

Parameter

Required

Format

Description

Aliases

Parameter

Required

Format

Description

Aliases

lead_id

✓

csv|int|array - Lead IDs

One or more Lead IDs

lead_id→leads→ lead_ids

tag_id

✓

string|csv|int|array - Mixed Tag ID’s or Tag Names

Tag IDs or Tag Names

tag_id→tags→tag_id

JSON Request Object

JSON Success Object

JSON Warning Object

JSON Error Object

Drop: Drop Lead Tags

Endpoint: /api/ingress/tags/leads/drop

Method: DELETE

Parameter

Required

Format

Description

Aliases

Parameter

Required

Format

Description

Aliases

lead_id

✓

csv|int|array - Lead IDs

One or more Lead IDs

lead_id→leads→ lead_ids

JSON Request Object

JSON Success Object

JSON Warning Object


Policy Tags

Add: Add Policy Tags

Endpoint: /api/ingress/tags/policies

Method: POST

Parameter

Required

Format

Description

Aliases

Parameter

Required

Format

Description

Aliases

policy_id

✓

csv|int|array - Policy IDs

One or more Policy IDs

policy_id→policies→ policy_ids

tag_id

✓

string|csv|int|array - Mixed Tag ID’s or Tag Names

Tag IDs or Tag Names

tag_id→tags→tag_id

JSON Request Object

JSON Success Object

JSON Warning Object

JSON Error Object

Remove: Remove Policy Tags

Endpoint: /api/ingress/tags/policies

Method: DELETE

Parameter

Required

Format

Description

Aliases

Parameter

Required

Format

Description

Aliases

policy_id

✓

csv|int|array - Policy IDs

One or more Policy IDs

policy_id→policies→ policy_ids

tag_id

✓

string|csv|int|array - Mixed Tag ID’s or Tag Names

Tag IDs or Tag Names

tag_id→tags→tag_id

JSON Request Object

JSON Success Object

JSON Warning Object

JSON Error Object

Drop: Drop Policy Tags

Endpoint: /api/ingress/tags/policies/drop

Method: DELETE

Parameter

Required

Format

Description

Aliases

Parameter

Required

Format

Description

Aliases

policy_id

✓

csv|int|array - Policy IDs

One or more Policy IDs

policy_id→policies→ policy_ids

JSON Request Object

JSON Success Object

JSON Warning Object

Errors Possible

Error

Resolution

Error

Resolution

No API ID Provided

Check API ID in Header or Parameters. See API | Using API ID and API Key

No API Key Provided

Check API Key in Headers or Parameters. See API | Using API ID and API Key

Tags not Provided

Check tag_idparameter.

Leads IDs not Provided

Check lead_idparameter.

Policy IDs not Provided

Check policy_idparameter.

Invalid Tags were Provided

Check tag_idparameter.

Invalid Lead IDs were provided. X / X were found.

Check lead_id parameter.