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API ReferenceCustom Fields

Custom Fields API

Custom fields let you add tenant-specific data fields to Contacts, Accounts, Opportunities, and Conversations.

List Field Definitions

GET /api/v1/custom-fields

Scope: custom_fields:read

Query Parameters

ParamTypeDescription
object_typestringFilter by: contact, account, opportunity, conversation

Response

{ "fields": [ { "id": "uuid", "object_type": "contact", "field_key": "assessment_score", "field_label": "Assessment Score", "field_type": "number", "options": null, "is_required": false, "section": "Assessment", "description": "Score from AI opportunity assessment" } ] }

Create Field Definition

POST /api/v1/custom-fields

Scope: custom_fields:write

Request Body

{ "object_type": "contact", "field_label": "Assessment Score", "field_type": "number", "is_required": false, "section": "Assessment", "description": "Score from SprintmoreIQ assessment" }

Field Types

TypeDescriptionExample
textSingle-line textLicense Number
long_textMulti-line textSpecial Instructions
numberInteger or decimalFleet Size
currencyNumber with $ formattingAnnual Premium
dateDate pickerPolicy Expiry Date
dropdownSingle-select from optionsPolicy Type
multi_selectMulti-select from optionsCoverage Types
checkboxTrue/false toggleHas Active Policy
emailEmail inputSecondary Email
phonePhone inputMobile Number
urlURL inputLinkedIn Profile

For dropdown and multi_select types, include an options array:

{ "object_type": "contact", "field_label": "Policy Type", "field_type": "dropdown", "options": ["Auto", "Home", "Life", "Commercial", "Umbrella"] }

Limits

  • Maximum 50 custom fields per object type per tenant
  • field_key is auto-generated from field_label if not provided
  • field_key must be unique per object type

Using Custom Fields

Once defined, custom fields can be set on contacts, accounts, and opportunities via the custom_fields JSON object:

curl -X POST https://app.scendcore.com/api/v1/contacts \ -H "Authorization: Bearer sk_..." \ -H "Content-Type: application/json" \ -d '{ "email": "john@acme.com", "custom_fields": { "assessment_score": 85, "policy_type": "Commercial" } }'
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