Forms
Read your inquiry and questionnaire form definitions. A form has a kind (inquiry or questionnaire), a name, an optional public slug, an enabled flag, and an isDefault flag. The inquiry form is your public lead-capture form — when someone submits it, a lead is created (a lead is a Client at an early status). Questionnaires are reusable discovery templates. Forms are built in the dashboard designer, so the v1 API is read-only.
Forms are the lead-capture and discovery form definitions you build on the Forms page. Each form has a kind:
- inquiry — your public lead-capture form. A visitor fills it out, and ClientCasa creates a Contact and a lead (a lead is a Client at an early lifecycle status —
new,contacted, orqualified). The default inquiry form is flaggedisDefault; itsslugpowers the public URL. - questionnaire — a reusable discovery template you send to clients to gather details. An org can have many.
Forms are built in the dashboard designer, so the v1 API exposes them read-only. The submitted answers live in Form Submissions.
In: header
Query Parameters
11 <= value251 <= value <= 100"inquiry" | "questionnaire"Response Body
application/json
application/json
application/json
application/json
application/json
application/json
curl -X GET "https://www.clientcasa.com/api/v1/forms"{
"data": [
{
"id": "550e8400-e29b-41d4-a716-446655440000",
"name": "string",
"title": "string",
"description": "string",
"kind": "inquiry",
"slug": "string",
"enabled": true,
"isDefault": true,
"createdAt": "2019-08-24T14:15:22Z",
"updatedAt": "2019-08-24T14:15:22Z"
}
],
"pagination": {
"page": 1,
"pageSize": 1,
"total": 0,
"totalPages": 0,
"hasMore": true
}
}{
"error": {
"code": "unauthorized",
"message": "string",
"requestId": "string",
"details": {
"property1": null,
"property2": null
}
}
}{
"error": {
"code": "unauthorized",
"message": "string",
"requestId": "string",
"details": {
"property1": null,
"property2": null
}
}
}{
"error": {
"code": "unauthorized",
"message": "string",
"requestId": "string",
"details": {
"property1": null,
"property2": null
}
}
}{
"error": {
"code": "unauthorized",
"message": "string",
"requestId": "string",
"details": {
"property1": null,
"property2": null
}
}
}{
"error": {
"code": "unauthorized",
"message": "string",
"requestId": "string",
"details": {
"property1": null,
"property2": null
}
}
}In: header
Path Parameters
UUID v4
uuidResponse Body
application/json
application/json
application/json
application/json
application/json
application/json
curl -X GET "https://www.clientcasa.com/api/v1/forms/550e8400-e29b-41d4-a716-446655440000"{
"id": "550e8400-e29b-41d4-a716-446655440000",
"name": "string",
"title": "string",
"description": "string",
"kind": "inquiry",
"slug": "string",
"enabled": true,
"isDefault": true,
"createdAt": "2019-08-24T14:15:22Z",
"updatedAt": "2019-08-24T14:15:22Z"
}{
"error": {
"code": "unauthorized",
"message": "string",
"requestId": "string",
"details": {
"property1": null,
"property2": null
}
}
}{
"error": {
"code": "unauthorized",
"message": "string",
"requestId": "string",
"details": {
"property1": null,
"property2": null
}
}
}{
"error": {
"code": "unauthorized",
"message": "string",
"requestId": "string",
"details": {
"property1": null,
"property2": null
}
}
}{
"error": {
"code": "unauthorized",
"message": "string",
"requestId": "string",
"details": {
"property1": null,
"property2": null
}
}
}{
"error": {
"code": "unauthorized",
"message": "string",
"requestId": "string",
"details": {
"property1": null,
"property2": null
}
}
}Contacts
Manage contacts — people you communicate with, with or without a client relationship.
Form Submissions
Read completed form submissions. One row is one submission — it carries the form, kind, contact, status, and submittedAt. The normalized answers come back on a single GET; the list omits them. Submissions are created by the public forms, so the v1 API is read-only — ideal for syncing new leads and their answers into another system.