Pylon
Knowledge BaseWebsiteChangelogBook a DemoLogin
  • Getting Started
    • Introduction
    • Quick Start
    • Slack Setup
    • Channel Configuration
    • User Guide
  • Support Workflows
    • Omnichannel Support
    • Issues
      • Views
      • Statuses
      • Message Editor
      • Copilot
      • Internal Threads
      • Proactive Issues
      • Translation
      • Bulk actions
      • Issue Groups
    • SLAs
    • Support Hours
    • CSAT
    • Ticket Forms
    • Assignment Rules
      • User Status
    • Email
  • Platform
    • Custom Fields
    • Required and Conditional Fields
    • Tags
    • Teams
    • Triggers
      • Logs & History
    • Macros
    • Command Search
    • Roles & User Management
    • Training Data
    • Ask AI
  • AI Agents
    • Overview
    • Build
      • Resources
    • Test
  • Knowledge Base
    • Overview
    • Articles & Collections
      • Editor
      • Copilot
      • Templates
      • Collaboration
    • Knowledge Gaps
    • Styling & Customization
    • Custom Authentication
    • Search
    • Translation
  • Customer Portal
    • Overview
    • Styling & Customization
    • Access Control
    • Portal Experience
    • Custom Authentication
  • In-App Chat
    • Overview
    • Styling
    • Functionality
    • Chat Experience
    • Chat Setup
    • Identity Verification
    • JavaScript API
  • Account Management
    • Accounts
    • Views
    • Notebooks
      • Blocks
    • Highlights
    • Fields
    • Copilot
    • Activities
      • Custom Activities
  • Reporting & Analytics
    • Analytics
    • Default Dashboards
    • Custom Dashboards
  • Broadcasts
    • Overview
    • Create a Broadcast
    • Analytics
  • Integrations
    • CRM
      • Salesforce
      • Hubspot
      • Attio
      • Pipedrive
    • Ticketing
      • Linear
      • GitHub Issues
      • Asana
      • Jira
    • Alerting
      • PagerDuty
      • Opsgenie
    • Chat
      • Slack
        • Internal Threads
        • Collect Data
        • Support Ticket Flow
        • Welcome Message
        • Bookmarks
        • Onboard Employees
        • Left Company
        • Slack Community
      • Microsoft Teams
      • Discord
    • Incident Management
      • incident.io
    • Call Recording
      • Gong
      • Fathom
      • Grain
      • Fireflies
  • Data Warehouse
    • Snowflake
    • BigQuery
  • Developer
    • API
      • Authentication
      • Errors
      • API reference
        • Attachments
        • Accounts
          • Activities
          • Highlights
        • Contacts
        • Custom Fields
        • Issues
        • Knowledge Base
        • Me
        • Messages
        • Tags
        • Teams
        • Ticket Forms
        • User roles
        • Users
      • External IDs
    • Custom Apps
    • Embedded Iframes
    • Webhooks
Powered by GitBook
On this page

Was this helpful?

  1. Developer
  2. API
  3. API reference

Accounts

PreviousAttachmentsNextActivities

Last updated 1 month ago

Was this helpful?

get

Get an account by its ID or external ID

Authorizations
Path parameters
idstringRequired

The ID or external ID of the account to fetch.

Responses
200Success
application/json
400Error
application/json
404Error
application/json
500Error
application/json
get
GET /accounts/{id} HTTP/1.1
Host: api.usepylon.com
Authorization: Bearer JWT
Accept: */*
{
  "data": {
    "channels": [
      {
        "channel_id": "text",
        "is_primary": true,
        "source": "text"
      }
    ],
    "created_at": "text",
    "crm_settings": {
      "details": [
        {
          "id": "text",
          "source": "text"
        }
      ]
    },
    "custom_fields": {
      "ANY_ADDITIONAL_PROPERTY": {
        "slug": "text",
        "value": "text",
        "values": [
          "text"
        ]
      }
    },
    "domain": "text",
    "domains": [
      "text"
    ],
    "external_ids": [
      {
        "external_id": "text",
        "label": "text"
      }
    ],
    "id": "text",
    "latest_customer_activity_time": "text",
    "name": "text",
    "owner": {
      "email": "text",
      "id": "text"
    },
    "primary_domain": "text",
    "tags": [
      "text"
    ],
    "type": "text"
  },
  "request_id": "text"
}
delete

Delete an existing account

Authorizations
Path parameters
idstringRequired

The ID or external ID of the account to delete.

Responses
200Success
application/json
delete
DELETE /accounts/{id} HTTP/1.1
Host: api.usepylon.com
Authorization: Bearer JWT
Accept: */*
200Success
{
  "request_id": "text"
}
  • GET/accounts
  • POST/accounts
  • GET/accounts/{id}
  • PATCH/accounts/{id}
  • DELETE/accounts/{id}
  • POSTSearch for accounts by a given filter
get

Get a list of accounts

Authorizations
Query parameters
cursorstringOptional

The cursor to use for pagination.

limitinteger ยท int64Required

The number of accounts to fetch. Defaults to 100. Must be greater than 0 and less than 1000.

Responses
200Success
application/json
400Error
application/json
404Error
application/json
500Error
application/json
get
GET /accounts HTTP/1.1
Host: api.usepylon.com
Authorization: Bearer JWT
Accept: */*
{
  "data": [
    {
      "channels": [
        {
          "channel_id": "text",
          "is_primary": true,
          "source": "text"
        }
      ],
      "created_at": "text",
      "crm_settings": {
        "details": [
          {
            "id": "text",
            "source": "text"
          }
        ]
      },
      "custom_fields": {
        "ANY_ADDITIONAL_PROPERTY": {
          "slug": "text",
          "value": "text",
          "values": [
            "text"
          ]
        }
      },
      "domain": "text",
      "domains": [
        "text"
      ],
      "external_ids": [
        {
          "external_id": "text",
          "label": "text"
        }
      ],
      "id": "text",
      "latest_customer_activity_time": "text",
      "name": "text",
      "owner": {
        "email": "text",
        "id": "text"
      },
      "primary_domain": "text",
      "tags": [
        "text"
      ],
      "type": "text"
    }
  ],
  "pagination": {
    "cursor": "text",
    "has_next_page": true
  },
  "request_id": "text"
}
post

Create a new account

Authorizations
Body
domainstringOptional

Deprecated. Please use Domains and PrimaryDomain instead.

domainsstring[]Optional

The domains of the account, without any leading scheme, for example stripe.com. Must specify one domain as primary.

logo_urlstringOptional

The logo URL of the account. Must be a square .png, .jpg or .jpeg.

namestringRequired

The name of the account.

primary_domainstringOptional

Must be in the list of domains. If there are any domains, there must be exactly one primary domain.

tagsstring[]Optional

An array of strings to use as tags on this account. If provided, the accounts tags will be updated to the given tags.

Responses
200Success
application/json
400Error
application/json
404Error
application/json
500Error
application/json
post
POST /accounts HTTP/1.1
Host: api.usepylon.com
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 299

{
  "channels": [
    {
      "channel_id": "text",
      "is_primary": true,
      "source": "text"
    }
  ],
  "custom_fields": [
    {
      "slug": "text",
      "value": "text",
      "values": [
        "text"
      ]
    }
  ],
  "domain": "text",
  "domains": [
    "text"
  ],
  "external_ids": [
    {
      "external_id": "text",
      "label": "text"
    }
  ],
  "logo_url": "text",
  "name": "text",
  "primary_domain": "text",
  "tags": [
    "text"
  ]
}
{
  "data": {
    "channels": [
      {
        "channel_id": "text",
        "is_primary": true,
        "source": "text"
      }
    ],
    "created_at": "text",
    "crm_settings": {
      "details": [
        {
          "id": "text",
          "source": "text"
        }
      ]
    },
    "custom_fields": {
      "ANY_ADDITIONAL_PROPERTY": {
        "slug": "text",
        "value": "text",
        "values": [
          "text"
        ]
      }
    },
    "domain": "text",
    "domains": [
      "text"
    ],
    "external_ids": [
      {
        "external_id": "text",
        "label": "text"
      }
    ],
    "id": "text",
    "latest_customer_activity_time": "text",
    "name": "text",
    "owner": {
      "email": "text",
      "id": "text"
    },
    "primary_domain": "text",
    "tags": [
      "text"
    ],
    "type": "text"
  },
  "request_id": "text"
}
patch

Update an existing account

Authorizations
Path parameters
idstringRequired

The ID or external ID of the account to update.

Body
domainsstring[]Optional

Domains of the account. Must specify one domain as primary.

namestringOptional

The name of the account.

owner_idstringOptional

The ID of the owner of the account.

primary_domainstringOptional

Must be in the list of domains. If there are any domains, there must be exactly one primary domain.

tagsstring[]Optional

An array of strings to use as tags on this account. If provided, the accounts tags will be updated to the given tags.

Responses
200Success
application/json
400Error
application/json
404Error
application/json
500Error
application/json
patch
PATCH /accounts/{id} HTTP/1.1
Host: api.usepylon.com
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 283

{
  "channels": [
    {
      "channel_id": "text",
      "is_primary": true,
      "source": "text"
    }
  ],
  "custom_fields": [
    {
      "slug": "text",
      "value": "text",
      "values": [
        "text"
      ]
    }
  ],
  "domains": [
    "text"
  ],
  "external_ids": [
    {
      "external_id": "text",
      "label": "text"
    }
  ],
  "name": "text",
  "owner_id": "text",
  "primary_domain": "text",
  "tags": [
    "text"
  ]
}
{
  "data": {
    "channels": [
      {
        "channel_id": "text",
        "is_primary": true,
        "source": "text"
      }
    ],
    "created_at": "text",
    "crm_settings": {
      "details": [
        {
          "id": "text",
          "source": "text"
        }
      ]
    },
    "custom_fields": {
      "ANY_ADDITIONAL_PROPERTY": {
        "slug": "text",
        "value": "text",
        "values": [
          "text"
        ]
      }
    },
    "domain": "text",
    "domains": [
      "text"
    ],
    "external_ids": [
      {
        "external_id": "text",
        "label": "text"
      }
    ],
    "id": "text",
    "latest_customer_activity_time": "text",
    "name": "text",
    "owner": {
      "email": "text",
      "id": "text"
    },
    "primary_domain": "text",
    "tags": [
      "text"
    ],
    "type": "text"
  },
  "request_id": "text"
}

Search for accounts by a given filter

post

Currently, the following fields are filterable for accounts:

  • domains. Allowed operators: contains, does_not_contain, in, not_in

  • tags. Allowed operators: contains, does_not_contain, in, not_in

  • name. Allowed operators: equals, in, not_in

  • custom fields (pass in the slug of the custom field)

Authorizations
Body
cursorstringOptional

The cursor to use for pagination.

limitinteger ยท int64Optional

The number of accounts to fetch. Defaults to 100. Must be greater than 0 and less than 1000.

Responses
200Success
application/json
400Error
application/json
404Error
application/json
500Error
application/json
post
POST /accounts/search HTTP/1.1
Host: api.usepylon.com
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 312

{
  "cursor": "text",
  "filter": {
    "field": "text",
    "operator": "equals",
    "subfilters": [
      {
        "field": "text",
        "operator": "equals",
        "subfilters": [
          {
            "field": "text",
            "operator": "equals",
            "subfilters": "[Circular Reference]",
            "value": "text",
            "values": [
              "text"
            ]
          }
        ],
        "value": "text",
        "values": [
          "text"
        ]
      }
    ],
    "value": "text",
    "values": [
      "text"
    ]
  },
  "limit": 1
}
{
  "data": [
    {
      "channels": [
        {
          "channel_id": "text",
          "is_primary": true,
          "source": "text"
        }
      ],
      "created_at": "text",
      "crm_settings": {
        "details": [
          {
            "id": "text",
            "source": "text"
          }
        ]
      },
      "custom_fields": {
        "ANY_ADDITIONAL_PROPERTY": {
          "slug": "text",
          "value": "text",
          "values": [
            "text"
          ]
        }
      },
      "domain": "text",
      "domains": [
        "text"
      ],
      "external_ids": [
        {
          "external_id": "text",
          "label": "text"
        }
      ],
      "id": "text",
      "latest_customer_activity_time": "text",
      "name": "text",
      "owner": {
        "email": "text",
        "id": "text"
      },
      "primary_domain": "text",
      "tags": [
        "text"
      ],
      "type": "text"
    }
  ],
  "pagination": {
    "cursor": "text",
    "has_next_page": true
  },
  "request_id": "text"
}