Vitally Support

REST API Overview

REST API: Organizations

REST API: Accounts

REST API: Users

REST API: Admins

REST API: Meetings

REST API: Conversations

REST API: Messages

REST API: Notes

REST API: Projects

REST API: Tasks

REST API: NPS Responses

REST API: Custom Traits

REST API: Project Templates

REST API: Custom Objects

REST API: Custom Surveys

This documentation will guide you through the process of creating new Custom Objects in bulk.

REST API: Bulk POST Requests through Postman

This documentation will guide you through the process of updating Notes in bulk.

REST API: Bulk PUT Requests through Postman

This documentation will guide you through the process of deleting Custom Object instances in bulk.

REST API: Bulk DELETE Requests through Postman

Laura Bedoya

Sharon

Ethan Patrick

REST API

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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