API Reference
Guides

Fetch contacts from a company

get
https://app.investglass.com/api/v1/company_clients

By passing in the appropriate options you can choose between fetching all contacts or one, specified by input parameters, example: 'pseudonym': 'client pseudonym'.

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Query Params
string

searching with Pseudonym.

string

relationship_manager_id or relationship_manager2_id

string

compliance status

string

searching with pipeline

string

searching using grant portal access

string

searching using created after date

string

searching using created before date

string

searching using tags

string

searching using custom fields. Example: 'custom_fields': {'email': '[email protected]'}

string

searching using contacts approval process status with unstarted: 0, pending: 1, accepted: 2, rejected: 3, changes_requested: 4, reassign: 5

string

searching all contacts having this custom field exist

Headers
string
Responses

Updated 12 months ago

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application/json

Updated 12 months ago