API Upload Lead Documents - Shape Software - Automate your business!

Instructions

Shape Software API

POST API Calls

GET API Calls

Upload Lead Documents

POST /upload/lead/document

To upload a document for a lead, send an authorized POST request to  https://secure.setshape.com/api/upload/lead/document

Parameters

Upload documents to lead record files with these parameters:

Parameter — Document to upload

Parameter — Lead ID

Request Header

The authentication token should be passed in the request header for every API request. 

Content-Type: application/json
Authorization=xxxxxxxxxxxxxxxxxxxxxxxx

Request Body

JSON request body formatting example:

{
  "document": // Attach Document to upload,
  "leadid": "60679",
}

Response

Upon success, the server returns HTTP codes and messages in the header with some additional elements and properties that are set by the server, such as id.

{
    "message": "Document uploaded successfully",
    "lead_id": "60679"
}

How to Get Field Names

Field names can be found within your CRM System’s settings pages under: Settings > Marketing Sources > Edit Any Marketing Source > Campaign Source Post URL Instructions.

 

After navigating to the marketing sources settings page and opening up a campaign, scroll to the bottom of the page to the “Campaign Source Post URL Instructions” section. Here, you will find a searchable table with a breakdown of all of the field names available for use. These field names can also be exported to a CSV via the “Export” dropdown.