Accounts

Check available Account APIs on left-hand navigation bar.

Resources

Field

Data Type

Read-only

Context

account_id

string

Unique immutable identifier for account

event_account_id

string

Equivalent of account_id returned in GET call

stage_id

integer

status_id

integer

name

string

Account Name

csm_id

integer

customer_success_manager

email

CSM's email

licenses

integer

Number of licenses

stage

string

Trial, Onboarding, Live, Cancelled, {custom_value}

status

string

Active, Cancelled, Future, Suspended

mrr

float

Monthly Recurring Revenue

amount

float

Total Amount of "Active" subscriptions

plan_quantity

integer

Total Plan Quantity of "Active" subscriptions

plan_names

string

Comma-separated Plan Names of "Active" subscriptions

next_billing_on

date

Earliest upcoming billing date from "Active" subscriptions

stage_csb

string

Trial, Onboarding, Live, Cancelled

product_health

string

good, average, poor, not_calculated

financial_health

string

good, average, poor, not_calculated

service_health

string

good, average, poor, not_calculated

relationship_health

string

good, average, poor, not_calculated

email

string

phone

string

employees

integer

industry

string

segment

string

Comma-separated

sales_manager

string

forecast

string

renew, up-sell, at-risk, cancel, convert

forecast_amount

float

billing_street

string

billing_city

string

billing_state

string

billing_postal_code

string

billing_country

string

last_login

date

YYYY-MM-DD

last_activity_date

date

YYYY-MM-DD

total_active_users

integer

active_days

integer

is_active

integer

last_touchpoint_at

datetime

risk_count

integer

risk_description

string

confidence_description

string

created_on

date

YYYY-MM-DD

updated_on

date

YYYY-MM-DD

created_at

timestamp

YYYY-MM-DD HH:MM:SS

updated_at

timestamp

YYYY-MM-DD HH:MM:SS

custom_{attribute}

per custom attribute

API Name

Account custom attributes can be created and viewed from Account attributes under Settings > Attributes