Overview

Custom fields add typed columns to contact, company and deal records without changing the API shape of those objects. A field is defined once, then given a value per record.

Saved views store a filter, sort and column set for an object type, either private to you or shared with the team.

Authentication

Authorization: Bearer cm_your_api_key

Custom fields

Field definitions

{
  "id": "44dd…",
  "tenant_id": "a0b1…",
  "entity_type": "company",
  "key": "account_tier",
  "label": "Account tier",
  "field_type": "select",
  "options": ["bronze", "silver", "gold"],
  "is_required": false,
  "position": 2,
  "created_at": "2026-08-02T09:00:00Z",
  "updated_at": "2026-08-02T09:00:00Z"
}

GET /api/v1/crm/custom-fields

Ordered by entity type, then position, then key.

POST /api/v1/crm/custom-fields

curl -X POST https://api.callmissed.com/api/v1/crm/custom-fields \
  -H "Authorization: Bearer cm_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "entity_type": "company",
    "key": "account_tier",
    "label": "Account tier",
    "field_type": "select",
    "options": ["bronze", "silver", "gold"]
  }'

A duplicate key returns 409 A custom field with this key already exists for this entity type.

PATCH /api/v1/crm/custom-fields/{def_id}

Accepts label, options, is_required and position.

key, entity_type and field_type are immutable — changing a field's type would silently invalidate every stored value. Create a new field and migrate instead.

DELETE /api/v1/crm/custom-fields/{def_id}

Returns 204 and cascades to every value stored for that field.

Field values

{
  "id": "55ee…",
  "tenant_id": "a0b1…",
  "field_def_id": "44dd…",
  "entity_type": "company",
  "entity_id": "5c6d…",
  "value": "gold",
  "key": "account_tier",
  "label": "Account tier",
  "field_type": "select",
  "created_at": "2026-08-04T10:00:00Z",
  "updated_at": "2026-08-16T09:00:00Z"
}

The row carries the definition's key, label and field_type alongside the value, so one call renders a record's custom section without a second lookup.

GET /api/v1/crm/custom-fields/values

Ordered by the definition's position, then key — the order you defined for display.

PUT /api/v1/crm/custom-fields/values

Upsert. Always returns 200, whether it created or replaced.

curl -X PUT https://api.callmissed.com/api/v1/crm/custom-fields/values \
  -H "Authorization: Bearer cm_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{ "field_def_id": "44dd…", "entity_id": "5c6d…", "value": "gold" }'

To clear a field, delete the value — sending value: null returns 422 value must not be null; delete the value to clear it. The distinction keeps "never set" and "deliberately empty" from collapsing into one state.

Type mismatches return a specific 422: value must be a number, value must be an ISO 8601 date, value must be one of the field's options, and so on. A simultaneous write from elsewhere returns 409 This field was updated concurrently; retry.

DELETE /api/v1/crm/custom-fields/values/{value_id}

Returns 204.

Saved views

{
  "id": "66ff…",
  "tenant_id": "a0b1…",
  "entity_type": "deal",
  "name": "My open enterprise deals",
  "filters": { "status": "open", "value_gte": 100000 },
  "sort": { "field": "expected_close_date", "dir": "asc" },
  "columns": ["title", "value", "stage_id", "expected_close_date"],
  "layout": "kanban",
  "is_shared": false,
  "created_by_user_id": "b1f2…",
  "created_at": "2026-08-10T09:00:00Z",
  "updated_at": "2026-08-10T09:00:00Z"
}

filters is free-form JSON — the API stores and returns it; your client decides what the keys mean.

Visibility

A view is reachable only when is_shared is true, or you created it. A teammate's private view returns 404, not 403 — its existence is not disclosed.

API keys have no user identity, so a view created with a key has created_by_user_id: null. Set is_shared: true on views you want a key to read back, otherwise the key will not see them.

GET /api/v1/crm/saved-views

Newest first.

POST /api/v1/crm/saved-views

GET / PATCH / DELETE /api/v1/crm/saved-views/{view_id}

PATCH accepts every field except entity_type — a view belongs to one object type for life. DELETE returns 204.

Errors

Nothing on this page consumes credits.