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Unified API

Unified CRM API

One standardized interface to read and write customer relationship management data across every provider. 17 unified resources, 27 supported integrations, zero provider-specific code.

https://api.truto.one/unified/crm
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17

Unified resources

27

Supported integrations

Pass‑through

Real-time, no data storage

Data Model

CRM resources

Every resource is normalized across providers. Use the same schema whether your customer is on Accelo or ActiveCampaign.

Accounts

The accounts represent a company in a CRM.

15 fields Docs →
Accounts fields
id string
owner object
name string
description string
industry string
website string
number_of_employees integer
addresses array
phone_numbers array
urls array
tags array
custom_fields object
last_activity_at string
updated_at string
created_at string

Associations

3 fields Docs →
Associations fields
entity_id string
entity string
associations object

Contacts

The contacts represent an existing point of contact at a company in a CRM.

17 fields Docs →
Contacts fields
id string
first_name string
last_name string
name string
title string
account object
addresses array
email_addresses array
phone_numbers array
tags array
custom_fields object
last_activity_at string
created_at string
updated_at string
etag string
owner object
urls array

Engagement Types

The engagement types represent an interaction activity in a CRM.

5 fields Docs →
Engagement Types fields
id string
type string
name string
created_at string
updated_at string

Engagements

The engagements represent an interaction noted in a CRM.

21 fields Docs →
Engagements fields
id string
owner object
content string
subject string
direction string
engagement_type string
internal_notes string
notes array
status string
start_time string
end_time string
duration string
project object
account object
contact array
opportunity array
lead array
phone_numbers array
custom_fields object
created_at string
updated_at string

Field Groups

Represents a group of fields in a CRM.

8 fields Docs →
Field Groups fields
id string
name string
label string
description string
entity_type string
status string
created_at string
updated_at string

Fields

The fields of entities in a CRM.

17 fields Docs →
Fields fields
id string
name string
label string
description string
type string
is_hidden boolean
is_unique boolean
is_required boolean
is_editable boolean
options array
is_user_defined boolean
entity_type string
reference_entity string
field_groups array
created_at string
updated_at string
urls array

Leads

The leads represent a potential customer in a CRM.

21 fields Docs →
Leads fields
id string
owner object
lead_source string
lead_type string
status string
title string
contact object
account object
first_name string
last_name string
addresses array
email_addresses array
phone_numbers array
custom_fields object
last_activity_at string
created_at string
updated_at string
converted_at string
converted_contact string
converted_account string
urls array

Notes

The notes represent a note on another object in a CRM.

12 fields Docs →
Notes fields
id string
title string
owner object
content string
contact array
account object
opportunity array
lead array
visibility string
created_at string
updated_at string
urls array

Opportunities

The opportunities represent an opportunity in a CRM.

17 fields Docs →
Opportunities fields
id string
name string
description string
amount number
currency string
owner object
account object
contact array
stage object
status string
tags array
custom_fields object
last_activity_at string
close_date string
created_at string
updated_at string
urls array

Pipelines

6 fields Docs →
Pipelines fields
id string
name string
entity string
stages array
created_at string
updated_at string

Projects

16 fields Docs →
Projects fields
id string
name string
description string
amount number
currency string
owner object
account object
contact array
opportunity array
stage object
status string
tags array
last_activity_at string
close_date string
created_at string
updated_at string

Stages

The stages represent a stage of an opportunity in a CRM.

7 fields Docs →
Stages fields
id string
name string
position number
status string
pipeline object
created_at string
updated_at string

Tasks

The tasks represent a task in a CRM.

16 fields Docs →
Tasks fields
id string
subject string
content string
type object
owner object
account object
contact array
opportunity array
lead array
completed_at string
due_date string
status string
created_at string
updated_at string
etag string
urls array

Users

The users represent a user in a CRM.

7 fields Docs →
Users fields
id string
name string
email string
is_active boolean
created_at string
updated_at string
urls array

Views

5 fields Docs →
Views fields
id string
name string
entity string
created_at string
updated_at string

Workspaces

The workspace represent a workspace in the remote system.

5 fields Docs →
Workspaces fields
id string
name string
description string
updated_at string
created_at string

How It Works

From zero to integrated

Go live with the Unified CRM API in under an hour. No boilerplate, no maintenance burden.

01

Connect your customer’s account

Use Truto’s pre-built auth flows to connect any customer relationship management provider. OAuth, API keys, and custom auth — all handled.

02

Query the unified API

Read and write data through a single, normalized REST API. Same endpoints, same schema, regardless of the underlying provider.

03

Customize with JSONata

Need a field the unified model doesn’t cover? Extend the schema with declarative JSONata mappings — no code deploys, no waiting on us.

From the Blog

CRM integration guides

Deep dives, architecture guides, and practical tutorials for building customer relationship management integrations.

Unified CRM API

Start building with the Unified CRM API

27 integrations. 17 unified resources. Zero provider-specific code. Ship customer relationship management integrations in hours, not months.

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