Workbooks

Update or create multiple Activity records in a single request.

Update or create multiple Task records.

Retrieve Activity records.

Retrieve Task records.

Fetch a report’s data in CSV format using the report’s numeric ID.

Fetch a report’s data in CSV format by its name.

Fetch a report’s data in XLSX format by ID.

Fetch a report’s data in XLSX format by name.

Obtain a session for API access using an API key or user credentials.

Authenticate to the Workbooks API to obtain a session for subsequent requests using an API key or user credentials.

Redirects to Okta OAuth2 login to authenticate the user.

Create, update or delete multiple Person records in a single request; includes creating new records when id=0 and applying filters to target existing records.

Retrieve a list of Person records; supports _start, _limit, _select_columns and filtering parameters as shown in the API sample.

Retrieve entries for one or more picklists; multiple picklists can be requested by comma-separating picklist_id values.

Retrieve all Picklists defined in the Workbooks database.

Render a PDF version of a document/object using a configured PDF template (use the pdf extension instead of api).

Return an array of object type metadata (fields, associations, and actions) exposed by the API.