Contacts API

CRM Sync Hub

When contacts are triggered or scheduled within your practice workflows, they are automatically unified within our internal CRM system. This ensures that scheduling integrations, billing actions, and SMS logs remain attached to a single historical timeline.

Response Payload (200 OK)

A unified historical payload mapping everything from inbound intents to invoice payments:

{
  "status": "success",
  "contact": {
    "id": "contact_9238f9d0c",
    "first_name": "Jack",
    "last_name": "Sterling",
    "email": "jack.sterling@ozonenews.net",
    "phone": "+1-832-555-0144",
    "created_at": "2026-06-10T15:24:00Z",
    "metadata": {
      "practice_id": "practice_68c92a95c",
      "status": "nurturing",
      "lead_score": 92
    },
    "appointment_history": [
      {
        "appointment_id": "apt_9238c",
        "platform": "acuity",
        "service": "Corporate LLC Structuring Consultation",
        "appointment_status": "scheduled",
        "date": "2026-06-11T09:00:00Z",
        "duration_minutes": 60,
        "physician_or_advisor": "Chad Black"
      }
    ],
    "billing_history": [
      {
        "invoice_id": "inv_9381k",
        "provider": "stripe_connect",
        "stripe_account_destination": "acct_1Hu483JHG8",
        "amount_cents": 35000,
        "currency": "usd",
        "payment_status": "unpaid",
        "invoice_url": "https://checkout.stripe.com/pay/cs_live_acct_e02a839",
        "created_at": "2026-06-10T15:24:09Z",
        "due_date": "2026-06-13T15:24:09Z"
      }
    ],
    "automation_timeline": [
      {
        "event": "trigger_fired",
        "workflow_id": "wf_74a0c81bf3d24e5",
        "execution_id": "exe_8c9371fde02a839",
        "timestamp": "2026-06-10T15:24:05Z"
      },
      {
        "event": "ai_intake_categorization_completed",
        "agent": "Sterling AI",
        "intent_extracted": "corporate_business_formation",
        "sentiment_detected": "determined",
        "timestamp": "2026-06-10T15:24:08Z"
      },
      {
        "event": "onboarding_schedule_dispatched",
        "channel": "sms",
        "recipient": "+1-832-555-0144",
        "message": "Hey Jack, we got your tax audit inquiry! Let's get you set up first. Pick a consultation tier: https://texas-web-service.acuityscheduling.com/schedule.php?owner=practice_68c92a95c",
        "timestamp": "2026-06-10T15:24:09Z"
      }
    ]
  }
}