Beta Guides

These guides are grouped under a single Guides section and stay aligned with the endpoint families in the OPENAPI reference.

Start Here

• Creating your first contact is the recommended first end-to-end workflow.

Endpoint Families

• Organisation covers listing organisations and workspaces.
• Origination covers deal and quote lifecycle operations.
• Contact covers contact records plus addresses and contact methods.
• Employer covers employer records and contact linking.
• Novated Assets covers assets, budgets, and finance views.
• Invoices covers invoice retrieval endpoints.
• Utilities covers service health and connectivity checks.

How To Use These Guides

• Read the workflow summary for the endpoint family you are integrating.
• Follow the linked API reference section for operation-level details.
• Move back to the Quick Start page if you need the broader onboarding context.