English (US)

Get complete history of a deal/contact/lead

Borna Spalat

Hello!

I would like to build some custom reports based on Zendesk Sell data. For this purpose, I planned using historical data about deals, contacts and leads - something like a revision history.
Can this be obtained using any of the Sell's APIs, and if so, which one?

An example for some more detail. The Core API can get you the current state of a deal. The payload contains several timestamps (creation, last modification, ..), the current stage of the deal and the time when the last stage change occured. Given that we use more than 2 stages, I cannot deduce when all of the stage changes happened. I'd really like to have this information :)

Inside the Search API documentation, I've stumbled upon the version attribute. If I could obtain all versions of a certain deal, that would solve my problem. Unfortunately, I can't judge if the API is capable of doing this solely from the documentation.

Any help on the topic would be great!

 

Thanks in advance,

Borna

PS. Now I see that Luciano's question is related to this one :)

1 Comments

  • Grzegorz Pogwizd
    Zendesk team member

    Hi Borna,

    Thanks for reaching out with this question, I'm happy to clarify.

    I'm sorry to disappoint you but Sell does not have API endpoints available for getting historical data on objects (including Leads, Contacts and Deals).

    Only the "last known state" of an object is available to get through the endpoints, and the 'version' attribute that you've noticed in the Search API is not too useful as it's just a value that is automatically incremented with every change of the object. We don't store or expose previous versions of that object though.

    So all in all, you won't be able to run a report basing on historical data, using our APIs, I'm afraid.

    However, there is a possibility to fetch and store all events (including objects changes) in your Sell account, from a certain point in time and going forward, using the Firehose API - https://developers.getbase.com/docs/rest/articles/firehose/overview

    This API provides a near real-time stream of events, that you can fetch, consume and process on your side. If you decide to just fetch and store those events, you'll basically receive a stack of object versions for later reporting usage.

    I trust this helps and in case of any further questions do not hesitate to let us know. Best regards!

    Grzegorz Pogwizd
    Technical Support Engineer | Zendesk Sell

    Do you need more information? - Our Help Center has it all at https://support.zendesk.com/hc/en-us/categories/360002582434-Sell
    Do you prefer a live conversation? - Call us at +1 888-670-4887 press 1, Mo-Fr, 8am-5pm, Pacific Time
    Want to talk to other Sell users? - check out our Community at https://support.zendesk.com/hc/en-us/community/topics/360001380554-Sell-Q-Ab

    1

Please sign in to leave a comment.

Didn't find what you were looking for?

New post
Powered by Zendesk