Step-by-Step Guide
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The following API script will be used to reassign a lead to a new user. The script remains constant. |
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The user selects the lead to be reassigned and notes down the application ID of the application (lead) from the URL to use in the API script.
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Once the API script is entered into Postman, click the blue Send button. Make sure:
The response reads Message: Application updated successfully
The Status says 200 OK
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Navigate back to the inFlow screen and check under the Assignment section on the right side of the inFlow screen to make sure the lead is reassigned. Refresh page is possible.
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Request URL
https://app.insellerate.com/api/v2/pub/application/reassign?orgId={{Insellerate Org ID}}
Request Body
{
"ApplicationId": {{Insellerate Application ID}},
"Assignments": [
{
"UserId": "{{Insellerate User 1 ID}}"
},
{
"UserId": "{{Insellerate User 2 ID}}"
}
],
"PrimaryAgent":
{
"UserId": "{{Insellerate User ID}}"
},
"UnassignAllOtherUsers": {{true or false}}
}
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If the Insellerate user ID is unknown to the requestor, the Insellerate user's email can be used in lieu. Just replace "UserId":, with the "Email" parameter. |
Request Body
{
"ApplicationId": {{Insellerate Application ID}},
"Assignments": [
{
"Email": "{{Insellerate User Email}}"
},
{
"Email": "{{Insellerate User Email}}"
}
],
"PrimaryAgent":
{
"Email": "{{Insellerate User Email}}"
},
"UnassignAllOtherUsers": {{true or false}}
}
"UnassignAllOtherUsers": If true, will unassign all other users if their role matches that of the PrimaryAgent specified in the post. If false, will keep all other users of the same role of the PrimaryAgent as secondary agents to the application.
Requestors can also make a GET request to https://app.insellerate.com/api/integration/GetUsers?orgId={{Insellerate Org ID}} to view the list of available users and their current agent roles in the org prior to making the post request.
Senders should receive a 200 OK response code, notifying them that the request was received and was either successful/unsuccessful.
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