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SOAP Documentation

To use the SOAP webservice you will need to access the WSDL document for your company's subdomain.

Your company's unique WSDL document can be found here: YOUR_COMPANY_DOMAIN.insidesales.com/do=noauth/soap/service?wsdl Substitute your company's actual subdomain in the URL.

From the Webservice Manager page in the CRM, you can access the documentation by clicking the "Webservice Documentation" button. This documentation lists all the object types, fields (including custom fields), and available methods and will be essential for developing your SOAP application.

To access this documentation login to your InsideSales.com system and go to:
Admin Tab >> Manage Webservice >> Webservice Documentation

Available Methods

The first method you should call is 'login'. Login authenticates your session and sends back a PHPSESSID cookie, which it will expect to be present in all future request for this session. The login method requires three parameters: username, password, security_token.

Each of the primary object types have several common methods, in the form of addLead or updateAccount:

  1. add - Used when you are adding a new object of this type. The first parameter is required, and is an object of that type.
  2. update - For updating objects. The first parameter is an object. It requires a valid object id to be set in the object to find the object to update.
  3. delete - Marks an object as deleted. Pass in the id of the object to delete.
  4. upsert - This is a convenience method that will try to update an object if your first parameter has an ID, otherwise it will add a new object.
  5. get - Allows you to perform searches and get the matching objects. The first parameter is an array of Filters, and the other two control paging

Filters

All getObject methods rely on the concept of Filter objects. If you wanted to get a list of deleted leads created on July 2nd 2010, you would need to create two filters.

A filter is composed of three parts: field, operator, and values. To build the filter to look for deleted leads, we would do something like this:

deleted_filter = {'field':'deleted', 'operator':'=', 'values':['1']}

Notice that 'values' is an array of strings. Because in this case we are making a filter on a boolean we use the '=' operator and specify a single value of '1', which is how you search for true. Now we need to make another filter to look for leads created on or after today:

today_filter = {'field':'date_created', 'operator':'>', 'values':['2010-07-02']}

Now that we have both filters, we can call the getLeads method in the webservice by passing in an array of those two filters.

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