Welcome to the LeanData API documentation suite — your hub for building integrations that drive smarter routing, matching, and scheduling across your organization.
\n: Identify Salesforce Leads, Contacts, or Accounts from external systems in real time with industry-best accuracy.
\n: Assign records using advanced logic such as weighted distribution, working hours, and vacation rules.
\n: Power your custom UI with real-time availability and scheduling logic, backed by secure, server-side authentication.
\n: Run LeanData One Time Routing and fetch graph data to power your own custom solution.
\nOur APIs are built for flexibility, precision, and performance — whether you're matching, routing, or booking.
\n","schema":"https://schema.getpostman.com/json/collection/v2.0.0/collection.json","toc":[],"owner":"5903739","collectionId":"a27fbcc8-b861-41bf-b9f6-8a60aeaafc43","publishedId":"RztfwXJq","public":true,"customColor":{"top-bar":"FFFFFF","right-sidebar":"303538","highlight":"1C517D"},"publishDate":"2025-05-20T17:10:44.000Z"},"item":[{"name":"Matching & Round Robin API","item":[{"name":"Functionality","item":[],"id":"adb9e37d-68f1-477c-9a42-437a5552193c","description":"Types:
\nNative Salesforce
\nExternal
\nRequest:
\nCategory (matching)
\nAPI Type (matchedAccount, duplicateLead, etc.)
\nValues to match (ex: Name, Company, etc.)
\nDesired return field values of the matched record(s)
\nResponse:
\nMatched record ID(s)
\nAdditional return values requested of matched record(s)
\nLeanData does not require any specific field to complete matching. However, the more fields that can be passed over, the more data points the algorithm can analyze, and the more accurate the result. While not required, there are certain fields we recommend such as company name, website, email (for Matched Account) and person's name (for Duplicate Lead(s) and Contact(s)). Any fields on the matched object record can be included as return values upon request.
\n","_postman_id":"a72a1837-9869-411c-b7c2-499ccab08bfb"},{"name":"Example Use Cases","item":[],"id":"02ad5174-7834-462d-bedd-6d749e7a7406","description":"For LeanData Customers:
Utilize LeanData's powerful algorithm inside and outside of Salesforce:
Match data collected from an event with existing data in your CRM. Trigger additional workflows, such as notifying the Sales Rep to fuel sales conversations for lead conversions and upsells.
\nMatch data of a Visitor to an existing Account and display relevant products based on the account's firmographics
\nCheck for existing data in Salesforce before creating new Leads, Contacts, or Accounts
\nConvert new Leads under matched Accounts
\nFor Partners:
Provide your customers the ability to display and leverage dynamic content from their CRM:
G2: Match Buyer Intent information to existing Accounts
\nDrift: Collect visitor information as the chatbot. Match Visitor information to existing Accounts. Add the Account Owner into the conversation.
\nFor LeanData Customers:
\nAuthorize Salesforce Token for LeanData. Click into your LeanData tab in Salesforce and authorize the token from the top of the home page. (If you've already authorized the token for LeanData, no action is necessary.)
\nNotify your LeanData CSM. Provide the ID of the Salesforce instance where you'd like to enable the Matching API.
\nOnce the CSM confirms provisioning of the Matching API, test it. Steps to test in Workbench:
\nAgree to the terms of service in Workbench and log in to the desired instance with Workbench here.
\nToggle to the POST function and fill in the URL as: /services/apexrest/LeanData/LeanDataAPI.
\nThe Request Body is dependent on the Operation Type.
\nFor Partners:
\nFor Prospects:
\nReplace the below values with your own details:
\nCONNECTED_APP_CLIENTID
CONNECTED_APP_REDIRECT_URL
AUTH_CODE
REFRESH_TOKEN
CONNECTED_APP_CLIENTID_SECRET
Step 1. User Requests Access
\nUsers must approve the Connected App. This page will prompt the users to authenticate the app and once they've accepted the OAuth prompt, the browser will re-direct them to the CONNECTED_APP_REDIRECT_URL with the Authorization Code in the URL param.
\n\n\nButton REST Link Example: https://login.salesforce.com/services/oauth2/authorize?response_type=code&client_id=CONNECTED_APP_CLIENT_ID&redirect_uri=CONNECTED_APP_REDIRECT_URL
\n
Step 2. Exchange Authorization Code for Access Token
\nAfter obtaining the authorization code, the web server passes back the authorization code to get a token response.After validating the authorization code, Salesforce passes back a token response. This REST call returns the Access Token, Instance URL, and Refresh Token. The web server can now access the user's data.
\n\n\nToken REST Endpoint Example: https://login.salesforce.com/services/oauth2/token?grant_type=authorization_code&code=AUTH_CODE&client_id=CONNECTED_APP_CLIENT_ID&client_secret=CONNECTED_APP_CLIENT_SECRET&redirect_uri=CONNECTED_APP_REDIRECT_URL
\n
Step 3. Refresh Token
\nIf the access token becomes invalid, the client can use a refresh token to get a new access token. This REST call returns the new Access Token, Instance URL, and Refresh Token.
\n\n\nToken Refresh REST Endpoint Example: https://login.salesforce.com/grant_type=refresh_token&client_id=CONNECTED_APP_CLIENT_ID&client_secret=CONNECTED_APP_CLIENT_SECRET&refresh_token=REFRESH_TOKEN
\n
Review these Salesforce documents with your Salesforce Administrator and IT team:
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Errors typically fall under these categories:
\n\"message\": \"Session expired or invalid\", \"errorCode\": \"INVALID_SESSION_ID\"
\nThe Session ID in the authentication of the API request has expired. Please contact your Salesforce Administrator for a valid Session ID.
\n\"No such column 'Favorite Food' on sobject of type Lead\\\"
\nThe API call contains a field in the request or response that does not exist on the object queried. Please verify the API name of the field.
\nFuture Functionality:
\nPurpose: Returns a single Duplicate Lead considering default tie-breakers and filters
\nAvailable in version 1.500+ of LeanData
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\nNote: Matching & Round Robin API usage is for direct communication with an SFDC org. This API is recommended to be used via SFDC Flows. This is distinct from the Graph API that uses a custom LeanData API key to perform actions.
\n\n\nOur Matching API matches data passed from external systems against existing Leads, Contacts, or Accounts in Salesforce via REST endpoints, and returns the matched values (ID by default, other matched fields as necessary).
\n
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\n
This endpoint returns the fields defined in your trigger node. Use this endpoint to dynamically determine what prospect data must be collected (including field types and validation rules) prior to calling the routing availability endpoint.
\n⚠️ Note: Routing Links Trigger Nodes are not supported.
\nCommon use cases:
\nAgentic scheduling: ask only for missing fields
\nDynamic UI: render required fields based on trigger configuration
\nnodeName (required) — A string value that contains the name of your Trigger Node (in the BookIt Flowbuilder). For more information, check out the Trigger Node Implementation guide.name — A string name of the requested trigger node.
inputs — An array of input field objects that represent the fields required for routing. Each input field object contains the following properties:
⚠️ Note: All input definitions in the inputs array are configured in the LeanData application. If any updates or changes are needed—such as adding, removing, or modifying input fields—they must be made in the corresponding configuration within LeanData. These definitions cannot be modified through the API.
name — A string that represents the unique API name of the input field. This value should be used as the key when submitting data for booking or routing requests.
type — A string that represents the expected data type of the input field.
Supported values include:
\nSTRING — A text value
PHONE — A text value of the phone number (can include country code).
DOUBLE — A numeric value (supports decimal values)
BOOLEAN — A true/false value
Use this endpoint when you want LeanData BookIt to determine the correct routing outcome (who/what should be booked) and return the current availability of determined host.
\nCommon use cases:
\nFirst-time booking when routing is required
\nAgentic flows that need to decide who to book and when
\nGenerating a token that can be reused to refresh availability without re-running routing
Notes:
\ntoken that can be passed to POST /v1/scheduling/fetch-availability to refetch availability without triggering routing again.Before sending form data to the BookIt API, ensure the following requirements are met:
\nRequirement:
\nSpecifications:
\nFormat: Universally Unique Identifier (UUID)
\nExample: c149cd78-377c-4549-ae62-3910ebe3b6ed
Generation: Can be arbitrarily created by your system
\nIntegration: Must be populated on the prospect's Salesforce record through your marketing automation platform, preferably simultaenously as your first BookIt API callout.
\n❗️ Note: if a prospect submits multiple times, each subsequent Log ID must replace the previous ID in Salesforce.
\n❗️If you are using Marketo as your Marketing Automation, please reach out to your LeanData team.
\nBest Practices:
\nUse a reliable UUID generation method to ensure uniqueness
\nValidate the ID format before submission
\ntriggerNode (required) — A string value that contains the name of your Trigger Node in the BookIt Flowbuilder. This value must exactly match the configured Trigger Node name in the LeanData application.
uid (required) — A string value that contains your BookIt Unique Log ID.
prospect (required) — An object that contains all prospect data required for routing and availability retrieval.
⚠️ Important: The fields included inside the prospect object must exactly match the input field definitions returned by the /v1/scheduling/retrieve-inputs endpoint.
Field names are case-sensitive and must be passed exactly as returned in the inputs[].name response.
Field values must match the corresponding inputs[].type response.
Missing required fields may result in routing failure or incomplete availability results.
\n❗️Availability data is returned only when routing.responseType = \"calendar\"****.
If responseType is \"redirect\" or \"none\", the scheduling object will be null, and no availability data will be returned. Always check routing.responseType before accessing scheduling data.
routing — An object that contains the routing outcome determined by the BookIt routing graph.
responseType — A string that indicates the routing outcome determined by the BookIt routing graph. Possible values are:
\"calendar\" — The routing graph reached a \"Schedule\" node. Encrypted scheduling parameters are returned in the token field.
\"redirect\" — The routing graph reached a \"Redirect to URL\" node. A redirect URL is returned in the redirect field.
\"none\" — The routing graph reached an \"End of Flow\" node. No scheduling or redirect data is returned. This can be used to trigger a fallback experience in your UI.
token (optional) — A string value that is used to refresh availability without re-running routing.
routing.responseType is \"calendar\".calendarLink (optional) — A string containing the URL that renders the hosted LeanData BookIt scheduling page. Use this link if you prefer to leverage LeanData’s native scheduling UI instead of building a custom booking experience using the scheduling object. Redirecting a user to this URL will load the full BookIt calendar experience.
routing.responseType is \"calendar\".redirect (optional) — A string containing the URL configured in the \"Redirect to URL\" node of the BookIt routing graph.
Only present when responseType is \"redirect\".
Redirect users to this URL to continue the scheduling process as defined by your routing configuration.
\nscheduling (optional) — An object (or null) that contains the full scheduling page configuration and availability data required to render a booking experience.
Present only when routing.responseType = \"calendar\".
Returns null when responseType is \"redirect\" or \"none\".
⚠️ Note: All data in the scheduling object is sourced directly from the Meeting Type configuration in the LeanData application (and related LeanData configuration). Any updates or changes to this information must be made in LeanData. This data cannot be modified through the API.
meeting — An object that contains metadata about the meeting type.
name — A string that contains the name of the meeting type.
duration — An object that describes the meeting duration.
unit — A string that represents the time unit (e.g., min).
value — A number that represents the duration value.
formFields — An array of form field objects that represent the input fields required to finalize the booking of the meeting. These form fields should appear on the final confirmation screen before the meeting is booked.
⚠️ Important: You must send back values for all defined fields when booking a meeting.
\nname — A string of the Field label.
type — A string that represents the input type (e.g., text)
required — A boolean that signifies whether a field is mandatory. This value is based on the settings defined in the Meeting Type configuration.
description — A string that contains the calendar event description
pageStyle — An object that defines branding settings for the scheduling page. This is set in the LeanData application.
styleColor — A string representing the primary hex color code used to theme UI elements (e.g. buttons, highlights) on the scheduling page.
logo — A string representing the URL of the company logo (uploaded in the LeanData application) to be displayed on the scheduling page. If empty, no logo was uploaded to the application.
pageInfo — An object that contains general page metadata.
displayAllPoolAvailability — A boolean/null that indicates to show all availability for all pool members. If this value is true, then you will need to use the /v1/round-robin-meeting endpoint to book the meeting.
userIds — An array that contains user IDs involved in the meeting (hosts or pool members). This array can be used to display representative names on the scheduling calendar.
prefillFields — An object that contains form submission data for the prospect, specifically their \"First Name\", \"Last Name\", and \"Email\". These values can be used to pre-populate the prospect's information before finalizing the meeting booking.
availability — An object that contains available time slots and a mapping of user indices to user IDs.
❗️Note: If this object is empty, then this is an indicator that either the meeting type expired or there are no availability in the pool (e.g. all members are on vacations). In this scenario, please revert to your fallback experience.
\nindexToUserIdMap — An object that maps numeric indices (used in timeSlots.users) to user IDs from the userIdToInfoMap object.
timeSlots — An array of time slot objects that represent available meeting windows. You can use this data to render available times on your scheduling UI.
start_time — A number that represents the start time in Unix epoch milliseconds.
end_time — A number that represents the end time in Unix epoch milliseconds.
users — An array of numbers that reference user indices from indexToUserIdMap. These represent the users who are available during this time slot.
indexToUserIdMap) as part of the request payload when booking the meeting.userIdToInfoMap — An object that maps user IDs to user-specific details used for scheduling.
❗️Note: The information in userIdToInfoMap is not required to build the core calendar UI. It is provided as supplementary context.
[userId] — An object where each key is a user ID and each value is a user object.
FirstName — A string that represents the user's first name.
LastName — A string that represents the user's last name.
Email — A string that represents the user's email address.
TimeZoneSidKey — A string that represents the user's primary time zone, using the IANA Time Zone Database format. (e.g. America/Los_Angeles)
ConferenceLink — A string that represents the user's conferencing URL
Use this endpoint to:
\nrefresh times after routing, using the token returned by v1/scheduling/route-and-fetch-availability to refetch availability without re-running routing
fetch availability for single-meeting-type BookIt Links only by passing the linkId
reschedule flow: pass meetingId to fetch availability for rescheduling an existing meeting
❗️ Important: The request body must include exactly one of the following parameters:
\ntoken — A string value returned by the /v1/scheduling/route-and-fetch-availability endpoint.
Use this parameter to refresh availability after routing and before a meeting has been booked. This token represents the previously computed routing + scheduling context.
\n⚠️ The token is valid only until a meeting is successfully booked for that routed outcome.
If a meeting has already been created, the token can no longer be used.
\nFor rescheduling a booked meeting, use meetingId instead.
When token is provided, linkId and meetingId must not be included.
linkId — A string that represents the ID of a single-meeting-type BookIt Link.
Use this parameter to fetch availability for standalone BookIt Links.
\nThis value is derived from the BookIt Link URL and corresponds to the path segment immediately following /l/. For example, given the BookIt Link https://leandata.my.leandata.com/l/Lw5mjKK, the linkId is Lw5mjKK.
When linkId is provided, token and meetingId must not be included.
meetingId — A string that represents the ID of an existing scheduled meeting.
Use this parameter to fetch updated availability after a meeting has already been booked, for use in a reschedule flow.
\nThis returns updated availability for the meeting’s associated meeting type and host(s).
\nWhen meetingId is provided, token and linkId must not be included.
The response structure varies depending on whether the request used token, linkId, or meetingId.
pageInfo Propertiesmeeting Objectavailability ObjecttimeSlots StructureThe availability endpoints return meeting configuration and open time slots used to render booking pages or refresh availability. Depending on the request context (routing, direct link, or reschedule), the response includes meeting details, eligible hosts, and available time windows.
\nPOST /v1/scheduling/route-and-fetch-availability
POST /v1/scheduling/fetch-availability
Retrieves meetings associated with a prospect’s email address. By default, the endpoint returns scheduled and canceled meetings from the time of the API call through the future. To query historical meetings, pass a start value in the past (optionally paired with end) to expand the time range backward.
If start and/or end are provided, meetings will be filtered by their scheduled start time.
Both ISO 8601 format and Unix timestamp (milliseconds) are supported.
\nIf no time filters are provided, all meetings associated with the prospect will be returned.
\nNote: calendarEvent fields are returned from the calendar provider. calendarEvent.status represents the provider’s event status, while bookIt.status represents LeanData’s meeting lifecycle status.
required
\n","type":"text/plain"},"key":"prospectEmail","value":""},{"disabled":true,"description":{"content":"optional - iso string YYYY-MM-DDTHH:mm:ss.sssZ or unix timestamp in milliseconds\nex) Wed Oct 05 2011 16:48:00 GMT+0200 (CEST)
optional - iso string YYYY-MM-DDTHH:mm:ss.sssZ or unix timestamp in milliseconds\nex) Wed Oct 05 2011 16:48:00 GMT+0200 (CEST)
optional filter - values (confirmed, canceled)
Retrieves detailed information for a single meeting by its unique identifier.
\nUse this endpoint to:
\nPower confirmation pages
\nSupport reschedule or cancellation flows
\nRetrieve full attendee details
\nNote: calendarEvent fields are returned from the calendar provider. calendarEvent.status represents the provider’s event status, while bookIt.status represents LeanData’s meeting lifecycle status.
A string representing the unique identifier for the booked meeting.
\n","type":"text/plain"},"type":"any","value":"","key":"meetingId"}]}},"response":[{"id":"2eb3f275-d021-4cce-b333-08b1f56c86df","name":"Successful Response","originalRequest":{"method":"GET","header":[],"url":"https://api.leandata.com/v1/meeting/a0ojiiqp8ht68tpgd8pmcdq27573gorpa8r76d2k9hp5km2qb8og"},"status":"OK","code":200,"_postman_previewlanguage":null,"header":[{"key":"Date","value":"Mon, 23 Feb 2026 20:43:35 GMT"},{"key":"Content-Type","value":"application/json"},{"key":"Content-Length","value":"442"},{"key":"Connection","value":"keep-alive"},{"key":"x-amzn-RequestId","value":"1486ab86-136b-4a42-b077-6b41a5868c1c"},{"key":"x-amz-apigw-id","value":"ZQJOqF9ISK4Fm_Q="},{"key":"X-Amzn-Trace-Id","value":"Root=1-699cbbf7-5ffb5a154779d01832a01c52;Parent=43a6934381bea35a;Sampled=0;Lineage=1:544e9e7e:0"}],"cookie":[],"responseTime":null,"body":"{\n \"id\": \"a0ojiiqp8ht68tpgd8pmcdq27573gorpa8r76d2k9hp5km2qb8og\",\n \"title\": \"API BookIt Demo\",\n \"status\": \"confirmed\",\n \"scheduledTime\": {\n \"start_time\": 1771970400000,\n \"end_time\": 1771972200000\n },\n \"organizer_email\": \"person1@test.com\",\n \"attendees\": [\n {\n \"email\": \"guest1@guest.com\",\n \"responseStatus\": \"needsAction\"\n },\n {\n \"email\": \"person1@test.com\",\n \"organizer\": true,\n \"self\": true,\n \"responseStatus\": \"accepted\"\n },\n {\n \"email\": \"guest2@guest.com\",\n \"responseStatus\": \"accepted\"\n }\n ]\n}"},{"id":"294efcc8-cde7-47b2-84fb-69c35be78523","name":"Invalid Meeting ID","originalRequest":{"method":"GET","header":[],"url":"https://api.leandata.com/v1/meeting/invalidMeetingID"},"status":"Not Found","code":404,"_postman_previewlanguage":null,"header":[{"key":"Date","value":"Mon, 23 Feb 2026 20:37:10 GMT"},{"key":"Content-Type","value":"application/json"},{"key":"Content-Length","value":"29"},{"key":"Connection","value":"keep-alive"},{"key":"x-amzn-RequestId","value":"54d871cf-d16f-4a3e-bb9b-61c90163c5a0"},{"key":"x-amz-apigw-id","value":"ZQISfGjjSK4FvEQ="},{"key":"X-Amzn-Trace-Id","value":"Root=1-699cba75-7aadf4810106c9ea6905d001;Parent=38562dd9356b428e;Sampled=0;Lineage=1:544e9e7e:0"}],"cookie":[],"responseTime":null,"body":"{\n \"error\": \"Meeting not found\"\n}"}],"_postman_id":"cc0e89da-df60-4720-95e4-724175c37fb1"}],"id":"49ceace0-1337-43a6-bd69-fcd669b82e78","_postman_id":"49ceace0-1337-43a6-bd69-fcd669b82e78","description":""},{"name":"Create","item":[{"name":"v1/meeting","event":[{"listen":"test","script":{"id":"a2194b1d-1444-45ce-a667-85bdfff7cb70","exec":[""],"type":"text/javascript","packages":{}}}],"id":"5a19b024-0165-4ae7-a790-00404595cf86","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"apikey","apikey":{"basicConfig":[{"key":"key","value":"x-api-key"},{"key":"value","value":"This endpoint is used to book a meeting with a single rep who has already been assigned by your routing logic. The routing graph has selected the most appropriate user for the prospect based on your configuration—this endpoint simply finalizes the booking.
\n⚠️ Use this endpoint only when pageInfo.displayAllPoolAvailability = null or false in the availability response.
If pageInfo.displayAllPoolAvailability = true, you must instead call POST /v1/round-robin-meeting.
The request payload contains the encrypted scheduling context, the selected time window, prefilled user data, and optional links to support canceling or rescheduling the meeting after it's booked.
\n❗️ If your availability response indicates pageInfo.displayAllPoolAvailability = true, you must book using POST /v1/round-robin-meeting instead of this endpoint.
This endpoint supports three request modes. Your request body must include exactly one of:
\ntoken (recommended)
linkId
params (legacy)
userFields Important Notes:You should return one userField object for each required, defined field in the formFields array (i.e., any field with a name value, any field with a required: true value).
First Name, Last Name, and Email are required by default and must be included.
\nIf a field in formFields is undefined (e.g., has an empty name), it should be excluded from userFields.
name — A string that represents the field label (e.g. \"First Name\").
type — A string indicating the field type (text, textarea, etc.).
value — A string (or array, depending on field type) representing the entered value.
Additional Guest Emails, this should be an array of strings, each representing an email address.❗️Exactly one of token, linkId, or params must be provided. Do not send more than one.
params mode)cancelLink / rescheduleLinkThese links will be included in the confirmation email sent to the prospect. The values must be the base URL-- You can include any query parameters you'd like in the base URL. The BookIt system will automatically append the meetingId to the end of the URL.
❗️ Note: Make sure the base URL is formatted to support appending the meetingId correctly, depending on whether you want it as a path or a query parameter.
If you'd like the meetingId added as a path segment, provide a trailing slash (e.g. https://example.com/cancel/). The result will be https://example.com/cancel/123.
If you'd like the meetingId added as a query parameter, include the key in the base URL (e.g. https://example.com/cancel?utm_source=email&meetingId=). BookIt will append the value (e.g. https://example.com/cancel?utm_source=email&meetingId=123).
meetingId — A string representing the unique identifier for the booked meeting.
organizerEmail — A string containing the email address of the assigned rep who will host the meeting.
This endpoint is used to book a meeting with a user from a round robin pool. If your routing logic has determined that a pool of users should be considered for this meeting, this endpoint handles the final assignment and booking of the meeting with the most appropriate available user.
\n💡 Use this endpoint when the availability response indicates pageInfo.displayAllPoolAvailability is true.
The request payload includes the encrypted scheduling context, the chosen time window, prefilled prospect data, and optional links for canceling or rescheduling the meeting after booking.
\n❗️Exactly one of token, linkId, or params must be provided. Do not send more than one.
params mode)cancelLink / rescheduleLinkThese links will be included in the confirmation email sent to the prospect. The values must be the base URL-- You can include any query parameters you'd like in the base URL. The BookIt system will automatically append the meetingId to the end of the URL.
❗️ Note: Make sure the base URL is formatted to support appending the meetingId correctly, depending on whether you want it as a path or a query parameter.
If you'd like the meetingId added as a path segment, provide a trailing slash (e.g. https://example.com/cancel/). The result will be https://example.com/cancel/123.
If you'd like the meetingId added as a query parameter, include the key in the base URL (e.g. https://example.com/cancel?utm_source=email&meetingId=). BookIt will append the value (e.g. https://example.com/cancel?utm_source=email&meetingId=123).
meetingId — A string representing the unique identifier for the booked meeting.
organizerEmail — A string containing the email address of the assigned rep who will host the meeting.
selectedUserId — A string representing the Salesforce user ID of the rep selected from the round robin pool to host the meeting.
Use these endpoints to finalize and book meetings after a timeslot has been selected.
\n⚠️ Important: You must support both POST /v1/meeting and POST /v1/round-robin-meeting.
The correct endpoint is determined by the availability response:
\nIf pageInfo.displayAllPoolAvailability = true, you must book using POST /v1/round-robin-meeting.
If pageInfo.displayAllPoolAvailability = null or false, you must book using POST /v1/meeting.
This behavior is driven by your scheduling graph configuration and cannot be assumed ahead of time.
\n","_postman_id":"f8b27b63-a16a-4a8e-9927-6008937e9191"},{"name":"Manage","item":[{"name":"v1/meeting/:meetingId","event":[{"listen":"test","script":{"id":"aa154bf0-a14b-48fe-b120-01442c714f9d","exec":[""],"type":"text/javascript","packages":{}}}],"id":"8f1dccb8-9726-4539-9f9e-374e491d175c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"apikey","apikey":{"basicConfig":[{"key":"key","value":"x-api-key"},{"key":"value","value":"This endpoint is used to reschedule an existing meeting by providing a new start and end time.
\n💡 The :meetingId path parameter should be replaced with the unique ID of the meeting you want to update.
scheduledTime (required) — An object that defines the selected meeting time.
start_time (required) — A number representing the meeting start time in Unix epoch milliseconds.
end_time (required) — A number representing the meeting end time in Unix epoch milliseconds.
timezone — A string in IANA format (e.g. America/Los_Angeles). This value is used solely for formatting the confirmation email sent to the prospect. The actual meeting time is determined using the raw timestamps.
meetingId — A string representing the unique identifier for the booked meeting.
organizerEmail — A string containing the email address of the assigned rep who will host the meeting.
A string representing the unique identifier for the booked meeting.
\n","type":"text/plain"},"type":"any","value":"","key":"meetingId"}]}},"response":[{"id":"347fc2b3-a5e7-4e52-8508-4b22840c6e88","name":"Successful Response","originalRequest":{"method":"PATCH","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"scheduledTime\": {\n \"start_time\": 1746547200000,\n \"end_time\": 1746548100000,\n \"timezone\": \"America/Los_Angeles\"\n }\n}"},"url":"https://api.leandata.com/meeting/e1bjaka790ojci236so7gh3b6dmlgr2na1ojap3c6srmocjba1mg"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 05 May 2025 22:36:21 GMT"},{"key":"Content-Type","value":"application/json"},{"key":"Content-Length","value":"113"},{"key":"Connection","value":"keep-alive"},{"key":"x-amzn-RequestId","value":"4411f6c8-51b3-4a8b-9966-784e204ae540"},{"key":"x-amz-apigw-id","value":"KHaHMEivyK4FkqQ="},{"key":"X-Amzn-Trace-Id","value":"Root=1-68193d60-13512e29181725c859394a9a;Parent=1bd7df2e59344912;Sampled=0;Lineage=1:544e9e7e:0"}],"cookie":[],"responseTime":null,"body":"{\n \"meetingId\": \"e1bjaka790ojci236so7gh3b6dmlgr2na1ojap3c6srmocjba1mg\",\n \"organizerEmail\": \"person1@test.com\"\n}"}],"_postman_id":"8f1dccb8-9726-4539-9f9e-374e491d175c"},{"name":"v1/meeting/:meetingId","event":[{"listen":"test","script":{"id":"61eb7395-bc82-4f84-8acd-12f654e94f0a","exec":[""],"type":"text/javascript","packages":{}}}],"id":"0e79e9a1-e890-466a-ae3f-d8c14ba86079","protocolProfileBehavior":{"disabledSystemHeaders":{"host":true,"user-agent":true,"accept":true,"accept-encoding":true,"connection":true},"disableBodyPruning":true},"request":{"auth":{"type":"apikey","apikey":{"basicConfig":[{"key":"key","value":"x-api-key"},{"key":"value","value":"This endpoint cancels a previously scheduled meeting. It requires only the meeting ID in the URL path—no request body is needed.
\nA successful cancellation returns a 200 OK status. There is no response body.
A string representing the unique identifier for the booked meeting.
\n","type":"text/plain"},"type":"any","value":"","key":"meetingId"}]}},"response":[{"id":"d86089f4-6e72-4e6c-85c4-63e9545c079b","name":"Successful Deletion","originalRequest":{"method":"DELETE","header":[],"url":"https://api.leandata.com/v1/meeting/6tbmgcajepbl8i37a1a4qsa4dh3lkiqjap6n2j2m6ks48q3pcpp0"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 06 May 2025 23:59:52 GMT"},{"key":"Content-Type","value":"application/json"},{"key":"Content-Length","value":"0"},{"key":"Connection","value":"keep-alive"},{"key":"x-amzn-RequestId","value":"4ca603c5-9b47-417f-8949-2e902e891f88"},{"key":"x-amz-apigw-id","value":"KK5SpEdYyK4FrBg="},{"key":"X-Amzn-Trace-Id","value":"Root=1-681aa276-0ca809895a582a734eb0111a;Parent=7d3aa4fcf2c5048a;Sampled=0;Lineage=1:544e9e7e:0"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"0e79e9a1-e890-466a-ae3f-d8c14ba86079"}],"id":"22861ed1-b7a3-4f43-b815-bb95a668076e","_postman_id":"22861ed1-b7a3-4f43-b815-bb95a668076e","description":""}],"id":"fdbf17f7-27be-4080-a054-425488bbac58","description":"Manage the full lifecycle of meetings-- including creation, retrieval, updates, cancellations, and rescheduling. These endpoints support booking confirmations, reschedule flows, auditing/debugging, and agentic scheduling workflows.
\nRetrieve
\nGET /v1/meetings - retrieve meetings associated with a prospect by email
GET /v1/meeting/{meetingId}
Create
\nPOST /v1/meeting
POST /v1/round-robin-meeting
Manage
\nPATCH /v1/meeting/{meetingId}
DELETE /v1/meeting/{meetingId}
Legacy routing-only endpoint. Runs routing and returns routing results as encrypted token, but does not return availability. Existing integrations may continue using this endpoint. For new builds, prefer POST /v1/scheduling/route-and-fetch-availability.
Depending on the concluding routing decision, this endpoint will either return data needed to query for the next endpoint, a redirect link, or an indication to render your fallback experience.
\nTypical follow-up:
\nCall POST /v1/scheduling/retrieve-info (legacy) or use the combined endpoint instead.
_ld_nodeName (required) — A string value that contains the name of your Trigger Node (in the BookIt Flowbuilder)
_ld_uid (required) — A string value that contains your BookIt Unique Log ID.
formData (required) — An object that contains the prospect data needed for the BookIt Flowbuilder and routing process.
responseType — A string that indicates the routing outcome determined by the BookIt routing graph. Possible values are:
\"calendar\" — The routing graph reached a \"Schedule\" node. Encrypted scheduling parameters are returned in the params field.
\"redirect\" — The routing graph reached a \"Redirect to URL\" node. A redirect URL is returned in the redirect field.
\"none\" — The routing graph reached an \"End of Flow\" node. No scheduling or redirect data is returned. This can be used to trigger a fallback experience in your UI.
params (optional) — A string value that is base64-encoded and acts as a token for retrieving the scheduling page data the subsequent API call.
Only present when responseType is \"calendar\".
This value should be passed to the appropriate scheduling endpoint to retrieve the full scheduling page configuration.
\nYou do not need to decrypt this string manually.
\nredirect (optional) — A string containing the URL configured in the \"Redirect to URL\" node of the BookIt routing graph.
Only present when responseType is \"redirect\".
Redirect users to this URL to continue the scheduling process as defined by your routing configuration.
\nUse this endpoint when booking a meeting for the first time. This endpoint returns comprehensive scheduling data needed to build a booking experience, including meeting configuration, host availability, and user information. This data enables the construction of a scheduling page with available time slots, host details, working hours, and meeting parameters.
\nparams (required) — A string that contains encrypted details of the scheduling context. This should be the value that was returned from the /v1/scheduling/route endpoint.meeting — An object that contains metadata about the meeting type.
❗️Note: All data in the meeting object is sourced directly from the Meeting Type configuration in the LeanData application. If any updates or changes are needed to this information—such as duration, description, buffer settings, etc.—they must be made in the LeanData application under the corresponding Meeting Type configuration. This data cannot be modified through the API.
name — A string that contains the name of the meeting type
duration — An object that describes the meeting duration
unit — A string that represents the time unit. (e.g. min)
value — A number that represents the duration value
formFields — An array of 9 form field objects that represent the input fields required to finalize the booking of the meeting. These form fields should appear on the final confirmation screen before the meeting is booked as these form values are used as variables in confirmation emails. LeanData will also use these values to send the confirmation email to. The fields are configured in the Meeting Type configuration under the \"Additional Questions\" tab in the LeanData application— The default and required form fields are First Name, Last Name, Email, and Additional Guest Emails. Admins can configure up to 5 additional custom questions.
The fields that represent the optional additional questions will have a property of isAdditionalQuestion: true. If no additional questions are configured in the Meeting Type, these fields will have empty name values and should be treated as unused.
❗️ Important: You must send back values for all defined fields when booking a meeting.
\nIf only the default fields are configured (First Name, Last Name, Email, and Guest Emails), then only those 4 values need to be returned.
\nIf any optional questions are configured, values for those must also be included in the booking request.
\nname — A string of the Field label.
type — A string that represents the input type (e.g., text)
readOnly — A boolean that signifies whether a field can be edited. This value is based on the settings defined in the Meeting Type configuration.
required — A boolean that signifies whether a field is mandatory. This value is based on the settings defined in the Meeting Type configuration.
validation — An optional string that represents the type of validation to apply to the input. The only supported value is email, which signals that the input should be validated as a properly formatted email address. If no value is provided, standard text validation (e.g., checking for non-empty input if the field is required) is assumed.
isAdditionalQuestion — A boolean that signifies whether the field is an additional custom question
description — A string that contains the calendar event description
customRange — An object specifying a custom date range available for booking.
startTime — A number (UNIX timestamp) for when the date range begins
endTime — A number (UNIX timestamp) for when the date range ends.
timezone — A string representing the timezone used in the IANA Time Zone Database format. (e.g. America/Los_Angeles)
redirectURL — A string URL that is set in the Meeting Type configuration. This is the URL where the prospect should be redirect to upon successful booking.
internalName — A string used internally to identify the meeting type. This is set in the Meeting Type configuration.
pageStyle — An object that defines branding settings for the scheduling page. This is set in the LeanData application.
styleColor — A string representing the primary hex color code used to theme UI elements (e.g. buttons, highlights) on the scheduling page.logo — A string representing the URL of the company logo (uploaded in the LeanData application) to be displayed on the scheduling page. If empty, no logo was uploaded to the application.
pageInfo — An object that contains general page metadata.
displayAllPoolAvailability — A boolean/null that indicates to show all availability for all pool members. If this value is true, then you will need to use the /v1/round-robin-meeting endpoint to book the meeting.
round robin pool id — A string/null that contains the ID of round-robin scheduling pool if applicable
userIds — An array that contains user IDs involved in the meeting (hosts or pool members). This array can be used to display representative names on the scheduling calendar.
prefillFields — An object that contains form submission data for the prospect, specifically their \"First Name\", \"Last Name\", and \"Email\". These values can be used to pre-populate the prospect's information before finalizing the meeting booking.
availability — An object that contains available time slots and a mapping of user indices to user IDs.
❗️Note: If this object is empty, then this is an indicator that either the meeting type expired or there are no availability in the pool (e.g. all members are on vacations). In this scenario, please revert to your fallback experience.
\nindexToUserIdMap — An object that maps numeric indices (used in timeSlots.users) to user IDs from the userIdToInfoMap object.
timeSlots — An array of time slot objects that represent available meeting windows. You can use this data to render available times on your scheduling UI.
start_time — A number that represents the start time in Unix epoch milliseconds.
end_time — A number that represents the end time in Unix epoch milliseconds.
users — An array of numbers that reference user indices from indexToUserIdMap. These represent the users who are available during this time slot.
indexToUserIdMap) as part of the request payload when booking the meeting.userIdToInfoMap — An object that maps user IDs to user-specific details used for scheduling.
❗️Note: The information in userIdToInfoMap is not required to build the core calendar UI. It is provided as supplementary context.
[userId] — An object where each key is a user ID and each value is a user object.
FirstName — A string that represents the user's first name.
LastName — A string that represents the user's last name.
Email — A string that represents the user's email address.
TimeZoneSidKey — A string that represents the user's primary time zone, using the IANA Time Zone Database format. (e.g. America/Los_Angeles)
ConferenceLink — A string that represents the user's conferencing URL
This endpoint returns the same scheduling payload as v1/scheduling/retrieve-info, but is specifically used when rescheduling or canceling an existing meeting. Use this endpoint to retrieve all necessary data to re-render the scheduling UI in a modification flow.
eventId (required) — A string representing the unique identifier of the booked meeting. This should be the eventId returned from a successful booking via the /v1/meeting or /v1/round-robin-meeting endpoints. It is required to retrieve the scheduling information for rescheduling or canceling the meeting.
eventId to the end of the rescheduleLink and cancelLink (provided during booking), which are sent to the prospect in the post-scheduling emails. When the prospect clicks one of these links, they are directed to your reschedule or cancel page. You can extract the eventId directly from the URL when the page loads.event — An object representing the existing meeting being modified
id — A string unique identifier for the meeting.
status — A string representing the meeting status (e.g., \"confirmed\").
when — An object indicating the start and end times.
start_time — A number (UNIX timestamp) for when the meeting starts.
end_time — A number (UNIX timestamp) for when the meeting ends.
organizer_email — A string representing the email of the meeting organizer.
meeting — An object that contains configuration details about the meeting type.
❗️Note: All data in the meeting object is sourced directly from the Meeting Type configuration in the LeanData application. If any updates or changes are needed to this information—such as duration, description, buffer settings, etc.—they must be made in the LeanData application under the corresponding Meeting Type configuration. This data cannot be modified through the API.
name — A string that contains the name of the meeting type
duration — An object that describes the meeting duration
unit — A string that represents the time unit. (e.g. min)
value — A number that represents the duration value
formFields — An array of 9 form field objects that represent the input fields required to finalize the booking of the meeting. These form fields should appear on the final confirmation screen before the meeting is booked as these form values are used as variables in confirmation emails. LeanData will also use these values to send the confirmation email to. The fields are configured in the Meeting Type configuration under the \"Additional Questions\" tab in the LeanData application— The default and required form fields are First Name, Last Name, Email, and Additional Guest Emails. Admins can configure up to 5 additional custom questions.
The fields that represent the optional additional questions will have a property of isAdditionalQuestion: true. If no additional questions are configured in the Meeting Type, these fields will have empty name values and should be treated as unused.
❗️ Important: You must send back values for all defined fields when booking a meeting.
\nIf only the default fields are configured (First Name, Last Name, Email, and Guest Emails), then only those 4 values need to be returned.
\nIf any optional questions are configured, values for those must also be included in the booking request.
\nname — A string of the Field label.
type — A string that represents the input type (e.g., text)
readOnly — A boolean that signifies whether a field can be edited. This value is based on the settings defined in the Meeting Type configuration.
required — A boolean that signifies whether a field is mandatory. This value is based on the settings defined in the Meeting Type configuration.
validation — An optional string that represents the type of validation to apply to the input. The only supported value is email, which signals that the input should be validated as a properly formatted email address. If no value is provided, standard text validation (e.g., checking for non-empty input if the field is required) is assumed.
isAdditionalQuestion — A boolean that signifies whether the field is an additional custom question
description — A string that contains the calendar event description
customRange — An object specifying a custom date range available for booking.
startTime — A number (UNIX timestamp) for when the date range begins
endTime — A number (UNIX timestamp) for when the date range ends.
timezone — A string representing the timezone used in the IANA Time Zone Database format. (e.g. America/Los_Angeles)
redirectURL — A string URL that is set in the Meeting Type Configuration. This is the URL where the prospect should be redirect to upon successful booking.
internalName — A string used internally to identify the meeting type. This is set in the Meeting Type Configuration.
pageStyle — An object that defines branding settings for the scheduling page. This is set in the LeanData application.
styleColor — A string representing the primary hex color code used to theme UI elements (e.g. buttons, highlights) on the scheduling page.logo — A string representing the URL of the company logo (uploaded in the LeanData application) to be displayed on the scheduling page. If empty, no logo was uploaded to the application.
pageInfo — An object that contains metadata related to the current scheduling request.
displayAllPoolAvailability — will always be null since the round robin pool member (if applicable) was already selected in the initial booking.
round robin pool id — will always be null since the round robin pool member was already selected in the initial booking.
userIds — An array that contains the IDs of users involved in the meeting (hosts or pool members) This array can be used to display representative names on the scheduling calendar.
prefillFields — An object that contains form submission data for the prospect, specifically their \"First Name\", \"Last Name\", and \"Email\". These values can be used to pre-populate the prospect's information before finalizing the meeting booking.
isReschedule — A boolean indicating if the current booking is an attempt to reschedule.
scheduledTime — A stringified object containing:
startDateTime — A string timestamp for the start of the meeting.
endDateTime — A string timestamp for the end of the meeting.
timezone — A string for the time zone used (e.g.,\"America/Los_Angeles\").
hostId — A string representing the SFDC user ID hosting the meeting.
availability — An object that contains available time slots and a mapping of user indices to user IDs.
indexToUserIdMap — An object that maps numeric indices (used in timeSlots) to user IDs from the users object.
timeSlots — An array of time slot objects that represent available meeting windows. You can use this data to render available times on your scheduling UI.
start_time — A number that represents the start time in Unix epoch milliseconds.
end_time — A number that represents the end time in Unix epoch milliseconds.
users — An array of numbers that reference user indices from indexToUserIdMap. These represent the users who are available during this time slot. You'll need to use the corresponding user IDs (from indexToUserIdMap) as part of the request payload when booking the meeting.
userIdToInfoMap — An object that maps user IDs to user-specific details used for scheduling.
❗️Note: The information in userIdToInfoMap is not required to build the core calendar UI. It is provided as supplementary context.
[userId] — An object where each key is a user ID and each value is a user object.
FirstName — A string that represents the user's first name.
LastName — A string that represents the user's last name.
Email — A string that represents the user's email address.
TimeZoneSidKey — A string that represents the user's primary time zone, using the IANA Time Zone Database format. (e.g. America/Los_Angeles)
ConferenceLink — A string that represents the user's conferencing URL.
This section outlines the endpoints used to retrieve scheduling data for building a custom calendaring experience. Both endpoints return the same structure of read-only information—including scheduling metadata, working hours, available time slots, and configured users—that can be used to render the scheduling page.
\nv1/scheduling/retrieve-info — Use this endpoint when booking a meeting for the first time.
v1/scheduling/retrieve-modification-info — Use this endpoint when modifying an existing meeting, such as rescheduling or canceling.
These endpoints provide all the data needed to power the UI for selecting a meeting time and pre-populating prospect details.
\n","_postman_id":"a2b9761a-8147-4071-ba78-94fcdff8a168"}],"id":"a4840f04-68a3-4207-b8a9-5477e591e9de","description":"The LeanData BookIt API enables you to programmatically power scheduling experiences using LeanData’s scheduling logic and meeting lifecycle endpoints. Use these APIs to support agentic scheduling workflows, chat and in-app booking, custom UIs, reschedule flows, and other bespoke experiences. The API provides endpoints to:
\nDetermine routing inputs
\nOptionally run routing and fetch scheduling context
\nFetch availability
\nRetrieve a prospect's meeting by email
\nCreate and manage meetings.
\nThe API is organized around REST and uses predictable, resource-oriented URLs. It accepts JSON-encoded request bodies, returns JSON-encoded responses, and uses standard HTTP response codes, authentication, and HTTP verbs (POST, PATCH, DELETE).
To begin using the BookIt API, you must:
\nObtain a valid API key by contacting your LeanData Solutions Engineering Team.
\nMake all requests over HTTPS. Requests made over HTTP will be rejected.
\nInclude your API key using the X-Api-Key header in every request.
Ensure your requests include JSON-formatted bodies and handle JSON-formatted responses.
\nNote: the API does not support bulk updates — only one object can be modified per request.
\n❗️ Important: The BookIt API uses API keys for authentication, which are a server-side security mechanism. Because of this, all API calls must be made from a secure server environment. Do not expose API keys in client-side code or browser-based applications — doing so may compromise your system and result in unauthorized access.
\nThe BookIt API authenticates all requests using API keys:
\nAdd your API key to the X-Api-Key header of each request.
All API requests must be made over HTTPS.
\nRequests made without a valid API key will fail with an HTTP 401 Unauthorized error.
🛡️ Keep your keys secure. Never share or expose your API keys in public repositories, browser code, or third-party tools that aren't secure.
\nFor questions or support, please contact us at support@leandata.com.
\n","_postman_id":"a4840f04-68a3-4207-b8a9-5477e591e9de"},{"name":"Graph API","item":[{"name":"Retrieve Routing Graphs Information","item":[{"name":"orchestration/v1/routing-graphs","id":"7961d64e-3a2a-4a81-9d22-ef141c2d600b","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"apikey","apikey":{"basicConfig":[{"key":"key","value":"x-api-key"}]},"isInherited":false},"method":"GET","header":[],"url":"https://api.leandata.com/orchestration/v1/routing-graphs","description":"This endpoint retrieves a collection of configured routing graphs, allowing you to filter them by object type, deployment status, and name. This is useful for programmatically inspecting or listing the routing flows defined within your system.
\nEndpoint: GET /orchestration/v1/routing-graphs
objectType (required) — A string value that specifies the type of object the routing graphs are associated with (e.g., \"lead\", \"contact\", \"account\").
isLive (optional) — A boolean value that filters graphs by their deployment status. Set to true to retrieve only live (deployed) graphs, or false for non-live graphs. If omitted, all graphs (regardless of deployment status) are returned. Note: For Business Unit deployments, this will include both Ready To Go Live and Live deployments.
name (optional) — A string value that filters graphs where the graph's name contains this substring (case-insensitive).
routingQueryLimit (optional) -- A numeric value that controls the batch size for fetching routing graphs from the API key's associated Salesforce organization. All matching graphs will still be returned, but a higher value will result in larger batches and potentially faster overall retrieval, up to the Salesforce API limits. The default value is 20.
The response will contain a graphs array, which is a collection of Graph Objects. Each Graph Object provides detailed information about a specific routing graph:
id (String) — Unique identifier for the graph.
name (String) — Display name of the graph.
isLive (Boolean) — Indicates if the graph is currently active in production.
date (String) — Creation date in ISO8601 format.
time (String) — Creation time in ISO8601 format.
businessUnit (String | null) — Name of the associated business unit, null if none.
businessUnitId (String | null) — Identifier for the associated business unit, null if none.
isBUDeleted (Boolean) — Indicates if the associated business unit has been deleted.
editedBy (String) — Identifier of the user who last edited the graph.
editedByName (String) — Display name of the user who last edited the graph.
isGraphAvailableForEdit (Boolean) — Indicates if the current user has permission to edit this graph.
triggerNodeEdges (Object) — This object maps trigger node names (keys) to an object containing details about their outgoing connections and node type. For each trigger node name, the associated object will contain:
edges (Array) — An array of strings, where each string is the identifier of an outgoing edge or the next node in the flow from this trigger node.
nodeType (String) — The type of the node, e.g. TRIGGER, UPDATE TRIGGER etc.
canGraphBeOverridden (Boolean) — Indicates if the graph can be overridden by other graphs.
hasRoutingPriorities (Boolean) — Indicates if the graph has routing priority settings. This would evaluate to true if an edge on a trigger node has a priority setting that is not the default of 5.
lastModifiedDate (String) — Last modification timestamp in ISO8601 format.
lastModifiedBy (String) — Identifier of the user who last modified the graph.
scheduledJobs (Array | null) — An array of scheduled jobs associated with this graph, null if none.
lastDeployedDate (String) — Timestamp of the last deployment in ISO8601 format.
This section outlines the endpoints used to retrieve Routing Graphs information for building a custom orchestration experience. The endpoint returns information such as trigger node names, the edges in those trigger nodes, graph name, etc
\norchestration/v1/routing-graphs — Use this endpoint when fetching routing graphs from a particular SFDC org.Endpoint: POST https://api.leandata.com/orchestration/v1/one-time-routing
❗️ Important: The API does not validate FlowBuilder graphs before triggering routing. If you invoke 1x Routing to an invalid or misconfigured graph, the request will still be processed—but routing will fail silently. No error response will be returned from the API.
✅ To avoid unexpected behavior, please ensure the graph is valid and functioning as expected within the LeanData application before using it in API-triggered routing.
x-api-key (required) — Your unique API key for authentication.
Content-Type (required) — Must be application/json.
objectType (required) — A string value representing the type of object to route (e.g., \"Lead\", \"Contact\", \"Opportunity\"). This must correspond to an object type configured in your LeanData instance.
condition (required) — A string value containing a SOQL (Salesforce Object Query Language) WHERE clause to find the object(s) to be routed. For example: Id = '00Q5f000006KnPbEAK' or Status = 'New Lead'.
graphName (required if graphId is not provided) — A string value that is the exact name of the routing graph (configured in the LeanData Flowbuilder) to use for this one-time routing operation. If graphId is provided, graphName is ignored, even if included in the request.
graphId (required if graphName is not provided) — string value representing the unique ID of the routing graph to use for this one-time routing operation. If both graphId and graphName are provided, graphId is utilized and graphName is ignored.
notificationsDisabled (required) — A boolean value. When true, all notifications (e.g., email alerts, Slack messages, MSFT messages, etc) that are configured within the specified routing graph will be suppressed for this one-time routing execution. Set to false to allow notifications.
nodeType (required) — A string value representing the entry point type for the routing graph. Common values include 'TRIGGER' (for standard trigger-based routing) or 'UPDATE TRIGGER' (for routing based on updates to an object).
edgeName (required) — A string value that is the name of the specific edge (transition) from the Trigger Node within the specified routing graph that should be followed as the starting point for this one-time routing. For example: 'Lead is MQL'.
allowDedupe (optional) — A boolean value. If true, LeanData's deduplication logic will be applied to prevent duplicate record processing during routing. Defaults to false if not provided.
businessUnitId (optional) — A string value or null. This is the unique identifier of a specific business unit graph to route the object(s) through. This is useful for routing within a specific organizational segment. Defaults to null (no specific business unit filter) if not provided. If Multi-Graph is enabled for objectType, businessUnitId is required.
orderBy (optional) — A string value containing a SOQL ORDER BY clause to sort the records found by the condition. For example: \"CreatedDate DESC\" to process newer records first.
queryLimit (optional) — A number value that limits the number of records found by the condition that will be routed. Useful for testing or processing smaller batches. If omitted, all records matching the condition will be considered.
respectSchedules (optional) — A boolean value. When true, records will only be routed to users who are currently available according to their configured schedules within LeanData. If false, scheduling availability will be ignored. Defaults to false if not provided.
sendEmail (optional) - A boolean value. When true, sends an email to the job owner (in this case, the Routing token user) when 1x Routing is completed.
The response is a JSON string containing a result object, which provides details about the initiated one-time routing job:
condition — A string value that is the SOQL condition that was used to select the objects for routing.
nRecords — A string value representing the number of records that were found by the routing job.
jobId — A string value that is the unique identifier for the asynchronous one-time routing job. You can use this ID to query for the status of the job if such an endpoint is available.
objectType — A string value indicating the type of object that was routed.
Endpoint: GET https://api.leandata.com/orchestration/v1/one-time-routing/:jobId
This endpoint is used to obtain the status of a One-Time Routing job.
\n💡 The :jobId path parameter should be replaced with the unique ID of the One-Time Routing job you want to read.
x-api-key (required) — Your unique API key for authentication.result — An object that contains metadata about the status of the One-Time Routing job.
completedAt — Timestamp of the job's completion.
successCount — A string value representing the number of records that were successfully processed by the routing job.
nRecords — A string value representing the number of records that were found by the routing job.
status — A string value representing the status of the One-Time Routing job. Because the API does not validate FlowBuilder graphs, invalid graphs will be marked as \"Complete\".
\"Complete\"
\"Complete with Errors\"
\"Canceled\"
\"Failed\"
\"Processing\"
jobId — A string value that is the unique identifier for the asynchronous One-Time Routing job. You can use this ID to query for the status of the job if such an endpoint is available.
This section describes the endpoints used to trigger 1x Routing for creating a custom orchestration experience, as well as to retrieve the status of the resulting job. When invoked, the 1x Routing endpoint returns basic job metadata—including the jobId—which can be used to check the job’s status.
orchestration/v1/one-time-routing — Use this endpoint to invoke 1x routing for a particular SFDC org
orchestration/v1/one-time-routing/:jobId — Use this endpoint to retrieve the job status of a 1x routing for a particular SFDC org
❗️ Important: The API does not validate FlowBuilder graphs before triggering routing. If you invoke 1x Routing to an invalid or misconfigured graph, the request will still be processed—but routing will fail silently. No error response will be returned from the API.
✅ To avoid unexpected behavior, please ensure the graph is valid and functioning as expected within the LeanData application before using it in API-triggered routing.
The LeanData Graph API enables you to run LeanData's One Time Routing and fetch graph data to power your own custom solution
\nThe API is organized around REST and uses predictable, resource-oriented URLs. It accepts JSON-encoded request bodies, returns JSON-encoded responses, and uses standard HTTP response codes, authentication, and HTTP verbs (POST, PATCH, DELETE).
To begin using the Graph API, you must:
\nObtain a valid API key via the LeanData admin settings page. Settings > Admin > Authorization.
\nMake all requests over HTTPS. Requests made over HTTP will be rejected.
\nInclude your API key using the X-Api-Key header in every request.
Ensure your requests include JSON-formatted bodies and handle JSON-formatted responses.
\n❗️ Important: The Graph API uses API keys for authentication, which are a server-side security mechanism. Because of this, all API calls must be made from a secure server environment. Do not expose API keys in client-side code or browser-based applications — doing so may compromise your system and result in unauthorized access.
\nThe Graph API authenticates all requests using API keys:
\nAdd your API key to the X-Api-Key header of each request.
All API requests must be made over HTTPS.
\nRequests made without a valid API key will fail with an HTTP 401 Unauthorized error.
🛡️ Keep your keys secure. Never share or expose your API keys in public repositories, browser code, or third-party tools that aren't secure.
\nThe Routing API acts at a rate limit of 10,000 requests per second per api key usage.
\nWhen interacting with our API, especially within URL query parameters, certain characters must be URL-encoded to ensure the request is correctly interpreted. Encoding prevents ambiguity with reserved URL components and ensures data integrity. Below is a guide to common characters that require encoding and why:
\nSpace: Should be encoded as or +. Spaces are not permitted directly in URLs; + is specifically interpreted as a space within URL query strings.
Plus sign (+): Should be encoded as +. If not encoded, it will be interpreted as a space within query strings.
Double quote (\"): Should be encoded as \". This character is generally not valid for direct use in URLs.
Fragment marker (#): Should be encoded as #. Unencoded, it marks the beginning of a URL fragment, and any characters following it are typically ignored by the server.
Percent sign (%): Should be encoded as %. This character is used as an escape character in URL encoding itself; it must be encoded to avoid ambiguity.
Ampersand (&): Should be encoded as &. Unencoded, it acts as a separator between different query parameters, which would break the intended value.
Apostrophe ('): Should be encoded as '. It is considered unsafe in some URL contexts and should be encoded.
Left parenthesis ((): Should be encoded as (. This is a reserved character in URLs.
Right parenthesis ()): Should be encoded as ). This is also a reserved character.
Asterisk (\\\\\\\\\\\\\\\\\\\\\\\\*): Should be encoded as \\\\\\\\\\\\\\\\\\\\\\\\*. This is a reserved character.
Comma (,): Should be encoded as ,. It can be used in lists or might be misread in certain contexts.
Forward slash (/): Should be encoded as /. It is reserved for delineating URL paths.
Colon (:): Should be encoded as :. Used in URL schemes (e.g., http:) or port numbers.
Semicolon (;): Should be encoded as ;. Sometimes used as a separator for parameters.
Less-than (<): Should be encoded as <. Invalid in URLs and can be confused with HTML.
Equals sign (=): Should be encoded as =. Separates keys and values within query strings.
Greater-than (>): Should be encoded as >. Invalid in URLs and can be confused with HTML.
Question mark (?): Should be encoded as ?. Unencoded, it signifies the beginning of the query string and should not appear again within query parameters.
At symbol (@): Should be encoded as @. A reserved character.
Left square bracket ([): Should be encoded as [. Reserved, especially for IPv6 literals.
Backslash (\\): Should be encoded as \\. Not valid for direct use in URLs.
Right square bracket (]): Should be encoded as ]. Reserved, especially for IPv6 literals.
Caret (^): Should be encoded as ^. A reserved character.
**Backtick (****```****)**: Should be encoded as `. A reserved character.
Pipe (|): Should be encoded as |. A reserved character.
Right curly brace (}): Should be encoded as }. Reserved, often in template contexts.
Tilde (~): This character is generally considered safe and does not typically require encoding.
For questions or support, please contact us at support@leandata.com.
\n","_postman_id":"51659601-d648-4425-946f-2740fc235397"}],"event":[{"listen":"prerequest","script":{"id":"b23cf1fc-cfc3-454e-8338-9fb430871592","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"954bdea7-933d-40ca-8e27-36b8e0831449","type":"text/javascript","exec":[""]}}]}