Lead & CRM

Gather incoming requests (leads) into a single pool; track tasks, calls and patient communication. Let no inquiry fall through the cracks.

Early Access All API

Endpoints

7 endpoint

Endpoints for this resource. Every endpoint is scoped to the clinic data the API key is bound to; write endpoints support the Idempotency-Key header.

GET /v1/leads Lists leads/requests Authorized user

POST /v1/leads Creates a new lead Authorized user

POST /v1/leads/{id}/status Changes the lead status/stage Authorized user

GET /v1/tasks Lists tasks Authorized user

POST /v1/tasks Creates a task Authorized user

GET /v1/messages Lists patient communication messages Authorized user

POST /v1/messages Creates a message/communication record Authorized user

Example Usage

Update lead status

Request

curl -X POST https://api.udentiva.com/v1/leads/{id}/status \
  -H "Authorization: Bearer udk_live_xxx" \
  -H "Content-Type: application/json" \
  -d '{"status":"qualified"}'

Response

HTTP/1.1 200 OK
{
  "id": "ld-88",
  "status": "qualified"
}

Security in this resource

Security isn't a feature, it's the architecture itself. The guarantees that apply to this resource:

Lead and communication records are isolated to your clinic (RLS).

Public lead intake (landing) is a separate, session-less and rate-limited endpoint; spam is blocked with a Redis window limit.

Full security model →

Error Format

Errors are returned in a consistent envelope; the code is for the machine, the message for the user. Internal error/stack is never leaked.

{
  "error": {
    "code": "validation_failed",
    "message": "Invalid field: email"
  }
}

Other Resources

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