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Positioning Assessment
Developers integrating with a CRM want complete documentation: endpoints, authentication, objects, errors and limits, ideally in a form their tools can read.
The Triostack CRM REST API covers leads, customers, deals, quotations, invoices, tickets and expenses. It is described by an OpenAPI (Swagger) specification you can import into your API client or use to generate your own code. For convenience, official SDKs are available for Python, Node.js and PHP, so a custom integration can be a few lines rather than a hand-built HTTP client. The administration documentation lists the API rate limits.
“We imported the OpenAPI file into our client and had our first lead created in minutes.”
Sample team scenario
A made-up scenario about Public REST API and SDK Reference, not a customer testimonial
All Leads
Public REST API and SDK Reference: every lead with its source, status and owner
In the Product
Imagine every route listed before you set out.
Importable.
In three languages.
Documented.
Platform Integrity
Leads, deals, invoices
Importable
Python, Node.js, PHP
In the admin docs
At a Glance
Why a specification and SDKs save weeks.
| Dimension | Triostack CRM | A Guessed API |
|---|---|---|
| Specification | OpenAPI (Swagger) file | Read the pages and guess |
| Language support | Python, Node.js and PHP SDKs | Write your own client |
| Objects | Leads, customers, deals, quotes, invoices, tickets, expenses | Unknown |
| Limits | Documented rate limits | Found in production |
| Examples | SDK snippets per call | Trial and error |
Book a walkthrough of Public REST API and SDK Reference. We set up a sandbox so you can try REST API, OpenAPI / Swagger and Python SDK before you commit.
Live Interface Tour
The screens below belong to Public REST API and SDK Reference: All Leads, Lead Pipeline and Sales Dashboard, all from the product.
Webhooks and APIs
Public REST API and SDK Reference: plus SDKs in Python, Node.js and PHP
Feature Breakdown
4 screens from the live product that show Public REST API and SDK Reference at work.
The API surface.
How it fits the plan
Authenticate. Create an API key for your workspace.
Import. Load the OpenAPI specification into your client.
Practical tip
Build one narrow call first, such as creating a lead, and learn the platform before you scale.
Invoicing API.
How it fits the plan
Import. Load the OpenAPI specification into your client.
Choose SDK. Install the Python, Node.js or PHP SDK.
In real life
Invoicing sync
A finance tool reads CRM invoices.
All connections.
How it fits the plan
Choose SDK. Install the Python, Node.js or PHP SDK.
Plan limits. Size your traffic against the rate limits.
Watch out for
Planning a large integration before checking the documented rate limits.
Who can authorise.
How it fits the plan
Plan limits. Size your traffic against the rate limits.
Authenticate. Create an API key for your workspace.
Before you start
Execution Plan
Create an API key for your workspace.
Load the OpenAPI specification into your client.
Install the Python, Node.js or PHP SDK.
Size your traffic against the rate limits.
Practical Guide
Before you start
A tip that helps
Build one narrow call first, such as creating a lead, and learn the platform before you scale.
A common mistake
Planning a large integration before checking the documented rate limits.
Availability: What Public REST API and SDK Reference covers can depend on your plan and setup. Please confirm with our team which parts are live for your account, and any prerequisites, before you plan around it.
In Real Life
Scenario 01
A finance tool reads CRM invoices.
Scenario 02
Tickets and leads meet.
Scenario 03
Records move to a warehouse.
Straight answers about Public REST API and SDK Reference, from setup to what happens next.
Have a question about Public REST API and SDK Reference?
Book a free callYes, an OpenAPI (Swagger) specification describes the REST API.
Official SDKs for Python, Node.js and PHP.
Leads, customers, deals, quotations, invoices, tickets and expenses.
In the administration documentation.
Comprehensive API documentation for Triostack CRM: a REST API with an OpenAPI (Swagger) specification and SDKs for Python, Node.js and PHP for custom integrations.
It runs in 4 steps: Authenticate, Import, Choose SDK and Plan limits. Create an API key for your workspace.
The real screens on this page include All Leads, Lead Pipeline, Sales Dashboard and Webhooks & APIs, all captured from the product.
Request a demo and ask to see Public REST API and SDK Reference. Our team can also walk you through setup, so your first session ends with something working.
We will walk you through Public REST API and SDK Reference, from REST API, OpenAPI / Swagger and Python SDK, on sample data shaped like yours.
