Deal Actions

The deal actions API allows notification and management of outstanding documentation.


The Deal Actions Resource

Properties

  • Name
    id
    Required
    Type
    integer
    Description

    Unique identifier for the record deal action notification.

  • Name
    group_id
    Required
    Type
    integer
    Description

    Unique identifier for the group id.

  • Name
    group_name
    Required
    Type
    string
    Description

    Name of the group.

  • Name
    deal_id
    Required
    Type
    integer
    Description

    Unique identifier for the deal id.

  • Name
    dealer_id
    Required
    Type
    integer
    Description

    Unique identifier for the dealer id.

  • Name
    dealer_name
    Required
    Type
    string
    Description

    Name of the dealer.

  • Name
    vehicle_registration
    Required
    Type
    string
    Description

    Vehicle registration number.

  • Name
    action
    Required
    Type
    string
    Description

    Details of action required.

  • Name
    action_completed_at
    Required
    Type
    string
    Description

    Details of action required.

  • Name
    action_completed_by
    Required
    Type
    integer
    Description

    Details of action required.

  • Name
    deal_owner_id
    Required
    Type
    integer
    Description

    The user id of the person who completed the deal, unless reassigned.

  • Name
    deal_owner_name
    Required
    Type
    string
    Description

    The name of the person who completed the deal, unless reassigned.

  • Name
    dates
    Required
    Type
    DateCollection
    Description
    • Name
      created_at
      Required
      Type
      datetime
      Description

      The date the deal action notification item was created, represented in YYYY-MM-DD HH:MM:SS format

    • Name
      updated_at
      Required
      Type
      datetime
      Description

      The date the deal action notification item was last updated, represented in YYYY-MM-DD HH:MM:SS format

    • Name
      deleted_at
      Required
      Type
      null | datetime
      Description

      The date the deal action notification item was deleted, represented in YYYY-MM-DD HH:MM:SS format. If the record is not deleted, this will be null

Deal Action Resource

{
    "id": 1,
    "group_id": 2,
    "group_name": "Group Name",
    "deal_id": 3,
    "dealer_id": 4,
    "dealer_name": "Dealer Name",
    "vehicle_registration": "QW61 DTY",
    "action": "customer-support-document",
    "action_completed_at": "2024-01-01 00:00:00",
    "action_completed_by": 45,
    "deal_owner_id": "32",
    "deal_owner_name": "Bob",
    "dates": {
        "created_at": "2024-01-01 00:00:00",
        "updated_at": "2024-01-02 12:00:00",
        "deleted_at": null,
    }
}

GET/v2/notifications/deal_actions/

Search Deal Action

The search notifications deal action endpoint uses the standard Search package from the SDK.

An array of deal action resources are returned. If no results are found, an empty collection is returned.

Search Filters

  • Name
    filters.id.equals
    Required
    Type
    integer
    Description

    Match a single notification deal action item by ID

  • Name
    filters.id.in
    Required
    Type
    array<integer>
    Description

    Match notification deal action items by multiple IDs

  • Name
    filters.created_at.before_or_on
    Required
    Type
    datetime
    Description

    Match all notification deal action items that were created before or on this datetime.

  • Name
    filters.created_at.after_or_on
    Required
    Type
    datetime
    Description

    Match all deal action notification items that were created after or on this datetime.

  • Name
    filters.updated_at.before_or_on
    Required
    Type
    datetime
    Description

    Match all deal action notification items that were last updated before or on this datetime.

  • Name
    filters.updated_at.after_or_on
    Required
    Type
    datetime
    Description

    Match all deal action notification items that were last updated after or on this datetime.

  • Name
    filters.deleted_at.equals
    Required
    Type
    boolean
    Description

    If you want to only deleted notification deal action items from results, provide true. If you only non-deleted notification deal action items, provide false

Search Ordering

  • id
  • created_at
  • updated_at
  • deleted_at

Request

GET
/v2/notifications/deal-action
    use Compliance\Sdk\ApexV3\Contracts\ApexV3SdkInterface;
    use Compliance\Sdk\Authentication\Types\Machine;
    use Compliance\Sdk\Search\Search;

    private ApexV3SdkInterface $sdk;

    $search = new Search();

    $response = $this->sdk
        ->v2(new Machine())
        ->notifications()
        ->dealActions()
        ->search($search);

Response

{
    "data": [
        {
            "id": 1,
            "group_id": 2,
            "group_name": "Group Name",
            "deal_id": 3,
            "dealer_id": 4,
            "dealer_name": "Dealer Name",
            "vehicle_registration": "QW61 DTY",
            "action": "customer-support-document",
            "action_completed_at": "2024-01-01 00:00:00",
            "action_completed_by": 45,
            "deal_owner_id": "32",
            "deal_owner_name": "Bob",
            "dates": {
                "created_at": "2024-01-01 00:00:00",
                "updated_at": "2024-01-02 12:00:00",
                "deleted_at": null,
            }
        }
    ]
}

PUT/v2/notifications/deal-actions/:deal_action_id

Update Notification Deal Action

Will attempt to update the notification deal action item by ID.

Only values provided in the request payload will be updated.

URL Parameters

  • Name
    deal_action_id
    Required
    required
    Type
    integer
    Description

    ID of the notification deal action item to update

Payload

  • Name
    deal_owner_id
    Required
    required
    Type
    integer
    Description

    The user id of the person the deal is reassigned to.

  • Name
    dealer_id
    Required
    required
    Type
    integer
    Description

    ID of the dealership.

Error Codes

Status Description
404 The requested notification deal action could not be found.
422 The data provided in the payload was invalid. See errors for more details.

Request

PUT
/v2/notifications/deal-actions/:deal_action_id
use Compliance\Sdk\ApexV3\Contracts\ApexV3SdkInterface;
use Compliance\Sdk\Authentication\Types\Machine;

private ApexV3SdkInterface $sdk;

$response = $this->sdk
    ->v2(new Machine())
    ->notifications()
    ->dealActions(1)
    ->update([
        'deal_owner_id' => 32,
        'dealer_id' => 25,
    ]);

Response

    {
        "data": {
            "id": 1,
            "group_id": 2,
            "group_name": "Group Name",
            "deal_id": 3,
            "dealer_id": 25,
            "dealer_name": "Dealer Name 2",
            "vehicle_registration": "QW61 DTY",
            "action": "customer-support-document",
            "action_completed_at": "2024-01-01 00:00:00",
            "action_completed_by": 45,
            "deal_owner_id": 32,
            "deal_owner_name": "Bob",
            "dates": {
                "created_at": "2024-01-01 00:00:00",
                "updated_at": "2024-01-02 12:00:00",
                "deleted_at": null,
            }
        }
    }

DELETE/v2/notifications/deal-actions/:deal_action_id

Delete Notification Deal Action

Will attempt to delete the notification deal action item. This endpoint will only affect non-deleted notification deal actions.

The API will return a successful response if the deal action notification is already deleted, but won't update the deleted_at timestamp.

URL Parameters

  • Name
    deal_action_id
    Required
    required
    Type
    integer
    Description

    ID of the notification deal action to delete

Error Codes

Status Description
404 The requested notification deal action could not be found.

Request

DELETE
/v2/notifications/deal-actions/:deal_action_id
    use Compliance\Sdk\ApexV3\Contracts\ApexV3SdkInterface;
    use Compliance\Sdk\Authentication\Types\Machine;

    private ApexV3SdkInterface $sdk;

    $response = $this->sdk
        ->v2(new Machine())
        ->notifications()
        ->dealActions(1)
        ->delete();

Response

{
    "data": {
        "id": 1,
        "group_id": 2,
        "group_name": "Group Name",
        "deal_id": 3,
        "dealer_id": 4,
        "dealer_name": "Dealer Name",
        "vehicle_registration": "QW61 DTY",
        "action": "customer-support-document",
        "action_completed_at": "2024-01-01 00:00:00",
        "action_completed_by": 45,
        "deal_owner_id": "32",
        "deal_owner_name": "Bob",
        "dates": {
            "created_at": "2024-01-01 00:00:00",
            "updated_at": "2024-01-02 12:00:00",
            "deleted_at": "2024-01-03 00:00:00"
        }
    }
}