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      • POST - Create Lead
      • GET - Retrieve Lead by ID
      • GET - Retrieve List of Leads
      • PATCH - Update Lead
      • POST - Upload Files
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      • GET - Retrieve Deal by ID
      • GET - Retrieve List of Deals
    • Response Codes
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  1. Bizmate CRM Partner API
  2. Leads

POST - Upload Files

Upload files to a lead

Upload files to a LEAD

Note: Lead ID from the create lead response is required to upload files to Bizmate.

Method: POST

Endpoint: /attachments/new

Maximum Length: 255

Headers:

Name
Value

Authorization

Bearer <API TOKEN>

Body:

Field
Field in Portal
Type
Example
Description
Required?

entityType

LEAD

text

LEAD

Identify the entity type

entityId

LEAD_ID

text

7e8a17fd-3577-48f4-a0e4-6cb83ea204ba

Identifier for a LEAD

attachments[0][type]

text, Enum: [ Bank Statements, Proof of Identity or ID, Image ]

Bank Statements

Use the exact values as mentioned in the type

attachments[0][fileName]

text

Some Text

Name of the company.

attachments[0][file]

text

Some Text

File to be attached(only one attachment)

Request Body Example:

To upload multiple files, use the format illustrated in the Multiple Files Upload table, ensuring each file entry follows the structure shown, incrementing the index for each attachment.

Type : form-data

Single File Upload:

Key
type
Value

entityType

text

LEAD

entityId

text

2e22bca2-b98e-467c-b9d

attachments[0][type]

text

Bank Statements

attachments[0][fileName]

text

attachments[0][file]

file

transaction.pdf

Multiple Files Upload:

Key
type
Value

entityType

text

LEAD

entityId

text

2e22bca2-b98e-467c-b9d

attachments[0][type]

text

Bank Statements

attachments[0][fileName]

text

attachments[0][file]

file

transaction.pdf

attachments[1][type]

text

Proof of Identity or ID

attachments[1][fileName]

text

Drivers_License_Front

attachments[1][file]

file

license.jpg

Response

{
        "id": "2794fe94bf",
        "createdAt": "2024-12-03T02:31:33.939Z",
        "updatedAt": "2024-12-03T02:31:33.939Z",
        "updatedBy": "2e6-b3c078a66521",
        "createdBy": "2f078a66521",
        "fields": {
            "fileName": "transaction.pdf",
            "type": "Bank Statements",
            "entityType": "LEAD",
            "entityId": "2e22bca2-b98e-9"
        }
  }
[
{
        "id": "878570914182",
        "createdAt": "2024-12-03T02:34:59.614Z",
        "updatedAt": "2024-12-03T02:34:59.614Z",
        "updatedBy": "2f7af066521",
        "createdBy": "2f7afce6-b3a66521",
        "fields": {
            "fileName": "transaction.pdf",
            "type": "Bank Statements",
            "entityType": "LEAD",
            "entityId": "2e22561ed4579"
        }
    },
    {
        "id": "4ce8412c7ff06",
        "createdAt": "2024-12-03T02:34:59.615Z",
        "updatedAt": "2024-12-03T02:34:59.615Z",
        "updatedBy": "2f7af0521",
        "createdBy": "2f7a8a66521",
        "fields": {
            "fileName": "Drivers_License_Front.jpg",
            "type": "Proof of Identity or ID",
            "entityType": "LEAD",
            "entityId": "2e22bca2-bd4579"
        }
    }
]
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Last updated 3 months ago