Discussion

A lead encompasses two related ideas:

  • A record indicating interest in the facility (an inquiry).
  • A reservation on a particular unit.

A lead has a tenant record associated with it. Although the record is of type "tenant", the tenant does not necessarily have to be moved-in to the facility; it is just a means of storing data about the person.

A lead becomes a reservation if it has a unit attached to it. A lead may start out as a reservation or be converted to one later by attaching a unit.

*A facility has the option to disable tenants from making payments, in the event this has been applied and the tenant has been provided in the parameters, a tenant will not be able to make a payment via the API calls listed here.


GET /v1/:facility_id/leads
Show all leads

You can filter leads by channel category. The field channel has these possible values: system, tenant_portal, sales_center, web, print, other, web_popup

Examples

GET /v1/fcac6ae3-3974-4e21-9078-8a572eb596cb/leads
200
{
  "leads": [
    {
      "id": "8efb5bf7-29fa-4017-85b6-0fc586178858",
      "bilingual_agent": false,
      "caller_first_name": null,
      "caller_last_name": null,
      "cancelled_at": null,
      "closed": false,
      "confirmation_number": "1000001-1-1646",
      "created_at": "2022-09-12T22:36:37.780-10:00",
      "desired_move_in_date": "2022-09-14",
      "desired_unit_size_and_price": "6x4x6 at $473.74",
      "due_at_move_in": 268.45,
      "due_monthly": 473.74,
      "extra_details": {
        "snapshot_reservation_id": "913efa2a-185c-4122-b36a-a0bcabfe7aee"
      },
      "facility_id": "fcac6ae3-3974-4e21-9078-8a572eb596cb",
      "facility_time_zone": "Hawaii",
      "floor": null,
      "free_truck": false,
      "has_paid_reservation_fee": null,
      "invoiceable_fees": [],
      "kind": "walk_in",
      "lead_action_indexes": {},
      "length_of_stay_id": null,
      "move_in_from_reservation_url": null,
      "moved_in_at": null,
      "moving_labor": false,
      "moving_labor_contacted_already": false,
      "next_action_at": "2022-09-13T22:36:37.759-10:00",
      "next_lead_action": null,
      "next_lead_action_index": null,
      "origination": "lead",
      "plant_a_tree": false,
      "quoted_rate": 473.74,
      "rate_type": null,
      "reduced_price": 473.74,
      "reservation_fee_required": null,
      "reservation_window": 0,
      "reserved_at": "2022-09-12T22:36:37.819-10:00",
      "size": "6x4x6",
      "source_id": null,
      "source_name": null,
      "standard_rate": null,
      "started_at": "2022-09-12T22:36:37.781-10:00",
      "status": "reserved",
      "tenant_id": "dc9f59ec-0ea9-4f0f-910b-53acde7dfc23",
      "urgent": false,
      "wait_list": false,
      "wait_list_available": false,
      "within_reservation_window": true,
      "is_upgrade": null,
      "desired_unit_size_and_amenities": null,
      "tenant": {
        "id": "dc9f59ec-0ea9-4f0f-910b-53acde7dfc23",
        "account_number": 1000001,
        "first_name": "Sonia39",
        "last_name": "Wehner",
        "middle_initial": null,
        "email": "cordell@mills.biz39",
        "tax_exempt": false,
        "is_military": false,
        "is_business": false,
        "business_name": null,
        "last_sign_in_at": null,
        "title": null,
        "delinquent": false,
        "current_ledger_ids": [],
        "preferences": {
          "email_invoices": true,
          "print_invoices": false,
          "charge_invoice_fee": true,
          "receive_legal_notices_by_email": null,
          "delinquency_exempt": false,
          "delinquency_docs_by_email": false,
          "delinquency_docs_by_mail": false,
          "receive_sms_for_gate_activity": false,
          "opt_in_to_marketing_emails": false,
          "opt_in_to_marketing_sms": false,
          "opt_in_to_transactional_sms": false,
          "exclude_from_insurance_auto_enroll": false,
          "exclude_from_insurance_auto_enroll_reason": null,
          "exclude_from_insurance_auto_enroll_created_by": null,
          "exclude_from_insurance_auto_enroll_on": null
        },
        "military_information": null,
        "username": "username_39",
        "drivers_license_number": null,
        "drivers_license_state": null,
        "vehicle_license_plate_number": null,
        "vehicle_license_state": null,
        "vehicle_description": null,
        "has_tenant_portal_account": false,
        "created_at": "2022-09-12T22:36:37.766-10:00",
        "gate_24_hour_access": false,
        "active": true,
        "tenant_account_kind_name": "Standard",
        "blocked_payments": false,
        "date_of_birth": null,
        "phone_numbers": [],
        "mailing_address": {
          "id": "e27b22ba-4929-4a07-8990-6a121ea861c3",
          "address1": "2895396 Lebsack Station",
          "address2": null,
          "city": "South Jessie",
          "state": "CT",
          "postal": "39384",
          "country": "US",
          "full_address": "2895396 Lebsack Station, South Jessie, CT 39384",
          "latitude": 39.114844,
          "longitude": -94.630169,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-04:00",
          "invalid_data": false,
          "label": "Home"
        },
        "addresses": [
          {
            "id": "e27b22ba-4929-4a07-8990-6a121ea861c3",
            "address1": "2895396 Lebsack Station",
            "address2": null,
            "city": "South Jessie",
            "state": "CT",
            "postal": "39384",
            "country": "US",
            "full_address": "2895396 Lebsack Station, South Jessie, CT 39384",
            "latitude": 39.114844,
            "longitude": -94.630169,
            "time_zone_id": "America/New_York",
            "time_zone_offset": "-04:00",
            "invalid_data": false,
            "label": "Home"
          }
        ],
        "facility_id": "fcac6ae3-3974-4e21-9078-8a572eb596cb",
        "previous_ledger_ids": [],
        "closed_lead_ids": [],
        "contact_ids": [],
        "support_case_ids": [],
        "event_ids": [
          "50c1e8e2-89d7-4aa8-b2c5-79880f2fa981"
        ],
        "password_recovery_question_ids": [
          "7f5732e4-5234-46b5-b0ab-d37a650c94d1",
          "8ba74437-1469-4546-a619-12654a775dd4"
        ]
      },
      "unit": {
        "id": "0bc2afeb-e53a-4434-8dd2-4f7145a51d04",
        "price": 473.74,
        "name": "U29",
        "description": "",
        "width": 6.0,
        "length": 4.0,
        "height": 6.0,
        "door_height": 3.0,
        "door_width": 4.0,
        "door_type": "roll_up",
        "access_type": "indoor",
        "floor": null,
        "directions": null,
        "size": "6x4x6",
        "area": 24.0,
        "standard_rate": 473.74,
        "managed_rate": null,
        "available_for_move_in": false,
        "rentable": true,
        "status": "reserved",
        "payment_status": null,
        "current_ledger_id": null,
        "current_tenant_id": null,
        "combo_lock_group": null,
        "combination_lock_number": null,
        "overlock_lock_number": null,
        "attribute_description": null,
        "deleted": false,
        "damaged": false,
        "complimentary": null,
        "unrentable": false,
        "company_owned": false,
        "is_prepped": null,
        "tiering": {
          "cross_sell_group_id": 1952,
          "descriptor": "No Tier",
          "tiered_amenities": []
        },
        "custom_fields": [],
        "channel_rate": null,
        "unit_amenities": [],
        "unit_type": {
          "id": "bbdc8a10-9ea8-41bb-bd99-9e66dce71bf8",
          "name": "Unit Type 29",
          "deleted": false,
          "internal_account_code": "4000",
          "code_and_description": "4000 - Rental Revenue",
          "ii_excluded": []
        },
        "unit_group_id": "6870d400-0a1a-4e46-8d20-0b706ea4dd74"
      },
      "length_of_stay": null,
      "successful_payment_events": [],
      "caller_phone_number": null,
      "unit_amenities": [],
      "current_user": null,
      "unit_type": {
        "id": "bbdc8a10-9ea8-41bb-bd99-9e66dce71bf8",
        "name": "Unit Type 29",
        "deleted": false,
        "internal_account_code": "4000",
        "code_and_description": "4000 - Rental Revenue",
        "ii_excluded": []
      },
      "close_reason": null,
      "discount_plans": [],
      "lead_contents": [],
      "unit_group": {
        "id": "6870d400-0a1a-4e46-8d20-0b706ea4dd74",
        "price": 473.74,
        "group_key": "6x4x6 - $473.74 - 1999",
        "name": "6x4x6 - $473.74 - 1999",
        "available_units_count": 0,
        "total_units_count": 1,
        "total_non_excluded_units_count": 1,
        "size": "6x4x6",
        "standard_rate": 473.74,
        "floor": null,
        "reduced_price": 473.74,
        "cyo_reduced_prices": {},
        "occupancy_percent": 0.0,
        "area": 24.0,
        "length": 4.0,
        "width": 6.0,
        "height": 6.0,
        "due_at_move_in": 473.74,
        "due_at_move_in_without_fees": 473.74,
        "due_monthly": 473.74,
        "attribute_description": null,
        "description": "",
        "invoiceable_fees": [],
        "average_rent": 0.0,
        "active_rate_type": "standard_rate",
        "scheduled_move_outs": [],
        "managed_rate": null,
        "reservation_fee": null,
        "tiering": {
          "cross_sell_group_id": 1952,
          "descriptor": "No Tier",
          "justification": null,
          "tiered_amenities": []
        },
        "channel_rate": null,
        "unit_amenities": [],
        "unit_type": {
          "id": "bbdc8a10-9ea8-41bb-bd99-9e66dce71bf8",
          "name": "Unit Type 29",
          "deleted": false,
          "internal_account_code": "4000",
          "code_and_description": "4000 - Rental Revenue",
          "ii_excluded": []
        },
        "discount_plans": [],
        "channel_rate_ids": [],
        "available_upgrade_to_unit_groups": []
      },
      "created_by": {
        "id": "ec4fb36f-f507-4573-9fa7-de62a9117965",
        "name": "Test App",
        "type": "Source"
      },
      "channel_id": null,
      "confirmation_email": null
    },
    {
      "id": "5dcf839c-8fac-4c63-8e09-ebf7db2a55a3",
      "bilingual_agent": false,
      "caller_first_name": null,
      "caller_last_name": null,
      "cancelled_at": null,
      "closed": false,
      "confirmation_number": null,
      "created_at": "2022-09-12T22:36:37.735-10:00",
      "desired_move_in_date": "2022-09-12",
      "desired_unit_size_and_price": null,
      "due_at_move_in": null,
      "due_monthly": null,
      "extra_details": {},
      "facility_id": "fcac6ae3-3974-4e21-9078-8a572eb596cb",
      "facility_time_zone": "Hawaii",
      "floor": null,
      "free_truck": false,
      "has_paid_reservation_fee": null,
      "invoiceable_fees": [],
      "kind": "walk_in",
      "lead_action_indexes": {},
      "length_of_stay_id": null,
      "move_in_from_reservation_url": null,
      "moved_in_at": null,
      "moving_labor": false,
      "moving_labor_contacted_already": false,
      "next_action_at": "2022-09-13T22:36:37.656-10:00",
      "next_lead_action": null,
      "next_lead_action_index": null,
      "origination": "lead",
      "plant_a_tree": false,
      "quoted_rate": null,
      "rate_type": null,
      "reduced_price": null,
      "reservation_fee_required": null,
      "reservation_window": 0,
      "reserved_at": null,
      "size": null,
      "source_id": null,
      "source_name": null,
      "standard_rate": null,
      "started_at": "2022-09-12T22:36:37.735-10:00",
      "status": "created",
      "tenant_id": "e3d019a7-6358-4db5-b4db-981c7cc6efd2",
      "urgent": false,
      "wait_list": false,
      "wait_list_available": false,
      "within_reservation_window": true,
      "is_upgrade": null,
      "desired_unit_size_and_amenities": null,
      "tenant": {
        "id": "e3d019a7-6358-4db5-b4db-981c7cc6efd2",
        "account_number": 1000000,
        "first_name": "Alethia38",
        "last_name": "Wehner",
        "middle_initial": null,
        "email": "jacintoadams@dooley.co38",
        "tax_exempt": false,
        "is_military": false,
        "is_business": false,
        "business_name": null,
        "last_sign_in_at": null,
        "title": null,
        "delinquent": false,
        "current_ledger_ids": [],
        "preferences": {
          "email_invoices": true,
          "print_invoices": false,
          "charge_invoice_fee": true,
          "receive_legal_notices_by_email": null,
          "delinquency_exempt": false,
          "delinquency_docs_by_email": false,
          "delinquency_docs_by_mail": false,
          "receive_sms_for_gate_activity": false,
          "opt_in_to_marketing_emails": false,
          "opt_in_to_marketing_sms": false,
          "opt_in_to_transactional_sms": false,
          "exclude_from_insurance_auto_enroll": false,
          "exclude_from_insurance_auto_enroll_reason": null,
          "exclude_from_insurance_auto_enroll_created_by": null,
          "exclude_from_insurance_auto_enroll_on": null
        },
        "military_information": null,
        "username": "username_38",
        "drivers_license_number": null,
        "drivers_license_state": null,
        "vehicle_license_plate_number": null,
        "vehicle_license_state": null,
        "vehicle_description": null,
        "has_tenant_portal_account": false,
        "created_at": "2022-09-12T22:36:37.712-10:00",
        "gate_24_hour_access": false,
        "active": true,
        "tenant_account_kind_name": "Standard",
        "blocked_payments": false,
        "date_of_birth": null,
        "phone_numbers": [],
        "mailing_address": {
          "id": "146e4e35-8e2c-46aa-83e8-e09a10bedcde",
          "address1": "288220 Andrew Drive",
          "address2": null,
          "city": "South Jessie",
          "state": "CT",
          "postal": "39384",
          "country": "US",
          "full_address": "288220 Andrew Drive, South Jessie, CT 39384",
          "latitude": 39.114844,
          "longitude": -94.630169,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-04:00",
          "invalid_data": false,
          "label": "Home"
        },
        "addresses": [
          {
            "id": "146e4e35-8e2c-46aa-83e8-e09a10bedcde",
            "address1": "288220 Andrew Drive",
            "address2": null,
            "city": "South Jessie",
            "state": "CT",
            "postal": "39384",
            "country": "US",
            "full_address": "288220 Andrew Drive, South Jessie, CT 39384",
            "latitude": 39.114844,
            "longitude": -94.630169,
            "time_zone_id": "America/New_York",
            "time_zone_offset": "-04:00",
            "invalid_data": false,
            "label": "Home"
          }
        ],
        "facility_id": "fcac6ae3-3974-4e21-9078-8a572eb596cb",
        "previous_ledger_ids": [],
        "closed_lead_ids": [],
        "contact_ids": [],
        "support_case_ids": [],
        "event_ids": [
          "ffcb810a-7b55-4c31-bfba-a3efc3f34580"
        ],
        "password_recovery_question_ids": [
          "1dd7c92f-2494-4a3f-a2ec-0e1c48d204a0",
          "5537b141-283d-4a6b-966b-60a7caf0f7b3"
        ]
      },
      "unit": null,
      "length_of_stay": null,
      "successful_payment_events": [],
      "caller_phone_number": null,
      "unit_amenities": [],
      "current_user": null,
      "unit_type": null,
      "close_reason": null,
      "discount_plans": [],
      "lead_contents": [],
      "unit_group": null,
      "created_by": {
        "id": "ec4fb36f-f507-4573-9fa7-de62a9117965",
        "name": "Test App",
        "type": "Source"
      },
      "channel_id": null,
      "confirmation_email": null
    }
  ],
  "meta": {
    "pagination": {
      "current_page": 1,
      "total_pages": 1,
      "per_page": 100,
      "total_entries": 2,
      "previous_page": null,
      "next_page": null
    },
    "status_code": 200,
    "status_message": "OK",
    "status_cat": "https://http.cat/200",
    "request_method": "GET",
    "request_id": null,
    "parameters": {
      "facility_id": "fcac6ae3-3974-4e21-9078-8a572eb596cb"
    }
  }
}

Params

Param name Description
channel_category
optional

Value: Must be one of: <code>system</code>, <code>tenant_portal</code>, <code>sales_center</code>, <code>web</code>, <code>print</code>, <code>other</code>, <code>web_popup</code>.

GET /v1/:facility_id/leads/current
Show all current leads

You can filter leads by channel category. The field channel has these possible values: system, tenant_portal, sales_center, web, print, other, web_popup

Examples

GET /v1/c08b2c79-9bef-4e1e-b1c2-cff3fb28fbc9/leads/current
200
{
  "leads": [
    {
      "id": "de32d55b-a83e-4c8a-8e08-51adcdd975bf",
      "bilingual_agent": false,
      "caller_first_name": null,
      "caller_last_name": null,
      "cancelled_at": null,
      "closed": false,
      "confirmation_number": "1000001-1-1655",
      "created_at": "2022-09-12T22:36:39.433-10:00",
      "desired_move_in_date": "2022-09-14",
      "desired_unit_size_and_price": "10x6x4 at $305.62",
      "due_at_move_in": 173.18,
      "due_monthly": 305.62,
      "extra_details": {
        "snapshot_reservation_id": "711f7e01-1826-4653-97d3-bf45b9bd0fb9"
      },
      "facility_id": "c08b2c79-9bef-4e1e-b1c2-cff3fb28fbc9",
      "facility_time_zone": "Hawaii",
      "floor": null,
      "free_truck": false,
      "has_paid_reservation_fee": null,
      "invoiceable_fees": [],
      "kind": "walk_in",
      "lead_action_indexes": {},
      "length_of_stay_id": null,
      "move_in_from_reservation_url": null,
      "moved_in_at": null,
      "moving_labor": false,
      "moving_labor_contacted_already": false,
      "next_action_at": "2022-09-13T22:36:39.412-10:00",
      "next_lead_action": null,
      "next_lead_action_index": null,
      "origination": "lead",
      "plant_a_tree": false,
      "quoted_rate": 305.62,
      "rate_type": null,
      "reduced_price": 305.62,
      "reservation_fee_required": null,
      "reservation_window": 0,
      "reserved_at": "2022-09-12T22:36:39.470-10:00",
      "size": "10x6x4",
      "source_id": null,
      "source_name": null,
      "standard_rate": null,
      "started_at": "2022-09-12T22:36:39.433-10:00",
      "status": "reserved",
      "tenant_id": "4bcf7d33-adde-4a4b-9794-69f58a6aaf3c",
      "urgent": false,
      "wait_list": false,
      "wait_list_available": false,
      "within_reservation_window": true,
      "is_upgrade": null,
      "desired_unit_size_and_amenities": null,
      "tenant": {
        "id": "4bcf7d33-adde-4a4b-9794-69f58a6aaf3c",
        "account_number": 1000001,
        "first_name": "Treasa48",
        "last_name": "Wehner",
        "middle_initial": null,
        "email": "dominque@murazik.co48",
        "tax_exempt": false,
        "is_military": false,
        "is_business": false,
        "business_name": null,
        "last_sign_in_at": null,
        "title": null,
        "delinquent": false,
        "current_ledger_ids": [],
        "preferences": {
          "email_invoices": true,
          "print_invoices": false,
          "charge_invoice_fee": true,
          "receive_legal_notices_by_email": null,
          "delinquency_exempt": false,
          "delinquency_docs_by_email": false,
          "delinquency_docs_by_mail": false,
          "receive_sms_for_gate_activity": false,
          "opt_in_to_marketing_emails": false,
          "opt_in_to_marketing_sms": false,
          "opt_in_to_transactional_sms": false,
          "exclude_from_insurance_auto_enroll": false,
          "exclude_from_insurance_auto_enroll_reason": null,
          "exclude_from_insurance_auto_enroll_created_by": null,
          "exclude_from_insurance_auto_enroll_on": null
        },
        "military_information": null,
        "username": "username_48",
        "drivers_license_number": null,
        "drivers_license_state": null,
        "vehicle_license_plate_number": null,
        "vehicle_license_state": null,
        "vehicle_description": null,
        "has_tenant_portal_account": false,
        "created_at": "2022-09-12T22:36:39.419-10:00",
        "gate_24_hour_access": false,
        "active": true,
        "tenant_account_kind_name": "Standard",
        "blocked_payments": false,
        "date_of_birth": null,
        "phone_numbers": [],
        "mailing_address": {
          "id": "28bd07bc-faa6-401c-9d64-c467cdf30f81",
          "address1": "31338002 German Stravenue",
          "address2": null,
          "city": "South Jessie",
          "state": "CT",
          "postal": "39384",
          "country": "US",
          "full_address": "31338002 German Stravenue, South Jessie, CT 39384",
          "latitude": 39.114844,
          "longitude": -94.630169,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-04:00",
          "invalid_data": false,
          "label": "Home"
        },
        "addresses": [
          {
            "id": "28bd07bc-faa6-401c-9d64-c467cdf30f81",
            "address1": "31338002 German Stravenue",
            "address2": null,
            "city": "South Jessie",
            "state": "CT",
            "postal": "39384",
            "country": "US",
            "full_address": "31338002 German Stravenue, South Jessie, CT 39384",
            "latitude": 39.114844,
            "longitude": -94.630169,
            "time_zone_id": "America/New_York",
            "time_zone_offset": "-04:00",
            "invalid_data": false,
            "label": "Home"
          }
        ],
        "facility_id": "c08b2c79-9bef-4e1e-b1c2-cff3fb28fbc9",
        "previous_ledger_ids": [],
        "closed_lead_ids": [],
        "contact_ids": [],
        "support_case_ids": [],
        "event_ids": [
          "8008eb36-21fa-4f22-bf81-8b5668f2eaa2"
        ],
        "password_recovery_question_ids": [
          "0712453f-58c9-4d16-bf77-8536c3ad4b41",
          "a44d75e6-3240-4bd8-8274-5efc29b5fb04"
        ]
      },
      "unit": {
        "id": "3508c036-569a-4659-9bf2-9faf673a4d99",
        "price": 305.62,
        "name": "U32",
        "description": "",
        "width": 10.0,
        "length": 6.0,
        "height": 4.0,
        "door_height": 3.0,
        "door_width": 4.0,
        "door_type": "roll_up",
        "access_type": "indoor",
        "floor": null,
        "directions": null,
        "size": "10x6x4",
        "area": 60.0,
        "standard_rate": 305.62,
        "managed_rate": null,
        "available_for_move_in": false,
        "rentable": true,
        "status": "reserved",
        "payment_status": null,
        "current_ledger_id": null,
        "current_tenant_id": null,
        "combo_lock_group": null,
        "combination_lock_number": null,
        "overlock_lock_number": null,
        "attribute_description": null,
        "deleted": false,
        "damaged": false,
        "complimentary": null,
        "unrentable": false,
        "company_owned": false,
        "is_prepped": null,
        "tiering": {
          "cross_sell_group_id": 1955,
          "descriptor": "No Tier",
          "tiered_amenities": []
        },
        "custom_fields": [],
        "channel_rate": null,
        "unit_amenities": [],
        "unit_type": {
          "id": "d2e5e151-ba85-4c3a-a418-0f6247e37068",
          "name": "Unit Type 32",
          "deleted": false,
          "internal_account_code": "4000",
          "code_and_description": "4000 - Rental Revenue",
          "ii_excluded": []
        },
        "unit_group_id": "b5a96aa3-5b34-4a6e-94ea-40ef40b22712"
      },
      "length_of_stay": null,
      "successful_payment_events": [],
      "caller_phone_number": null,
      "unit_amenities": [],
      "current_user": null,
      "unit_type": {
        "id": "d2e5e151-ba85-4c3a-a418-0f6247e37068",
        "name": "Unit Type 32",
        "deleted": false,
        "internal_account_code": "4000",
        "code_and_description": "4000 - Rental Revenue",
        "ii_excluded": []
      },
      "close_reason": null,
      "discount_plans": [],
      "lead_contents": [],
      "unit_group": {
        "id": "b5a96aa3-5b34-4a6e-94ea-40ef40b22712",
        "price": 305.62,
        "group_key": "10x6x4 - $305.62 - 2002",
        "name": "10x6x4 - $305.62 - 2002",
        "available_units_count": 0,
        "total_units_count": 1,
        "total_non_excluded_units_count": 1,
        "size": "10x6x4",
        "standard_rate": 305.62,
        "floor": null,
        "reduced_price": 305.62,
        "cyo_reduced_prices": {},
        "occupancy_percent": 0.0,
        "area": 60.0,
        "length": 6.0,
        "width": 10.0,
        "height": 4.0,
        "due_at_move_in": 305.62,
        "due_at_move_in_without_fees": 305.62,
        "due_monthly": 305.62,
        "attribute_description": null,
        "description": "",
        "invoiceable_fees": [],
        "average_rent": 0.0,
        "active_rate_type": "standard_rate",
        "scheduled_move_outs": [],
        "managed_rate": null,
        "reservation_fee": null,
        "tiering": {
          "cross_sell_group_id": 1955,
          "descriptor": "No Tier",
          "justification": null,
          "tiered_amenities": []
        },
        "channel_rate": null,
        "unit_amenities": [],
        "unit_type": {
          "id": "d2e5e151-ba85-4c3a-a418-0f6247e37068",
          "name": "Unit Type 32",
          "deleted": false,
          "internal_account_code": "4000",
          "code_and_description": "4000 - Rental Revenue",
          "ii_excluded": []
        },
        "discount_plans": [],
        "channel_rate_ids": [],
        "available_upgrade_to_unit_groups": []
      },
      "created_by": {
        "id": "71292cb8-7e5a-4871-b010-ee19a277b76f",
        "name": "Test App",
        "type": "Source"
      },
      "channel_id": null,
      "confirmation_email": null
    },
    {
      "id": "6558fcfd-2a49-4bba-b3a9-52004145b7a4",
      "bilingual_agent": false,
      "caller_first_name": null,
      "caller_last_name": null,
      "cancelled_at": null,
      "closed": false,
      "confirmation_number": null,
      "created_at": "2022-09-12T22:36:39.390-10:00",
      "desired_move_in_date": "2022-09-12",
      "desired_unit_size_and_price": null,
      "due_at_move_in": null,
      "due_monthly": null,
      "extra_details": {},
      "facility_id": "c08b2c79-9bef-4e1e-b1c2-cff3fb28fbc9",
      "facility_time_zone": "Hawaii",
      "floor": null,
      "free_truck": false,
      "has_paid_reservation_fee": null,
      "invoiceable_fees": [],
      "kind": "walk_in",
      "lead_action_indexes": {},
      "length_of_stay_id": null,
      "move_in_from_reservation_url": null,
      "moved_in_at": null,
      "moving_labor": false,
      "moving_labor_contacted_already": false,
      "next_action_at": "2022-09-13T22:36:39.367-10:00",
      "next_lead_action": null,
      "next_lead_action_index": null,
      "origination": "lead",
      "plant_a_tree": false,
      "quoted_rate": null,
      "rate_type": null,
      "reduced_price": null,
      "reservation_fee_required": null,
      "reservation_window": 0,
      "reserved_at": null,
      "size": null,
      "source_id": null,
      "source_name": null,
      "standard_rate": null,
      "started_at": "2022-09-12T22:36:39.390-10:00",
      "status": "created",
      "tenant_id": "b5e9e219-db49-4209-8d18-5cb8621d5869",
      "urgent": false,
      "wait_list": false,
      "wait_list_available": false,
      "within_reservation_window": true,
      "is_upgrade": null,
      "desired_unit_size_and_amenities": null,
      "tenant": {
        "id": "b5e9e219-db49-4209-8d18-5cb8621d5869",
        "account_number": 1000000,
        "first_name": "Dario47",
        "last_name": "Wehner",
        "middle_initial": null,
        "email": "karlcorkery@carrollrempel.co47",
        "tax_exempt": false,
        "is_military": false,
        "is_business": false,
        "business_name": null,
        "last_sign_in_at": null,
        "title": null,
        "delinquent": false,
        "current_ledger_ids": [],
        "preferences": {
          "email_invoices": true,
          "print_invoices": false,
          "charge_invoice_fee": true,
          "receive_legal_notices_by_email": null,
          "delinquency_exempt": false,
          "delinquency_docs_by_email": false,
          "delinquency_docs_by_mail": false,
          "receive_sms_for_gate_activity": false,
          "opt_in_to_marketing_emails": false,
          "opt_in_to_marketing_sms": false,
          "opt_in_to_transactional_sms": false,
          "exclude_from_insurance_auto_enroll": false,
          "exclude_from_insurance_auto_enroll_reason": null,
          "exclude_from_insurance_auto_enroll_created_by": null,
          "exclude_from_insurance_auto_enroll_on": null
        },
        "military_information": null,
        "username": "username_47",
        "drivers_license_number": null,
        "drivers_license_state": null,
        "vehicle_license_plate_number": null,
        "vehicle_license_state": null,
        "vehicle_description": null,
        "has_tenant_portal_account": false,
        "created_at": "2022-09-12T22:36:39.374-10:00",
        "gate_24_hour_access": false,
        "active": true,
        "tenant_account_kind_name": "Standard",
        "blocked_payments": false,
        "date_of_birth": null,
        "phone_numbers": [],
        "mailing_address": {
          "id": "d8b18a61-9306-4c34-8f1c-0c3dc0678703",
          "address1": "312947 Brekke Point",
          "address2": null,
          "city": "South Jessie",
          "state": "CT",
          "postal": "39384",
          "country": "US",
          "full_address": "312947 Brekke Point, South Jessie, CT 39384",
          "latitude": 39.114844,
          "longitude": -94.630169,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-04:00",
          "invalid_data": false,
          "label": "Home"
        },
        "addresses": [
          {
            "id": "d8b18a61-9306-4c34-8f1c-0c3dc0678703",
            "address1": "312947 Brekke Point",
            "address2": null,
            "city": "South Jessie",
            "state": "CT",
            "postal": "39384",
            "country": "US",
            "full_address": "312947 Brekke Point, South Jessie, CT 39384",
            "latitude": 39.114844,
            "longitude": -94.630169,
            "time_zone_id": "America/New_York",
            "time_zone_offset": "-04:00",
            "invalid_data": false,
            "label": "Home"
          }
        ],
        "facility_id": "c08b2c79-9bef-4e1e-b1c2-cff3fb28fbc9",
        "previous_ledger_ids": [],
        "closed_lead_ids": [],
        "contact_ids": [],
        "support_case_ids": [],
        "event_ids": [
          "abdb2770-bd1a-48bd-83ae-de77fbd3be4c"
        ],
        "password_recovery_question_ids": [
          "8dfa59da-a495-4e1a-987f-dd7ceb73e51b",
          "b6f75c63-ac36-44c2-995e-64203aac2459"
        ]
      },
      "unit": null,
      "length_of_stay": null,
      "successful_payment_events": [],
      "caller_phone_number": null,
      "unit_amenities": [],
      "current_user": null,
      "unit_type": null,
      "close_reason": null,
      "discount_plans": [],
      "lead_contents": [],
      "unit_group": null,
      "created_by": {
        "id": "71292cb8-7e5a-4871-b010-ee19a277b76f",
        "name": "Test App",
        "type": "Source"
      },
      "channel_id": null,
      "confirmation_email": null
    }
  ],
  "meta": {
    "pagination": {
      "current_page": 1,
      "total_pages": 1,
      "per_page": 100,
      "total_entries": 2,
      "previous_page": null,
      "next_page": null
    },
    "status_code": 200,
    "status_message": "OK",
    "status_cat": "https://http.cat/200",
    "request_method": "GET",
    "request_id": null,
    "parameters": {
      "facility_id": "c08b2c79-9bef-4e1e-b1c2-cff3fb28fbc9"
    }
  }
}

Params

Param name Description
channel_category
optional

Value: Must be one of: <code>system</code>, <code>tenant_portal</code>, <code>sales_center</code>, <code>web</code>, <code>print</code>, <code>other</code>, <code>web_popup</code>.

GET /v1/:facility_id/leads/follow_up
Show all followup leads

You can filter leads by channel category. The field channel has these possible values: system, tenant_portal, sales_center, web, print, other, web_popup

Examples

GET /v1/12cf1ce0-5c9e-4482-a00f-998b14eb716c/leads/follow_up
200
{
  "leads": [
    {
      "id": "921fca55-4ad2-441d-b0df-c12687ed1876",
      "bilingual_agent": false,
      "caller_first_name": null,
      "caller_last_name": null,
      "cancelled_at": null,
      "closed": false,
      "confirmation_number": "1000001-1-1652",
      "created_at": "2022-09-12T22:36:38.862-10:00",
      "desired_move_in_date": "2022-09-14",
      "desired_unit_size_and_price": "7x2x1 at $927.66",
      "due_at_move_in": 525.67,
      "due_monthly": 927.66,
      "extra_details": {
        "snapshot_reservation_id": "749cb95a-df52-4918-97bf-ba306211b018"
      },
      "facility_id": "12cf1ce0-5c9e-4482-a00f-998b14eb716c",
      "facility_time_zone": "Hawaii",
      "floor": null,
      "free_truck": false,
      "has_paid_reservation_fee": null,
      "invoiceable_fees": [],
      "kind": "walk_in",
      "lead_action_indexes": {},
      "length_of_stay_id": null,
      "move_in_from_reservation_url": null,
      "moved_in_at": null,
      "moving_labor": false,
      "moving_labor_contacted_already": false,
      "next_action_at": "2022-09-13T22:36:38.842-10:00",
      "next_lead_action": null,
      "next_lead_action_index": null,
      "origination": "lead",
      "plant_a_tree": false,
      "quoted_rate": 927.66,
      "rate_type": null,
      "reduced_price": 927.66,
      "reservation_fee_required": null,
      "reservation_window": 0,
      "reserved_at": "2022-09-12T22:36:38.903-10:00",
      "size": "7x2x1",
      "source_id": null,
      "source_name": null,
      "standard_rate": null,
      "started_at": "2022-09-12T22:36:38.862-10:00",
      "status": "reserved",
      "tenant_id": "a574ea1a-d2c4-49c0-bd0f-b48e8fafae44",
      "urgent": false,
      "wait_list": false,
      "wait_list_available": false,
      "within_reservation_window": true,
      "is_upgrade": null,
      "desired_unit_size_and_amenities": null,
      "tenant": {
        "id": "a574ea1a-d2c4-49c0-bd0f-b48e8fafae44",
        "account_number": 1000001,
        "first_name": "Scot45",
        "last_name": "Wehner",
        "middle_initial": null,
        "email": "clarinepouros@mertztoy.com45",
        "tax_exempt": false,
        "is_military": false,
        "is_business": false,
        "business_name": null,
        "last_sign_in_at": null,
        "title": null,
        "delinquent": false,
        "current_ledger_ids": [],
        "preferences": {
          "email_invoices": true,
          "print_invoices": false,
          "charge_invoice_fee": true,
          "receive_legal_notices_by_email": null,
          "delinquency_exempt": false,
          "delinquency_docs_by_email": false,
          "delinquency_docs_by_mail": false,
          "receive_sms_for_gate_activity": false,
          "opt_in_to_marketing_emails": false,
          "opt_in_to_marketing_sms": false,
          "opt_in_to_transactional_sms": false,
          "exclude_from_insurance_auto_enroll": false,
          "exclude_from_insurance_auto_enroll_reason": null,
          "exclude_from_insurance_auto_enroll_created_by": null,
          "exclude_from_insurance_auto_enroll_on": null
        },
        "military_information": null,
        "username": "username_45",
        "drivers_license_number": null,
        "drivers_license_state": null,
        "vehicle_license_plate_number": null,
        "vehicle_license_state": null,
        "vehicle_description": null,
        "has_tenant_portal_account": false,
        "created_at": "2022-09-12T22:36:38.848-10:00",
        "gate_24_hour_access": false,
        "active": true,
        "tenant_account_kind_name": "Standard",
        "blocked_payments": false,
        "date_of_birth": null,
        "phone_numbers": [],
        "mailing_address": {
          "id": "863e1a62-23e5-4437-91f1-1dd664fb3f6a",
          "address1": "305552 Berge Divide",
          "address2": null,
          "city": "South Jessie",
          "state": "CT",
          "postal": "39384",
          "country": "US",
          "full_address": "305552 Berge Divide, South Jessie, CT 39384",
          "latitude": 39.114844,
          "longitude": -94.630169,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-04:00",
          "invalid_data": false,
          "label": "Home"
        },
        "addresses": [
          {
            "id": "863e1a62-23e5-4437-91f1-1dd664fb3f6a",
            "address1": "305552 Berge Divide",
            "address2": null,
            "city": "South Jessie",
            "state": "CT",
            "postal": "39384",
            "country": "US",
            "full_address": "305552 Berge Divide, South Jessie, CT 39384",
            "latitude": 39.114844,
            "longitude": -94.630169,
            "time_zone_id": "America/New_York",
            "time_zone_offset": "-04:00",
            "invalid_data": false,
            "label": "Home"
          }
        ],
        "facility_id": "12cf1ce0-5c9e-4482-a00f-998b14eb716c",
        "previous_ledger_ids": [],
        "closed_lead_ids": [],
        "contact_ids": [],
        "support_case_ids": [],
        "event_ids": [
          "5a290595-3e17-4478-b1aa-50d25dc8b3ab"
        ],
        "password_recovery_question_ids": [
          "faf9ac9a-749d-4de9-a635-a9b398e39236",
          "9049e796-8e50-4e5a-a86d-da6a6a05c1fd"
        ]
      },
      "unit": {
        "id": "c22004e3-5cfb-4de0-8389-26960becc226",
        "price": 927.66,
        "name": "U31",
        "description": "",
        "width": 7.0,
        "length": 2.0,
        "height": 1.0,
        "door_height": 8.0,
        "door_width": 4.0,
        "door_type": "roll_up",
        "access_type": "indoor",
        "floor": null,
        "directions": null,
        "size": "7x2x1",
        "area": 14.0,
        "standard_rate": 927.66,
        "managed_rate": null,
        "available_for_move_in": false,
        "rentable": true,
        "status": "reserved",
        "payment_status": null,
        "current_ledger_id": null,
        "current_tenant_id": null,
        "combo_lock_group": null,
        "combination_lock_number": null,
        "overlock_lock_number": null,
        "attribute_description": null,
        "deleted": false,
        "damaged": false,
        "complimentary": null,
        "unrentable": false,
        "company_owned": false,
        "is_prepped": null,
        "tiering": {
          "cross_sell_group_id": 1954,
          "descriptor": "No Tier",
          "tiered_amenities": []
        },
        "custom_fields": [],
        "channel_rate": null,
        "unit_amenities": [],
        "unit_type": {
          "id": "b9371e24-47e4-46e3-84c8-bdf5020b0960",
          "name": "Unit Type 31",
          "deleted": false,
          "internal_account_code": "4000",
          "code_and_description": "4000 - Rental Revenue",
          "ii_excluded": []
        },
        "unit_group_id": "b3654cbe-a02a-4396-a3f7-3bc43702453e"
      },
      "length_of_stay": null,
      "successful_payment_events": [],
      "caller_phone_number": null,
      "unit_amenities": [],
      "current_user": null,
      "unit_type": {
        "id": "b9371e24-47e4-46e3-84c8-bdf5020b0960",
        "name": "Unit Type 31",
        "deleted": false,
        "internal_account_code": "4000",
        "code_and_description": "4000 - Rental Revenue",
        "ii_excluded": []
      },
      "close_reason": null,
      "discount_plans": [],
      "lead_contents": [],
      "unit_group": {
        "id": "b3654cbe-a02a-4396-a3f7-3bc43702453e",
        "price": 927.66,
        "group_key": "7x2x1 - $927.66 - 2001",
        "name": "7x2x1 - $927.66 - 2001",
        "available_units_count": 0,
        "total_units_count": 1,
        "total_non_excluded_units_count": 1,
        "size": "7x2x1",
        "standard_rate": 927.66,
        "floor": null,
        "reduced_price": 927.66,
        "cyo_reduced_prices": {},
        "occupancy_percent": 0.0,
        "area": 14.0,
        "length": 2.0,
        "width": 7.0,
        "height": 1.0,
        "due_at_move_in": 927.66,
        "due_at_move_in_without_fees": 927.66,
        "due_monthly": 927.66,
        "attribute_description": null,
        "description": "",
        "invoiceable_fees": [],
        "average_rent": 0.0,
        "active_rate_type": "standard_rate",
        "scheduled_move_outs": [],
        "managed_rate": null,
        "reservation_fee": null,
        "tiering": {
          "cross_sell_group_id": 1954,
          "descriptor": "No Tier",
          "justification": null,
          "tiered_amenities": []
        },
        "channel_rate": null,
        "unit_amenities": [],
        "unit_type": {
          "id": "b9371e24-47e4-46e3-84c8-bdf5020b0960",
          "name": "Unit Type 31",
          "deleted": false,
          "internal_account_code": "4000",
          "code_and_description": "4000 - Rental Revenue",
          "ii_excluded": []
        },
        "discount_plans": [],
        "channel_rate_ids": [],
        "available_upgrade_to_unit_groups": []
      },
      "created_by": {
        "id": "fdf3e8c8-c7de-4216-a1e5-e75170e953aa",
        "name": "Test App",
        "type": "Source"
      },
      "channel_id": null,
      "confirmation_email": null
    },
    {
      "id": "aa23ce02-16f8-47a9-b692-633c42da1711",
      "bilingual_agent": false,
      "caller_first_name": null,
      "caller_last_name": null,
      "cancelled_at": null,
      "closed": false,
      "confirmation_number": null,
      "created_at": "2022-09-12T22:36:38.822-10:00",
      "desired_move_in_date": "2022-09-12",
      "desired_unit_size_and_price": null,
      "due_at_move_in": null,
      "due_monthly": null,
      "extra_details": {},
      "facility_id": "12cf1ce0-5c9e-4482-a00f-998b14eb716c",
      "facility_time_zone": "Hawaii",
      "floor": null,
      "free_truck": false,
      "has_paid_reservation_fee": null,
      "invoiceable_fees": [],
      "kind": "walk_in",
      "lead_action_indexes": {},
      "length_of_stay_id": null,
      "move_in_from_reservation_url": null,
      "moved_in_at": null,
      "moving_labor": false,
      "moving_labor_contacted_already": false,
      "next_action_at": "2022-09-13T22:36:38.799-10:00",
      "next_lead_action": null,
      "next_lead_action_index": null,
      "origination": "lead",
      "plant_a_tree": false,
      "quoted_rate": null,
      "rate_type": null,
      "reduced_price": null,
      "reservation_fee_required": null,
      "reservation_window": 0,
      "reserved_at": null,
      "size": null,
      "source_id": null,
      "source_name": null,
      "standard_rate": null,
      "started_at": "2022-09-12T22:36:38.822-10:00",
      "status": "created",
      "tenant_id": "f00ec1f6-7800-4e1c-a079-99b1b9c85fc5",
      "urgent": false,
      "wait_list": false,
      "wait_list_available": false,
      "within_reservation_window": true,
      "is_upgrade": null,
      "desired_unit_size_and_amenities": null,
      "tenant": {
        "id": "f00ec1f6-7800-4e1c-a079-99b1b9c85fc5",
        "account_number": 1000000,
        "first_name": "Donnie44",
        "last_name": "Wehner",
        "middle_initial": null,
        "email": "chadwickkuphal@jacobsonrippin.name44",
        "tax_exempt": false,
        "is_military": false,
        "is_business": false,
        "business_name": null,
        "last_sign_in_at": null,
        "title": null,
        "delinquent": false,
        "current_ledger_ids": [],
        "preferences": {
          "email_invoices": true,
          "print_invoices": false,
          "charge_invoice_fee": true,
          "receive_legal_notices_by_email": null,
          "delinquency_exempt": false,
          "delinquency_docs_by_email": false,
          "delinquency_docs_by_mail": false,
          "receive_sms_for_gate_activity": false,
          "opt_in_to_marketing_emails": false,
          "opt_in_to_marketing_sms": false,
          "opt_in_to_transactional_sms": false,
          "exclude_from_insurance_auto_enroll": false,
          "exclude_from_insurance_auto_enroll_reason": null,
          "exclude_from_insurance_auto_enroll_created_by": null,
          "exclude_from_insurance_auto_enroll_on": null
        },
        "military_information": null,
        "username": "username_44",
        "drivers_license_number": null,
        "drivers_license_state": null,
        "vehicle_license_plate_number": null,
        "vehicle_license_state": null,
        "vehicle_description": null,
        "has_tenant_portal_account": false,
        "created_at": "2022-09-12T22:36:38.806-10:00",
        "gate_24_hour_access": false,
        "active": true,
        "tenant_account_kind_name": "Standard",
        "blocked_payments": false,
        "date_of_birth": null,
        "phone_numbers": [],
        "mailing_address": {
          "id": "80f77e88-ad34-46a3-897d-666db8b31829",
          "address1": "304119 Feeney Orchard",
          "address2": null,
          "city": "South Jessie",
          "state": "CT",
          "postal": "39384",
          "country": "US",
          "full_address": "304119 Feeney Orchard, South Jessie, CT 39384",
          "latitude": 39.114844,
          "longitude": -94.630169,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-04:00",
          "invalid_data": false,
          "label": "Home"
        },
        "addresses": [
          {
            "id": "80f77e88-ad34-46a3-897d-666db8b31829",
            "address1": "304119 Feeney Orchard",
            "address2": null,
            "city": "South Jessie",
            "state": "CT",
            "postal": "39384",
            "country": "US",
            "full_address": "304119 Feeney Orchard, South Jessie, CT 39384",
            "latitude": 39.114844,
            "longitude": -94.630169,
            "time_zone_id": "America/New_York",
            "time_zone_offset": "-04:00",
            "invalid_data": false,
            "label": "Home"
          }
        ],
        "facility_id": "12cf1ce0-5c9e-4482-a00f-998b14eb716c",
        "previous_ledger_ids": [],
        "closed_lead_ids": [],
        "contact_ids": [],
        "support_case_ids": [],
        "event_ids": [
          "010c4d42-9878-4bb7-b4aa-772a0fef4f31"
        ],
        "password_recovery_question_ids": [
          "d7c820c1-8083-4e00-82b3-f350cc9f371c",
          "6042d472-5a1b-4bd3-8ef9-314a9ec55339"
        ]
      },
      "unit": null,
      "length_of_stay": null,
      "successful_payment_events": [],
      "caller_phone_number": null,
      "unit_amenities": [],
      "current_user": null,
      "unit_type": null,
      "close_reason": null,
      "discount_plans": [],
      "lead_contents": [],
      "unit_group": null,
      "created_by": {
        "id": "fdf3e8c8-c7de-4216-a1e5-e75170e953aa",
        "name": "Test App",
        "type": "Source"
      },
      "channel_id": null,
      "confirmation_email": null
    }
  ],
  "meta": {
    "pagination": {
      "current_page": 1,
      "total_pages": 1,
      "per_page": 100,
      "total_entries": 2,
      "previous_page": null,
      "next_page": null
    },
    "status_code": 200,
    "status_message": "OK",
    "status_cat": "https://http.cat/200",
    "request_method": "GET",
    "request_id": null,
    "parameters": {
      "facility_id": "12cf1ce0-5c9e-4482-a00f-998b14eb716c"
    }
  }
}

Params

Param name Description
channel_category
optional

Value: Must be one of: <code>system</code>, <code>tenant_portal</code>, <code>sales_center</code>, <code>web</code>, <code>print</code>, <code>other</code>, <code>web_popup</code>.

GET /v1/:facility_id/leads/reservations
Show all leads that are reservations

You can filter leads by channel category. The field channel has these possible values: system, tenant_portal, sales_center, web, print, other, web_popup

Examples

GET /v1/d62629d4-269b-41fd-8fc2-fadf9c38fe20/leads/reservations
200
{
  "leads": [
    {
      "id": "0feb1499-a10a-445c-9d9e-3c6ecc45b024",
      "bilingual_agent": false,
      "caller_first_name": null,
      "caller_last_name": null,
      "cancelled_at": null,
      "closed": false,
      "confirmation_number": "1000001-1-1658",
      "created_at": "2022-09-12T22:36:39.997-10:00",
      "desired_move_in_date": "2022-09-14",
      "desired_unit_size_and_price": "2x8x3 at $932.14",
      "due_at_move_in": 528.21,
      "due_monthly": 932.14,
      "extra_details": {
        "snapshot_reservation_id": "7e4f8f4a-fb8e-4cd2-ac4a-af30fb554aeb"
      },
      "facility_id": "d62629d4-269b-41fd-8fc2-fadf9c38fe20",
      "facility_time_zone": "Hawaii",
      "floor": null,
      "free_truck": false,
      "has_paid_reservation_fee": null,
      "invoiceable_fees": [],
      "kind": "walk_in",
      "lead_action_indexes": {},
      "length_of_stay_id": null,
      "move_in_from_reservation_url": null,
      "moved_in_at": null,
      "moving_labor": false,
      "moving_labor_contacted_already": false,
      "next_action_at": "2022-09-13T22:36:39.976-10:00",
      "next_lead_action": null,
      "next_lead_action_index": null,
      "origination": "lead",
      "plant_a_tree": false,
      "quoted_rate": 932.14,
      "rate_type": null,
      "reduced_price": 932.14,
      "reservation_fee_required": null,
      "reservation_window": 0,
      "reserved_at": "2022-09-12T22:36:40.034-10:00",
      "size": "2x8x3",
      "source_id": null,
      "source_name": null,
      "standard_rate": null,
      "started_at": "2022-09-12T22:36:39.997-10:00",
      "status": "reserved",
      "tenant_id": "15fc0d2c-5bc2-4e48-b619-677b50cbcb3b",
      "urgent": false,
      "wait_list": false,
      "wait_list_available": false,
      "within_reservation_window": true,
      "is_upgrade": null,
      "desired_unit_size_and_amenities": null,
      "tenant": {
        "id": "15fc0d2c-5bc2-4e48-b619-677b50cbcb3b",
        "account_number": 1000001,
        "first_name": "Ramiro51",
        "last_name": "Wehner",
        "middle_initial": null,
        "email": "elinor@kohlercarter.co51",
        "tax_exempt": false,
        "is_military": false,
        "is_business": false,
        "business_name": null,
        "last_sign_in_at": null,
        "title": null,
        "delinquent": false,
        "current_ledger_ids": [],
        "preferences": {
          "email_invoices": true,
          "print_invoices": false,
          "charge_invoice_fee": true,
          "receive_legal_notices_by_email": null,
          "delinquency_exempt": false,
          "delinquency_docs_by_email": false,
          "delinquency_docs_by_mail": false,
          "receive_sms_for_gate_activity": false,
          "opt_in_to_marketing_emails": false,
          "opt_in_to_marketing_sms": false,
          "opt_in_to_transactional_sms": false,
          "exclude_from_insurance_auto_enroll": false,
          "exclude_from_insurance_auto_enroll_reason": null,
          "exclude_from_insurance_auto_enroll_created_by": null,
          "exclude_from_insurance_auto_enroll_on": null
        },
        "military_information": null,
        "username": "username_51",
        "drivers_license_number": null,
        "drivers_license_state": null,
        "vehicle_license_plate_number": null,
        "vehicle_license_state": null,
        "vehicle_description": null,
        "has_tenant_portal_account": false,
        "created_at": "2022-09-12T22:36:39.983-10:00",
        "gate_24_hour_access": false,
        "active": true,
        "tenant_account_kind_name": "Standard",
        "blocked_payments": false,
        "date_of_birth": null,
        "phone_numbers": [],
        "mailing_address": {
          "id": "e16293ae-4808-45bd-91bc-ec7040b918a6",
          "address1": "321233 Veum Square",
          "address2": null,
          "city": "South Jessie",
          "state": "CT",
          "postal": "39384",
          "country": "US",
          "full_address": "321233 Veum Square, South Jessie, CT 39384",
          "latitude": 39.114844,
          "longitude": -94.630169,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-04:00",
          "invalid_data": false,
          "label": "Home"
        },
        "addresses": [
          {
            "id": "e16293ae-4808-45bd-91bc-ec7040b918a6",
            "address1": "321233 Veum Square",
            "address2": null,
            "city": "South Jessie",
            "state": "CT",
            "postal": "39384",
            "country": "US",
            "full_address": "321233 Veum Square, South Jessie, CT 39384",
            "latitude": 39.114844,
            "longitude": -94.630169,
            "time_zone_id": "America/New_York",
            "time_zone_offset": "-04:00",
            "invalid_data": false,
            "label": "Home"
          }
        ],
        "facility_id": "d62629d4-269b-41fd-8fc2-fadf9c38fe20",
        "previous_ledger_ids": [],
        "closed_lead_ids": [],
        "contact_ids": [],
        "support_case_ids": [],
        "event_ids": [
          "3d0b3b74-c23e-4323-aed0-0334b4bbafe0"
        ],
        "password_recovery_question_ids": [
          "bbc8e8a1-7e1a-4c56-a711-75bd95ee9768",
          "1376b747-7a78-4c59-a950-827136648159"
        ]
      },
      "unit": {
        "id": "fc79250b-3123-49ca-a99e-2dcb81c478b7",
        "price": 932.14,
        "name": "U33",
        "description": "",
        "width": 2.0,
        "length": 8.0,
        "height": 3.0,
        "door_height": 9.0,
        "door_width": 3.0,
        "door_type": "roll_up",
        "access_type": "indoor",
        "floor": null,
        "directions": null,
        "size": "2x8x3",
        "area": 16.0,
        "standard_rate": 932.14,
        "managed_rate": null,
        "available_for_move_in": false,
        "rentable": true,
        "status": "reserved",
        "payment_status": null,
        "current_ledger_id": null,
        "current_tenant_id": null,
        "combo_lock_group": null,
        "combination_lock_number": null,
        "overlock_lock_number": null,
        "attribute_description": null,
        "deleted": false,
        "damaged": false,
        "complimentary": null,
        "unrentable": false,
        "company_owned": false,
        "is_prepped": null,
        "tiering": {
          "cross_sell_group_id": 1956,
          "descriptor": "No Tier",
          "tiered_amenities": []
        },
        "custom_fields": [],
        "channel_rate": null,
        "unit_amenities": [],
        "unit_type": {
          "id": "c3a1b5aa-23a6-4ee9-af0c-d2dd8d93aab8",
          "name": "Unit Type 33",
          "deleted": false,
          "internal_account_code": "4000",
          "code_and_description": "4000 - Rental Revenue",
          "ii_excluded": []
        },
        "unit_group_id": "2d239503-5d92-45ca-b0c7-288087fef34e"
      },
      "length_of_stay": null,
      "successful_payment_events": [],
      "caller_phone_number": null,
      "unit_amenities": [],
      "current_user": null,
      "unit_type": {
        "id": "c3a1b5aa-23a6-4ee9-af0c-d2dd8d93aab8",
        "name": "Unit Type 33",
        "deleted": false,
        "internal_account_code": "4000",
        "code_and_description": "4000 - Rental Revenue",
        "ii_excluded": []
      },
      "close_reason": null,
      "discount_plans": [],
      "lead_contents": [],
      "unit_group": {
        "id": "2d239503-5d92-45ca-b0c7-288087fef34e",
        "price": 932.14,
        "group_key": "2x8x3 - $932.14 - 2003",
        "name": "2x8x3 - $932.14 - 2003",
        "available_units_count": 0,
        "total_units_count": 1,
        "total_non_excluded_units_count": 1,
        "size": "2x8x3",
        "standard_rate": 932.14,
        "floor": null,
        "reduced_price": 932.14,
        "cyo_reduced_prices": {},
        "occupancy_percent": 0.0,
        "area": 16.0,
        "length": 8.0,
        "width": 2.0,
        "height": 3.0,
        "due_at_move_in": 932.14,
        "due_at_move_in_without_fees": 932.14,
        "due_monthly": 932.14,
        "attribute_description": null,
        "description": "",
        "invoiceable_fees": [],
        "average_rent": 0.0,
        "active_rate_type": "standard_rate",
        "scheduled_move_outs": [],
        "managed_rate": null,
        "reservation_fee": null,
        "tiering": {
          "cross_sell_group_id": 1956,
          "descriptor": "No Tier",
          "justification": null,
          "tiered_amenities": []
        },
        "channel_rate": null,
        "unit_amenities": [],
        "unit_type": {
          "id": "c3a1b5aa-23a6-4ee9-af0c-d2dd8d93aab8",
          "name": "Unit Type 33",
          "deleted": false,
          "internal_account_code": "4000",
          "code_and_description": "4000 - Rental Revenue",
          "ii_excluded": []
        },
        "discount_plans": [],
        "channel_rate_ids": [],
        "available_upgrade_to_unit_groups": []
      },
      "created_by": {
        "id": "9d912ac0-0f6e-4219-9199-e6cf67ba4814",
        "name": "Test App",
        "type": "Source"
      },
      "channel_id": null,
      "confirmation_email": null
    }
  ],
  "meta": {
    "pagination": {
      "current_page": 1,
      "total_pages": 1,
      "per_page": 100,
      "total_entries": 1,
      "previous_page": null,
      "next_page": null
    },
    "status_code": 200,
    "status_message": "OK",
    "status_cat": "https://http.cat/200",
    "request_method": "GET",
    "request_id": null,
    "parameters": {
      "facility_id": "d62629d4-269b-41fd-8fc2-fadf9c38fe20"
    }
  }
}

Params

Param name Description
channel_category
optional

Value: Must be one of: <code>system</code>, <code>tenant_portal</code>, <code>sales_center</code>, <code>web</code>, <code>print</code>, <code>other</code>, <code>web_popup</code>.

GET /v1/:facility_id/leads/inquiries
Show all leads that are not reservations (inquiries)

You can filter leads by channel category. The field channel has these possible values: system, tenant_portal, sales_center, web, print, other, web_popup

Examples

GET /v1/b7e9fa70-b2b7-45af-bff7-649f77ecdbbc/leads/inquiries
200
{
  "leads": [
    {
      "id": "69829173-4bdd-4509-a117-a3a5f17b87fc",
      "bilingual_agent": false,
      "caller_first_name": null,
      "caller_last_name": null,
      "cancelled_at": null,
      "closed": false,
      "confirmation_number": null,
      "created_at": "2022-09-12T22:36:38.292-10:00",
      "desired_move_in_date": "2022-09-12",
      "desired_unit_size_and_price": null,
      "due_at_move_in": null,
      "due_monthly": null,
      "extra_details": {},
      "facility_id": "b7e9fa70-b2b7-45af-bff7-649f77ecdbbc",
      "facility_time_zone": "Hawaii",
      "floor": null,
      "free_truck": false,
      "has_paid_reservation_fee": null,
      "invoiceable_fees": [],
      "kind": "walk_in",
      "lead_action_indexes": {},
      "length_of_stay_id": null,
      "move_in_from_reservation_url": null,
      "moved_in_at": null,
      "moving_labor": false,
      "moving_labor_contacted_already": false,
      "next_action_at": "2022-09-13T22:36:38.272-10:00",
      "next_lead_action": null,
      "next_lead_action_index": null,
      "origination": "lead",
      "plant_a_tree": false,
      "quoted_rate": null,
      "rate_type": null,
      "reduced_price": null,
      "reservation_fee_required": null,
      "reservation_window": 0,
      "reserved_at": null,
      "size": null,
      "source_id": null,
      "source_name": null,
      "standard_rate": null,
      "started_at": "2022-09-12T22:36:38.292-10:00",
      "status": "created",
      "tenant_id": "32be1425-3c71-437a-a5ce-b02729ab7916",
      "urgent": false,
      "wait_list": false,
      "wait_list_available": false,
      "within_reservation_window": true,
      "is_upgrade": null,
      "desired_unit_size_and_amenities": null,
      "tenant": {
        "id": "32be1425-3c71-437a-a5ce-b02729ab7916",
        "account_number": 1000000,
        "first_name": "Sharolyn41",
        "last_name": "Wehner",
        "middle_initial": null,
        "email": "tabalistreri@hirthe.biz41",
        "tax_exempt": false,
        "is_military": false,
        "is_business": false,
        "business_name": null,
        "last_sign_in_at": null,
        "title": null,
        "delinquent": false,
        "current_ledger_ids": [],
        "preferences": {
          "email_invoices": true,
          "print_invoices": false,
          "charge_invoice_fee": true,
          "receive_legal_notices_by_email": null,
          "delinquency_exempt": false,
          "delinquency_docs_by_email": false,
          "delinquency_docs_by_mail": false,
          "receive_sms_for_gate_activity": false,
          "opt_in_to_marketing_emails": false,
          "opt_in_to_marketing_sms": false,
          "opt_in_to_transactional_sms": false,
          "exclude_from_insurance_auto_enroll": false,
          "exclude_from_insurance_auto_enroll_reason": null,
          "exclude_from_insurance_auto_enroll_created_by": null,
          "exclude_from_insurance_auto_enroll_on": null
        },
        "military_information": null,
        "username": "username_41",
        "drivers_license_number": null,
        "drivers_license_state": null,
        "vehicle_license_plate_number": null,
        "vehicle_license_state": null,
        "vehicle_description": null,
        "has_tenant_portal_account": false,
        "created_at": "2022-09-12T22:36:38.279-10:00",
        "gate_24_hour_access": false,
        "active": true,
        "tenant_account_kind_name": "Standard",
        "blocked_payments": false,
        "date_of_birth": null,
        "phone_numbers": [],
        "mailing_address": {
          "id": "7294d4ea-8780-4c5e-adb6-2916c5e8175d",
          "address1": "2964015 Bednar Lodge",
          "address2": null,
          "city": "South Jessie",
          "state": "CT",
          "postal": "39384",
          "country": "US",
          "full_address": "2964015 Bednar Lodge, South Jessie, CT 39384",
          "latitude": 39.114844,
          "longitude": -94.630169,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-04:00",
          "invalid_data": false,
          "label": "Home"
        },
        "addresses": [
          {
            "id": "7294d4ea-8780-4c5e-adb6-2916c5e8175d",
            "address1": "2964015 Bednar Lodge",
            "address2": null,
            "city": "South Jessie",
            "state": "CT",
            "postal": "39384",
            "country": "US",
            "full_address": "2964015 Bednar Lodge, South Jessie, CT 39384",
            "latitude": 39.114844,
            "longitude": -94.630169,
            "time_zone_id": "America/New_York",
            "time_zone_offset": "-04:00",
            "invalid_data": false,
            "label": "Home"
          }
        ],
        "facility_id": "b7e9fa70-b2b7-45af-bff7-649f77ecdbbc",
        "previous_ledger_ids": [],
        "closed_lead_ids": [],
        "contact_ids": [],
        "support_case_ids": [],
        "event_ids": [
          "44670e82-b6eb-4d51-a08e-e84550ca8803"
        ],
        "password_recovery_question_ids": [
          "9011c552-1511-4429-8a62-2d8a90972256",
          "69bec83d-1af1-4051-a01d-a7a94e971b1f"
        ]
      },
      "unit": null,
      "length_of_stay": null,
      "successful_payment_events": [],
      "caller_phone_number": null,
      "unit_amenities": [],
      "current_user": null,
      "unit_type": null,
      "close_reason": null,
      "discount_plans": [],
      "lead_contents": [],
      "unit_group": null,
      "created_by": {
        "id": "2f6d4b80-991e-4167-9746-f18e2f350b2d",
        "name": "Test App",
        "type": "Source"
      },
      "channel_id": null,
      "confirmation_email": null
    }
  ],
  "meta": {
    "pagination": {
      "current_page": 1,
      "total_pages": 1,
      "per_page": 100,
      "total_entries": 1,
      "previous_page": null,
      "next_page": null
    },
    "status_code": 200,
    "status_message": "OK",
    "status_cat": "https://http.cat/200",
    "request_method": "GET",
    "request_id": null,
    "parameters": {
      "facility_id": "b7e9fa70-b2b7-45af-bff7-649f77ecdbbc"
    }
  }
}

Params

Param name Description
channel_category
optional

Value: Must be one of: <code>system</code>, <code>tenant_portal</code>, <code>sales_center</code>, <code>web</code>, <code>print</code>, <code>other</code>, <code>web_popup</code>.

GET /v1/:facility_id/leads/missed_move_ins
Show all missed move ins

You can filter leads by channel category. The field channel has these possible values: system, tenant_portal, sales_center, web, print, other, web_popup

Examples

GET /v1/6240e5f5-4b50-4df5-89bb-358f8e8c93f9/leads/missed_move_ins
200
{
  "leads": [
    {
      "id": "86f5c766-4209-4598-b438-b8314a18a907",
      "bilingual_agent": false,
      "caller_first_name": null,
      "caller_last_name": null,
      "cancelled_at": null,
      "closed": false,
      "confirmation_number": "1000001-1-1664",
      "created_at": "2022-09-12T22:36:41.042-10:00",
      "desired_move_in_date": "2022-09-14",
      "desired_unit_size_and_price": "9x2x1 at $729.01",
      "due_at_move_in": 413.11,
      "due_monthly": 729.01,
      "extra_details": {
        "snapshot_reservation_id": "6ea8cec7-6fd4-461d-84cf-c6709c3f84e2"
      },
      "facility_id": "6240e5f5-4b50-4df5-89bb-358f8e8c93f9",
      "facility_time_zone": "Hawaii",
      "floor": null,
      "free_truck": false,
      "has_paid_reservation_fee": null,
      "invoiceable_fees": [],
      "kind": "walk_in",
      "lead_action_indexes": {},
      "length_of_stay_id": null,
      "move_in_from_reservation_url": null,
      "moved_in_at": null,
      "moving_labor": false,
      "moving_labor_contacted_already": false,
      "next_action_at": "2022-09-13T22:36:41.023-10:00",
      "next_lead_action": null,
      "next_lead_action_index": null,
      "origination": "lead",
      "plant_a_tree": false,
      "quoted_rate": 729.01,
      "rate_type": null,
      "reduced_price": 729.01,
      "reservation_fee_required": null,
      "reservation_window": 0,
      "reserved_at": "2022-09-12T22:36:41.079-10:00",
      "size": "9x2x1",
      "source_id": null,
      "source_name": null,
      "standard_rate": null,
      "started_at": "2022-09-12T22:36:41.042-10:00",
      "status": "reserved",
      "tenant_id": "07494169-74bb-4298-968c-81188b25eaf3",
      "urgent": false,
      "wait_list": false,
      "wait_list_available": false,
      "within_reservation_window": true,
      "is_upgrade": null,
      "desired_unit_size_and_amenities": null,
      "tenant": {
        "id": "07494169-74bb-4298-968c-81188b25eaf3",
        "account_number": 1000001,
        "first_name": "Kieth57",
        "last_name": "Wehner",
        "middle_initial": null,
        "email": "adolph@weber.name57",
        "tax_exempt": false,
        "is_military": false,
        "is_business": false,
        "business_name": null,
        "last_sign_in_at": null,
        "title": null,
        "delinquent": false,
        "current_ledger_ids": [],
        "preferences": {
          "email_invoices": true,
          "print_invoices": false,
          "charge_invoice_fee": true,
          "receive_legal_notices_by_email": null,
          "delinquency_exempt": false,
          "delinquency_docs_by_email": false,
          "delinquency_docs_by_mail": false,
          "receive_sms_for_gate_activity": false,
          "opt_in_to_marketing_emails": false,
          "opt_in_to_marketing_sms": false,
          "opt_in_to_transactional_sms": false,
          "exclude_from_insurance_auto_enroll": false,
          "exclude_from_insurance_auto_enroll_reason": null,
          "exclude_from_insurance_auto_enroll_created_by": null,
          "exclude_from_insurance_auto_enroll_on": null
        },
        "military_information": null,
        "username": "username_57",
        "drivers_license_number": null,
        "drivers_license_state": null,
        "vehicle_license_plate_number": null,
        "vehicle_license_state": null,
        "vehicle_description": null,
        "has_tenant_portal_account": false,
        "created_at": "2022-09-12T22:36:41.029-10:00",
        "gate_24_hour_access": false,
        "active": true,
        "tenant_account_kind_name": "Standard",
        "blocked_payments": false,
        "date_of_birth": null,
        "phone_numbers": [],
        "mailing_address": {
          "id": "8033f1bc-d0b3-425f-a63c-d1fb9e74a312",
          "address1": "33739220 Granville Place",
          "address2": null,
          "city": "South Jessie",
          "state": "CT",
          "postal": "39384",
          "country": "US",
          "full_address": "33739220 Granville Place, South Jessie, CT 39384",
          "latitude": 39.114844,
          "longitude": -94.630169,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-04:00",
          "invalid_data": false,
          "label": "Home"
        },
        "addresses": [
          {
            "id": "8033f1bc-d0b3-425f-a63c-d1fb9e74a312",
            "address1": "33739220 Granville Place",
            "address2": null,
            "city": "South Jessie",
            "state": "CT",
            "postal": "39384",
            "country": "US",
            "full_address": "33739220 Granville Place, South Jessie, CT 39384",
            "latitude": 39.114844,
            "longitude": -94.630169,
            "time_zone_id": "America/New_York",
            "time_zone_offset": "-04:00",
            "invalid_data": false,
            "label": "Home"
          }
        ],
        "facility_id": "6240e5f5-4b50-4df5-89bb-358f8e8c93f9",
        "previous_ledger_ids": [],
        "closed_lead_ids": [],
        "contact_ids": [],
        "support_case_ids": [],
        "event_ids": [
          "9d7bf5e4-c475-4fcd-936e-5ea419612316"
        ],
        "password_recovery_question_ids": [
          "323fa5b6-7461-495f-98f1-77efb3a8c21c",
          "c612ea95-3259-45f2-a54f-fcd841f9440c"
        ]
      },
      "unit": {
        "id": "d8b42d06-48a4-4a47-8bf5-8a5a72f5e30f",
        "price": 729.01,
        "name": "U35",
        "description": "",
        "width": 9.0,
        "length": 2.0,
        "height": 1.0,
        "door_height": 3.0,
        "door_width": 1.0,
        "door_type": "roll_up",
        "access_type": "indoor",
        "floor": null,
        "directions": null,
        "size": "9x2x1",
        "area": 18.0,
        "standard_rate": 729.01,
        "managed_rate": null,
        "available_for_move_in": false,
        "rentable": true,
        "status": "reserved",
        "payment_status": null,
        "current_ledger_id": null,
        "current_tenant_id": null,
        "combo_lock_group": null,
        "combination_lock_number": null,
        "overlock_lock_number": null,
        "attribute_description": null,
        "deleted": false,
        "damaged": false,
        "complimentary": null,
        "unrentable": false,
        "company_owned": false,
        "is_prepped": null,
        "tiering": {
          "cross_sell_group_id": 1958,
          "descriptor": "No Tier",
          "tiered_amenities": []
        },
        "custom_fields": [],
        "channel_rate": null,
        "unit_amenities": [],
        "unit_type": {
          "id": "2bd2bcf5-5655-4550-8c41-6df9a532db59",
          "name": "Unit Type 35",
          "deleted": false,
          "internal_account_code": "4000",
          "code_and_description": "4000 - Rental Revenue",
          "ii_excluded": []
        },
        "unit_group_id": "319df09b-6023-4aae-b188-6527b3d5bab5"
      },
      "length_of_stay": null,
      "successful_payment_events": [],
      "caller_phone_number": null,
      "unit_amenities": [],
      "current_user": null,
      "unit_type": {
        "id": "2bd2bcf5-5655-4550-8c41-6df9a532db59",
        "name": "Unit Type 35",
        "deleted": false,
        "internal_account_code": "4000",
        "code_and_description": "4000 - Rental Revenue",
        "ii_excluded": []
      },
      "close_reason": null,
      "discount_plans": [],
      "lead_contents": [],
      "unit_group": {
        "id": "319df09b-6023-4aae-b188-6527b3d5bab5",
        "price": 729.01,
        "group_key": "9x2x1 - $729.01 - 2005",
        "name": "9x2x1 - $729.01 - 2005",
        "available_units_count": 0,
        "total_units_count": 1,
        "total_non_excluded_units_count": 1,
        "size": "9x2x1",
        "standard_rate": 729.01,
        "floor": null,
        "reduced_price": 729.01,
        "cyo_reduced_prices": {},
        "occupancy_percent": 0.0,
        "area": 18.0,
        "length": 2.0,
        "width": 9.0,
        "height": 1.0,
        "due_at_move_in": 729.01,
        "due_at_move_in_without_fees": 729.01,
        "due_monthly": 729.01,
        "attribute_description": null,
        "description": "",
        "invoiceable_fees": [],
        "average_rent": 0.0,
        "active_rate_type": "standard_rate",
        "scheduled_move_outs": [],
        "managed_rate": null,
        "reservation_fee": null,
        "tiering": {
          "cross_sell_group_id": 1958,
          "descriptor": "No Tier",
          "justification": null,
          "tiered_amenities": []
        },
        "channel_rate": null,
        "unit_amenities": [],
        "unit_type": {
          "id": "2bd2bcf5-5655-4550-8c41-6df9a532db59",
          "name": "Unit Type 35",
          "deleted": false,
          "internal_account_code": "4000",
          "code_and_description": "4000 - Rental Revenue",
          "ii_excluded": []
        },
        "discount_plans": [],
        "channel_rate_ids": [],
        "available_upgrade_to_unit_groups": []
      },
      "created_by": {
        "id": "4707521c-724b-4f57-88b1-cad1f070ccac",
        "name": "Test App",
        "type": "Source"
      },
      "channel_id": null,
      "confirmation_email": null
    }
  ],
  "meta": {
    "pagination": {
      "current_page": 1,
      "total_pages": 1,
      "per_page": 100,
      "total_entries": 1,
      "previous_page": null,
      "next_page": null
    },
    "status_code": 200,
    "status_message": "OK",
    "status_cat": "https://http.cat/200",
    "request_method": "GET",
    "request_id": null,
    "parameters": {
      "facility_id": "6240e5f5-4b50-4df5-89bb-358f8e8c93f9"
    }
  }
}

Params

Param name Description
channel_category
optional

Value: Must be one of: <code>system</code>, <code>tenant_portal</code>, <code>sales_center</code>, <code>web</code>, <code>print</code>, <code>other</code>, <code>web_popup</code>.

GET /v1/:facility_id/leads/waitlist
Show all waitlist leads

You can filter leads by channel category. The field channel has these possible values: system, tenant_portal, sales_center, web, print, other, web_popup

Params

Param name Description
channel_category
optional

Value: Must be one of: <code>system</code>, <code>tenant_portal</code>, <code>sales_center</code>, <code>web</code>, <code>print</code>, <code>other</code>, <code>web_popup</code>.

GET /v1/:facility_id/leads/open/events
Shows all lead events for open leads

You can filter leads by channel category. The field channel has these possible values: system, tenant_portal, sales_center, web, print, other, web_popup

Params

Param name Description
channel_category
optional

Value: Must be one of: <code>system</code>, <code>tenant_portal</code>, <code>sales_center</code>, <code>web</code>, <code>print</code>, <code>other</code>, <code>web_popup</code>.

GET /v1/:facility_id/leads/counts
Shows a count of open leads by status (lead, reservation)

You can filter leads by channel category. The field channel has these possible values: system, tenant_portal, sales_center, web, print, other, web_popup

Params

Param name Description
channel_category
optional

Value: Must be one of: <code>system</code>, <code>tenant_portal</code>, <code>sales_center</code>, <code>web</code>, <code>print</code>, <code>other</code>, <code>web_popup</code>.

GET /v1/:facility_id/leads/:id
Show a particular lead

You can filter leads by channel category. The field channel has these possible values: system, tenant_portal, sales_center, web, print, other, web_popup

Examples

GET /v1/9fa6c459-56ae-47fc-aece-e739f2102c22/leads/ad0332ce-e4d8-4cd1-89c3-57d5278d59c1
200
{
  "lead": {
    "id": "ad0332ce-e4d8-4cd1-89c3-57d5278d59c1",
    "bilingual_agent": false,
    "caller_first_name": null,
    "caller_last_name": null,
    "cancelled_at": null,
    "closed": false,
    "confirmation_number": null,
    "created_at": "2022-09-12T22:36:40.474-10:00",
    "desired_move_in_date": "2022-09-12",
    "desired_unit_size_and_price": null,
    "due_at_move_in": null,
    "due_monthly": null,
    "extra_details": {},
    "facility_id": "9fa6c459-56ae-47fc-aece-e739f2102c22",
    "facility_time_zone": "Hawaii",
    "floor": null,
    "free_truck": false,
    "has_paid_reservation_fee": null,
    "invoiceable_fees": [],
    "kind": "walk_in",
    "lead_action_indexes": {},
    "length_of_stay_id": null,
    "move_in_from_reservation_url": null,
    "moved_in_at": null,
    "moving_labor": false,
    "moving_labor_contacted_already": false,
    "next_action_at": "2022-09-13T22:36:40.450-10:00",
    "next_lead_action": null,
    "next_lead_action_index": null,
    "origination": "lead",
    "plant_a_tree": false,
    "quoted_rate": null,
    "rate_type": null,
    "reduced_price": null,
    "reservation_fee_required": null,
    "reservation_window": 0,
    "reserved_at": null,
    "size": null,
    "source_id": null,
    "source_name": null,
    "standard_rate": null,
    "started_at": "2022-09-12T22:36:40.474-10:00",
    "status": "created",
    "tenant_id": "51091a18-91aa-4974-9e5d-60361c2eb252",
    "urgent": false,
    "wait_list": false,
    "wait_list_available": false,
    "within_reservation_window": true,
    "is_upgrade": null,
    "desired_unit_size_and_amenities": null,
    "tenant": {
      "id": "51091a18-91aa-4974-9e5d-60361c2eb252",
      "account_number": 1000000,
      "first_name": "Antonia53",
      "last_name": "Wehner",
      "middle_initial": null,
      "email": "doylekutch@skiles.info53",
      "tax_exempt": false,
      "is_military": false,
      "is_business": false,
      "business_name": null,
      "last_sign_in_at": null,
      "title": null,
      "delinquent": false,
      "current_ledger_ids": [],
      "preferences": {
        "email_invoices": true,
        "print_invoices": false,
        "charge_invoice_fee": true,
        "receive_legal_notices_by_email": null,
        "delinquency_exempt": false,
        "delinquency_docs_by_email": false,
        "delinquency_docs_by_mail": false,
        "receive_sms_for_gate_activity": false,
        "opt_in_to_marketing_emails": false,
        "opt_in_to_marketing_sms": false,
        "opt_in_to_transactional_sms": false,
        "exclude_from_insurance_auto_enroll": false,
        "exclude_from_insurance_auto_enroll_reason": null,
        "exclude_from_insurance_auto_enroll_created_by": null,
        "exclude_from_insurance_auto_enroll_on": null
      },
      "military_information": null,
      "username": "username_53",
      "drivers_license_number": null,
      "drivers_license_state": null,
      "vehicle_license_plate_number": null,
      "vehicle_license_state": null,
      "vehicle_description": null,
      "has_tenant_portal_account": false,
      "created_at": "2022-09-12T22:36:40.457-10:00",
      "gate_24_hour_access": false,
      "active": true,
      "tenant_account_kind_name": "Standard",
      "blocked_payments": false,
      "date_of_birth": null,
      "phone_numbers": [],
      "mailing_address": {
        "id": "2a3eb6ab-cf0f-4685-aed8-6d2bf06a7564",
        "address1": "328214 Schuppe Inlet",
        "address2": null,
        "city": "South Jessie",
        "state": "CT",
        "postal": "39384",
        "country": "US",
        "full_address": "328214 Schuppe Inlet, South Jessie, CT 39384",
        "latitude": 39.114844,
        "longitude": -94.630169,
        "time_zone_id": "America/New_York",
        "time_zone_offset": "-04:00",
        "invalid_data": false,
        "label": "Home"
      },
      "addresses": [
        {
          "id": "2a3eb6ab-cf0f-4685-aed8-6d2bf06a7564",
          "address1": "328214 Schuppe Inlet",
          "address2": null,
          "city": "South Jessie",
          "state": "CT",
          "postal": "39384",
          "country": "US",
          "full_address": "328214 Schuppe Inlet, South Jessie, CT 39384",
          "latitude": 39.114844,
          "longitude": -94.630169,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-04:00",
          "invalid_data": false,
          "label": "Home"
        }
      ],
      "facility_id": "9fa6c459-56ae-47fc-aece-e739f2102c22",
      "previous_ledger_ids": [],
      "closed_lead_ids": [],
      "contact_ids": [],
      "support_case_ids": [],
      "event_ids": [
        "3ee12abc-1080-4141-9bb1-a204ef65c9f5"
      ],
      "password_recovery_question_ids": [
        "4bfa864a-de9d-4c64-bfbc-37fa7ffa4b49",
        "28575618-caca-49d6-84a0-2c22d54c5f5a"
      ]
    },
    "unit": null,
    "length_of_stay": null,
    "successful_payment_events": [],
    "caller_phone_number": null,
    "unit_amenities": [],
    "current_user": null,
    "unit_type": null,
    "close_reason": null,
    "discount_plans": [],
    "lead_contents": [],
    "unit_group": null,
    "created_by": {
      "id": "46ac7da1-d7b5-45e6-bd85-08faf7cf61da",
      "name": "Test App",
      "type": "Source"
    },
    "channel_id": null,
    "confirmation_email": null
  },
  "meta": {
    "status_code": 200,
    "status_message": "OK",
    "status_cat": "https://http.cat/200",
    "request_method": "GET",
    "request_id": null,
    "parameters": {
      "facility_id": "9fa6c459-56ae-47fc-aece-e739f2102c22",
      "id": "ad0332ce-e4d8-4cd1-89c3-57d5278d59c1"
    }
  }
}

Params

Param name Description
channel_category
optional

Value: Must be one of: <code>system</code>, <code>tenant_portal</code>, <code>sales_center</code>, <code>web</code>, <code>print</code>, <code>other</code>, <code>web_popup</code>.
id
required

Value: Must be a String

POST /v1/:facility_id/leads
Create a new lead

Examples

POST /v1/54a596cb-08bf-45ac-9a1a-1a2483eb1d3c/leads
{
  "lead": {
    "desired_move_in_date": "2022-09-14",
    "is_reservation": "true",
    "tenant_attributes": {
      "first_name": "John",
      "phone_numbers_attributes": [
        {
          "number": "3333333333",
          "sms_opt_in": "true"
        }
      ]
    },
    "unit_id": "0f112435-ce1c-47ea-bf55-6740601e5870"
  },
  "payment_method": {
    "billing_address_attributes": {
      "address1": "123 Main",
      "city": "Somecity",
      "country": "US",
      "postal": "12345",
      "state": "AL"
    },
    "card_number": "00000000",
    "card_type": "visa",
    "expiration_date": "10/24",
    "first_name": "John",
    "kind": "credit_card",
    "last_name": "Doe",
    "security_code": "123"
  }
}
201
{
  "lead": {
    "id": "42a4bd0b-a55d-4c70-b968-0ee685083283",
    "bilingual_agent": false,
    "caller_first_name": null,
    "caller_last_name": null,
    "cancelled_at": null,
    "closed": false,
    "confirmation_number": "1000003-1-1669",
    "created_at": "2022-09-12T22:36:42.248-10:00",
    "desired_move_in_date": "2022-09-14",
    "desired_unit_size_and_price": "6x10x2 at $871.63",
    "due_at_move_in": 493.92,
    "due_monthly": 871.63,
    "extra_details": {
      "saved_cyo_options_ids": "[]",
      "snapshot_reservation_id": "22e53ecd-1c22-44ce-80b7-7a3bb96514b3"
    },
    "facility_id": "54a596cb-08bf-45ac-9a1a-1a2483eb1d3c",
    "facility_time_zone": "Hawaii",
    "floor": null,
    "free_truck": false,
    "has_paid_reservation_fee": true,
    "invoiceable_fees": [],
    "kind": "internet",
    "lead_action_indexes": {},
    "length_of_stay_id": null,
    "move_in_from_reservation_url": null,
    "moved_in_at": null,
    "moving_labor": false,
    "moving_labor_contacted_already": false,
    "next_action_at": "2022-09-12T00:00:00.000-10:00",
    "next_lead_action": null,
    "next_lead_action_index": null,
    "origination": "reservation",
    "plant_a_tree": false,
    "quoted_rate": 871.63,
    "rate_type": "standard_rate",
    "reduced_price": 871.63,
    "reservation_fee_required": true,
    "reservation_window": 0,
    "reserved_at": "2022-09-12T22:36:42.243-10:00",
    "size": "6x10x2",
    "source_id": "4fad3a5d-96b2-472e-9e5c-1e2c6b639be4",
    "source_name": "Test App",
    "standard_rate": 871.63,
    "started_at": "2022-09-12T22:36:42.248-10:00",
    "status": "reserved",
    "tenant_id": "dbbcaea5-251b-4886-86e2-b3c9b4226caf",
    "urgent": false,
    "wait_list": false,
    "wait_list_available": false,
    "within_reservation_window": true,
    "is_upgrade": null,
    "desired_unit_size_and_amenities": null,
    "tenant": {
      "id": "dbbcaea5-251b-4886-86e2-b3c9b4226caf",
      "account_number": 1000003,
      "first_name": "John",
      "last_name": null,
      "middle_initial": null,
      "email": null,
      "tax_exempt": false,
      "is_military": false,
      "is_business": false,
      "business_name": null,
      "last_sign_in_at": null,
      "title": null,
      "delinquent": false,
      "current_ledger_ids": [],
      "preferences": {
        "email_invoices": true,
        "print_invoices": false,
        "charge_invoice_fee": true,
        "receive_legal_notices_by_email": null,
        "delinquency_exempt": false,
        "delinquency_docs_by_email": false,
        "delinquency_docs_by_mail": false,
        "receive_sms_for_gate_activity": false,
        "opt_in_to_marketing_emails": false,
        "opt_in_to_marketing_sms": false,
        "opt_in_to_transactional_sms": false,
        "exclude_from_insurance_auto_enroll": false,
        "exclude_from_insurance_auto_enroll_reason": null,
        "exclude_from_insurance_auto_enroll_created_by": null,
        "exclude_from_insurance_auto_enroll_on": null
      },
      "military_information": null,
      "username": null,
      "drivers_license_number": null,
      "drivers_license_state": null,
      "vehicle_license_plate_number": null,
      "vehicle_license_state": null,
      "vehicle_description": null,
      "has_tenant_portal_account": false,
      "created_at": "2022-09-12T22:36:42.041-10:00",
      "gate_24_hour_access": false,
      "active": true,
      "tenant_account_kind_name": "Standard",
      "blocked_payments": false,
      "date_of_birth": null,
      "phone_numbers": [
        {
          "id": "1cbe2482-50c5-492f-9295-20ff393c1f8a",
          "primary": true,
          "source": null,
          "number": "+13333333333",
          "formatted_number": "(333) 333-3333",
          "extension": null,
          "label": null,
          "unformatted_number": "3333333333",
          "sms_opt_in": true
        }
      ],
      "mailing_address": null,
      "addresses": [],
      "facility_id": "54a596cb-08bf-45ac-9a1a-1a2483eb1d3c",
      "previous_ledger_ids": [],
      "closed_lead_ids": [],
      "contact_ids": [],
      "support_case_ids": [],
      "event_ids": [
        "f4b71881-f927-4e32-b876-0bd4d05f9933",
        "8dc945bc-e941-4917-9284-d05c40172d2c"
      ],
      "password_recovery_question_ids": []
    },
    "unit": {
      "id": "0f112435-ce1c-47ea-bf55-6740601e5870",
      "price": 871.63,
      "name": "U37",
      "description": "",
      "width": 6.0,
      "length": 10.0,
      "height": 2.0,
      "door_height": 10.0,
      "door_width": 3.0,
      "door_type": "roll_up",
      "access_type": "indoor",
      "floor": null,
      "directions": null,
      "size": "6x10x2",
      "area": 60.0,
      "standard_rate": 871.63,
      "managed_rate": null,
      "available_for_move_in": false,
      "rentable": true,
      "status": "reserved",
      "payment_status": null,
      "current_ledger_id": null,
      "current_tenant_id": null,
      "combo_lock_group": null,
      "combination_lock_number": null,
      "overlock_lock_number": null,
      "attribute_description": null,
      "deleted": false,
      "damaged": false,
      "complimentary": null,
      "unrentable": false,
      "company_owned": false,
      "is_prepped": null,
      "tiering": {
        "cross_sell_group_id": 1960,
        "descriptor": "No Tier",
        "tiered_amenities": []
      },
      "custom_fields": [],
      "channel_rate": null,
      "unit_amenities": [],
      "unit_type": {
        "id": "40f74d9c-5dc8-4dc1-b165-7cc1f051f8ef",
        "name": "Unit Type 37",
        "deleted": false,
        "internal_account_code": "4000",
        "code_and_description": "4000 - Rental Revenue",
        "ii_excluded": []
      },
      "unit_group_id": "ab1f6611-d349-4af6-bb0c-0260bf27f50d"
    },
    "length_of_stay": null,
    "successful_payment_events": [
      {
        "id": "8dc945bc-e941-4917-9284-d05c40172d2c",
        "amount": 5.99,
        "success": true,
        "date": "2022-09-12T22:36:42.092-10:00",
        "payment_method": {
          "id": "f2c87a10-e7f5-4554-a9d3-82bb8eca935e",
          "kind": "credit_card",
          "first_name": "John",
          "last_name": "Doe",
          "reuseable": false,
          "card_number": "****0000",
          "card_type": "visa",
          "expiration_date": "10/24",
          "billing_address": {
            "id": "9bb9b6b7-7187-4d8e-871a-72aa8060ab5d",
            "address1": "123 Main",
            "address2": null,
            "city": "Somecity",
            "state": "AL",
            "postal": "12345",
            "country": "US",
            "full_address": "123 Main, Somecity, AL 12345",
            "latitude": null,
            "longitude": null,
            "time_zone_id": "America/Chicago",
            "time_zone_offset": "-05:00",
            "invalid_data": false,
            "label": "Home"
          }
        }
      }
    ],
    "caller_phone_number": null,
    "unit_amenities": [],
    "current_user": null,
    "unit_type": {
      "id": "40f74d9c-5dc8-4dc1-b165-7cc1f051f8ef",
      "name": "Unit Type 37",
      "deleted": false,
      "internal_account_code": "4000",
      "code_and_description": "4000 - Rental Revenue",
      "ii_excluded": []
    },
    "close_reason": null,
    "discount_plans": [],
    "lead_contents": [],
    "unit_group": {
      "id": "ab1f6611-d349-4af6-bb0c-0260bf27f50d",
      "price": 871.63,
      "group_key": "6x10x2 - $871.63 - 2007",
      "name": "6x10x2 - $871.63 - 2007",
      "available_units_count": 0,
      "total_units_count": 1,
      "total_non_excluded_units_count": 1,
      "size": "6x10x2",
      "standard_rate": 871.63,
      "floor": null,
      "reduced_price": 871.63,
      "cyo_reduced_prices": {},
      "occupancy_percent": 0.0,
      "area": 60.0,
      "length": 10.0,
      "width": 6.0,
      "height": 2.0,
      "due_at_move_in": 871.63,
      "due_at_move_in_without_fees": 871.63,
      "due_monthly": 871.63,
      "attribute_description": null,
      "description": "",
      "invoiceable_fees": [],
      "average_rent": 0.0,
      "active_rate_type": "standard_rate",
      "scheduled_move_outs": [],
      "managed_rate": null,
      "reservation_fee": {
        "id": "10fce335-86c2-48ee-a205-4b98d86fd4a7",
        "product_code": "FEE-1",
        "kind": "fee",
        "description": "some fee",
        "required_at_move_in": false,
        "required_at_transfer": false,
        "amount": 5.99,
        "short_description": null,
        "show_in_sales_center": false,
        "tax_total": 0.0,
        "total": 5.99
      },
      "tiering": {
        "cross_sell_group_id": 1960,
        "descriptor": "No Tier",
        "justification": null,
        "tiered_amenities": []
      },
      "channel_rate": null,
      "unit_amenities": [],
      "unit_type": {
        "id": "40f74d9c-5dc8-4dc1-b165-7cc1f051f8ef",
        "name": "Unit Type 37",
        "deleted": false,
        "internal_account_code": "4000",
        "code_and_description": "4000 - Rental Revenue",
        "ii_excluded": []
      },
      "discount_plans": [],
      "channel_rate_ids": [],
      "available_upgrade_to_unit_groups": []
    },
    "created_by": null,
    "channel_id": "4fad3a5d-96b2-472e-9e5c-1e2c6b639be4",
    "confirmation_email": null
  },
  "meta": {
    "status_code": 201,
    "status_message": "Created",
    "status_cat": "https://http.cat/201",
    "request_method": "POST",
    "request_id": null,
    "parameters": {
      "lead": {
        "desired_move_in_date": "2022-09-14",
        "is_reservation": "true",
        "tenant_attributes": {
          "first_name": "John",
          "phone_numbers_attributes": [
            {
              "number": "3333333333",
              "sms_opt_in": "true"
            }
          ]
        },
        "unit_id": "0f112435-ce1c-47ea-bf55-6740601e5870"
      },
      "payment_method": {
        "billing_address_attributes": {
          "address1": "123 Main",
          "city": "Somecity",
          "country": "US",
          "postal": "12345",
          "state": "AL"
        },
        "card_number": "[FILTERED]",
        "card_type": "visa",
        "expiration_date": "10/24",
        "first_name": "John",
        "kind": "credit_card",
        "last_name": "Doe",
        "security_code": "[FILTERED]"
      },
      "facility_id": "54a596cb-08bf-45ac-9a1a-1a2483eb1d3c"
    }
  }
}

Params

Param name Description
lead
required

Value: Must be a Hash
lead[tenant_id]
optional

A tenant record to associate the lead with. Required if tenant_attributes are not given.


Value: Must be a String
lead[tenant_attributes]
optional

Attributes to create a tenant record. Required if tenant_id is not given.


Value: Must be a Hash
lead[tenant_attributes][title]
optional

Value: Must be a String
lead[tenant_attributes][first_name]
required

Value: Must be a String
lead[tenant_attributes][last_name]
optional

Value: Must be a String
lead[tenant_attributes][middle_initial]
optional

Value: Must be a String
lead[tenant_attributes][last_name]
optional

Value: Must be a String
lead[tenant_attributes][email]
optional

Value: Must be a String
lead[tenant_attributes][is_military]
optional

True if the tenant record is a in the military.


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[tenant_attributes][is_business]
optional

True if the tenant record is a commercial entity.


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[tenant_attributes][phone_numbers_attributes]
required

A collection of phone numbers. At least one is required.


Value: Must be an Array of nested elements
lead[tenant_attributes][phone_numbers_attributes][number]
required

Phone number


Value: Must be a String
lead[tenant_attributes][phone_numbers_attributes][extension]
optional

Phone number extension


Value: Must be a String
lead[tenant_attributes][phone_numbers_attributes][label]
optional

A label for what the phone number is, such as Home, Work, Mobile, etc.


Value: Must be a String
lead[tenant_attributes][phone_numbers_attributes][sms_opt_in]
optional

Opt the tenant in to SMS (if applicable). Requires a "Mobile" label for SMS to work correctly.


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[tenant_attributes][mailing_address_attributes]
optional

Value: Must be a Hash
lead[tenant_attributes][mailing_address_attributes][address1]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][address2]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][city]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][state]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][postal]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][time_zone]
optional

Valid IANA timezone identifier of the address (see http://www.iana.org/time-zones)


Value: Must be a String
lead[unit_id]
optional

The ID of the unit to reserve. Required if is_reservation is true.


Value: Must be a String
lead[online_move_in_url]
optional

The URL the lead can use to complete the move in


Value: Must be a String
lead[id]
optional

The ID of the lead (update only).


Value: Must be a String
lead[is_reservation]
required

Is the lead a reservation?


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[caller_first_name]
optional

First name of the caller, if different from the tenant


Value: Must be a String
lead[caller_last_name]
optional

Last name of the caller, if different from the tenant


Value: Must be a String
lead[urgent]
optional

Value: Must be one of: <code>true</code>, <code>false</code>.
lead[quoted_rate]
optional

Value: Must be a String
lead[length_of_stay_id]
optional

The ID of the length of stay for the lead. You can get a list of length of stays from the company configuration.


Value: Must be a String
lead[size]
optional

Value: Must be a String
lead[floor]
optional

Value: Must be a String
lead[lead_contents]
optional

A collection of marketing content.


Value: Must be an Array of nested elements
lead[lead_contents][id]
optional

The ID of the marketing content for the lead. You can get a list of contents from the company configuration.


Value: Must be a String
lead[desired_move_in_date]
optional

Format: YYYY-MM-DD


Value: Must be a Date
lead[desired_unit_size_and_price]
optional

A String representing the size and price that the user is interested in. Get the possible options from the GET /unit_groups resource.


Value: Must be a String
lead[free_truck]
optional

Interested in a free truck


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[moving_labor]
optional

Interested in having help with moving


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[call_source]
optional

Where the call was initiated from


Value: Must be a String
lead[dnis]
optional

An identifier for the facility the lead was trying to reach - see http://en.wikipedia.org/wiki/Dialed_Number_Identification_Service


Value: Must be a String
lead[close_reason_id]
optional

The ID of the reason for closing the lead. You can get a list of reasons from the company configuration.


Value: Must be a String
lead[lead_action_performed]
optional

The kind of action that was performed on the lead


Value: Must be one of: <code>call</code>, <code>email</code>, <code>text</code>.
lead[lead_action_performed_index]
optional

The numeric value for the action performed (i.e. if this was the second call a "2" would be used)


Value: Must be a Integer
lead[next_lead_action]
optional

The kind of follow up action that will be performed


Value: Must be one of: <code>call</code>, <code>email</code>, <code>text</code>.
lead[notes_attributes]
optional

A collection of notes.


Value: Must be an Array of nested elements
lead[notes_attributes][note]
required

Note body - freeform text


Value: Must be a String
lead[caller_phone_number_attributes]
required

Phone number of the caller, if different from the tenant


Value: Must be a Hash
lead[caller_phone_number_attributes][number]
required

Phone number


Value: Must be a String
lead[caller_phone_number_attributes][extension]
optional

Phone number extension


Value: Must be a String
lead[caller_phone_number_attributes][label]
optional

A label for what the phone number is, such as Home, Work, Mobile, etc.


Value: Must be a String
lead[rate_type]
optional

The type of rate for the unit (ie. standard_rate, managed_rate, custom_rate, or channel_rate).


Value: Must be a String
lead[discount_plans]
optional

Must be an array of nested discount plan ids


Value: Must be an Array of nested elements
lead[discount_plans][id]
optional

The ID of the discount plan to apply.


Value: Must be a String
lead[payment_method]
required

Can accept a paymentmethodid, or fields for CC or ACH payments


Value: Must be a Hash
lead[payment_method][payment_method_id]
optional

If you want to use an existing payment method, pass in the id


Value: Must be a String
lead[payment_method][first_name]
optional

Required if not using an existing payment method


Value: Must be a String
lead[payment_method][last_name]
optional

Required if not using an existing payment method


Value: Must be a String
lead[payment_method][kind]
optional

Required if not using an existing payment method


Value: Must be one of: <code>ach</code>, <code>credit_card</code>, <code>check</code>, <code>cash</code>, <code>card_swipe</code>.
lead[payment_method][reuseable]
optional

Value: Must be one of: <code>true</code>, <code>false</code>.
lead[payment_method][magnetic_track]
optional

Required if using a card swipe


Value: Must be a String
lead[payment_method][card_number]
optional

Required if using a credit card


Value: Must be a String
lead[payment_method][card_type]
optional

Required if using a credit card


Value: Must be one of: <code>visa</code>, <code>mastercard</code>, <code>american_express</code>, <code>diners</code>, <code>discover</code>, <code>jcb</code>.
lead[payment_method][security_code]
optional

Required if using a credit card


Value: Must be a String
lead[payment_method][expiration_date]
optional

Required if using a credit card. Format: MM/YY


Value: Must be a String
lead[payment_method][account_number]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][account_number_confirmation]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][account_type]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][bank_name]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][routing_number]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][billing_address_attributes]
optional

Required if not using an existing payment method


Value: Must be a Hash
lead[payment_method][billing_address_attributes][company]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][address1]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][address2]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][city]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][postal]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][state]
optional

Value: Must be a String
lead[payment_method][check_number]
optional

Required if using Check


Value: Must be a String
lead[payment_method][name_on_check]
optional

Required if using Check


Value: Must be a String
lead[payment_method][check_amount]
optional

Required if using Check


Value: Must be a String
lead[payment_method][reference_number]
optional

Required if using Money Order


Value: Must be a String
lead[payment_method][money_order_amount]
optional

Required if using Money Order


Value: Must be a String
lead[payment_method][amount_tendered]
optional

Required if using Cash


Value: Must be a String

POST /v1/:facility_id/leads/rent_now
Create a new lead for a rent-now reservation

This API is to support the "Rent It Now" feature on the CubeSmart.com website.
It sets the rent_now attribute to true and the desired_move_in_date to the current date.

Prerequisites

  • flipper_fms_rent_now must be enabled for the facility or else the request will fail
  • is_reservation must be set to true
  • tenant_id or tenant_attributes must be provided
  • unit_id must be provided

Examples

POST /v1/54a596cb-08bf-45ac-9a1a-1a2483eb1d3c/leads
{
  "lead": {
    "is_reservation": "true",
    "tenant_attributes": {
      "first_name": "Jeff",
      "last_name": "Rentnow",
      "phone_numbers_attributes": [
        {
          "number": "5553333333",
          "sms_opt_in": "true",
          "primary": "true",
          "label": "mobile"
        }
      ],
      "mailing_address_attributes": {
        "address1": "5 Street",
        "city": "Malvern",
        "state": "PA",
        "postal": "19355"
      },
      "settings_attributes": {
        "opt_in_to_transactional_sms": "true"
      }
    },
    "unit_id": "c6a67bf8-6d7e-4e7f-a488-cda17bd03330"
  },
  "payment_method": {
    "billing_address_attributes": {
      "address1": "Address line 1",
      "city": "Melvern",
      "country": "US",
      "postal": "66510",
      "state": "AL"
    },
    "card_number": "1111111111111111",
    "card_type": "visa",
    "expiration_date": "10/24",
    "first_name": "John",
    "kind": "credit_card",
    "last_name": "Doe",
    "security_code": "123"
  }
}
201
{
  "lead": {
    "id": "0b7ec59f-ec7a-4cf1-8a05-b561831262b1",
    "bilingual_agent": false,
    "caller_first_name": null,
    "caller_last_name": null,
    "cancelled_at": null,
    "closed": false,
    "confirmation_number": "5005929959-1-9437346",
    "created_at": "2024-02-12T17:23:18.492-08:00",
    "desired_move_in_date": "2024-02-12",
    "desired_unit_size_and_price": "5x10x8 at $72.00",
    "due_at_move_in": 101.0,
    "due_monthly": 72.0,
    "extra_details": {
      "saved_cyo_options_ids": "[]",
      "snapshot_reservation_id": "30123c0e-1542-4f63-9f6b-7d1b2a078ba5",
      "move_in_from_reservation_short_url": "https://rental-center.staging.cms.cubesmart.com?companyId=7080ac59-4366-4a77-b425-79071b0b353a&facilityId=eb570f44-5dc7-4a7d-afd7-a6518ba62067&leadId=0b7ec59f-ec7a-4cf1-8a05-b561831262b1"
    },
    "facility_id": "eb570f44-5dc7-4a7d-afd7-a6518ba62067",
    "facility_time_zone": "Pacific Time (US & Canada)",
    "floor": null,
    "free_truck": false,
    "has_paid_reservation_fee": null,
    "invoiceable_fees": [
      {
        "id": "0c57a0ec-a520-4e5a-9529-8eb49ad7d4d5",
        "product_code": "ADMINFEE",
        "kind": "fee",
        "description": "Admin Fee",
        "required_at_move_in": true,
        "required_at_transfer": false,
        "amount": 29.0,
        "short_description": null,
        "show_in_sales_center": false,
        "tax_total": 0.0,
        "total": 29.0
      }
    ],
    "kind": "internet",
    "lead_action_indexes": {},
    "length_of_stay_id": null,
    "move_in_from_reservation_url": "https://rent-now.cubesmart.com/eb570f44-5dc7-4a7d-afd7-a6518ba62067/0b7ec59f-ec7a-4cf1-8a05-b561831262b1",
    "moved_in_at": null,
    "moving_labor": false,
    "moving_labor_contacted_already": false,
    "next_action_at": "2024-02-12T00:00:00.000-08:00",
    "next_lead_action": null,
    "next_lead_action_index": null,
    "origination": "reservation",
    "plant_a_tree": false,
    "quoted_rate": 72.0,
    "rate_type": "standard_rate",
    "rent_now": true,
    "reduced_price": 72.0,
    "reservation_fee_required": null,
    "reservation_window": 30,
    "reserved_at": "2024-02-12T17:23:18.235-08:00",
    "size": "5x10x8",
    "source_id": "af971b52-b3ad-40b5-93da-e0cd32d24c6f",
    "source_name": "CubeSmart: App Dev",
    "standard_rate": 72.0,
    "started_at": "2024-02-12T17:23:18.492-08:00",
    "status": "reserved",
    "tenant_id": "199670a2-cf10-4a7c-bd77-3d3078468dc8",
    "urgent": false,
    "wait_list": false,
    "wait_list_available": false,
    "within_reservation_window": true,
    "is_upgrade": null,
    "desired_unit_size_and_amenities": null,
    "tenant": {
      "id": "199670a2-cf10-4a7c-bd77-3d3078468dc8",
      "account_number": 5005929959,
      "first_name": "Jeff",
      "last_name": "Rentnow",
      "middle_initial": null,
      "email": null,
      "tax_exempt": false,
      "is_military": false,
      "is_business": false,
      "business_name": null,
      "last_sign_in_at": null,
      "title": null,
      "delinquent": false,
      "current_ledger_ids": [],
      "preferences": {
        "email_invoices": true,
        "print_invoices": false,
        "charge_invoice_fee": true,
        "receive_legal_notices_by_email": null,
        "delinquency_exempt": false,
        "delinquency_docs_by_email": false,
        "delinquency_docs_by_mail": false,
        "receive_sms_for_gate_activity": false,
        "opt_in_to_marketing_emails": false,
        "opt_in_to_marketing_sms": false,
        "opt_in_to_transactional_sms": true,
        "exclude_from_insurance_auto_enroll": false,
        "exclude_from_insurance_auto_enroll_reason": null,
        "exclude_from_insurance_auto_enroll_created_by": null,
        "exclude_from_insurance_auto_enroll_on": null
      },
      "military_information": null,
      "username": null,
      "drivers_license_number": null,
      "drivers_license_state": null,
      "vehicle_license_plate_number": null,
      "vehicle_license_state": null,
      "vehicle_description": null,
      "has_tenant_portal_account": false,
      "created_at": "2024-02-12T17:23:18.166-08:00",
      "gate_24_hour_access": false,
      "active": true,
      "tenant_account_kind_name": "Standard",
      "blocked_payments": false,
      "date_of_birth": null,
      "phone_numbers": [
        {
          "id": "cf512f53-501b-4040-9c9d-1339d556849b",
          "primary": true,
          "source": null,
          "number": "+15553333333",
          "formatted_number": "(555) 333-3333",
          "extension": null,
          "label": "mobile",
          "unformatted_number": "5553333333"
        }
      ],
      "mailing_address": {
        "id": "a29fd7b4-9197-4924-9cd4-5e4a99555645",
        "address1": "5 Street",
        "address2": null,
        "city": "Malvern",
        "state": "PA",
        "postal": "19355",
        "country": "US",
        "full_address": "5 Street, Malvern, PA 19355",
        "latitude": null,
        "longitude": null,
        "time_zone_id": "America/New_York",
        "time_zone_offset": "-05:00",
        "invalid_data": false,
        "label": "Home"
      },
      "addresses": [
        {
          "id": "a29fd7b4-9197-4924-9cd4-5e4a99555645",
          "address1": "5 Street",
          "address2": null,
          "city": "Malvern",
          "state": "PA",
          "postal": "19355",
          "country": "US",
          "full_address": "5 Street, Malvern, PA 19355",
          "latitude": null,
          "longitude": null,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-05:00",
          "invalid_data": false,
          "label": "Home"
        }
      ],
      "facility_id": "eb570f44-5dc7-4a7d-afd7-a6518ba62067",
      "previous_ledger_ids": [],
      "closed_lead_ids": [],
      "contact_ids": [],
      "support_case_ids": [],
      "event_ids": [
        "0c3d2d41-0b8a-4478-8cfa-0429b831f429"
      ],
      "password_recovery_question_ids": []
    },
    "unit": {
      "id": "c6a67bf8-6d7e-4e7f-a488-cda17bd03330",
      "price": 72.0,
      "name": "H236",
      "description": "(HEE) - Air cooled (swamp cooled) only / Heated only, Economy Pricing, Upstairs access via elevator",
      "width": 5.0,
      "length": 10.0,
      "height": 8.0,
      "door_height": 6.0,
      "door_width": 3.0,
      "door_type": "roll_up",
      "access_type": "indoor",
      "floor": null,
      "directions": null,
      "size": "5x10x8",
      "area": 50.0,
      "standard_rate": 72.0,
      "managed_rate": null,
      "available_for_move_in": false,
      "rentable": true,
      "status": "reserved",
      "payment_status": null,
      "current_ledger_id": null,
      "current_tenant_id": null,
      "combo_lock_group": {
        "id": 60694,
        "name": "Prepped",
        "combo_code": " ",
        "facility_id": 17398,
        "created_at": "2023-11-15T15:39:45.280-08:00",
        "updated_at": "2023-11-15T15:39:45.280-08:00"
      },
      "combination_lock_number": null,
      "overlock_lock_number": null,
      "attribute_description": "HEE",
      "deleted": false,
      "damaged": false,
      "complimentary": null,
      "unrentable": false,
      "company_owned": false,
      "is_prepped": true,
      "tiering": {
        "cross_sell_group_id": "502b7398-32ae-4f5e-8c1c-f82c517e6381",
        "descriptor": "Economy Pricing",
        "tiered_amenities": [
          "59ba10f6-4083-46aa-a588-4c70b236c584"
        ]
      },
      "custom_fields": [],
      "channel_rate": null,
      "unit_amenities": [
        {
          "id": "8628f2b3-2fe6-44ee-a3f7-918c7886181f",
          "name": "Air cooled (swamp cooled) only / Heated only",
          "short_code": "H",
          "show_in_sales_center_filter_dropdown": false,
          "deleted": false,
          "primary_key_id": 5
        },
        {
          "id": "41d36c49-e5cb-4909-82f9-7e2809a2884c",
          "name": "Upstairs access via elevator",
          "short_code": "E",
          "show_in_sales_center_filter_dropdown": false,
          "deleted": false,
          "primary_key_id": 21
        },
        {
          "id": "59ba10f6-4083-46aa-a588-4c70b236c584",
          "name": "Economy Pricing",
          "short_code": "E",
          "show_in_sales_center_filter_dropdown": false,
          "deleted": false,
          "primary_key_id": 85
        }
      ],
      "unit_type": {
        "id": "94385936-5500-4b12-bb14-6d4b425b80b8",
        "name": "Storage",
        "deleted": false,
        "internal_account_code": "4000",
        "code_and_description": "4000 - Rental Revenue",
        "ii_excluded": [],
        "commercial": false
      },
      "unit_group_id": "0c647fd9-c3ee-4824-8fe3-d8247bf6f635"
    },
    "length_of_stay": null,
    "successful_payment_events": [],
    "caller_phone_number": null,
    "unit_amenities": [
      {
        "id": "8628f2b3-2fe6-44ee-a3f7-918c7886181f",
        "name": "Air cooled (swamp cooled) only / Heated only",
        "short_code": "H",
        "show_in_sales_center_filter_dropdown": false,
        "deleted": false,
        "primary_key_id": 5
      },
      {
        "id": "41d36c49-e5cb-4909-82f9-7e2809a2884c",
        "name": "Upstairs access via elevator",
        "short_code": "E",
        "show_in_sales_center_filter_dropdown": false,
        "deleted": false,
        "primary_key_id": 21
      },
      {
        "id": "59ba10f6-4083-46aa-a588-4c70b236c584",
        "name": "Economy Pricing",
        "short_code": "E",
        "show_in_sales_center_filter_dropdown": false,
        "deleted": false,
        "primary_key_id": 85
      }
    ],
    "current_user": null,
    "unit_type": {
      "id": "94385936-5500-4b12-bb14-6d4b425b80b8",
      "name": "Storage",
      "deleted": false,
      "internal_account_code": "4000",
      "code_and_description": "4000 - Rental Revenue",
      "ii_excluded": [],
      "commercial": false
    },
    "close_reason": null,
    "discount_plans": [],
    "lead_contents": [],
    "unit_group": {
      "id": "0c647fd9-c3ee-4824-8fe3-d8247bf6f635",
      "price": 72.0,
      "group_key": "5x10x8 - $72.00 - 2 - [5 - 21 - 85]",
      "name": "5x10x8 - $72.00 - 2 - [5 - 21 - 85]",
      "available_units_count": 0,
      "total_units_count": 50,
      "total_non_excluded_units_count": 50,
      "size": "5x10x8",
      "standard_rate": 72.0,
      "floor": null,
      "reduced_price": 54.0,
      "cyo_reduced_prices": {},
      "occupancy_percent": 98.0,
      "area": 50.0,
      "length": 10.0,
      "width": 5.0,
      "height": 8.0,
      "due_at_move_in": 83.0,
      "due_at_move_in_without_fees": 54.0,
      "due_monthly": 54.0,
      "attribute_description": "HEE",
      "description": "(HEE) - Air cooled (swamp cooled) only / Heated only, Economy Pricing, Upstairs access via elevator",
      "invoiceable_fees": [
        {
          "id": "0c57a0ec-a520-4e5a-9529-8eb49ad7d4d5",
          "product_code": "ADMINFEE",
          "kind": "fee",
          "description": "Admin Fee",
          "required_at_move_in": true,
          "required_at_transfer": false,
          "amount": 29.0,
          "short_description": null,
          "show_in_sales_center": false,
          "tax_total": 0.0,
          "total": 29.0
        }
      ],
      "average_rent": 106.53,
      "active_rate_type": "standard_rate",
      "scheduled_move_outs": [],
      "managed_rate": null,
      "reservation_fee": null,
      "tiering": {
        "cross_sell_group_id": "502b7398-32ae-4f5e-8c1c-f82c517e6381",
        "descriptor": "Economy Pricing",
        "justification": null,
        "tiered_amenities": [
          "59ba10f6-4083-46aa-a588-4c70b236c584"
        ]
      },
      "channel_rate": null,
      "unit_amenities": [
        {
          "id": "8628f2b3-2fe6-44ee-a3f7-918c7886181f",
          "name": "Air cooled (swamp cooled) only / Heated only",
          "short_code": "H",
          "show_in_sales_center_filter_dropdown": false,
          "deleted": false,
          "primary_key_id": 5
        },
        {
          "id": "41d36c49-e5cb-4909-82f9-7e2809a2884c",
          "name": "Upstairs access via elevator",
          "short_code": "E",
          "show_in_sales_center_filter_dropdown": false,
          "deleted": false,
          "primary_key_id": 21
        },
        {
          "id": "59ba10f6-4083-46aa-a588-4c70b236c584",
          "name": "Economy Pricing",
          "short_code": "E",
          "show_in_sales_center_filter_dropdown": false,
          "deleted": false,
          "primary_key_id": 85
        }
      ],
      "unit_type": {
        "id": "94385936-5500-4b12-bb14-6d4b425b80b8",
        "name": "Storage",
        "deleted": false,
        "internal_account_code": "4000",
        "code_and_description": "4000 - Rental Revenue",
        "ii_excluded": [],
        "commercial": false
      },
      "discount_plans": [],
      "channel_rate_ids": [],
      "available_upgrade_to_unit_groups": []
    },
    "created_by": {
      "id": "af971b52-b3ad-40b5-93da-e0cd32d24c6f",
      "name": "CubeSmart: App Dev",
      "type": "Source"
    },
    "channel_id": "af971b52-b3ad-40b5-93da-e0cd32d24c6f",
    "confirmation_email": null
  },
  "meta": {
    "status_code": 201,
    "status_message": "Created",
    "status_cat": "https://http.cat/201",
    "request_method": "POST",
    "request_id": "88f932c8-5c86-42b6-90ef-75d356109e68",
    "parameters": {
      "lead": {
        "is_reservation": "true",
        "tenant_attributes": {
          "first_name": "Jeff",
          "last_name": "Rentnow",
          "phone_numbers_attributes": [
            {
              "number": "5553333333",
              "sms_opt_in": "true",
              "primary": "true",
              "label": "mobile"
            }
          ],
          "mailing_address_attributes": {
            "address1": "5 Street",
            "city": "Malvern",
            "state": "PA",
            "postal": "19355"
          },
          "settings_attributes": {
            "opt_in_to_transactional_sms": "true"
          }
        },
        "unit_id": "c6a67bf8-6d7e-4e7f-a488-cda17bd03330"
      },
      "payment_method": {
        "billing_address_attributes": {
          "address1": "Address line 1",
          "city": "Melvern",
          "country": "US",
          "postal": "66510",
          "state": "AL"
        },
        "card_number": "[FILTERED]",
        "card_type": "visa",
        "expiration_date": "10/24",
        "first_name": "John",
        "kind": "credit_card",
        "last_name": "Doe",
        "security_code": "[FILTERED]"
      },
      "facility_id": "eb570f44-5dc7-4a7d-afd7-a6518ba62067"
    }
  }
}

Params

Param name Description
lead
required

Value: Must be a Hash
lead[tenant_id]
optional

A tenant record to associate the lead with. Required if tenant_attributes are not given.


Value: Must be a String
lead[tenant_attributes]
optional

Attributes to create a tenant record. Required if tenant_id is not given.


Value: Must be a Hash
lead[tenant_attributes][title]
optional

Value: Must be a String
lead[tenant_attributes][first_name]
required

Value: Must be a String
lead[tenant_attributes][last_name]
optional

Value: Must be a String
lead[tenant_attributes][middle_initial]
optional

Value: Must be a String
lead[tenant_attributes][last_name]
optional

Value: Must be a String
lead[tenant_attributes][email]
optional

Value: Must be a String
lead[tenant_attributes][is_military]
optional

True if the tenant record is a in the military.


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[tenant_attributes][is_business]
optional

True if the tenant record is a commercial entity.


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[tenant_attributes][phone_numbers_attributes]
required

A collection of phone numbers. At least one is required.


Value: Must be an Array of nested elements
lead[tenant_attributes][phone_numbers_attributes][number]
required

Phone number


Value: Must be a String
lead[tenant_attributes][phone_numbers_attributes][extension]
optional

Phone number extension


Value: Must be a String
lead[tenant_attributes][phone_numbers_attributes][label]
optional

A label for what the phone number is, such as Home, Work, Mobile, etc.


Value: Must be a String
lead[tenant_attributes][phone_numbers_attributes][sms_opt_in]
optional

Opt the tenant in to SMS (if applicable). Requires a "Mobile" label for SMS to work correctly.


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[tenant_attributes][mailing_address_attributes]
optional

Value: Must be a Hash
lead[tenant_attributes][mailing_address_attributes][address1]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][address2]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][city]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][state]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][postal]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][time_zone]
optional

Valid IANA timezone identifier of the address (see http://www.iana.org/time-zones)


Value: Must be a String
lead[unit_id]
optional

The ID of the unit to reserve. Required if is_reservation is true.


Value: Must be a String
lead[online_move_in_url]
optional

The URL the lead can use to complete the move in


Value: Must be a String
lead[id]
optional

The ID of the lead (update only).


Value: Must be a String
lead[is_reservation]
required

Is the lead a reservation?


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[caller_first_name]
optional

First name of the caller, if different from the tenant


Value: Must be a String
lead[caller_last_name]
optional

Last name of the caller, if different from the tenant


Value: Must be a String
lead[urgent]
optional

Value: Must be one of: <code>true</code>, <code>false</code>.
lead[quoted_rate]
optional

Value: Must be a String
lead[length_of_stay_id]
optional

The ID of the length of stay for the lead. You can get a list of length of stays from the company configuration.


Value: Must be a String
lead[size]
optional

Value: Must be a String
lead[floor]
optional

Value: Must be a String
lead[lead_contents]
optional

A collection of marketing content.


Value: Must be an Array of nested elements
lead[lead_contents][id]
optional

The ID of the marketing content for the lead. You can get a list of contents from the company configuration.


Value: Must be a String
lead[desired_move_in_date]
optional

Format: YYYY-MM-DD


Value: Must be a Date
lead[desired_unit_size_and_price]
optional

A String representing the size and price that the user is interested in. Get the possible options from the GET /unit_groups resource.


Value: Must be a String
lead[free_truck]
optional

Interested in a free truck


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[moving_labor]
optional

Interested in having help with moving


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[call_source]
optional

Where the call was initiated from


Value: Must be a String
lead[dnis]
optional

An identifier for the facility the lead was trying to reach - see http://en.wikipedia.org/wiki/Dialed_Number_Identification_Service


Value: Must be a String
lead[close_reason_id]
optional

The ID of the reason for closing the lead. You can get a list of reasons from the company configuration.


Value: Must be a String
lead[lead_action_performed]
optional

The kind of action that was performed on the lead


Value: Must be one of: <code>call</code>, <code>email</code>, <code>text</code>.
lead[lead_action_performed_index]
optional

The numeric value for the action performed (i.e. if this was the second call a "2" would be used)


Value: Must be a Integer
lead[next_lead_action]
optional

The kind of follow up action that will be performed


Value: Must be one of: <code>call</code>, <code>email</code>, <code>text</code>.
lead[notes_attributes]
optional

A collection of notes.


Value: Must be an Array of nested elements
lead[notes_attributes][note]
required

Note body - freeform text


Value: Must be a String
lead[caller_phone_number_attributes]
required

Phone number of the caller, if different from the tenant


Value: Must be a Hash
lead[caller_phone_number_attributes][number]
required

Phone number


Value: Must be a String
lead[caller_phone_number_attributes][extension]
optional

Phone number extension


Value: Must be a String
lead[caller_phone_number_attributes][label]
optional

A label for what the phone number is, such as Home, Work, Mobile, etc.


Value: Must be a String
lead[rate_type]
optional

The type of rate for the unit (ie. standard_rate, managed_rate, custom_rate, or channel_rate).


Value: Must be a String
lead[discount_plans]
optional

Must be an array of nested discount plan ids


Value: Must be an Array of nested elements
lead[discount_plans][id]
optional

The ID of the discount plan to apply.


Value: Must be a String
lead[payment_method]
required

Can accept a paymentmethodid, or fields for CC or ACH payments


Value: Must be a Hash
lead[payment_method][payment_method_id]
optional

If you want to use an existing payment method, pass in the id


Value: Must be a String
lead[payment_method][first_name]
optional

Required if not using an existing payment method


Value: Must be a String
lead[payment_method][last_name]
optional

Required if not using an existing payment method


Value: Must be a String
lead[payment_method][kind]
optional

Required if not using an existing payment method


Value: Must be one of: <code>ach</code>, <code>credit_card</code>, <code>check</code>, <code>cash</code>, <code>card_swipe</code>.
lead[payment_method][reuseable]
optional

Value: Must be one of: <code>true</code>, <code>false</code>.
lead[payment_method][magnetic_track]
optional

Required if using a card swipe


Value: Must be a String
lead[payment_method][card_number]
optional

Required if using a credit card


Value: Must be a String
lead[payment_method][card_type]
optional

Required if using a credit card


Value: Must be one of: <code>visa</code>, <code>mastercard</code>, <code>american_express</code>, <code>diners</code>, <code>discover</code>, <code>jcb</code>.
lead[payment_method][security_code]
optional

Required if using a credit card


Value: Must be a String
lead[payment_method][expiration_date]
optional

Required if using a credit card. Format: MM/YY


Value: Must be a String
lead[payment_method][account_number]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][account_number_confirmation]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][account_type]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][bank_name]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][routing_number]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][billing_address_attributes]
optional

Required if not using an existing payment method


Value: Must be a Hash
lead[payment_method][billing_address_attributes][company]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][address1]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][address2]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][city]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][postal]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][state]
optional

Value: Must be a String
lead[payment_method][check_number]
optional

Required if using Check


Value: Must be a String
lead[payment_method][name_on_check]
optional

Required if using Check


Value: Must be a String
lead[payment_method][check_amount]
optional

Required if using Check


Value: Must be a String
lead[payment_method][reference_number]
optional

Required if using Money Order


Value: Must be a String
lead[payment_method][money_order_amount]
optional

Required if using Money Order


Value: Must be a String
lead[payment_method][amount_tendered]
optional

Required if using Cash


Value: Must be a String

PUT /v1/:facility_id/leads/:id
Update an existing lead

Examples

PUT /v1/81f0e949-1006-4b75-89c5-a80023d8218d/leads/568a340f-b063-4c97-98fe-99bffa231a96
{
  "lead": {
    "desired_move_in_date": "2022-09-14",
    "notes_attributes": [
      {
        "note": "A shorter note"
      }
    ],
    "tenant_attributes": {
      "first_name": "Joseph"
    }
  }
}
200
{
  "lead": {
    "id": "568a340f-b063-4c97-98fe-99bffa231a96",
    "bilingual_agent": false,
    "caller_first_name": null,
    "caller_last_name": null,
    "cancelled_at": null,
    "closed": false,
    "confirmation_number": null,
    "created_at": "2022-09-12T22:36:37.133-10:00",
    "desired_move_in_date": "2022-09-14",
    "desired_unit_size_and_price": null,
    "due_at_move_in": null,
    "due_monthly": null,
    "extra_details": {},
    "facility_id": "81f0e949-1006-4b75-89c5-a80023d8218d",
    "facility_time_zone": "Hawaii",
    "floor": 2,
    "free_truck": false,
    "has_paid_reservation_fee": null,
    "invoiceable_fees": [],
    "kind": "internet",
    "lead_action_indexes": {},
    "length_of_stay_id": null,
    "move_in_from_reservation_url": null,
    "moved_in_at": null,
    "moving_labor": false,
    "moving_labor_contacted_already": false,
    "next_action_at": "2022-09-12T00:00:00.000-10:00",
    "next_lead_action": null,
    "next_lead_action_index": null,
    "origination": "lead",
    "plant_a_tree": false,
    "quoted_rate": null,
    "rate_type": null,
    "reduced_price": null,
    "reservation_fee_required": null,
    "reservation_window": 0,
    "reserved_at": null,
    "size": null,
    "source_id": "46c87555-dcf8-4219-b9b7-063a6095ade1",
    "source_name": "Test App",
    "standard_rate": null,
    "started_at": "2022-09-12T22:36:37.133-10:00",
    "status": "created",
    "tenant_id": "6757bbfc-107b-43ca-aac2-4e9b967c088b",
    "urgent": false,
    "wait_list": false,
    "wait_list_available": false,
    "within_reservation_window": true,
    "is_upgrade": null,
    "desired_unit_size_and_amenities": null,
    "tenant": {
      "id": "6757bbfc-107b-43ca-aac2-4e9b967c088b",
      "account_number": 1000000,
      "first_name": "Joseph",
      "last_name": "Wehner",
      "middle_initial": null,
      "email": "frankietrantow@stracke.io35",
      "tax_exempt": false,
      "is_military": false,
      "is_business": false,
      "business_name": null,
      "last_sign_in_at": null,
      "title": null,
      "delinquent": false,
      "current_ledger_ids": [],
      "preferences": {
        "email_invoices": true,
        "print_invoices": false,
        "charge_invoice_fee": true,
        "receive_legal_notices_by_email": null,
        "delinquency_exempt": false,
        "delinquency_docs_by_email": false,
        "delinquency_docs_by_mail": false,
        "receive_sms_for_gate_activity": false,
        "opt_in_to_marketing_emails": false,
        "opt_in_to_marketing_sms": false,
        "opt_in_to_transactional_sms": false,
        "exclude_from_insurance_auto_enroll": false,
        "exclude_from_insurance_auto_enroll_reason": null,
        "exclude_from_insurance_auto_enroll_created_by": null,
        "exclude_from_insurance_auto_enroll_on": null
      },
      "military_information": null,
      "username": "username_35",
      "drivers_license_number": null,
      "drivers_license_state": null,
      "vehicle_license_plate_number": null,
      "vehicle_license_state": null,
      "vehicle_description": null,
      "has_tenant_portal_account": false,
      "created_at": "2022-09-12T22:36:37.118-10:00",
      "gate_24_hour_access": false,
      "active": true,
      "tenant_account_kind_name": "Standard",
      "blocked_payments": false,
      "date_of_birth": null,
      "phone_numbers": [],
      "mailing_address": {
        "id": "9b57cf3a-6898-4b3f-9773-93089a726413",
        "address1": "2802629 Barrows Turnpike",
        "address2": null,
        "city": "South Jessie",
        "state": "CT",
        "postal": "39384",
        "country": "US",
        "full_address": "2802629 Barrows Turnpike, South Jessie, CT 39384",
        "latitude": 39.114844,
        "longitude": -94.630169,
        "time_zone_id": "America/New_York",
        "time_zone_offset": "-04:00",
        "invalid_data": false,
        "label": "Home"
      },
      "addresses": [
        {
          "id": "9b57cf3a-6898-4b3f-9773-93089a726413",
          "address1": "2802629 Barrows Turnpike",
          "address2": null,
          "city": "South Jessie",
          "state": "CT",
          "postal": "39384",
          "country": "US",
          "full_address": "2802629 Barrows Turnpike, South Jessie, CT 39384",
          "latitude": 39.114844,
          "longitude": -94.630169,
          "time_zone_id": "America/New_York",
          "time_zone_offset": "-04:00",
          "invalid_data": false,
          "label": "Home"
        }
      ],
      "facility_id": "81f0e949-1006-4b75-89c5-a80023d8218d",
      "previous_ledger_ids": [],
      "closed_lead_ids": [],
      "contact_ids": [],
      "support_case_ids": [],
      "event_ids": [
        "9d667560-cf84-465e-963d-ee1729013bec",
        "7b91e5d6-62fb-48f3-beb2-e2c685923c43"
      ],
      "password_recovery_question_ids": [
        "a81ee65f-0494-4022-aa8d-9638ee448eb5",
        "1749c245-ae7a-4dfe-b3bf-b520b0d4d869"
      ]
    },
    "unit": null,
    "length_of_stay": null,
    "successful_payment_events": [],
    "caller_phone_number": null,
    "unit_amenities": [],
    "current_user": null,
    "unit_type": null,
    "close_reason": null,
    "discount_plans": [],
    "lead_contents": [],
    "unit_group": null,
    "created_by": {
      "id": "46c87555-dcf8-4219-b9b7-063a6095ade1",
      "name": "Test App",
      "type": "Source"
    },
    "channel_id": "46c87555-dcf8-4219-b9b7-063a6095ade1",
    "confirmation_email": null
  },
  "meta": {
    "status_code": 200,
    "status_message": "OK",
    "status_cat": "https://http.cat/200",
    "request_method": "PUT",
    "request_id": null,
    "parameters": {
      "lead": {
        "desired_move_in_date": "2022-09-14",
        "notes_attributes": [
          {
            "note": "A shorter note"
          }
        ],
        "tenant_attributes": {
          "first_name": "Joseph"
        }
      },
      "facility_id": "81f0e949-1006-4b75-89c5-a80023d8218d",
      "id": "568a340f-b063-4c97-98fe-99bffa231a96"
    }
  }
}

Params

Param name Description
lead
required

Value: Must be a Hash
lead[tenant_id]
optional

A tenant record to associate the lead with. Required if tenant_attributes are not given.


Value: Must be a String
lead[tenant_attributes]
optional

Attributes to create a tenant record. Required if tenant_id is not given.


Value: Must be a Hash
lead[tenant_attributes][title]
optional

Value: Must be a String
lead[tenant_attributes][first_name]
required

Value: Must be a String
lead[tenant_attributes][last_name]
optional

Value: Must be a String
lead[tenant_attributes][middle_initial]
optional

Value: Must be a String
lead[tenant_attributes][last_name]
optional

Value: Must be a String
lead[tenant_attributes][email]
optional

Value: Must be a String
lead[tenant_attributes][is_military]
optional

True if the tenant record is a in the military.


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[tenant_attributes][is_business]
optional

True if the tenant record is a commercial entity.


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[tenant_attributes][phone_numbers_attributes]
required

A collection of phone numbers. At least one is required.


Value: Must be an Array of nested elements
lead[tenant_attributes][phone_numbers_attributes][number]
required

Phone number


Value: Must be a String
lead[tenant_attributes][phone_numbers_attributes][extension]
optional

Phone number extension


Value: Must be a String
lead[tenant_attributes][phone_numbers_attributes][label]
optional

A label for what the phone number is, such as Home, Work, Mobile, etc.


Value: Must be a String
lead[tenant_attributes][phone_numbers_attributes][sms_opt_in]
optional

Opt the tenant in to SMS (if applicable). Requires a "Mobile" label for SMS to work correctly.


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[tenant_attributes][mailing_address_attributes]
optional

Value: Must be a Hash
lead[tenant_attributes][mailing_address_attributes][address1]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][address2]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][city]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][state]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][postal]
optional

Value: Must be a String
lead[tenant_attributes][mailing_address_attributes][time_zone]
optional

Valid IANA timezone identifier of the address (see http://www.iana.org/time-zones)


Value: Must be a String
lead[unit_id]
optional

The ID of the unit to reserve. Required if is_reservation is true.


Value: Must be a String
lead[online_move_in_url]
optional

The URL the lead can use to complete the move in


Value: Must be a String
lead[id]
optional

The ID of the lead (update only).


Value: Must be a String
lead[is_reservation]
required

Is the lead a reservation?


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[caller_first_name]
optional

First name of the caller, if different from the tenant


Value: Must be a String
lead[caller_last_name]
optional

Last name of the caller, if different from the tenant


Value: Must be a String
lead[urgent]
optional

Value: Must be one of: <code>true</code>, <code>false</code>.
lead[quoted_rate]
optional

Value: Must be a String
lead[length_of_stay_id]
optional

The ID of the length of stay for the lead. You can get a list of length of stays from the company configuration.


Value: Must be a String
lead[size]
optional

Value: Must be a String
lead[floor]
optional

Value: Must be a String
lead[lead_contents]
optional

A collection of marketing content.


Value: Must be an Array of nested elements
lead[lead_contents][id]
optional

The ID of the marketing content for the lead. You can get a list of contents from the company configuration.


Value: Must be a String
lead[desired_move_in_date]
optional

Format: YYYY-MM-DD


Value: Must be a Date
lead[desired_unit_size_and_price]
optional

A String representing the size and price that the user is interested in. Get the possible options from the GET /unit_groups resource.


Value: Must be a String
lead[free_truck]
optional

Interested in a free truck


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[moving_labor]
optional

Interested in having help with moving


Value: Must be one of: <code>true</code>, <code>false</code>.
lead[call_source]
optional

Where the call was initiated from


Value: Must be a String
lead[dnis]
optional

An identifier for the facility the lead was trying to reach - see http://en.wikipedia.org/wiki/Dialed_Number_Identification_Service


Value: Must be a String
lead[close_reason_id]
optional

The ID of the reason for closing the lead. You can get a list of reasons from the company configuration.


Value: Must be a String
lead[lead_action_performed]
optional

The kind of action that was performed on the lead


Value: Must be one of: <code>call</code>, <code>email</code>, <code>text</code>.
lead[lead_action_performed_index]
optional

The numeric value for the action performed (i.e. if this was the second call a "2" would be used)


Value: Must be a Integer
lead[next_lead_action]
optional

The kind of follow up action that will be performed


Value: Must be one of: <code>call</code>, <code>email</code>, <code>text</code>.
lead[notes_attributes]
optional

A collection of notes.


Value: Must be an Array of nested elements
lead[notes_attributes][note]
required

Note body - freeform text


Value: Must be a String
lead[caller_phone_number_attributes]
required

Phone number of the caller, if different from the tenant


Value: Must be a Hash
lead[caller_phone_number_attributes][number]
required

Phone number


Value: Must be a String
lead[caller_phone_number_attributes][extension]
optional

Phone number extension


Value: Must be a String
lead[caller_phone_number_attributes][label]
optional

A label for what the phone number is, such as Home, Work, Mobile, etc.


Value: Must be a String
lead[rate_type]
optional

The type of rate for the unit (ie. standard_rate, managed_rate, custom_rate, or channel_rate).


Value: Must be a String
lead[discount_plans]
optional

Must be an array of nested discount plan ids


Value: Must be an Array of nested elements
lead[discount_plans][id]
optional

The ID of the discount plan to apply.


Value: Must be a String
lead[payment_method]
required

Can accept a paymentmethodid, or fields for CC or ACH payments


Value: Must be a Hash
lead[payment_method][payment_method_id]
optional

If you want to use an existing payment method, pass in the id


Value: Must be a String
lead[payment_method][first_name]
optional

Required if not using an existing payment method


Value: Must be a String
lead[payment_method][last_name]
optional

Required if not using an existing payment method


Value: Must be a String
lead[payment_method][kind]
optional

Required if not using an existing payment method


Value: Must be one of: <code>ach</code>, <code>credit_card</code>, <code>check</code>, <code>cash</code>, <code>card_swipe</code>.
lead[payment_method][reuseable]
optional

Value: Must be one of: <code>true</code>, <code>false</code>.
lead[payment_method][magnetic_track]
optional

Required if using a card swipe


Value: Must be a String
lead[payment_method][card_number]
optional

Required if using a credit card


Value: Must be a String
lead[payment_method][card_type]
optional

Required if using a credit card


Value: Must be one of: <code>visa</code>, <code>mastercard</code>, <code>american_express</code>, <code>diners</code>, <code>discover</code>, <code>jcb</code>.
lead[payment_method][security_code]
optional

Required if using a credit card


Value: Must be a String
lead[payment_method][expiration_date]
optional

Required if using a credit card. Format: MM/YY


Value: Must be a String
lead[payment_method][account_number]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][account_number_confirmation]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][account_type]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][bank_name]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][routing_number]
optional

Required if using ACH


Value: Must be a String
lead[payment_method][billing_address_attributes]
optional

Required if not using an existing payment method


Value: Must be a Hash
lead[payment_method][billing_address_attributes][company]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][address1]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][address2]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][city]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][postal]
optional

Value: Must be a String
lead[payment_method][billing_address_attributes][state]
optional

Value: Must be a String
lead[payment_method][check_number]
optional

Required if using Check


Value: Must be a String
lead[payment_method][name_on_check]
optional

Required if using Check


Value: Must be a String
lead[payment_method][check_amount]
optional

Required if using Check


Value: Must be a String
lead[payment_method][reference_number]
optional

Required if using Money Order


Value: Must be a String
lead[payment_method][money_order_amount]
optional

Required if using Money Order


Value: Must be a String
lead[payment_method][amount_tendered]
optional

Required if using Cash


Value: Must be a String

DELETE /v1/:facility_id/leads/:id
Destroy a lead

Examples

DELETE /v1/2ca8aac2-917a-49aa-892b-c59637e29306/leads/8d155e30-a65b-45e9-ae72-c423e4c1cdc5
{
  "lead": {
    "close_reason_id": "39bbc8c0-0edb-4ce7-9e73-3e006eebabb7",
    "notes_attributes": [
      {
        "note": "A++ would rent again!"
      }
    ]
  }
}
200
{
  "meta": {
    "status_code": 200,
    "status_message": "OK",
    "status_cat": "https://http.cat/200",
    "request_method": "DELETE",
    "request_id": null,
    "parameters": {
      "lead": {
        "close_reason_id": "39bbc8c0-0edb-4ce7-9e73-3e006eebabb7",
        "notes_attributes": [
          {
            "note": "A++ would rent again!"
          }
        ]
      },
      "facility_id": "2ca8aac2-917a-49aa-892b-c59637e29306",
      "id": "8d155e30-a65b-45e9-ae72-c423e4c1cdc5"
    }
  }
}

Params

Param name Description
id
required

Value: Must be a String