We’re excited to announce the release of some new updates to the API. The following features will be made available on Monday, April 21:

New Methods

We have added the following new methods:

syncAccounts

Query the server to find accounts that have been recently updated.

listAccountsBySearchCriteria

This is a simplified and faster version of listAccounts. It has pre-set output columns and a limited set of search criteria.

listAccountsByKeywordSearch

This is an account search that is similar to the search box in the upper-right corner of NeonCRM. It searches for accounts by Name, Email, or Account ID.

retrieveActivity

Retrieve a single activity record.

syncActivities

Query the server to find activities that have been recently updated.

retrieveCurrentSystemUser

Retrieve the account ID of the current system user.

Adjustments to Existing Methods

We have made modifications to the following methods:

retrieveOrganizationAccount

Added a new parameter (primaryContactAccountId) to RetrieveOrganizationAccount request.

listAccounts

The reporting logic behind this request has changed. In the previous logic, if an individual and their linked organization both have accounts and the search result returns both account, the response lists them as one entry instead of two. With the new logic, two separate accounts will be returned.

The search criteria and output columns have also been updated.