{"info":{"_postman_id":"67f16f46-0fc7-44a3-a30c-4cf687f69c5c","name":"NextAgency API v2","description":"<html><head></head><body><h2 id=\"introduction\">Introduction</h2>\n<p>Our APIs make it easy to customize NextAgency for your company. From creating new leads to\ncustom apps for backend data, we'll walk you through the tools you need to build new\nintegrations and extend the power of NextAgency.</p>\n<p>The API is REST over HTTPS. Every response is JSON, encoded UTF-8. All endpoints live under\n<code>/api/v2</code> and are authenticated with an OAuth 2.0 bearer token. Before you write any code,\nread <strong>Enabling the API</strong>, <strong>Data visibility</strong>, and <strong>Errors</strong>: together they explain what your\ntoken can reach and what the API does when a request is not accepted.</p>\n<p>If you have any questions, reach out to us at <a href=\"mailto:support@nextagency.com\">support@nextagency.com</a>.</p>\n<hr>\n<h2 id=\"base-url\">Base URL</h2>\n<p>Your agency has its own NextAgency host. It is the domain you sign in to, and it is the base\nfor every API call:</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code>https://{your-agency}.nextbroker.io/api/v2/...\n</code></pre><p>Set the <code>domain</code> variable at the top of this collection to your own host before running any\nrequest. The examples on this page use a demonstration agency, so copying a URL verbatim will\nnot reach your data.</p>\n<hr>\n<h2 id=\"enabling-the-api\">Enabling the API</h2>\n<p><strong>Before you begin.</strong> The NextAgency API is an add-on. An administrator at your agency enables\nit under <strong>Settings → Integrations → API</strong>. Once it is on, that page holds the credentials you\nneed:</p>\n<ul>\n<li><strong>Client ID</strong> and <strong>Secret ID</strong> for your agency's OAuth application.</li>\n<li><strong>Scopes</strong> granted to the application.</li>\n<li><strong>Redirect URLs.</strong> You can register more than one, so several integrations can share the\nsingle application without overwriting each other's callback.</li>\n</ul>\n<p>Each agency has one API application. API usage is metered and shown on your billing page.</p>\n<blockquote>\n<p><strong>If the add-on is not enabled, requests return <code>200</code> — not a 4xx.</strong> The body carries an\n<code>error</code> key instead of a <code>data</code> key:</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code class=\"language-json\">{ \"error\": \"You haven't subscribed for {Your Agency} API Application. To get access for API kindly visit you NextAgency portal.\" }\n</code></pre>\n<p>An unpaid balance for the previous month's requests returns <code>200</code> with an <code>error</code> the same\nway. <strong>Check for the presence of a <code>data</code> key</strong> rather than relying on the status code.</p>\n</blockquote>\n<hr>\n<h2 id=\"authentication\">Authentication</h2>\n<p>The API uses the OAuth 2.0 authorization code flow. Redirect the user to <code>/oauth/authorize</code>\nto obtain a <code>code</code>, then exchange it for a token at <code>/oauth/token</code>, and send the token on\nevery request as <code>Authorization: Bearer {access_token}</code>.</p>\n<p><strong>Grant types.</strong> The API supports <code>authorization_code</code> and <code>refresh_token</code>. Other grant types\nare not supported for reaching <code>/api/v2</code>.</p>\n<p><strong>Token lifetime.</strong> An access token is valid for <strong>24 hours</strong>. Exchange your refresh token at\n<code>/oauth/token</code> before it expires to get a new pair. A refresh issues a new access token and\nrotates the refresh token. An access token issued before a refresh remains valid until its own\nexpiry, so treat a refresh as additive rather than as an immediate revocation of the old token.</p>\n<p><strong>Scopes.</strong> Tokens are issued with the scopes configured on your agency's API application,\nnormally <code>read write</code>.</p>\n<hr>\n<h2 id=\"data-visibility\">Data visibility</h2>\n<p>A token acts as the user who authorized it. Read endpoints return only the records that user\ncan see in the NextAgency web application, based on their role and on the cases assigned to\nthem. An administrator's token sees the full agency; a broker's token sees their own book.</p>\n<p>Two consequences worth planning for:</p>\n<ul>\n<li>A user with no assigned cases receives an empty <code>data</code> array, not an error.</li>\n<li>Requesting a record the user cannot access returns <code>404 Not Found</code> rather than a partial\nresult.</li>\n</ul>\n<p>If your integration needs agency-wide visibility, authorize it as a user who has agency-wide\nvisibility in the web application.</p>\n<hr>\n<h2 id=\"response-format\">Response format</h2>\n<p>Successful responses wrap their payload in a <strong><code>data</code></strong> key:</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code class=\"language-json\">{ \"data\": { \"id\": \"...\", \"name\": \"...\" } }\n</code></pre>\n<p>Error responses replace <code>data</code> with an <strong><code>error</code></strong> key. See <strong>Errors</strong>.</p>\n<blockquote>\n<p><strong>One exception.</strong> The <code>schema/{resource}/field_values</code> endpoints return their payload at the\ntop level, with no <code>data</code> wrapper. See the Schema folder.</p>\n</blockquote>\n<hr>\n<h2 id=\"pagination\">Pagination</h2>\n<p>List endpoints page with <code>limit</code> and <code>offset</code>.</p>\n<div class=\"click-to-expand-wrapper is-table-wrapper\"><table>\n<thead>\n<tr>\n<th>Parameter</th>\n<th>Default</th>\n<th>Maximum</th>\n<th>Notes</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td><code>limit</code></td>\n<td>10</td>\n<td>50</td>\n<td>Values above 50 are capped at 50 rather than rejected.</td>\n</tr>\n<tr>\n<td><code>offset</code></td>\n<td>0</td>\n<td>—</td>\n<td>An offset past the end returns an empty <code>data</code> array.</td>\n</tr>\n</tbody>\n</table>\n</div><p>Request pages until a response returns fewer rows than the limit you asked for.</p>\n<p><strong>Commission import errors page differently.</strong> <code>GET /commission_imports/:id/errors</code> uses <code>page</code>\nand <code>per_page</code>, and returns <code>total</code>, <code>total_pages</code> and <code>per_page</code> in the body. It is the one\nendpoint that does not use <code>limit</code> and <code>offset</code>.</p>\n<hr>\n<h2 id=\"errors\">Errors</h2>\n<p>Errors return the appropriate HTTP status with a JSON body describing the problem.</p>\n<div class=\"click-to-expand-wrapper is-table-wrapper\"><table>\n<thead>\n<tr>\n<th>Status</th>\n<th>Meaning</th>\n<th>What to do</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td><code>401</code></td>\n<td>Missing, malformed, or expired bearer token.</td>\n<td>Refresh the token and retry once.</td>\n</tr>\n<tr>\n<td><code>403</code></td>\n<td>Token is valid but lacks the scope for this operation.</td>\n<td>Check the scopes on your API application.</td>\n</tr>\n<tr>\n<td><code>404</code></td>\n<td>No such record, or the authorizing user cannot see it.</td>\n<td>See <strong>Data visibility</strong>. Do not assume the record is deleted.</td>\n</tr>\n<tr>\n<td><code>422</code></td>\n<td>The request was understood but failed validation.</td>\n<td>Read the message; correct the payload. Do not retry unchanged.</td>\n</tr>\n</tbody>\n</table>\n</div><p><strong>404 response</strong></p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code class=\"language-json\">{\n  \"error\": \"Resource not found.\"\n}\n</code></pre>\n<p><strong>422 response</strong></p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code class=\"language-json\">{\n  \"error\": \"Assigned to does not match any user in this account.\"\n}\n</code></pre>\n<p>Every response carries an <strong><code>x-request-id</code></strong> header. Quote it when contacting support about a\nspecific call.</p>\n<blockquote>\n<p><strong>Two different <code>error(s)</code> shapes.</strong> Validation and auth failures use a single <code>error</code> <strong>string</strong> (below). Separately, <code>GET /commission_imports/:id/errors</code> returns an <code>errors</code> <strong>array</strong> — that is a domain payload listing row-level import problems, not a validation envelope. Do not parse one as the other.</p>\n</blockquote>\n<blockquote>\n<p><code>error</code> is a <strong>string</strong>, not an object. Validation failures are joined into one sentence\n(for example <code>\"First name can't be blank and Name can't be blank\"</code>). There is no field-keyed\nerror map, so parse it for display rather than for control flow.</p>\n</blockquote>\n<h3 id=\"known-inconsistencies\">Known inconsistencies</h3>\n<ul>\n<li><strong>422 comes only from the paths that validate.</strong> Not every write validates. Several <code>POST</code>s accept an empty or invalid body with a <code>200</code> and silently create or default (benefits, notes, contacts, sub-agents), so treat a <code>422</code> as one possible outcome of a write, not a guaranteed one.</li>\n<li><strong>Contacts create and update do not validate input.</strong> <code>POST</code> (Create Contact) and <code>PATCH</code> (Update Contact) accept any payload with a <code>200</code>; invalid or malformed values are stored exactly as sent, and no <code>422</code> is ever returned. Validate Contact fields client-side before sending.</li>\n<li><strong>Unknown fields are ignored, not rejected.</strong> Sending a field this API does not recognise returns <code>200</code> and silently discards it. Verify a write took effect by reading the record back.</li>\n<li><strong>Some invalid enum values fall back to a default</strong> rather than returning <code>422</code>. See\n<code>market_segment</code> on Create Case.</li>\n<li><strong>Endpoints with no delete return <code>500</code>, not <code>405</code>.</strong> Only notes can be deleted. That <code>500</code>\nis the permanent answer, not a transient failure — do not retry it.</li>\n</ul>\n<hr>\n<h2 id=\"usage-and-limits\">Usage and limits</h2>\n<p><strong>50 requests per minute</strong>, measured per <strong>client IP address</strong>.</p>\n<ul>\n<li>The limit is keyed on IP, <strong>not</strong> on access token, application, or agency. Multiple\nintegrations behind one outbound IP share a single budget, so <strong>you may hit <code>429</code> well\nbelow 50 of your own requests</strong> if other traffic shares your egress address.</li>\n<li>Exceeding it returns <code>429</code> with:<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code class=\"language-json\">{ \"error\": \"Rate limit exceeded. Please Try again after 1 minute.\" }\n</code></pre>\n</li>\n<li><strong>No <code>Retry-After</code> header and no <code>RateLimit-*</code> headers are sent.</strong> Implement your own pacing:\nkeep sustained throughput under 50 requests per minute, and retry a <code>429</code> after a fixed delay\nof at least 60 seconds.</li>\n<li>The window is a fixed 60-second bucket, so a burst can trip the limit well inside a minute.</li>\n</ul>\n<p>Your own consumption is reported on your billing page as <strong>Total API requests received</strong>.</p>\n<hr>\n<h2 id=\"versioning\">Versioning</h2>\n<p>The current API is <strong>v2</strong>, reached at <code>/api/v2</code>. The version is part of the path, so a future\nversion will not change the behaviour of an existing integration.</p>\n<p>Within v2 we treat these as <strong>non-breaking</strong> and may ship them at any time: adding an endpoint,\nadding a field to a response, adding an optional request parameter. Write your client so that\nunfamiliar fields are ignored rather than treated as errors.</p>\n<p>We treat these as <strong>breaking</strong>: removing or renaming a field, changing a field's type, changing\na status code, or narrowing what a token can read. Breaking changes are recorded in the\nchangelog below.</p>\n<hr>\n<h2 id=\"changelog\">Changelog</h2>\n<div class=\"click-to-expand-wrapper is-table-wrapper\"><table>\n<thead>\n<tr>\n<th>Date</th>\n<th>Change</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td>5 Aug 2026</td>\n<td><code>assigned_to</code> on tasks and notes now accepts and persists more than one user.</td>\n</tr>\n<tr>\n<td>22 Jul 2026</td>\n<td>Corrected the validation message returned when an assignee is not associated with the case.</td>\n</tr>\n<tr>\n<td>15 Jul 2026</td>\n<td>Added field value enumeration for benefits, tasks, and employees.</td>\n</tr>\n<tr>\n<td>2 Jul 2026</td>\n<td><strong>Breaking.</strong> Validation failures now return <code>422</code>. They previously returned <code>200</code> with an error in the body. Clients that treated <code>200</code> as success must be updated.</td>\n</tr>\n<tr>\n<td>2 Jul 2026</td>\n<td>Create responses now return the new record's <code>id</code>. It was previously <code>null</code>.</td>\n</tr>\n<tr>\n<td>2 Jul 2026</td>\n<td>Task and case <code>stage</code> now persists on create and update.</td>\n</tr>\n<tr>\n<td>2 Jul 2026</td>\n<td>Contact search now matches multi-word queries such as a full name.</td>\n</tr>\n<tr>\n<td>2 Jul 2026</td>\n<td>Added <code>GET /api/v2/users</code>. <code>assigned_to</code> is now writable on tasks and notes.</td>\n</tr>\n<tr>\n<td>30 Jun 2026</td>\n<td>Added commission import endpoints.</td>\n</tr>\n<tr>\n<td>16 Jun 2026</td>\n<td><strong>Breaking.</strong> <code>ssn</code>, <code>tax_id</code> and <code>mbi_id</code> are no longer returned in full. A write still accepts the complete value; a read returns only the last two characters, with everything before them replaced by <code>*</code>. Do not use a read value as the input to a later write.</td>\n</tr>\n<tr>\n<td>12 Jun 2026</td>\n<td><strong>Breaking.</strong> Read endpoints are now filtered to the records the authorizing user can see. Tokens for limited-role users return fewer records than before.</td>\n</tr>\n<tr>\n<td>5 May 2026</td>\n<td>Added case contacts and dependents endpoints, employee create and update, and note delete.</td>\n</tr>\n<tr>\n<td>13 Apr 2026</td>\n<td>Added Medicare fields to cases and benefits, and <code>sales_status</code> filtering on the cases list.</td>\n</tr>\n</tbody>\n</table>\n</div></body></html>","schema":"https://schema.getpostman.com/json/collection/v2.0.0/collection.json","toc":[],"owner":"10991123","collectionId":"67f16f46-0fc7-44a3-a30c-4cf687f69c5c","publishedId":"2sB3QJMpxP","public":true,"customColor":{"top-bar":"FFFFFF","right-sidebar":"303030","highlight":"FF6C37"},"publishDate":"2025-10-06T14:32:27.000Z"},"item":[{"name":"Authentication","item":[{"name":"Oauth Code","id":"38473e2b-2088-47ee-a5dc-26f31c1b0f3a","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"https://yahoo.nextbroker.io/oauth/authorize?client_id=your-client-id&redirect_uri=https://your-app.example.com/callback&response_type=code&scope=read write&state=xyz\n","urlObject":{"protocol":"https","path":["oauth","authorize"],"host":["yahoo.nextbroker.io"],"query":[{"description":{"content":"<p>Your NextAgency's application ID</p>\n","type":"text/plain"},"key":"client_id","value":"your-client-id"},{"description":{"content":"<p>The URI to which the user will be redirected once authentication completes</p>\n","type":"text/plain"},"key":"redirect_uri","value":"https://your-app.example.com/callback"},{"description":{"content":"<p>Default set to code</p>\n","type":"text/plain"},"key":"response_type","value":"code"},{"description":{"content":"<p>Deefault set to Read and Write</p>\n","type":"text/plain"},"key":"scope","value":"read write"},{"description":{"content":"<p>A non-guessable, unique state.</p>\n","type":"text/plain"},"key":"state","value":"xyz\n"}],"variable":[]}},"response":[{"id":"aa94f573-651a-4aa0-a872-2d9385bb4e87","name":"Oauth Code","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://yahoo.nextbroker.io/oauth/authorize?client_id=your-client-id&redirect_uri=https://your-app.example.com/callback&response_type=code&scope=read write&state=xyz\n","protocol":"https","host":["yahoo.nextbroker.io"],"path":["oauth","authorize"],"query":[{"key":"client_id","value":"your-client-id","description":"Your NextAgency's application ID"},{"key":"redirect_uri","value":"https://your-app.example.com/callback","description":"The URI to which the user will be redirected once authentication completes"},{"key":"response_type","value":"code","description":"Default set to code"},{"key":"scope","value":"read write","description":"Deefault set to Read and Write"},{"key":"state","value":"xyz\n","description":"A non-guessable, unique state."}]}},"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n\t\"code\": \"your_auth_code\",\n\t\"state\": \"non-guessable state if provided\"\n}"},{"id":"cc7d510b-6764-41e9-a58b-4dbb23e866ca","name":"401 Unauthorized","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://yahoo.nextbroker.io/oauth/authorize?client_id=your-client-id&redirect_uri=https://your-app.example.com/callback&response_type=code&scope=read write&state=xyz\n","protocol":"https","host":["yahoo.nextbroker.io"],"path":["oauth","authorize"],"query":[{"key":"client_id","value":"your-client-id","description":"Your NextAgency's application ID"},{"key":"redirect_uri","value":"https://your-app.example.com/callback","description":"The URI to which the user will be redirected once authentication completes"},{"key":"response_type","value":"code","description":"Default set to code"},{"key":"scope","value":"read write","description":"Deefault set to Read and Write"},{"key":"state","value":"xyz\n","description":"A non-guessable, unique state."}]}},"status":"Unauthorized","code":401,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"},{"key":"WWW-Authenticate","value":"Basic realm=\"Doorkeeper\""}],"cookie":[],"responseTime":null,"body":"{\n    \"error\": \"invalid_client\",\n    \"error_description\": \"Client authentication failed (unknown client, no client authentication included, or unsupported authentication method).\"\n}"}],"_postman_id":"38473e2b-2088-47ee-a5dc-26f31c1b0f3a"},{"name":"Access Token","id":"5ed31719-fcad-4826-8afa-8fa16bbd655f","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\n    \"client_id\": \"client_id\",\n    \"client_secret\": \"client_secret\",\n    \"redirect_uri\": \"redirect_uri\",\n    \"code\": \"code\",\n    \"grant_type\": \"authorization_code or refresh_token\",\n    \"refresh_token\": \"refresh_token\"\n}","options":{"raw":{"language":"json"}}},"url":"https://yahoo.nextbroker.io/oauth/token","description":"<p>Exchange your auth_code for an access_token or refresh your token by using this endpoint.</p>\n","urlObject":{"protocol":"https","path":["oauth","token"],"host":["yahoo.nextbroker.io"],"query":[],"variable":[]}},"response":[{"id":"61d88fb8-20e8-43de-a0ff-b5aebcb7d4c9","name":"Access Token","originalRequest":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\n    \"client_id\": \"client_id\",\n    \"client_secret\": \"client_secret\",\n    \"redirect_uri\": \"redirect_uri\",\n    \"code\": \"code\",\n    \"grant_type\": \"authorization_code or refresh_token\",\n    \"refresh_token\": \"refresh_token\"\n}","options":{"raw":{"language":"json"}}},"url":"https://yahoo.nextbroker.io/oauth/token"},"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n    \"access_token\": \"access_token\",\n    \"token_type\": \"Bearer\",\n    \"expires_in\": 86400,\n    \"refresh_token\": \"refresh_token\",\n    \"scope\": \"read write\",\n    \"created_at\": 1586268123\n}"},{"id":"90cbfa9b-5eb6-446e-8dd2-36d517c9fc07","name":"401 Unauthorized","originalRequest":{"method":"POST","header":[],"url":"https://yahoo.nextbroker.io/oauth/token"},"status":"Unauthorized","code":401,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"},{"key":"WWW-Authenticate","value":"Basic realm=\"Doorkeeper\""}],"cookie":[],"responseTime":null,"body":"{\n    \"error\": \"invalid_client\",\n    \"error_description\": \"Client authentication failed (unknown client, no client authentication included, or unsupported authentication method).\"\n}"},{"id":"0eedeae1-604e-4129-8f2e-8b309de3a9c7","name":"400 Bad Request","originalRequest":{"method":"POST","header":[],"url":"https://yahoo.nextbroker.io/oauth/token"},"status":"Bad Request","code":400,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n    \"error\": \"invalid_grant\",\n    \"error_description\": \"The provided authorization grant or refresh token is invalid, expired, or revoked.\"\n}"}],"_postman_id":"5ed31719-fcad-4826-8afa-8fa16bbd655f"}],"id":"0264d32b-7acf-4165-9651-2d2f59c3d817","description":"<p>To access any API endpoint, you must first be provided an OAuth Bearer token. This Bearer token must then be included as an Authorization header within each request. Please remember that it's your responsibility to secure this token. It provides access to your NextAgency data.</p>\n<p>NextAgency uses the OAuth 2.0 protocol for authenticating and authorizing your applications. The grant types supported are: \"authorization_code\" and \"refresh_token\".</p>\n<p>The typical flow will be:</p>\n<ol>\n<li><p>Your app sends the user to the /oauth/authorize endpoint with the required parameters.</p>\n</li>\n<li><p>The user will be asked to logs in or if already logged in it takes user to the authorization screen.</p>\n</li>\n<li><p>The user then sees a confirmation to grant your application access.</p>\n</li>\n<li><p>The user grants or denies access.</p>\n</li>\n<li><p>NextAgency will send the relevant information to your redirect_uri, including auth_code if the user granted access.</p>\n</li>\n<li><p>Your app will then call the /oauth/token endpoint to make the exchange for an access_token with your auth_code.</p>\n</li>\n</ol>\n","event":[{"listen":"prerequest","script":{"id":"bbc0eba3-bb6f-4d6b-97a0-38f2c5dea041","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"ee0f5352-873d-4a35-bc66-ec11ba7d375d","type":"text/javascript","exec":[""]}}],"_postman_id":"0264d32b-7acf-4165-9651-2d2f59c3d817"},{"name":"Cases","item":[{"name":"Cases","id":"3b0a0155-505a-46b5-99f7-e8e09d9c787d","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"<your-access-token>"}]},"isInherited":false},"method":"GET","header":[],"url":"https://yahoo.nextbroker.io/api/v2/businesses?limit=10&offset=0&archived=0&sales_status=&case_number=","description":"<p>Use this endpoint to fetch all cases of an agency.</p>\n","urlObject":{"protocol":"https","path":["api","v2","businesses"],"host":["yahoo.nextbroker.io"],"query":[{"description":{"content":"<p>Optional parameter to define the number of objects to return. Defaults to 10 and maximum can be set to 50, can be used for pagination.</p>\n","type":"text/plain"},"key":"limit","value":"10"},{"description":{"content":"<p>Optional. Number of rows to skip, for pagination. Default 0.</p>\n","type":"text/plain"},"key":"offset","value":"0"},{"description":{"content":"<p>Optional. <code>true</code> returns archived cases only; <code>false</code> (or <code>0</code>) returns live cases only; omit the parameter to return both.</p>\n","type":"text/plain"},"key":"archived","value":"0"},{"description":{"content":"<p>Optional. One configured sales status; exact match, case-insensitive; one value per request; unmatched returns an empty result.</p>\n","type":"text/plain"},"key":"sales_status","value":""},{"description":{"content":"<p>Filter by the case number shown in the portal. Accepts a single number or a comma-separated list. An unknown or non-numeric value returns no rows.</p>\n","type":"text/plain"},"key":"case_number","value":""}],"variable":[]}},"response":[{"id":"f481d942-2621-41fc-b671-1c23f4605dc8","name":"Cases","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://yahoo.nextbroker.io/api/v2/businesses?limit=10&offset=0","protocol":"https","host":["yahoo.nextbroker.io"],"path":["api","v2","businesses"],"query":[{"key":"limit","value":"10","description":"Optional parameter to define the number of objects to return. 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null,\n            \"age\": null,\n            \"mbi_id\": null,\n            \"tags\": [\n                \"Medicare\",\n                \"Renewal\"\n            ],\n            \"height_feet\": \"5\",\n            \"height_inches\": \"10\",\n            \"weight\": \"175\",\n            \"consent_to_form\": \"form_sent\",\n            \"send_form_type\": \"send_consent_form\",\n            \"created_at\": \"2026-07-03T08:43:07Z\",\n            \"updated_at\": \"2026-07-03T08:43:07Z\",\n            \"physical_address\": {\n                \"address\": null,\n                \"address_2\": null,\n                \"city\": null,\n                \"county\": null,\n                \"state\": null,\n                \"zipcode\": null\n            },\n            \"mailing_address\": {\n                \"address\": null,\n                \"address_2\": null,\n                \"city\": null,\n                \"county\": null,\n                \"state\": null,\n                \"zipcode\": null\n            }\n        },\n        {\n            \"id\": \"3504222f-6221-485c-9a18-fe7a7b245dae\",\n            \"case_number\": 42291,\n            \"name\": null,\n            \"first_name\": \"Andrew\",\n            \"last_name\": \"Firestone\",\n            \"sales_status\": \"Legendary Client\",\n            \"stage\": null,\n            \"market_segment\": \"Individual\",\n            \"archived\": false,\n            \"owner\": \"Matt Stapleton\",\n            \"ssn\": null,\n            \"phone_number\": \"423-888-9999\",\n            \"naics_code\": null,\n            \"sic_code\": null,\n            \"website\": null,\n            \"url\": null,\n            \"tax_id\": null,\n            \"type\": null,\n            \"tobacco_user\": \"No\",\n            \"gender\": \"male\",\n            \"birthdate\": \"2017-11-14\",\n            \"email\": null,\n            \"age\": 8,\n            \"mbi_id\": null,\n            \"tags\": [\n                \"Medicare\",\n         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Case-scoped reads only. Set with <code>PATCH /businesses/:business_id/contacts/:id</code>; one primary per case.</td>\n</tr>\n</tbody>\n</table>\n</div>","urlObject":{"protocol":"https","path":["api","v2","contacts","00000000-0000-0000-0000-000000000006"],"host":["yahoo.nextbroker.io"],"query":[],"variable":[]}},"response":[{"id":"2c4f0fac-a805-460b-8583-93419a84b8ac","name":"Update Contact","originalRequest":{"method":"PATCH","header":[],"body":{"mode":"raw","raw":"{\n    \"first_name\": \"Existing\"}","options":{"raw":{"language":"json"}}},"url":"https://yahoo.nextbroker.io/api/v2/contacts/00000000-0000-0000-0000-000000000006"},"status":"OK","code":200,"_postman_previewlanguage":"Text","header":[{"key":"Date","value":"Mon, 04 May 2026 09:00:03 GMT"},{"key":"Content-Type","value":"application/json; charset=utf-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx/1.14.1"},{"key":"X-Frame-Options","value":"SAMEORIGIN"},{"key":"X-XSS-Protection","value":"1; 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mode=block"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-Download-Options","value":"noopen"},{"key":"X-Permitted-Cross-Domain-Policies","value":"none"},{"key":"Referrer-Policy","value":"strict-origin-when-cross-origin"},{"key":"X-Total-Count","value":"2894"},{"key":"Content-Encoding","value":"gzip"},{"key":"ETag","value":"W/\"538227dbf293a750c840915d09dec974\""},{"key":"Cache-Control","value":"max-age=0, private, must-revalidate"},{"key":"X-Request-Id","value":"660efd33-bf00-4b7c-a91b-4834dc81f641"},{"key":"X-Runtime","value":"0.113150"},{"key":"vary","value":"Accept-Encoding, Origin"},{"key":"RateLimit-Limit","value":"50"},{"key":"RateLimit-Remaining","value":"49"},{"key":"RateLimit-Reset","value":"47"}],"cookie":[],"responseTime":null,"body":"{\n    \"data\": [\n        {\n            \"id\": \"b4c24647-9b0b-45f7-a0a9-0343260f157d\",\n            \"talked_at\": \"2024-09-19T17:01:00.000Z\",\n            \"phone_number\": \"\",\n            \"link\": \"\",\n            \"topics\": null,\n            \"source\": null,\n            \"email\": \"\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"279534\"\n                ],\n                \"by_custom_names\": [],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"\"\n        },\n        {\n            \"id\": \"10528764-18e0-444a-a94c-12032ce46007\",\n            \"talked_at\": \"2023-06-15T07:13:00.000Z\",\n            \"phone_number\": \"\",\n            \"link\": \"\",\n            \"topics\": null,\n            \"source\": null,\n            \"email\": \"cluke@intrinsic4biz.com\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"2371111\"\n                ],\n                \"by_custom_names\": [],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"\"\n        },\n        {\n            \"id\": 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      ],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"\"\n        },\n        {\n            \"id\": \"2f95cb82-d00b-4a12-a180-d08658133619\",\n            \"talked_at\": \"2023-05-11T13:06:00.000Z\",\n            \"phone_number\": \"920-020-9190\",\n            \"link\": \"https://www.google.com\",\n            \"topics\": [\n                \"case security\"\n            ],\n            \"source\": [\n                \"new\"\n            ],\n            \"email\": \"daniela.sartori@benefitindemnity.co\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"b144a6d7-26ac-40ad-b256-341020259898\"\n                ],\n                \"by_custom_names\": [],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"\"\n        },\n        {\n            \"id\": \"9783ed10-d293-4228-9695-a7e70d9c54af\",\n            \"talked_at\": \"2024-12-02T19:24:00.000Z\",\n            \"phone_number\": \"\",\n            \"link\": \"\",\n            \"topics\": null,\n            \"source\": null,\n            \"email\": \"\",\n            \"talked_with\": {\n                \"by_contact_ids\": [],\n                \"by_custom_names\": [\n                    \"test\"\n                ],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"\"\n        },\n        {\n            \"id\": \"bd660629-d900-4644-bf92-07ad5c848ded\",\n            \"talked_at\": \"2023-06-14T14:14:00.000Z\",\n            \"phone_number\": \"408-475-5382\",\n            \"link\": \"http://yahoo.lvh.me:3000/account/contacts/1/calleee\",\n            \"topics\": null,\n            \"source\": null,\n            \"email\": \"\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"2148004\"\n                ],\n                \"by_custom_names\": [],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"\"\n        },\n        {\n            \"id\": \"aec72cf8-0869-474e-a317-f58165161008\",\n            \"talked_at\": \"2023-06-14T14:15:00.000Z\",\n            \"phone_number\": \"408-475-5382\",\n            \"link\": \"http://yahoo.lvh.me:3000/account/contacts/1/call\",\n            \"topics\": null,\n            \"source\": null,\n            \"email\": \"kvinil5050@gmail.com\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"2231400\"\n                ],\n                \"by_custom_names\": [],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"\"\n        },\n        {\n            \"id\": \"e0b0abdb-a361-4e90-a0b3-88863c435cda\",\n            \"talked_at\": \"2023-06-14T14:21:00.000Z\",\n            \"phone_number\": \"408-475-5382\",\n            \"link\": \"\",\n            \"topics\": null,\n            \"source\": null,\n            \"email\": \"\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"2148004\"\n                ],\n                \"by_custom_names\": [],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"\"\n        },\n        {\n            \"id\": \"a38a57ce-0bc9-4650-a1c2-ad526633c94e\",\n            \"talked_at\": \"2023-06-06T12:11:00.000Z\",\n            \"phone_number\": \"\",\n            \"link\": \"http://yahoo.lvh.me:3000/account/contacts/1/calleeeq\",\n            \"topics\": null,\n            \"source\": null,\n            \"email\": \"\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"e3d47036-0990-411a-9228-b1ba351bc5dc\"\n                ],\n                \"by_custom_names\": [],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"\"\n        },\n        {\n            \"id\": \"18ebff9b-b0ec-4952-8af6-695b02e02c91\",\n            \"talked_at\": \"2025-12-29T17:47:00.000Z\",\n            \"phone_number\": \"707-653-0517\",\n            \"link\": \"\",\n            \"topics\": null,\n            \"source\": null,\n            \"email\": \"\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"3114650\"\n                ],\n                \"by_custom_names\": [],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"\"\n        },\n        {\n            \"id\": \"97a4903e-24e7-4dc0-8662-561085fed788\",\n            \"talked_at\": \"2026-01-08T17:00:00.000Z\",\n            \"phone_number\": \"\",\n            \"link\": \"\",\n            \"topics\": null,\n            \"source\": null,\n            \"email\": \"\",\n            \"talked_with\": {\n                \"by_contact_ids\": [],\n                \"by_custom_names\": [\n                    \"ttestt\"\n                ],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"\"\n        },\n        {\n            \"id\": \"679604ca-d803-4e43-9b20-0201c2fb1cdd\",\n            \"talked_at\": \"2023-05-05T12:20:23.000Z\",\n            \"phone_number\": \"111-202123\",\n            \"link\": \"www.example.com\",\n            \"topics\": [],\n            \"source\": [],\n            \"email\": \"johncena@gmail.com\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"2399005\"\n                ],\n                \"by_custom_names\": [\n                    \"Custom Contact Name\",\n                    \"9b1d3ad5-9148-42ba-9289-a56de5d40846\"\n                ],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"This is an example note\"\n        },\n        {\n            \"id\": \"d08b6859-fc6b-4902-8603-cb3077def469\",\n            \"talked_at\": \"2023-05-05T12:20:23.000Z\",\n            \"phone_number\": \"112-212-1212\",\n            \"link\": \"www.example.com\",\n            \"topics\": [],\n            \"source\": [],\n            \"email\": \"tt@pp.com\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"bd311bef-f634-4e17-9092-c2baedad460a\"\n                ],\n                \"by_custom_names\": [\n                    \"Custom Contact Name\",\n                    \"9b1d3ad5-9148-42ba-9289-a56de5d40846\"\n                ],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"This is an example note\"\n        },\n        {\n            \"id\": \"060aaa9a-d65f-4a28-ad5f-6e021303a0ef\",\n            \"talked_at\": \"2023-05-05T12:20:23.000Z\",\n            \"phone_number\": \"112-212-1212\",\n            \"link\": \"www.example.com\",\n            \"topics\": [],\n            \"source\": [],\n            \"email\": \"tt@pp.com\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"bd311bef-f634-4e17-9092-c2baedad460a\"\n                ],\n                \"by_custom_names\": [\n                    \"Custom Contact Name\",\n                    \"9b1d3ad5-9148-42ba-9289-a56de5d40846\"\n                ],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"This is an example note\"\n        },\n        {\n            \"id\": \"698bbfa6-5be4-474a-9fd9-9cf2e39491ba\",\n            \"talked_at\": \"2023-05-05T12:20:23.000Z\",\n            \"phone_number\": \"112-212-1212\",\n            \"link\": \"www.example.com\",\n            \"topics\": [],\n            \"source\": [],\n            \"email\": \"tt@pp.com\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"bd311bef-f634-4e17-9092-c2baedad460a\"\n                ],\n                \"by_custom_names\": [\n                    \"Custom Contact Name\"\n                ],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"This is an example note\"\n        },\n        {\n            \"id\": \"63ab1844-79eb-4ada-a2af-75315b8e1a27\",\n            \"talked_at\": \"2023-05-05T12:20:23.000Z\",\n            \"phone_number\": \"112-212-1212\",\n            \"link\": \"www.feborea.com\",\n            \"topics\": [],\n            \"source\": [],\n            \"email\": \"tt@pp.com\",\n            \"talked_with\": {\n                \"by_contact_ids\": [],\n                \"by_custom_names\": [],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"This is an example note\"\n        },\n        {\n            \"id\": \"5c778f8b-55d5-4ab9-a0f1-1d508a6ffb58\",\n            \"talked_at\": \"2023-05-05T12:20:23.000Z\",\n            \"phone_number\": \"112-212-1212\",\n            \"link\": \"www.example.com\",\n            \"topics\": [],\n            \"source\": [],\n            \"email\": \"tt@pp.com\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"bd311bef-f634-4e17-9092-c2baedad460a\"\n                ],\n                \"by_custom_names\": [\n                    \"Custom Contact Name\"\n                ],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"This is an example note\"\n        },\n        {\n            \"id\": \"3656f8e0-29dd-4e9b-86d7-8d2cfdc67b32\",\n            \"talked_at\": \"2023-05-05T12:20:23.000Z\",\n            \"phone_number\": \"111-202123\",\n            \"link\": \"www.exampasdle.com\",\n            \"topics\": [],\n            \"source\": [],\n            \"email\": \"johncena@gmail.com\",\n            \"talked_with\": {\n                \"by_contact_ids\": [\n                    \"2399005\"\n                ],\n                \"by_custom_names\": [\n                    \"Custom Contact Name\"\n                ],\n                \"by_account_contact_ids\": []\n            },\n            \"note\": \"This is an 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One field can be written per request.</p>\n<div class=\"click-to-expand-wrapper is-table-wrapper\"><table>\n<thead>\n<tr>\n<th>Type</th>\n<th>Accepted Input</th>\n<th>Stored / Returned</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td><code>input_field</code></td>\n<td><code>\"GRP-4471\"</code></td>\n<td><code>[\"GRP-4471\"]</code></td>\n</tr>\n<tr>\n<td><code>dropdown</code></td>\n<td><code>\"silver\"</code>, <code>[\"Bronze\",\"Silver\"]</code>, <code>\"Bronze,Silver\"</code></td>\n<td><code>[\"Silver\"]</code> — case-insensitive match</td>\n</tr>\n<tr>\n<td><code>date_field</code></td>\n<td><code>\"2026-05-20\"</code>, <code>\"05/20/2026\"</code>, <code>\"05-20-2026\"</code>, ISO timestamp</td>\n<td><code>[\"2026-05-20\"]</code></td>\n</tr>\n<tr>\n<td><code>url_field</code></td>\n<td><code>\"www.example.com\"</code>, <code>\"https://example.com/x\"</code></td>\n<td>As sent</td>\n</tr>\n<tr>\n<td><code>text_area_field</code></td>\n<td>Multi-line string</td>\n<td>As sent, trimmed</td>\n</tr>\n<tr>\n<td><code>number_field</code></td>\n<td><code>42</code>, <code>\"1,250\"</code>, <code>\"-3\"</code></td>\n<td><code>[\"42\"]</code>, <code>[\"1250\"]</code>, <code>[\"-3\"]</code></td>\n</tr>\n<tr>\n<td><code>percent_field</code></td>\n<td><code>12.5</code>, <code>\"12.5%\"</code></td>\n<td><code>[\"12.5\"]</code></td>\n</tr>\n<tr>\n<td><code>currency</code></td>\n<td><code>1234.56</code>, <code>\"$1,234.56\"</code></td>\n<td><code>[\"1234.56\"]</code></td>\n</tr>\n<tr>\n<td><code>checkbox_field</code></td>\n<td><code>true/false</code>, <code>\"yes\"/\"no\"</code>, <code>\"y\"/\"n\"</code>, <code>\"on\"/\"off\"</code>, <code>1/0</code></td>\n<td><code>[\"Yes\"]</code> or <code>[]</code></td>\n</tr>\n</tbody>\n</table>\n</div><h3 id=\"validation\">Validation</h3>\n<ul>\n<li><p>All field types except <code>dropdown</code> accept a single value. 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Poll GET /api/v2/commission_imports/fa9ef9a0-43b3-4b28-94be-d2dac68f4e68 for status.\"\n}"},{"id":"f671c4bf-8936-4a2d-b13b-6408a3d447b7","name":"401 Unauthorized","originalRequest":{"method":"POST","header":[],"url":"https://yahoo.nextbroker.io/api/v2/commission_imports"},"status":"Unauthorized","code":401,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"},{"key":"WWW-Authenticate","value":"Bearer realm=\"Doorkeeper\", error=\"invalid_token\""}],"cookie":[],"responseTime":null,"body":"{\n    \"error\": \"invalid_token\",\n    \"error_description\": \"The access token is invalid, expired, or missing\"\n}"},{"id":"2bb9032b-1520-4f82-a5b6-27c8647b8075","name":"422 Unprocessable Entity","originalRequest":{"method":"POST","header":[],"url":"https://yahoo.nextbroker.io/api/v2/commission_imports"},"status":"Unprocessable Entity","code":422,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n    \"error\": \"carrier_id is invalid or does not belong to this account.\"\n}"}],"_postman_id":"d1349f8f-0e67-4fcf-9905-d002a9f61057"},{"name":"Import Status","id":"404a7f6c-e213-4cab-84f6-409bbc3757c6","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"<your-access-token>"}]},"isInherited":false},"method":"GET","header":[],"url":"https://yahoo.nextbroker.io/api/v2/commission_imports/fa9ef9a0-43b3-4b28-94be-d2dac68f4e68","description":"<p>Use this endpoint to see status of an import (<code>in_progress</code>, <code>completed</code>, or <code>failed</code>) along with its total record and error counts, so you can poll for completion using the <code>import_id</code> returned when the import was created.</p>\n","urlObject":{"protocol":"https","path":["api","v2","commission_imports","fa9ef9a0-43b3-4b28-94be-d2dac68f4e68"],"host":["yahoo.nextbroker.io"],"query":[],"variable":[]}},"response":[{"id":"85be60fa-8e3a-40ab-b0f9-5f989290ee78","name":"Import Status","originalRequest":{"method":"GET","header":[],"url":"https://yahoo.nextbroker.io/api/v2/commission_imports/fa9ef9a0-43b3-4b28-94be-d2dac68f4e68"},"status":"OK","code":200,"_postman_previewlanguage":"Text","header":[{"key":"Date","value":"Tue, 30 Jun 2026 12:25:53 GMT"},{"key":"Content-Type","value":"application/json; charset=utf-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx/1.14.1"},{"key":"X-Frame-Options","value":"SAMEORIGIN"},{"key":"X-XSS-Protection","value":"1; mode=block"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-Download-Options","value":"noopen"},{"key":"X-Permitted-Cross-Domain-Policies","value":"none"},{"key":"Referrer-Policy","value":"strict-origin-when-cross-origin"},{"key":"ETag","value":"W/\"88cabe599b399b6aff2dac9cd18aabcb\""},{"key":"Cache-Control","value":"max-age=0, private, must-revalidate"},{"key":"X-Request-Id","value":"94d4be2f-5da7-4634-9a07-5c036128b425"},{"key":"X-Runtime","value":"0.188028"},{"key":"vary","value":"Origin"}],"cookie":[],"responseTime":null,"body":"{\n    \"import_id\": \"fa9ef9a0-43b3-4b28-94be-d2dac68f4e68\",\n    \"status\": \"failed\",\n    \"total_records\": 3,\n    \"error_count\": 4,\n    \"message\": \"Validation failed on 4 row(s). 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Adding <code>&amp;sales_status=</code> to a <code>fields=stage</code> request has no effect: <code>stage</code> always returns the agency-wide list.</p>\n<p>An unmatched <code>sales_status</code> returns that name mapped to an empty array, not an error.</p>\n","urlObject":{"protocol":"https","path":["api","v2","schema","businesses","field_values"],"host":["yahoo.nextbroker.io"],"query":[{"description":{"content":"<p>Required. Any of: <code>owner</code>, <code>sales_status</code>, <code>stage</code>, <code>stages_by_sales_status</code>.</p>\n","type":"text/plain"},"key":"fields","value":"owner,sales_status,stage"}],"variable":[]}},"response":[{"id":"201e4f77-8ca1-4ed5-9d19-b30ce0af9687","name":"200 OK","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"Bearer <your-access-token>","type":"text"}],"url":{"raw":"https://yahoo.nextbroker.io/api/v2/schema/businesses/field_values?fields=owner,sales_status,stage","protocol":"https","host":["yahoo.nextbroker.io"],"path":["api","v2","schema","businesses","field_values"],"query":[{"key":"fields","value":"owner,sales_status,stage","description":"Required. Any of: `owner`, `sales_status`, `stage`, `stages_by_sales_status`."}]},"description":"Accepted `fields` values:\n\n| Field | Returns |\n| --- | --- |\n| `owner` | Full names of users who own at least one case |\n| `sales_status` | Every sales status configured on the agency, sorted |\n| `stage` | Every stage configured on the agency, sorted — **not** scoped to a sales status |\n| `stages_by_sales_status` | An object mapping each sales status name to its own ordered list of stages |\n\n**To get the stages that belong to one sales status, request `fields=stages_by_sales_status`** — optionally narrowed with `&sales_status={name}` (exact match, case-insensitive). Adding `&sales_status=` to a `fields=stage` request has no effect: `stage` always returns the agency-wide list.\n\nAn unmatched `sales_status` returns that name mapped to an empty array, not an error."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n    \"owner\": [\n        \"Alex Rivera\",\n        \"Dana Okafor\"\n    ],\n    \"sales_status\": [\n        \"Client\",\n        \"Lead\",\n        \"Prospect\"\n    ],\n    \"stage\": [\n        \"Closed Won\",\n        \"In Discussion\",\n        \"Quoted\"\n    ]\n}"},{"id":"6dcfcfc9-469d-4777-a767-c3ea95698ac5","name":"401 Unauthorized","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://yahoo.nextbroker.io/api/v2/schema/businesses/field_values?fields=owner,sales_status,stage","protocol":"https","host":["yahoo.nextbroker.io"],"path":["api","v2","schema","businesses","field_values"],"query":[{"key":"fields","value":"owner,sales_status,stage","description":"Required. Any of: `owner`, `sales_status`, `stage`, `stages_by_sales_status`."}]}},"status":"Unauthorized","code":401,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"},{"key":"WWW-Authenticate","value":"Bearer realm=\"Doorkeeper\", error=\"invalid_token\""},{"key":"x-request-id","value":"c013baf6-7e7c-4aee-9b77-fc2515cd2e3d"}],"cookie":[],"responseTime":null,"body":"{\n    \"error\": \"invalid_token\",\n    \"error_description\": \"The access token is invalid, expired, or missing\"\n}"}],"_postman_id":"0561c0ac-0639-438d-9638-0d9cfd814e24"},{"name":"Case Stages By Sales Status","id":"2f6c41b8-0ddc-4dc4-a1d4-2b332e444f18","request":{"method":"GET","header":[{"key":"Authorization","value":"Bearer <your-access-token>","type":"text"}],"url":"https://yahoo.nextbroker.io/api/v2/schema/businesses/field_values?fields=stages_by_sales_status&sales_status=Client","description":"<p>Returns each sales status mapped to its own stages, in the configured display order. Only stages belonging to cases are included.</p>\n<p>Pass <code>sales_status</code> to narrow the result to one status. An unmatched value returns <code>{\"&lt;value&gt;\": []}</code> rather than an error.</p>\n","urlObject":{"protocol":"https","path":["api","v2","schema","businesses","field_values"],"host":["yahoo.nextbroker.io"],"query":[{"description":{"content":"<p>Required. Comma-separated list of field names to return values for.</p>\n","type":"text/plain"},"key":"fields","value":"stages_by_sales_status"},{"description":{"content":"<p>Optional. Exact match, case-insensitive. Omit for every sales status.</p>\n","type":"text/plain"},"key":"sales_status","value":"Client"}],"variable":[]}},"response":[{"id":"c9e90b5f-eecb-4244-855e-f60709d76888","name":"200 OK","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"Bearer <your-access-token>","type":"text"}],"url":{"raw":"https://yahoo.nextbroker.io/api/v2/schema/businesses/field_values?fields=stages_by_sales_status&sales_status=Client","protocol":"https","host":["yahoo.nextbroker.io"],"path":["api","v2","schema","businesses","field_values"],"query":[{"key":"fields","value":"stages_by_sales_status","description":"Required. Comma-separated list of field names to return values for."},{"key":"sales_status","value":"Client","description":"Optional. Exact match, case-insensitive. Omit for every sales status."}]},"description":"Returns each sales status mapped to its own stages, in the configured display order. 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An unmatched value returns `{\"<value>\": []}` rather than an error."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n    \"stages_by_sales_status\": {\n        \"Client\": [\n            \"Resolving\",\n            \"Reported\",\n            \"Negotiating\",\n            \"Inactive\",\n            \"Active\"\n        ]\n    }\n}"},{"id":"9b236559-0764-4500-aea7-7bdcd9f9b09b","name":"401 Unauthorized","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://yahoo.nextbroker.io/api/v2/schema/businesses/field_values?fields=stages_by_sales_status&sales_status=Client","protocol":"https","host":["yahoo.nextbroker.io"],"path":["api","v2","schema","businesses","field_values"],"query":[{"key":"fields","value":"stages_by_sales_status"},{"key":"sales_status","value":"Client","description":"Optional. Exact match, case-insensitive. Omit for every sales status."}]}},"status":"Unauthorized","code":401,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"},{"key":"WWW-Authenticate","value":"Bearer realm=\"Doorkeeper\", error=\"invalid_token\""},{"key":"x-request-id","value":"c013baf6-7e7c-4aee-9b77-fc2515cd2e3d"}],"cookie":[],"responseTime":null,"body":"{\n    \"error\": \"invalid_token\",\n    \"error_description\": \"The access token is invalid, expired, or missing\"\n}"}],"_postman_id":"2f6c41b8-0ddc-4dc4-a1d4-2b332e444f18"},{"name":"Benefit Field Values","id":"5f682de6-0ed6-4b09-8e72-2bf28d481a89","request":{"method":"GET","header":[{"key":"Authorization","value":"Bearer <your-access-token>","type":"text"}],"url":"https://yahoo.nextbroker.io/api/v2/schema/benefits/field_values?fields=type","description":"<p>Only <code>type</code> is accepted. Any other field name is dropped, leaving the request with nothing valid and returning <code>422</code>.</p>\n","urlObject":{"protocol":"https","path":["api","v2","schema","benefits","field_values"],"host":["yahoo.nextbroker.io"],"query":[{"description":{"content":"<p>Required. Only <code>type</code> is accepted.</p>\n","type":"text/plain"},"key":"fields","value":"type"}],"variable":[]}},"response":[{"id":"7aed2238-9354-4e29-b203-a9ae2fd4d2dd","name":"200 OK","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"Bearer <your-access-token>","type":"text"}],"url":{"raw":"https://yahoo.nextbroker.io/api/v2/schema/benefits/field_values?fields=type","protocol":"https","host":["yahoo.nextbroker.io"],"path":["api","v2","schema","benefits","field_values"],"query":[{"key":"fields","value":"type","description":"Required. Only `type` is accepted."}]},"description":"Only `type` is accepted. Any other field name is dropped, leaving the request with nothing valid and returning `422`."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n    \"type\": [\n        \"Dental\",\n        \"Medical\",\n        \"Vision\"\n    ]\n}"},{"id":"22ea5671-1ebd-40f6-9487-0285ef30d563","name":"401 Unauthorized","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://yahoo.nextbroker.io/api/v2/schema/benefits/field_values?fields=type","protocol":"https","host":["yahoo.nextbroker.io"],"path":["api","v2","schema","benefits","field_values"],"query":[{"key":"fields","value":"type","description":"Required. Only `type` is accepted."}]}},"status":"Unauthorized","code":401,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"},{"key":"WWW-Authenticate","value":"Bearer realm=\"Doorkeeper\", error=\"invalid_token\""},{"key":"x-request-id","value":"c013baf6-7e7c-4aee-9b77-fc2515cd2e3d"}],"cookie":[],"responseTime":null,"body":"{\n    \"error\": \"invalid_token\",\n    \"error_description\": \"The access token is invalid, expired, or missing\"\n}"}],"_postman_id":"5f682de6-0ed6-4b09-8e72-2bf28d481a89"},{"name":"Task Field Values","id":"ea2b0313-eee7-48be-84db-e21533772ddc","request":{"method":"GET","header":[{"key":"Authorization","value":"Bearer <your-access-token>","type":"text"}],"url":"https://yahoo.nextbroker.io/api/v2/schema/tasks/field_values?fields=type,stage","description":"<p>Accepted <code>fields</code> values: <code>type</code>, <code>stage</code>.</p>\n","urlObject":{"protocol":"https","path":["api","v2","schema","tasks","field_values"],"host":["yahoo.nextbroker.io"],"query":[{"description":{"content":"<p>Required. Any of: <code>type</code>, <code>stage</code>.</p>\n","type":"text/plain"},"key":"fields","value":"type,stage"}],"variable":[]}},"response":[{"id":"09718d6e-6bc1-4d32-8edf-130123488872","name":"200 OK","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"Bearer <your-access-token>","type":"text"}],"url":{"raw":"https://yahoo.nextbroker.io/api/v2/schema/tasks/field_values?fields=type,stage","protocol":"https","host":["yahoo.nextbroker.io"],"path":["api","v2","schema","tasks","field_values"],"query":[{"key":"fields","value":"type,stage","description":"Required. Any of: `type`, `stage`."}]},"description":"Accepted `fields` values: `type`, `stage`."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n    \"type\": [\n        \"Call\",\n        \"Meeting\",\n        \"Other\"\n    ],\n    \"stage\": [\n        \"Done\",\n        \"In Progress\",\n        \"To Do\"\n    ]\n}"},{"id":"e11625a1-487a-4916-b304-9f74b764ccd5","name":"401 Unauthorized","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://yahoo.nextbroker.io/api/v2/schema/tasks/field_values?fields=type,stage","protocol":"https","host":["yahoo.nextbroker.io"],"path":["api","v2","schema","tasks","field_values"],"query":[{"key":"fields","value":"type,stage","description":"Required. Any of: `type`, `stage`."}]}},"status":"Unauthorized","code":401,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"},{"key":"WWW-Authenticate","value":"Bearer realm=\"Doorkeeper\", error=\"invalid_token\""},{"key":"x-request-id","value":"c013baf6-7e7c-4aee-9b77-fc2515cd2e3d"}],"cookie":[],"responseTime":null,"body":"{\n    \"error\": \"invalid_token\",\n    \"error_description\": \"The access token is invalid, expired, or missing\"\n}"}],"_postman_id":"ea2b0313-eee7-48be-84db-e21533772ddc"},{"name":"Employee Field Values","id":"0074c2d6-c52d-4653-b9c6-c31f4a972be7","request":{"method":"GET","header":[{"key":"Authorization","value":"Bearer <your-access-token>","type":"text"}],"url":"https://yahoo.nextbroker.io/api/v2/schema/employees/field_values?fields=employment_type,gender,pay_cycle","description":"<p>Accepted <code>fields</code> values: <code>employment_type</code>, <code>gender</code>, <code>pay_cycle</code>.</p>\n","urlObject":{"protocol":"https","path":["api","v2","schema","employees","field_values"],"host":["yahoo.nextbroker.io"],"query":[{"description":{"content":"<p>Required. Any of: <code>employment_type</code>, <code>gender</code>, <code>pay_cycle</code>.</p>\n","type":"text/plain"},"key":"fields","value":"employment_type,gender,pay_cycle"}],"variable":[]}},"response":[{"id":"ca833b36-3f15-41e8-aca2-b4863b73ab45","name":"200 OK","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"Bearer <your-access-token>","type":"text"}],"url":{"raw":"https://yahoo.nextbroker.io/api/v2/schema/employees/field_values?fields=employment_type,gender,pay_cycle","protocol":"https","host":["yahoo.nextbroker.io"],"path":["api","v2","schema","employees","field_values"],"query":[{"key":"fields","value":"employment_type,gender,pay_cycle","description":"Required. 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