Creating Client Records

The flexible Advize API makes it easy to post your leads straight into your Advize from your website or other lead generating sources.

To create a new client record in Advize using the API you need to make an HTTPS POST to the following URL:

https://youradvize.hubsolv.com/api/client/format/json/

*Replace youradvize with the subdomain you use to log into Advize.

The last part of the URL specifies what format you would like the API to respond in. You can choose either json or xml.

Advize does not accept API requests in JSON. Please ensure it is a normal HTTP form post.

Make sure you are posting using secure HTTPS and not plain HTTP to ensure your authentication details and any sensitive data are encrypted before sending.

The API requires you send a username and password using HTTP Basic Authentication when posting or making requests as an additional layer of security. You can find your username and password by navigating to Settings > API Settings in your Advize. This is transmitted in the header envelope of your request in the format Authorization: Basic yourusername:yourpassword where the username and password seperated by a colon are base64 encoded.

Authorization: Basic QWxhZGRpbjpPcGVuU2VzYW1l

An incorrect username and password will return a status of false along with an error message:

JSON:

{"status":false,"error":"Not authorized"}

XML:

<xml><status>0</status><error>Not authorized</error></xml>

The Advize API accepts input as Key Value pairs.

You are required to post your Advize API key as a means of authentication.

This can be found by navigating to Settings > API Settings in your Advize.

HUBSOLV-API-KEY=1718debe6fcde880aa194c1116bb26fbe45755d1

An incorrect API key will return a status of false along with an error message:

JSON:

{"status":false,"error":"Invalid API Key."}

XML:

<xml><status>0</status><error>Invalid API Key.</error></xml>

You can optionally specify a campaign and status, if these aren't sent in the request Advize will create the client in the default campaign with the default status.

campaignid=1
statusid=1

You can post any of the core values listed here to the API, most commonly it is likely you would be capturing just basic details in order to encourage your potential leads to complete your form.

An example of common parameters to post might look like:

firstname=Joe
lastname=Smith
email=[e-mail]
phone_mobile=07777123456

Additionally you can also use the lead_source, lead_generator & lead_type fields for capturing where you leads have come from so that you can report on these fields, or trigger different actions based on where your lead came from.

lead_source=debt_form
lead_generator=yourleadgenwebsite.com
lead_type=website_lead

If there are any fields you want to post that are not a core value in Advize you can post it and it will be captured as a custom field and displayed on the right hand of the client record under the "LEAD INFORMATION" section.

anything_you_want=pass_any_custom_parameters
and_another=pass_any_custom_parameters

Finally you can also create a note in the client record for internal use by passing the field

note=some%20internal%20information

A Succesful post to the API will return a status of "success_post" along with the id of the client record that has been created:

JSON:

{"status":"success_post","id":26}

XML:

<xml><status>success_post</status><id>26</id></xml>