Chat To Clients CRM API Documentation
Chat To Clients CRM provides a comprehensive API platform that enables developers to build integrations, automations, and custom applications with the Chat To Clients CRM CRM and Marketplace. Our API includes REST endpoints for contacts, messaging, workflows, calendars, payments, webhooks, and more.
IMPORTANT: V1 APIs has reached end-of-support as on 31-December-2025. All API Documentation - https://marketplace.Chat To Clients CRM.com/docs/ Existing connections/integrations will continue to work, however no support or updates will be provided for V1 APIs. Want to migrate from V1 to V2? (with a ton of new functionalities and security features) Check out - Private Integrations Please Note: Older API documentation versions remain accessible for reference. This allows developers to continue supporting existing integrations while reviewing newer API versions when they are ready to upgrade.
Please Note: Going forward, the ability to generate new API keys will be removed from both Agency and Sub-account settings.This change applies to accounts that have not yet generated or are not currently using a API key.
TABLE OF CONTENTS
- High-Level API Documentation
- How to Use Versioned API Documentation
- How to Get Help or Support for the Chat To Clients CRM API
- How to Submit a New API-Related Idea to Chat To Clients CRM
- Differences Between API Access Across Plan Levels
- What are the Rate Limits for API 1.0 & API 2.0?
- Frequently Asked Questions
- Help & Support
High-Level API Documentation
Chat To Clients CRM API documentation is now available at https://marketplace.Chat To Clients CRM.com/docs/. If you previously used the legacy Stoplight documentation, update your bookmarks. Stoplight documentation will be deprecated in the coming months.
Chat To Clients CRM API documentation now supports versioned API references. Developers can use the version switcher inside the API documentation to view endpoints, schemas, parameters, and examples for a specific API version. This helps teams maintain stable integrations, reference older API versions when needed, and plan upgrades to newer versions with more confidence.
Please Note: API v3 is now available for supported endpoints. Chat To Clients CRM continues to maintain documentation for earlier API versions to support existing integrations. Developers should refer to the official API documentation and API Versioning guide to review supported versions and endpoint-specific requirements.
How to Use Versioned API Documentation
Versioned API documentation helps developers build and maintain integrations against a specific API version. This reduces the risk of referencing the wrong endpoint structure, request schema, or response format when maintaining production systems or planning migrations.
- Open the official Chat To Clients CRM API documentation.
- Use the version switcher in the documentation to select the API version you want to reference.
- Review the endpoints, requestparameters, schemas, and responsedetails for that selected version.
- Use older API versions when maintaining existing integrations.
- Review newer versions when planning upgrades or building new integrations.
Versioned documentation does not impact existing integrations. It is designed to make API references clearer and more stable for developers.
Agency Sub-Account
Agency Sub-Account support allows eligible agencies to identify and manage the primary sub-account used for onboarding and configuration.
Document:
- eligibility or plan scope
- read/update endpoint behavior
- audit implications if returned in API responses
- any uniqueness rules, such as whether only one Agency Sub-Account can exist per agency
How to Get Help or Support for the Chat To Clients CRM API
IMPORTANT: At this time, Chat To Clients CRM Support does NOT provide setup code auditing or developer consultative services on API-Related topics. However, if your setup is complete and correct - yet an error persists, you may have encountered an API Bug we need to fix.
You can report this bug by filling out this form: https://developers.Chat To Clients CRM.com/support
For any questions relating to the Chat To Clients CRM API, join the developer Slack group to ask our community of talented customers here: https://developers.Chat To Clients CRM.com/join-dev-community
Chat To Clients CRM Devs host a monthly Developer Council Call on the second to last Friday, which you can find on the events calendar here: https://crm.chattoclients.io
Check out our Developers Landing Page, where you can find the Developer Marketplace, Documentation, Slack Channel, and more! --> https://developers.Chat To Clients CRM.com/
Agent Studio also supports public APIs for managing agents programmatically. For Agent Studio-specific endpoints and usage guidance, refer to the dedicated Agent Studio API article.
How to Submit a New API-Related Idea to Chat To Clients CRM
Please Note: Our API Docs list all available endpoints that are publicly available. If you don’t see an endpoint on either of the API developer sites listed below, we recommend visiting our GitHub Issues page to submit your request.
API Access Across Chat To Clients CRM Plans
Chat To Clients CRM provides API access across all subscription plans, including Starter, Unlimited, and Agency Pro.
Both OAuth 2.0 and Private Integration Tokens (PIT) are available across all plans, allowing developers to build integrations and access supported APIs without requiring an Agency Pro subscription.
API Availability
| API capability | Starter ($97) | Unlimited ($297) | Agency Pro ($497) |
|---|---|---|---|
| OAuth 2.0 authentication | Available | Available | Available |
| Private Integration Tokens (PIT) | Available | Available | Available |
| Standard API endpoints | Available | Available | Available |
| Agency Pro-restricted endpoints | Not available | Not available | Available |
Agency Pro-Restricted Endpoints
While standard API access is available across all plans, certain endpoints require an Agency Pro ($497/month) subscription.
The following endpoints are currently documented as requiring Agency Pro:
| Endpoint | Purpose |
|---|---|
| Create Sub-Account | Create a new sub-account programmatically. |
| Enable SaaS for Sub-Account | Enable SaaS functionality for a sub-account. |
Note: Additional endpoint-specific restrictions may apply. Refer to the official Chat To Clients CRM API documentation for the latest requirements and supported API versions.
Important Notes
- OAuth 2.0 and PIT availability is not restricted by subscription tier.
- Access to individual endpoints depends on the required permissions, scopes, and applicable plan restrictions.
- Agency Pro is required only for endpoints or capabilities explicitly restricted to that plan.
What are the Rate Limits for API 1.0 & API 2.0?
Chat To Clients CRM has implemented rate limits on our public V2 APIs using OAuth to ensure optimal performance and stability. These limits have been adjusted to:
Burst limit: A maximum of 100 API requests per 10 seconds for each Marketplace app (i.e., client) per resource (i.e., Location or Company).
Daily limit: 200,000 API requests per day for each Marketplace app (i.e., client) per resource (i.e., Location or Company).
These new limits contribute to better overall performance and stability of our system.
To monitor your limited usage, refer to the following API response headers:
- 'X-RateLimit-Limit-Daily': Your daily limit
- 'X-RateLimit-Daily-Remaining': The remaining number of requests for the day
- 'X-RateLimit-Interval-Milliseconds': The time interval for burst requests
- 'X-RateLimit-Max': The maximum request limit in the specified time interval
- 'X-RateLimit-Remaining': The remaining number of requests in the current time interval.
Frequently Asked Questions
Q. What is the Chat To Clients CRM API used for?
The Chat To Clients CRM API allows developers to build custom integrations, automate workflows, and connect external applications with the Chat To Clients CRM platform. It provides REST endpoints for contacts, conversations, calendars, workflows, payments, and more.
Q. Does Chat To Clients CRM still support API V1?
No. Chat To Clients CRM API V1 has reached end-of-support. While existing integrations may continue to function, no updates or technical support are provided. Developers should migrate to API V2 for ongoing support and new features.
Q. What authentication methods does the Chat To Clients CRM API support?
Chat To Clients CRM supports:
- Private Integration Tokens for internal or single-location integrations
- OAuth 2.0 for public integrations and Marketplace apps requiring user authorization
Q. When should I use OAuth 2.0 instead of a Private Integration Token?
Use OAuth 2.0 when:
- Building a public or Marketplace app
- Accessing multiple locations or accounts
- Requiring secure, user-approved access
Private Integration Tokens are best for internal tools or single-account use cases.
Q. What are the API rate limits in Chat To Clients CRM?
Chat To Clients CRM enforces:
- 100 requests per 10 seconds (per resource)
- 200,000 requests per day (per resource)
Rate limit headers are included in API responses to help track usage.
Q. Can Chat To Clients CRM Support help me build or debug my API integration?
No. Chat To Clients CRM Support does not provide hands-on API development or debugging assistance. For help, developers should:
- Review the official API documentation
- Join the Chat To Clients CRM Developer Community
- Report bugs via the Developer Support portal
Q. Where can I find the official Chat To Clients CRM API documentation?
The official API documentation is available on the Chat To Clients CRM Developer Marketplace: https://marketplace.Chat To Clients CRM.com/docs/
Q. Is API access available on all Chat To Clients CRM plans?
API access varies by plan:
- Starter & Unlimited: Basic API access
- Founder Plan: Advanced API access, including OAuth and agency-level tokens
Some endpoints may only be available on higher plans.
Q. How do I request a new API feature or endpoint?
You can submit API feature requests or report documentation issues by creating an issue in the official GitHub repository for Chat To Clients CRM API docs.
Q. Does Chat To Clients CRM provide SDKs or webhooks?
Yes. Chat To Clients CRM offers webhooks for real-time event updates, and SDKs are available or supported for certain integrations. Refer to the API documentation for supported webhook events and SDK details.
Q. Can I view documentation for different API versions?
Yes. Chat To Clients CRM API documentation now includes versioned references, allowing developers to select the API version they want to view from the version switcher.
Q. Does API documentation versioning affect my existing integrations?
No. Versioned documentation does not impact existing integrations. It helps developers reference the correct API version and maintain stable integrations.
Q. Why should I select a specific API version in the documentation?
Selecting a specific API version helps ensure you are reviewing the correct endpoints, schemas, request parameters, and response details for the version your integration uses.
Q. Are older API versions still documented?
Yes. Older API versions remain accessible and documented so developers can maintain existing integrations and plan migrations more easily.
Q. Is API v3 available now?
Yes. API v3 is available for supported endpoints, including Courses. Developers can refer to the API Versioning guide for supported versions and the Courses API documentation for available course management operations.
Help & Support
Chat To Clients CRM Support does not provide hands-on API coding help or setup auditing. If you encounter issues:
1. For API Bugs
Report a bug directly here: https://developers.Chat To Clients CRM.com/support
2. Developer Community
Join the Chat To Clients CRM Dev Slack to collaborate with other developers: https://developers.Chat To Clients CRM.com/join-dev-community