LionDesk

Getting Started with LionDesk

The LionDesk modules allow you to list, retrieve, create, update, or delete contacts, contact addresses, contact hotness, contact sources, custom fields, events, tags, campaigns, and leads in your LionDesk account.

Prerequisites

A LionDesk account

In order to use LionDesk with Make, it is necessary to have a LionDesk account. If you do not have one, you can create a LionDesk account at www.liondesk.com/freetrial.

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting LionDesk to Make

To connect your LionDesk account to Make follow the general instructions for Connecting to services.

After you click the Continue button, Make will redirect you to the LionDesk website where you will be prompted to grant Make access to your account.

Confirm the dialog by clicking the Allow button.

Contacts

List Contacts

Retrieves all contacts based on filter settings.

Connection	Establish a connection to your LionDesk account.Connecting LionDesk to Make
Limit	Set the maximum number of results Make will return during one execution cycle.
Sorting Field	Select the field you want to sort the result by.
Order	Select whether to sort result in the ascending or descending order.
Filter: Before Date	Select whether you want to enter creation or modification date.
Order	Select whether to include entered date to the filter.
Before Date	Enter the date before that the contact has been created. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: After Date	Select whether you want to enter creation or modification date.
Order	Select whether to include entered date to the filter.
After Date	Enter the date after that the contact has been created. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: Fields	Add fields and their values you want to filter the result by.

Get Contact

Retrieves contact details.

Connection	Establish a connection to your LionDesk account.
Contact ID	Map or select the contact you want to retrieve details about.

Delete Contact

Deletes a contact.

Connection	Establish a connection to your LionDesk account.
Contact ID	Map or select the contact you want to delete.

Create Contact

Creates a new contact

Connection	Establish a connection to your LionDesk account.
Assigned User ID	Enter (map) the assigned user ID. Assigned user must belong to one of your teams/groups. For more details about teams please refer to the LionDesk Help If the wrong ID is entered, then an error is returned and no contact is created.
First Name	Enter the contact's first name.
Last Name	Enter the contact's last name.
Email	Enter the email address of the new contact. When an already existing email address is entered then an error is returned and no contact is created.
Secondary Email	Enter the contact's secondary email address.
Mobile Phone	Enter the contact's mobile phone number.
Home Phone	Enter the contact's home phone number.
Office Phone	Enter the contact's office phone number.
Fax	Enter the contact's fax number.
Company	Enter the company of the contact.
Birthday	Enter to contact's birthday in the `DD/MM/YYYY` format.
Anniversary	Enter the purchase/sale anniversary of the contact in the `DD/MM/YYYY` format.
Spouse Name	Enter the contact's spouse name.
Spouse Email	Enter the contact's spouse email.
Spouse Phone	Enter the contact's spouse phone.
Spouse Birthday	Enter the contact's spouse birthday in the `DD/MM/YYYY` format.
Tags	Select the desired tags for the customer. If you want to create a new tag, switch the map button and enter the name for the new tag.
Status	Select the current status of the contact.
Created At	Enter the date and time at which the contact was created. The list of supported date and time formats.
Modified At	Enter the date and time at which the contact was last edited. The list of supported date and time formats.
Hotness ID	Select the contact hotness level from the menu.
Source ID	Select the lead source from the menu.

Update Contact

Updates contact.

Connection	Establish a connection to your LionDesk account.
Contact ID	Select the contact or map the contact ID of the contact you want to update.

Please find the descriptions of the fields in the Create Contact section above.

Contact Addresses

List Contact Addresses

Retrieves all addresses of the contact.

Connection	Establish a connection to your LionDesk account.
Limit	Set the maximum number of addresses Make will return during one execution cycle.

Get Contact Address

Retrieves address details of specified contact.

Connection	Establish a connection to your LionDesk account.
Contact ID	Map or select the contact you want to retrieve the address for.
Address ID	Map or select the address you want to retrieve details about.

Delete Contact Address

Deletes a contact address.

Connection	Establish a connection to your LionDesk account.
Contact ID	Map or select the contact whose address you want to delete.
Address ID	Map or select the address you want to delete.

Create Contact Address

Creates an address for a specified contact.

Connection	Establish a connection to your LionDesk account.
Contact ID	Map or select the contact you want to create an address for.
City	Enter the contact's city.
State	Enter the contact's state.
Street Address 1	The first line of the street address.
Street Address 2	The second line of the street address.
Type	Select the type of the contact's address.
ZIP	Enter the ZIP code.

Update Contact Address

Edits the address of specified contact.

Connection	Establish a connection to your LionDesk account.
Contact ID	Map or select the contact you want to whose address you want to update.

Please find the descriptions of the fields in the Create Contact Address section above.

Contact Hotness

List Hotnesses

Returns all hotnesses.

Connection	Establish a connection to your LionDesk account.
Limit	Set the maximum number of hotnesses Make will return during one execution cycle.
Sorting Field	Select whether you want to sort results by the user who created the hotness or by the rank.
Order	Select whether to sort the result by the descending or ascending order.

Get Hotness

Retrieves hotness level details.

Connection	Establish a connection to your LionDesk account.
Hotness ID	Map or select a hotness you want to retrieve details about.

Delete Hotness

Removes specified level of hotness.

Connection	Establish a connection to your LionDesk account.
Hotness ID	Map or select the hotness you want to delete.

Create Hotness

Creates a new level of hotness.

Connection	Establish a connection to your LionDesk account.
Hotness Name	Enter the name for the new hotness level.
Hotness Rank	Enter the rank number of the hotness level. The rank is the order of the hotness when displayed in lists. Rank of 0 will be at the top of the list.
Hotness Color	Enter the Hex code of the color for the hotness level. E.g. `#F3411B`.

Update Hotness

Edits the hotness level.

Connection	Establish a connection to your LionDesk account.
Hotness ID	Map or select the hotness you want to update.

Please find the descriptions of the fields in the Create Hotness section above.

Create/Update/Delete Contact Hotness

Creates, updates, or deletes hotness from the specified contact.

Connection	Establish a connection to your LionDesk account.
Contact ID	Select or map the contact you want to create, update, or delete the hotness for.
Hotness ID	Select or map the hotness level you want to create or update. Delete the hotness by switching to the mapping mode and entering `0` to the field.

Contact Source

List Sources

Retrieves all lead source.

Connection	Establish a connection to your LionDesk account.
Limit	Set the maximum number of sources Make will return during one execution cycle.

Get Source

Retrieves source details.

Connection	Establish a connection to your LionDesk account.
Source ID	Map or select a source you want to retrieve details about.

Delete Source

Deletes a source.

Connection	Establish a connection to your LionDesk account.
Source ID	Map or select a source you want to delete.

Create Source

Creates a new source

Connection	Establish a connection to your LionDesk account.
Name	Enter a name for the new source.

Update Source

Changes the name of a source.

Connection	Establish a connection to your LionDesk account.
Source ID	Select or map the source you want to rename.
Name	Enter a new name of the source.

Create/Update/Delete Source

Creates, updates, or deletes source from the specified contact.

Connection	Establish a connection to your LionDesk account.
Contact ID	Select or map the contact you want to create, update, or delete the source for.
Source ID	Select or map the source you want to create or update. Delete the hotness by switching to the mapping mode and entering `0` to the field.

Custom Fields

List Custom Fields

Retrieves all custom fields.

Connection	Establish a connection to your LionDesk account.
Limit	Set the maximum number of custom fields Make will return during one execution cycle.

Get Custom Field

Retrieves custom field details.

Connection	Establish a connection to your LionDesk account.
Custom Field ID	Map or select a custom field you want to retrieve details about.

Delete Custom Field

Deletes a custom field.

Connection	Establish a connection to your LionDesk account.
Custom Field ID	Map or select a custom field you want to delete.

Create Custom Field

Creates a new custom field.

Connection	Establish a connection to your LionDesk account.
Custom Field Name	Enter a name for the new custom field.
Custom Field Data Type	Select whether the custom field is text, number, date, or dollar amount type.
Custom Field Rank	Enter the rank number. Determines the order of the fields when displayed. The lower the number, the higher in the list. Defaults to 99999.

Update Custom Field

Edit a custom field.

Connection	Establish a connection to your LionDesk account.
Custom Field ID	Select or map the custom field you want to update.

Please find the descriptions of the fields in the Create Custom Field section above.

Create/Update/Delete Custom Value

Adds, changes, or deletes a value of the custom field.

Connection

Establish a connection to your LionDesk account.

Contact ID

Select the contact whose custom field value you want to change.

Custom Values

Add a desired custom field value.

Custom Field ID - Select the custom field that you want to add value to.

Value - Enter the desired value. The value must correspond to the custom field type. If the field is left empty, then the value of the custom field will be deleted.

Events

List Events

Returns all events based on filter settings.

Connection	Establish a connection to your LionDesk account.
Limit	Set the maximum number of events Make will return during one execution cycle.
Sorting Field	Select the field you want to sort the result by.
Order	Select whether to sort result in the ascending or descending order.
Filter: Before Date	Select whether you want to enter creation or modification date.
Order	Select whether to include entered date to the filter.
Before Date	Enter the date before that the event has been created. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: After Date	Select whether you want to enter creation or modification date.
Order	Select whether to include entered date to the filter.
After Date	Enter the date after that the event has been created/modified. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: Fields	Add fields and their values you want to filter the result by.

Get Event

Retrieves event details.

Connection	Establish a connection to your LionDesk account.
Event ID	Map or select an event you want to retrieve details about.

Delete Event

Deletes an event.

Connection	Establish a connection to your LionDesk account.
Event ID	Map or select an event you want to delete.

Create Event

Creates a new contact event (formerly Activity).

Connection	Establish a connection to your LionDesk account.
Contact ID	Select or map the contact you want to assign an event to.
Type	Enter the type of event. See the list of predefined events. You can enter a custom event. The custom event can be read only via API, e.g LionDesk > Get Event module. The LionDesk UI can currently only display a predefined set of types.
Description	Enter the event related description.
Site Domain	Enter the domain from which the request is received.
Created At	Enter the date and time when the event was created at. The list of supported date and time formats.
Modified At	Enter the date and time when the event was last modified. The list of supported date and time formats.

Update Event

Updates an existing event description.

Connection	Establish a connection to your LionDesk account.
Event ID	Select or map the event you want to update.
Description	Enter a new description of the event.

Campaigns

List Campaigns

Returns all campaigns based on filter settings.

Connection	Establish a connection to your LionDesk account.
Limit	Set the maximum number of campaigns Make will return during one execution cycle.
Sorting Field	Select the field that you want to sort the result by.
Order	Select whether to sort result in the ascending or descending order.
Filter: Before Date	Select whether you want to enter creation or modification date.
Order	Select whether to include entered date to the filter.
Before Date	Enter the date before that the campaign has been created. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: After Date	Select whether you want to enter creation or modification date.
Order	Select whether to include entered date to the filter.
After Date	Enter the date after that the campaign has been created/modified. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: Fields	Add fields and their values you want to filter the result by.

Get Campaign

Retrieves campaign details.

Connection	Establish a connection to your LionDesk account.
Campaign ID	Map or select a campaign you want to retrieve details about.

Delete Campaign

Deletes a campaign.

Connection	Establish a connection to your LionDesk account.
Campaign ID	Map or select a campaign you want to delete.

Create Campaign

Creates a new campaign.

Connection	Establish a connection to your LionDesk account.
Name	Enter the name for the new campaign.
Broker Sharing On?	Select the Yes option if the broker would like the campaign to be viewable by sub-accounts. Otherwise, select the No option.

Update Campaign

Updates campaign information.

Connection	Establish a connection to your LionDesk account.
Campaign ID	Map or select a campaign you want to update.

Please find the descriptions of the fields in the Create Campaign section above.

Campaign Contact

Create Campaign Contact

Adds a contact to the campaign.

Connection	Establish a connection to your LionDesk account.
Campaign ID	Select or map the campaign you want to add a contact to.
Contact ID	Map or select the contact you want to assign to the campaign.

Leads

List Leads

Retrieves all leads based on filter settings.

Connection	Establish a connection to your LionDesk account.
Limit	Set the maximum number of leads Make will return during one execution cycle.
Sorting Field	Select the field that you want to sort the result by.
Order	Select whether to sort result in the ascending or descending order.
Filter: Before Date	Select whether you want to enter creation, modification, or claim date.
Order	Select whether to include entered date to the filter.
Before Date	Enter the date before that the lead has been created/modified/claimed. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: After Date	Select whether you want to enter creation, modification, or claim date.
Order	Select whether to include entered date to the filter.
After Date	Enter the date after that the lead has been created/modified/claimed. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: Fields	Add fields and their values you want to filter the result by.

Get Lead

Retrieves lead details.

Connection	Establish a connection to your LionDesk account.
Lead ID	Map or select a lead you want to retrieve details about.

Create Lead

Creates a new lead.

Connection	Establish a connection to your LionDesk account.
Contact ID	Select the contact you want to create the lead for.
Source ID	Select or map the lead source.
Claimed Via	Select the method how the lead was claimed.
Text Body	Enter the text content of the body.
HTML Body	Enter the body where the HTML formatting can be used.
MLS ID	Enter the MLS number of the property if coming from an MLS.
Listing Status	Enter the status of the listing associated with the lead.
Listing Price	Enter the price of the listing associated with the lead.
Street Address	Enter the address associated with the lead.
City	Enter the lead's city.
State	Enter the state associated with the lead.
Zipcode	Enter the lead's ZIP code.
Type	Enter the lead type. E.g. Buyer.

Lead Source

List Lead Sources

Returns all lead sources.

Connection	Establish a connection to your LionDesk account.
Limit	Set the maximum number of lead sources Make will return during one execution cycle.
Filter: Fields	You can filter result by lead source ID or by the name.

Get Lead Source

Retrieves lead source details.

Connection	Establish a connection to your LionDesk account.
Lead Source ID	Map or select a lead source you want to retrieve details about.

Other

Make an API Call

Allows you to perform a custom API call.

Connection	Establish a connection to your LionDesk account.
URL	Enter a path relative to `https://api-v2.liondesk.com/`. E.g. `contacts`. For the list of available endpoints, refer to the LionDesk Developer Center.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Contacts

The following API call returns all contacts:

Matches of the search can be found in the module's Output under Bundle > Body > data. In our example, 6 contacts were returned:

In this section:

Connection	Establish a connection to your LionDesk account.
Tag ID	Map or select the tag you want to update.
Tag Name	Enter the new name for the tag.