Hi there!
We're building a custom integration using the Copilot REST API and running into issues with the get-account and get-deal endpoints. Looking for some clarity on whether these endpoints are applicable to our setup.
Our setup:
- Native Salesforce integration (active, accounts and deals are visible in the Clari UI)
- Using the public REST API at rest-api.copilot.clari.com
The issue:
We've tried calling GET /get-account and GET /get-deal with every ID we can find — the MongoDB-style ID from the browser URL (e.g. copilot.clari.com/account/631f95eda365c3309f8e5691), the deal ID from the URL fragment (#deal=68125f8e874de55754b19857), and the Salesforce Account/Opportunity ID — and all return "Not found deal/account with id xx".
Our questions:
1. Are GET /get-account and GET /get-deal intended for orgs using the native Salesforce integration, or only for orgs that push CRM data programmatically via /update-account and /update-deal?
2. If they do apply to our setup, what is the correct ID format these endpoints expect?
3. Is there any supported way via the public REST API to retrieve all calls associated with a specific Salesforce Account or Opportunity?
Thanks in advance!
PS: Topic category may be wrong, it was the only option
