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Documentation Index

Fetch the complete documentation index at: https://docs.heffl.com/llms.txt

Use this file to discover all available pages before exploring further.

ID prefixes

API v2 uses prefixed string IDs everywhere in requests and responses. The prefix identifies the resource type. There is no separate “public ID” concept in the API — these strings are the id fields you send and receive.

Prefix reference

PrefixResourceExampleUsed in
clt_Contact or company (client)clt_abc123clientId, contact/company id, deal filters
dpl_Deal pipelinedpl_abc123pipelineId, deal filters
dps_Deal pipeline stagedps_abc123stageId, deal filters
dl_Dealdl_abc123Deal id, quotation dealId, task entityId when entity is deals
qtn_Quotationqtn_abc123Quotation id
tpl_Document template (quotations, invoices, proforma, etc.)tpl_abc123Quotation templateId
txr_Tax ratetxr_abc123Line item taxRateId on quotations and deals
tsk_Tasktsk_abc123Task id
usr_Team userusr_abc123ownerUserId, assigneeIds, filters
tag_Tagtag_abc123tags, tagIds, filters
cs_Client stagecs_abc123Contact/company stageId
lstg_Lead stagelstg_abc123leadStageId
src_CRM sourcesrc_abc123sourceId, crmSourceId
lst_Listlst_abc123List filters
prd_Productprd_abc123Deal line items, services filter
ld_Leadld_abc123leadId, task entityId when entity is leads

Discovering IDs

You needCall
Pipeline and stage IDsGET /pipelines or GET /pipelines/{id}
User IDsGET /users
Tag IDsGET /tags
Client stage IDsGET /client-stages
Source IDsGET /sources
Product IDsGET /products
Custom field keys (cf_*)GET /custom-fields?entity=deals (and other entities)
Document template IDsGET /document-templates (use type=quotations for quotation templates)
Contact/company/deal/quotation/task IDsList or create the resource

Response consistency

All resource IDs in API v2 responses use the same prefixed string format as requests — including pipelineId, stageId, clientId, and ownerUserId on deals.