- Many endpoints support
include=...so you can fetch related context (for example: a tag plus its linked contacts/companies/tasks, or a note plus linked contacts). - For several “relationship” fields, updates are replace-all: when you update a resource and provide related IDs (like contacts on a list, tags on a task, contacts on a note), you’re setting the full final set.
Contacts (GET / POST / PUT / DELETE)
Get Contacts
- Pre-meeting brief: When a calendar event is about to start, fetch the contact and pull related context (emails, companies, notes) to post a short briefing in Slack/Teams.
- Weekly relationship review: On a schedule, fetch a sorted contact list (e.g., by last interaction) and write “people to follow up with” into Google Sheets/Airtable.
- Context lookup inside internal tools: When someone opens a record in Retool/Notion/Airtable, fetch the linked contact and show “who is this + what’s the latest context” inline.
POST Contacts
- Form capture → Rolodex: New Typeform/Webflow/Google Form submission creates a contact automatically.
- Inbound “add this person” workflow: A Slack workflow form (“Add new person”) creates the contact and responds in-thread with confirmation.
- Event list intake: A new row in a spreadsheet (conference list, networking list) creates a contact as soon as it appears.
PUT Contacts
- Enrichment refresh: When another system updates title/company/social links, update the contact in Rolodex to match.
- Move people between “segments” using Lists/Tags: When a contact’s status changes in another tool (customer, partner, candidate), update their connected tags/lists on the Rolodex contact record.
- Populate contact custom fields (after you’ve defined them): Create your custom field definitions first (see Custom Fields below), then write values to contacts in step with your business rules (e.g., “Priority”, “Owner”, “Follow-up date”).
DELETE Contacts
- Approved deletion request: When a support ticket is marked “approved”, delete the contact and log the action in your compliance tracker.
- Cleanup duplicates after review: A reviewer marks a record as duplicate in an admin table, and your workflow deletes the old contact record.
Companies (GET / POST / PUT / DELETE)
GET Companies
- Auto-build a “top accounts” directory: Pull companies into a Sheet/Notion database so the team can browse accounts with linked contacts/tags/lists/custom fields.
- Company context in Slack: When a teammate drops a company name in Slack (or selects it in a form), fetch the company and post the key context plus linked contacts.
POST Companies
- Enrichment-driven company creation: When your enrichment tool detects a new domain/company, create a company in Rolodex first, then attach contacts to it.
- “New vendor/partner” intake: A procurement form submission creates a company record so it’s searchable and usable across the workspace.
PUT Companies
- Keep company data fresh: When HQ location, website, or social profiles change in another system, update the company in Rolodex.
- Attach tags/lists/contacts to companies from external signals: For example, if a company becomes “Partner” or “Target account”, update the company’s relationships accordingly (remember: replace-all behavior).
DELETE Companies
- Remove invalid or duplicate company records: Triggered by an admin approval step in Airtable/Sheets/support tooling.
Tags (GET / POST / PUT / DELETE)
GET Tags
- Tag audit: On a schedule, fetch tags and export a “tag health” sheet (unused tags, duplicates, inconsistent naming).
- Show “everything connected to this tag”: In Slack/Notion/Retool, fetch a tag and include linked contacts/companies/tasks to quickly answer “who/what is in this segment?”.
POST Tags
- Create tags from team workflows: If a team starts a new initiative (e.g., “Nordics Expansion”), automatically create the tag when the initiative is created in Notion/Jira/Asana.
PUT Tags
- Rename or standardize tag names: When someone updates taxonomy in your “tag dictionary” doc/sheet, rename tags in Rolodex to match.
- Maintain tag membership from another system: Sync tag relationships so the tag always reflects the final set of linked contacts/companies/tasks.
DELETE Tags
- Remove deprecated tags: When a tag is marked “retired” in your taxonomy sheet, delete it in Rolodex.
Notes (GET / POST / PUT / DELETE)
GET Notes
- Daily/weekly “what happened” digest: Fetch latest notes and post a summary to Slack (or email) with linked contacts included.
- Export activity to knowledge tools: Pull notes into Notion/Confluence as a lightweight relationship journal (optionally grouped by contact).
POST Notes
- After-meeting capture: When a Zoom/Google Meet event ends, prompt the user (Slack modal/form) to write a short recap that becomes a note linked to the relevant contact(s).
- Support-to-relationship context: When a support ticket closes, create a note on the contact describing the outcome so future conversations have context.
PUT Notes
- Upgrade rough notes into “clean” notes: If someone edits a recap in Notion/Docs, update the matching note in Rolodex (and maintain its linked contacts; replace-all behavior).
DELETE Notes
- Remove accidental notes: If a note is flagged as incorrect in a review workflow, delete it.
Lists (GET / POST / PUT / DELETE)
GET Lists
- Publish “key lists” outside Rolodex: Sync list membership into Sheets/Notion so teams can work from a shared, read-friendly view.
- List-driven reporting: Pull a list and generate weekly stats: new adds, removals, and who needs follow-up.
POST Lists
- Create lists from projects/initiatives: When a new project is created (Notion/Jira), automatically create a matching contact or company list for the stakeholders.
PUT Lists
- Keep list membership in sync: If list membership is maintained in another system (e.g., an Airtable “VIPs” table), push the final set of contact/company IDs to the Rolodex list (replace-all behavior).
DELETE Lists
- Retire lists when initiatives end: When a project is marked “done”, delete or archive the corresponding list via automation.
Tasks (GET / POST / PUT / DELETE)
GET Tasks
- Personal daily agenda: Each morning, fetch tasks (sorted by due date) and DM the user a “today’s follow-ups” list.
- Team queue dashboard: Sync tasks into a shared board view in another tool (Notion/Airtable) to coordinate follow-ups.
POST Tasks
- Create follow-ups from signals: When something happens in another app (new inbound, meeting booked, form submitted), create a task linked to the relevant contact with a due date.
- “Keep-in-touch assistant” (external trigger): If a weekly cadence says someone is due for outreach, create a task automatically for the owner.
PUT Tasks
- Auto-complete tasks when work is done elsewhere: When a “sent email” or “meeting held” event happens in another system, mark the related task complete.
- Tag tasks for routing: Apply/update task tags to support triage (e.g., “Hiring”, “Sales”, “Partnerships”) while keeping the final tag set consistent (replace-all behavior).
DELETE Tasks
- Clean up duplicates / canceled follow-ups: If a task is superseded by a new plan, delete it from an admin workflow.
Custom Fields (GET / POST / PUT / DELETE)
Think of these endpoints as managing the schema (the fields themselves), so your workspace can standardize how it categorizes contacts and companies. Custom fields have afield_type (text, select, date, numeric, etc.) and an entity_type (contact or company).
GET Custom Fields
- Generate dynamic forms: Build a “Create/Update Contact” form in Retool that always mirrors the workspace’s current custom field setup.
POST Custom Fields
- Create fields when a team launches a new workflow: Example: a recruiting team creates “Candidate stage” (single select) or a partnerships team creates “Partner tier” (single select) automatically from a setup wizard.
PUT Custom Fields
- Maintain select options centrally: When your taxonomy changes (e.g., adding/removing options for a select field), update the field options (note: select options are replaced by what you send).
DELETE Custom Fields
- Retire unused fields safely: When a field is marked “deprecated” in an admin approval flow, delete it to keep the workspace clean.