{"templateId":"markdown","sharedDataIds":{},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Glossary","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"glossary","__idx":0},"children":["Glossary"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Definitions for iClosed-specific terms used throughout the API documentation."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"a","__idx":1},"children":["A"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"account","__idx":2},"children":["Account"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The top-level organizational unit in iClosed. Every resource (contacts, calls, deals, transactions) belongs to an account identified by ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["accountId"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"api-key","__idx":3},"children":["API Key"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A secret credential used to authenticate API requests. Always prefixed with ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["iclosed_"]}," (e.g., ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["iclosed_abc123..."]},"). Create and manage keys in ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Settings → API Keys"]}," at ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://app.iclosed.io"},"children":["app.iclosed.io"]},"."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"b","__idx":4},"children":["B"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"bearer-token","__idx":5},"children":["Bearer Token"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The authentication scheme used by the iClosed API. Pass your API key as ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["Authorization: Bearer iclosed_<your-api-key>"]}," in every request header."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"c","__idx":6},"children":["C"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"closer","__idx":7},"children":["Closer"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A team member assigned to take sales calls. A Closer is identified by their ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["userId"]}," on an EventCall. When a call is booked, a Closer is assigned either by round-robin or conditional routing."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"conditional-routing","__idx":8},"children":["Conditional Routing"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A mechanism that restricts host availability to a specific subset of users based on the invitee's answers. When ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/fields/inviteeAnswers"]}," returns a non-empty ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["conditionalUsers"]}," array, pass those user IDs (as a comma-separated string) to ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/events/eventDates"]}," and ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/eventCalls"]}," to filter slots to those hosts only."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["See: ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/docs/guides/event-call-booking"},"children":["Guide: Event Call Booking"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"contact","__idx":9},"children":["Contact"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A person who has entered the iClosed system — typically a prospect who filled in a booking form. Contacts have a pipeline ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["status"]}," and can be linked to EventCalls, Deals, and Transactions."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Status values:"]}," ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POTENTIAL"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["QUALIFIED"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["DISQUALIFIED"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["STRATEGY_CALL_BOOKED"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["DISCOVERY_CALL_BOOKED"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"contactid","__idx":10},"children":["contactId"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The internal numeric ID of a Contact record. Use ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["previewId"]}," (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["contact_..."]},") for external storage and webhooks; use ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["contactId"]}," when making API calls that require it (e.g., creating an EventCall or submitting invitee answers)."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"d","__idx":11},"children":["D"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"deal","__idx":12},"children":["Deal"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A sales opportunity record linked to an EventCall via ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["eventCallId"]},". Deals track value, product, and transaction type (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["WON"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["RECURRING"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["DEPOSIT"]},")."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"discovery_event","__idx":13},"children":["DISCOVERY_EVENT"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["One of two call types (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["callType"]},") in iClosed. Discovery calls are typically shorter qualification calls before a full strategy session."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["See also: ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["STRATEGY_EVENT"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"disqualification","__idx":14},"children":["Disqualification"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The automatic or manual process of marking a Contact as ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["DISQUALIFIED"]},". Triggered when ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/fields/inviteeAnswers"]}," returns ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["isDisqualified: true"]}," based on the account's disqualification rules. When disqualified, the booking flow must stop — do not fetch slots or create a call."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"disqualification-group","__idx":15},"children":["Disqualification Group"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A set of conditions configured in the iClosed app that, when matched by an invitee's answers, triggers disqualification. The matched rules are returned in the ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["disqualifyingCondition"]}," array of the invitee answers response."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"e","__idx":16},"children":["E"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"event","__idx":17},"children":["Event"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["An appointment template in iClosed — defines duration, availability, questions, and routing rules. Events are not booked directly; a specific booking is an ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["EventCall"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"eventid","__idx":18},"children":["eventId"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The internal numeric ID of an Event template. Returned on EventCall objects as ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["eventId"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"eventcall","__idx":19},"children":["EventCall"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A specific booked instance of an Event — i.e., a scheduled call on a particular date and time with a specific invitee and host. Also referred to as a \"call\" throughout the docs."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Key fields:"]}," ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["id"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["previewId"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["contactId"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["userId"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["callType"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["dateTime"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["outcome"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"eventcallid","__idx":20},"children":["eventCallId"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The internal numeric ID of an EventCall. Required when creating a Deal (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/deals"]},"). Also used to look up or update calls."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"eventtype","__idx":21},"children":["eventType"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A computed enum on EventCall records indicating whether the call is in the future or past at query time."]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Value"},"children":["Value"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Meaning"},"children":["Meaning"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["UPCOMING"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["The call's ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["dateTime"]}," is in the future"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["PAST"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["The call's ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["dateTime"]}," is in the past"]}]}]}]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"i","__idx":22},"children":["I"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"inviteeanswers","__idx":23},"children":["inviteeAnswers"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The set of answers an invitee provides when booking a call. Submitted via ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/fields/inviteeAnswers"]},". Used to evaluate disqualification rules and conditional routing."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"isdisqualified","__idx":24},"children":["isDisqualified"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A boolean field in the response from ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/fields/inviteeAnswers"]},". When ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["true"]},", at least one disqualification rule was matched and the booking flow should stop."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"l","__idx":25},"children":["L"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"linkprefix","__idx":26},"children":["linkPrefix"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A URL path segment that uniquely identifies an Event, in the format ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["username/event-name"]}," (e.g., ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["company/discovery-call"]},"). Used in booking-related requests:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/fields/inviteeAnswers"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/events/eventDates"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/eventCalls"]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Find the ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["linkPrefix"]}," from the event's share URL in the iClosed app."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"n","__idx":27},"children":["N"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"no-sale-reason","__idx":28},"children":["No-Sale Reason"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A required enum when logging a ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["NO_SALE"]}," outcome via ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/outcomes"]},". Categorizes why the sale did not close."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Values:"]}," ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["FOLLOW_UP_SCHEDULE"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["UNQUALIFIED"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["NO_SHOW"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["CONTACT_CANCELLED"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["ADMIN_CANCELLED"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["NOT_INTERESTED"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["BAD_FIT"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["OTHER"]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"o","__idx":29},"children":["O"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"objection","__idx":30},"children":["Objection"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["An optional enum on a Call Outcome representing the sales objection raised. Required for ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["WON"]}," outcomes and certain ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["NO_SALE"]}," reasons."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Values:"]}," ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["MONEY"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["LOGISTIC"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["PARTNER"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["FEAR"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["SMOKE_SCREEN"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["NO_OBJECTION"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"outcome","__idx":31},"children":["Outcome"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The result logged on an EventCall after the call completes. Set via ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/outcomes"]},"."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Values:"]}," ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["WON"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["NO_SALE"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["APPROVED"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["REJECTED"]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"p","__idx":32},"children":["P"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"page","__idx":33},"children":["page"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The zero-based page index used in paginated list endpoints. ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["page=0"]}," returns the first page, ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["page=1"]}," the second, and so on."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["See: ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/docs/pagination"},"children":["Pagination"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"previewid","__idx":34},"children":["previewId"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A public-safe, human-readable identifier for a resource. Preferred over numeric ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["id"]}," for external storage, webhook deduplication, and URLs."]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Resource"},"children":["Resource"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Example previewId"},"children":["Example previewId"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Contact"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["contact_BpK9_yC5DFG7"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["EventCall"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["call_fBdaH9gAZm8h"]}]}]}]}]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"r","__idx":35},"children":["R"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"rate-limit","__idx":36},"children":["Rate Limit"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["iClosed enforces a limit of ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["20 requests per second per endpoint"]},". Exceeding this returns HTTP ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["429"]}," with a JSON body:"]},{"$$mdtype":"Tag","name":"CodeBlock","attributes":{"data-language":"json","header":{"controls":{"copy":{}}},"source":"{\n  \"code\": \"RATE_LIMIT_EXCEEDED\",\n  \"retryAfter\": 1,\n  \"limit\": { \"points\": 20, \"windowSec\": 1 }\n}\n","lang":"json"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["See: ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/docs/rate-limiting"},"children":["Rate Limiting"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"retryafter","__idx":37},"children":["retryAfter"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The number of seconds to wait before retrying after a ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["429"]}," rate limit response. Returned in the JSON body (not as a header) as a numeric value."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"s","__idx":38},"children":["S"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"secondaryquestionsanswer","__idx":39},"children":["secondaryQuestionsAnswer"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["An array of custom invitee question answers submitted alongside the standard questions. Each entry contains an ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["identifier"]}," (the field's slug key) and an ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["answer"]}," array. If there are no secondary answers, send an empty array: ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["\"secondaryQuestionsAnswer\": []"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"setter","__idx":40},"children":["Setter"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A team member who qualifies leads and books calls on behalf of a Closer. Setters can be assigned as the owner of a contact via ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/setterClaims/assignOwner"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"soft-delete","__idx":41},"children":["Soft Delete"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Resources with a non-null ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["deletedAt"]}," field have been soft-deleted. They are still returned in API responses but are inactive. Endpoints for deletion: ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/contacts/delete"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/deals/delete"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["DELETE /v1/transactions"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"strategy_event","__idx":42},"children":["STRATEGY_EVENT"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["One of two call types (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["callType"]},") in iClosed. Strategy calls are typically the main sales conversation — longer and higher-intent than a Discovery call."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["See also: ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["DISCOVERY_EVENT"]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"t","__idx":43},"children":["T"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"transaction","__idx":44},"children":["Transaction"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A financial record optionally linked to a Deal. Tracks payment amount, currency, and source system (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["Zapier"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["Stripe"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["Make"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["Other"]},")."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"trigger-id","__idx":45},"children":["Trigger ID"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The identifier for a webhook event type. iClosed fires webhooks on the following triggers:"]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Trigger ID"},"children":["Trigger ID"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"When it fires"},"children":["When it fires"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["newContactCreated"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["A new contact is created"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["contactDetailChanged"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["A contact's details are updated"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["newCallScheduled"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["A call is booked"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["callCancelled"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["A call is cancelled"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["callRescheduled"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["A call is rescheduled"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["callOutcome"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["An outcome is logged on a call"]}]}]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["See: ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/docs/webhooks/introduction"},"children":["Webhooks"]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"u","__idx":46},"children":["U"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"upsert","__idx":47},"children":["Upsert"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The behavior of ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["POST /v1/contacts"]}," — if a contact with the same email or phone number already exists, the existing record is returned rather than creating a duplicate. The response is always ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["201"]}," regardless of whether a new record was created."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"w","__idx":48},"children":["W"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"webhook","__idx":49},"children":["Webhook"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["An HTTP callback sent by iClosed to your endpoint when a trigger event occurs. Payloads are JSON. HMAC-SHA256 signature verification is on the roadmap (not yet implemented)."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["See: ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/docs/webhooks/introduction"},"children":["Webhooks"]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"see-also","__idx":50},"children":["See Also"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/docs/api-reference"},"children":["Data Models"]}," — Full field schemas for every object"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/docs/webhooks/introduction"},"children":["Webhooks"]}," — Trigger IDs and payload shapes"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/docs/guides/event-call-booking"},"children":["Guide: Event Call Booking"]}," — Practical flow using many of these terms"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://api-docs-iclosed.redocly.app/openapi/v1/openapi"},"children":["API Reference"]}," — Complete endpoint documentation"]}]}]},"headings":[{"value":"Glossary","id":"glossary","depth":1},{"value":"A","id":"a","depth":2},{"value":"Account","id":"account","depth":3},{"value":"API Key","id":"api-key","depth":3},{"value":"B","id":"b","depth":2},{"value":"Bearer Token","id":"bearer-token","depth":3},{"value":"C","id":"c","depth":2},{"value":"Closer","id":"closer","depth":3},{"value":"Conditional Routing","id":"conditional-routing","depth":3},{"value":"Contact","id":"contact","depth":3},{"value":"contactId","id":"contactid","depth":3},{"value":"D","id":"d","depth":2},{"value":"Deal","id":"deal","depth":3},{"value":"DISCOVERY_EVENT","id":"discovery_event","depth":3},{"value":"Disqualification","id":"disqualification","depth":3},{"value":"Disqualification Group","id":"disqualification-group","depth":3},{"value":"E","id":"e","depth":2},{"value":"Event","id":"event","depth":3},{"value":"eventId","id":"eventid","depth":3},{"value":"EventCall","id":"eventcall","depth":3},{"value":"eventCallId","id":"eventcallid","depth":3},{"value":"eventType","id":"eventtype","depth":3},{"value":"I","id":"i","depth":2},{"value":"inviteeAnswers","id":"inviteeanswers","depth":3},{"value":"isDisqualified","id":"isdisqualified","depth":3},{"value":"L","id":"l","depth":2},{"value":"linkPrefix","id":"linkprefix","depth":3},{"value":"N","id":"n","depth":2},{"value":"No-Sale Reason","id":"no-sale-reason","depth":3},{"value":"O","id":"o","depth":2},{"value":"Objection","id":"objection","depth":3},{"value":"Outcome","id":"outcome","depth":3},{"value":"P","id":"p","depth":2},{"value":"page","id":"page","depth":3},{"value":"previewId","id":"previewid","depth":3},{"value":"R","id":"r","depth":2},{"value":"Rate Limit","id":"rate-limit","depth":3},{"value":"retryAfter","id":"retryafter","depth":3},{"value":"S","id":"s","depth":2},{"value":"secondaryQuestionsAnswer","id":"secondaryquestionsanswer","depth":3},{"value":"Setter","id":"setter","depth":3},{"value":"Soft Delete","id":"soft-delete","depth":3},{"value":"STRATEGY_EVENT","id":"strategy_event","depth":3},{"value":"T","id":"t","depth":2},{"value":"Transaction","id":"transaction","depth":3},{"value":"Trigger ID","id":"trigger-id","depth":3},{"value":"U","id":"u","depth":2},{"value":"Upsert","id":"upsert","depth":3},{"value":"W","id":"w","depth":2},{"value":"Webhook","id":"webhook","depth":3},{"value":"See Also","id":"see-also","depth":2}],"frontmatter":{"seo":{"title":"Glossary"}},"lastModified":"2026-04-10T07:43:55.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/docs/glossary","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}