Update CRM Data

curl --request POST \
  --url https://{projectID}.texterchat.com/server/api/v2/chats/{chatId}/crm-data \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "data": {
    "plan": "premium",
    "tags": [
      "vip",
      "whale"
    ],
    "customer": {
      "first_name": "Niv",
      "last_name": "Shteingart",
      "lead_id": 641225
    }
  }
}
'

{
  "_id": "64de3b15398a8e09c47a9f62",
  "title": "<string>",
  "displayName": "<string>",
  "personId": "<string>",
  "image": "<string>",
  "channelInfo": {
    "name": "whatsapp",
    "accountId": "972586640430",
    "id": "972521234567",
    "metadata": {}
  },
  "agent": {
    "uid": "<string>",
    "displayName": "<string>"
  },
  "departmentId": "<string>",
  "status": 0,
  "unreadCount": 123,
  "labels": [
    "urgent",
    "billing"
  ],
  "lastMessage": {
    "type": "<string>",
    "text": "<string>",
    "media": [
      {
        "mediaType": "image",
        "fileId": "6900c1eac29d42708adac92f",
        "previewId": "<string>",
        "filename": "offer_october_2025.pdf",
        "contentType": "application/pdf",
        "caption": "<string>",
        "metadata": {
          "frequentlyForwarded": false
        },
        "scanned": true,
        "deleted": {
          "timestamp": 123
        },
        "url": "<string>"
      }
    ]
  },
  "last_message_timestamp": 123,
  "lastIncomingMessageTimestamp": 123,
  "created": "2023-11-07T05:31:56Z",
  "updatedAt": "2023-11-07T05:31:56Z",
  "pendingMessageTime": 123,
  "pendingUpdateTime": 123,
  "resolvedUpdateTime": 123,
  "replyAction": {
    "created": 123,
    "expirationTime": 259200,
    "chatStatus": 0,
    "setBotNode": "<string>",
    "bot": "<string>",
    "replyText": "<string>",
    "responsibleAgent": "<string>",
    "responsibleDepartment": "<string>",
    "replyToTemplateFile": {
      "url": "<string>",
      "name": "<string>"
    },
    "resolveTime": 123,
    "status": 0
  },
  "sendingBulkAgent": "<string>",
  "latestBulkSendId": "<string>",
  "botState": {
    "id": "<string>",
    "flowVersion": {
      "identifier": "onboarding-bot",
      "version": 203
    },
    "node": "<string>",
    "userState": {},
    "store": {},
    "latestAgentUid": "<string>",
    "latestAgentName": "<string>"
  },
  "previousBotSession": {
    "id": "<string>",
    "flowVersion": {
      "identifier": "onboarding-bot",
      "version": 203
    },
    "node": "<string>",
    "userState": {},
    "store": {},
    "latestAgentUid": "<string>",
    "latestAgentName": "<string>"
  },
  "crmData": {},
  "crmDeepLink": "<string>",
  "crmLastTicketId": "<string>",
  "lastMessageStoredInCRMTimestamp": 123,
  "externalBot": true,
  "unsubscribed": {
    "date": "2023-11-07T05:31:56Z",
    "bulkSendId": "<string>"
  },
  "blockedChat": {
    "blocked": true,
    "agent": "<string>"
  },
  "hasMessageError": true,
  "language": "<string>",
  "personChats": [
    {
      "name": "whatsapp",
      "accountId": "972586640430",
      "id": "972521234567",
      "metadata": {}
    }
  ],
  "channel": "<string>",
  "clientPhone": "<string>",
  "clientPhoneE164": "<string>",
  "entityPhone": "<string>",
  "lastText": "<string>",
  "unsubscribeTime": 123,
  "blockTemplates": true
}

{
  "error": "<string>"
}

{
  "error": "Chat invalidChatID not found"
}

POST

https://{projectID}.texterchat.com/server/api/v2

chats

{chatId}

crm-data

curl --request POST \
  --url https://{projectID}.texterchat.com/server/api/v2/chats/{chatId}/crm-data \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "data": {
    "plan": "premium",
    "tags": [
      "vip",
      "whale"
    ],
    "customer": {
      "first_name": "Niv",
      "last_name": "Shteingart",
      "lead_id": 641225
    }
  }
}
'

{
  "_id": "64de3b15398a8e09c47a9f62",
  "title": "<string>",
  "displayName": "<string>",
  "personId": "<string>",
  "image": "<string>",
  "channelInfo": {
    "name": "whatsapp",
    "accountId": "972586640430",
    "id": "972521234567",
    "metadata": {}
  },
  "agent": {
    "uid": "<string>",
    "displayName": "<string>"
  },
  "departmentId": "<string>",
  "status": 0,
  "unreadCount": 123,
  "labels": [
    "urgent",
    "billing"
  ],
  "lastMessage": {
    "type": "<string>",
    "text": "<string>",
    "media": [
      {
        "mediaType": "image",
        "fileId": "6900c1eac29d42708adac92f",
        "previewId": "<string>",
        "filename": "offer_october_2025.pdf",
        "contentType": "application/pdf",
        "caption": "<string>",
        "metadata": {
          "frequentlyForwarded": false
        },
        "scanned": true,
        "deleted": {
          "timestamp": 123
        },
        "url": "<string>"
      }
    ]
  },
  "last_message_timestamp": 123,
  "lastIncomingMessageTimestamp": 123,
  "created": "2023-11-07T05:31:56Z",
  "updatedAt": "2023-11-07T05:31:56Z",
  "pendingMessageTime": 123,
  "pendingUpdateTime": 123,
  "resolvedUpdateTime": 123,
  "replyAction": {
    "created": 123,
    "expirationTime": 259200,
    "chatStatus": 0,
    "setBotNode": "<string>",
    "bot": "<string>",
    "replyText": "<string>",
    "responsibleAgent": "<string>",
    "responsibleDepartment": "<string>",
    "replyToTemplateFile": {
      "url": "<string>",
      "name": "<string>"
    },
    "resolveTime": 123,
    "status": 0
  },
  "sendingBulkAgent": "<string>",
  "latestBulkSendId": "<string>",
  "botState": {
    "id": "<string>",
    "flowVersion": {
      "identifier": "onboarding-bot",
      "version": 203
    },
    "node": "<string>",
    "userState": {},
    "store": {},
    "latestAgentUid": "<string>",
    "latestAgentName": "<string>"
  },
  "previousBotSession": {
    "id": "<string>",
    "flowVersion": {
      "identifier": "onboarding-bot",
      "version": 203
    },
    "node": "<string>",
    "userState": {},
    "store": {},
    "latestAgentUid": "<string>",
    "latestAgentName": "<string>"
  },
  "crmData": {},
  "crmDeepLink": "<string>",
  "crmLastTicketId": "<string>",
  "lastMessageStoredInCRMTimestamp": 123,
  "externalBot": true,
  "unsubscribed": {
    "date": "2023-11-07T05:31:56Z",
    "bulkSendId": "<string>"
  },
  "blockedChat": {
    "blocked": true,
    "agent": "<string>"
  },
  "hasMessageError": true,
  "language": "<string>",
  "personChats": [
    {
      "name": "whatsapp",
      "accountId": "972586640430",
      "id": "972521234567",
      "metadata": {}
    }
  ],
  "channel": "<string>",
  "clientPhone": "<string>",
  "clientPhoneE164": "<string>",
  "entityPhone": "<string>",
  "lastText": "<string>",
  "unsubscribeTime": 123,
  "blockTemplates": true
}

{
  "error": "<string>"
}

{
  "error": "Chat invalidChatID not found"
}

Required token scopes: Manage all chats

`mergingMode`	Behavior
`replace`	Fully replaces existing CRM data with `data`
`assign`	Shallow merge - replaces top-level keys with values from `data`
`merge`	(Default) Deep recursive merge of nested objects and arrays
`defaults`	Fills in top-level keys from `data` only where they don’t already exist
`defaultsDeep`	Same as `defaults` but applied recursively to nested values

Omitting data with mergingMode: "replace" effectively erases all CRM data on the chat.

הרשאות

Authorization

string

header

נדרש

API token generated in Texter: gear icon → Developers → API Tokens. When creating a token, assign it the scopes required by the endpoints you plan to call - each endpoint lists its required scopes.

פרמטרי נתיב

chatId

string

נדרש

The unique identifier of the chat. You can obtain this value by using the Search Chats endpoint with the contact's phone number

גוף

application/json

data

object

The CRM data to write to the chat

mergingMode

enum<string>

How data is merged with the chat's existing crmData. Defaults to merge

אפשרויות זמינות:

replace,

assign,

merge,

defaults,

defaultsDeep

תגובה

The updated chat object. Field-by-field reference: The Chat object

A conversation with a contact on a connected channel

_id

string

Unique identifier of the chat in Texter

דוגמה:

"64de3b15398a8e09c47a9f62"

title

string

Contact's name as set in their WhatsApp account settings

displayName

string

Custom name modified in Texter. Absent if the display name was never modified

personId

string

ID of the person that owns this chat - links chats of the same person across channels

image

string

File ID of the chat's avatar image, when available

channelInfo

object

Channel that an entity belongs to

Show child attributes

agent

object

The assigned agent

Show child attributes

departmentId

string | null

Department responsible for the chat

status

enum<integer>

Chat status: 0 = BOT (handled by bot), 1 = PENDING (waiting for an agent), 2 = ASSIGNED (shown as "Taken" in Texter), 3 = RESOLVED, 4 = BULK

אפשרויות זמינות:

0,

1,

2,

3,

4

unreadCount

number

Number of unread incoming messages

labels

string[]

List of label IDs applied to the chat

דוגמה:

["urgent", "billing"]

lastMessage

object

Preview of the last message in the chat. Note: not included in Search Chats results

Show child attributes

last_message_timestamp

number

Timestamp (epoch milliseconds) of the last message sent or received

lastIncomingMessageTimestamp

number

Timestamp (epoch milliseconds) of the last incoming (contact) message

created

string<date-time>

When the chat was created

updatedAt

string<date-time>

Last time the chat was updated

pendingMessageTime

number | null

Timestamp (epoch seconds) of the last pending-reminder the bot sent while the chat waits for an agent. Reset to null on resolve

pendingUpdateTime

number

Timestamp (epoch seconds) of the last update into pending status

resolvedUpdateTime

number

Timestamp (epoch seconds) of the last time the chat was marked as RESOLVED

replyAction

object | null

Action that runs when the contact replies to a template message. Set by template defaults or by the Send Template Message replyAction parameter

Show child attributes

sendingBulkAgent

string

ID of the agent who initiated the bulk template message

latestBulkSendId

string

ID of the latest bulk send performed in this chat. Its presence does not mean the chat is currently in BULK status - only that a bulk send happened at some point

botState

object | null

Data about the active or most recent bot session. May contain additional bot-specific keys beyond the ones listed

Show child attributes

previousBotSession

object | null

Data about the second-to-last bot session

Show child attributes

crmData

object

Custom CRM metadata associated with the chat; structure varies by integration (Powerlink, Monday, etc.)

crmDeepLink

string

Personalized link to the contact's record in the integrated business CRM

crmLastTicketId

Reference to the most recent CRM record linked to the chat. String or number depending on the CRM integration

lastMessageStoredInCRMTimestamp

number

Timestamp (epoch milliseconds) of the last message stored in CRM

externalBot

boolean

Whether an external bot (outside Texter) is currently active. Changing this value triggers an event - commonly used to enable or disable external bot integrations

unsubscribed

object

Present when the chat unsubscribed from template messages

Show child attributes

blockedChat

object

Show child attributes

hasMessageError

boolean

Whether the chat contains failed outgoing messages

language

string

The chat's preferred language. Reserved for future functionality

personChats

object[]

All chats of the same person (including this one), as channel references. Present in webhook event payloads; not included in REST search results

Show child attributes

channel

string

מיושן

Deprecated - use channelInfo.name instead

clientPhone

string

מיושן

Deprecated - use channelInfo.id instead

clientPhoneE164

string

מיושן

Deprecated - use channelInfo.id instead

entityPhone

string

מיושן

Deprecated - use channelInfo.accountId instead

lastText

string

מיושן

Deprecated - use lastMessage.text instead

unsubscribeTime

number

מיושן

Deprecated (epoch seconds) - use unsubscribed.date instead

blockTemplates

boolean

מיושן

Deprecated - use the unsubscribed property instead

Getting Started

Endpoints

Webhooks

Objects

הרשאות

פרמטרי נתיב

גוף

תגובה