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Introduction

The /customersendpoint allows you to perform Create, Read, Update, and Delete queries for a Customer Record by providing relevant information. This endpoint is accessible through either a GET, POST, PATCH, or DELETE request and requires the use of a valid <api_key> for authentication purposes. TaskSuite will provide the appropriate key for Giggle Finance.

Authentication

To access this endpoint, you need to include the <api_key> in the header payload. The <api_key> serves as an authentication mechanism to ensure only authorized users can manipulate Customer Records.

...

Create a Customer Record

End Point URL

Code Block
https://www.giggle.tasksuite.com/webhook/json/v1/json/customers

Request Method

POST

Request Body

The request body must be a JSON payload with the following fields

	Field	Sub-Field	Description	Data Type/Format	Required	Recommended
1	active		Either “true” or “false” indicating whether the customer is active or not.	Boolean	X
2	customerType		Either “person” or “company” indicating the type of customer record.	String	X
3	ssn		The Social Security Number of the contact person.	String
4	dob		The Date of Birth of the customer	String (YYYY-MM-DD)	X
5	name		The first name of the customer.	String	X
6	surname		The last name of the customer.	String	X
7	accessUserName		The first and last name of the customer.	String (firstname_lastname) E.G: john_doe	X
8	email		Email address of the customer.	String (johndoe@email.com)	X
9	companyName		Name of the company the customer is affiliated with.	String	X
10	ein		Employer identification number provided by the employer.	String Must be nine digits in length	X Only required if CompanyType is “company”.
11	giggleId		The unique identifier provided by Giggle for this Customer	Integer PK	X
12	address		The address of the Customer	Object	X
13		street1	Street address of the customer.	String	X
14		street2	Additional address details (e.g. suite number)	String		X
15		country	Country Code where the Customer’s address resides.	String Must be three characters (e.g. USA)	X
16		state	State of the customer’s address.	String	X
17		city	City of the customer’s address.	String	X
18		zip	Zip Code of the customer’s address.	String	X
19	phone			Object
20		number	Phone number of the user	string (e.g. XXX-XXX-XXXX)	X
21		type	The type of phone the user has.	String (office, mobile)		X
22		carrierVerified	This is true if the carrier associated with this phone number is verified. true or false	Boolean	X
23		carrierName	The name of the carrier for this phone number	String		X

Response

The response will indicate the success or failure of the request to the Contact endpoint. The details of the response may vary based on the implementation of the API. A typical response will be a JSON object containing a success message or an error message.

Example POST Request

The following example is how one would create a customer record in the TaskSuite system.

Body

Code Block

language	json

{
   "active": true,
   "customerType": "person",
   "ssn": 123456789,
   "dob": "2000-01-30",
   "name": "John",
   "surname": "Doe",
   "accessUserName": "john_doe",
   "email": "john.doe@email.com",
   "companyName": "ABC Company L.L.C",
   "ein": 123456789,
   "giggleId": 89043762,
   "address": {
        "street1": "123 Main St.",
        "street2": "Suite 5.",
        "country": "USA",
        "city": "Austin",
        "state": "TX",
        "zip": "22222"
   },
   "phone": {
        "number": "123-456-7890",
        "type": "mobile",
        "carrierVerified": true,
        "carrierName": "AT&T"
   }
}

Example (Python)

Code Block

language	py

import requests
import json

url = "https://www.giggle.tasksuite.com/webhook/json/v1/json/customers"

headers = {
  'Content-Type': 'application/json',
  'Authorization': 'Bearer <api_key>'
}

payload = json.dumps({
   "active": true,
   "customerType": "person",
   "ssn": 123456789,
   "dob": "2000-01-30",
   "name": "John",
   "surname": "Doe",
   "accessUserName": "john_doe",
   "email": "john.doe@email.com",
   "companyName": "ABC Company L.L.C",
   "ein": 123456789,
   "giggleId": 89043762,
   "address": {
        "street1": "123 Main St.",
        "street2": "Suite 5.",
        "country": "USA",
        "city": "Austin",
        "state": "TX",
        "zip": "22222"
   },
   "phone": {
        "number": "123-456-7890",
        "type": "mobile",
        "carrierVerified": true,
        "carrierName": "AT&T"
   }
})

response = requests.request("POST", url, headers=headers, data=payload)

Example Response (Success)

Code Block

language	json

{
    "statusCode": 200,
    "status": "OK",
    "message": "Customer Successfully Created",
    "error": false,
    "giggleId": 123456
}

Example Response (Failure)

Code Block

language	json

{
    "statusCode": 400,
    "description": "Did not provide 'ssn'",
    "name": "Bad Request"
}

Error Handling

In case of errors, the response will contain an appropriate error message with details on what caused the error. Make sure to handle these errors.

Notes

Ensure that the required fields are provided in the request body; otherwise, the API will return an error indicating the missing fields.
The <api_key> in the headers must be valid and active for the Customer creation to be successful.

...

Read a Customer Record

End Point URL

Code Block
https://www.giggle.tasksuite.com/webhook/json/v1/json/customers/<giggle_id:int>

Request Method

GET

Request Body

None

Response

The response will indicate the success or failure of the request to the Contact endpoint. The details of the response may vary based on the implementation of the API. A typical response will be a JSON object containing a success message with the details of the Customer or an error message. This request will include the customer data as well as any loan data associated with the customer.

Example GET Request

The following is an example of how one would perform a GET request in the TaskSuite system.

Example (Python)

Code Block

import requests
import json

url = "https://www.giggle.tasksuite.com/webhook/json/v1/json/customers/<giggle_id:int>"

headers = {
  'Content-Type': 'application/json',
  'Authorization': 'Bearer <api_key>'
}

response = requests.request("GET", url, headers=headers)

Example Response (Success)

Code Block

language	json

{
  "customerData": {
    "giggleId": 123456,
    "active": true,
    "customerType": "person",
    "name": "John",
    "surname": "Doe",
    "age": 21,
    "city": "Austin",
    "companyName": "ABC Company L.L.C",
    "address": {
      "street1": "123 Main St.",
      "street2": "Suite 5.",
      "city": "Austin",
      "State": "TX",
      "zip": "22222",
      "country": "US",
    },
    "phone": {
        "number": "1234567890",
        "type": "mobile",
        "carrierVerified": true,
        "carrierName": "AT&T",
    },
    "dob": "2000-01-30",
    "ein": "123456789",
  },
  "loanData": [
    {
      "id": 768943,
      "state": "draft",
      "loanAmount": 1000000.11,
      "loanTerm": 52,
      "contractDate": "2024-05-22",
      "firstPaymentDate": "2024-06-22",
      "loanClass": "gold",
      "loanType": "instalment",
      "oFee": 200.55,
      "disbursementAmount": 800000.88,
      "discountSavings": "0.00",
      "discountDate": "2024-05-27",
      "renewalIncrement": 8,
      "applicationId": 79834,
      "disbursementFee": "25.99",
      "fundedDate": "2024-06-13",
      "partnerId": 75475,
      "leadId": 456312,
      "ccrScore": 800,
      "clarityScore": 788,
      "daysOverDue": 12,
      "amountOverdue": 1987.32,
      "contractBalance": 421123.33, 
    },
    {
      "id": 768944,
      "state": "active",
      "loanAmount": 1000000.11,
      "loanTerm": 52,
      "contractDate": "2024-05-22",
      "firstPaymentDate": "2024-06-22",
      "loanClass": "gold",
      "loanType": "instalment",
      "oFee": 200.55,
      "disbursementAmount": 800000.88,
      "discountSavings": "0.00",
      "discountDate": "2024-05-27",
      "renewalIncrement": 8,
      "applicationId": 79834,
      "disbursementFee": "25.99",
      "fundedDate": "2024-06-13",
      "partnerId": 75475,
      "leadId": 456313,
      "ccrScore": 800,
      "clarityScore": 788,
      "daysOverDue": 12,
      "amountOverdue": 1987.32,
      "contractBalance": 421123.33, 
    }
  ]
}

Example Response (Failure)

Code Block

language	json

{
    "statusCode": 400,
    "description": "Giggle ID <ID> not found.",
    "name": "Bad Request"
}

Error Handling

In case of errors, the response will contain an appropriate error message with details on what caused the error. Make sure to handle these errors.

Notes

Ensure that the required fields are provided in the request body; otherwise, the API will return an error indicating the missing fields.
The <api_key> in the headers must be valid and active for the access to the Customer record to be successful.

...

Update a Customer Record

End Point URL

Code Block
https://www.giggle.tasksuite.com/webhook/json/v1/json/customers/<giggle_id:int>

Request Method

PATCH

Request Body

The request body must be a JSON payload with the following fields. Please keep in mind that all fields are optional.

	Field	Sub-Field	Description	Data Type/Format
1	active		Either “true” or “false” indicating whether the customer is active or not.	Boolean
2	customerType		Either “person” or “company” indicating the type of customer record.	String
3	ssn		The Social Security Number of the contact person.	Integer
4	dob		The Date of Birth of the customer	String (YYYY-MM-DD)
5	name		The first name of the customer.	String
6	surname		The last name of the customer.	String
7	accessUserName		The first and last name of the customer.	String (firstname_lastname) E.G: john_doe
8	email		Email address of the customer.	String (johndoe@email.com)
9	companyName		Name of the company the customer is affiliated with.	String
10	ein		Employer identification number provided by the employer.	String Must be nine digits in length
11	address		The address of the Customer	Object
12		street1	Street address of the customer.	String
13		street2	Additional address details (e.g. suite number)	String
14		country	Country Code where the Customer’s address resides.	String Must be three characters (e.g. USA)
15		state	State of the customer’s address.	String
16		city	City of the customer’s address.	String
17		zip	Zip Code of the customer’s address.	String
18	phone			Object
19		number	Phone number of the user	Integer (e.g. XXX-XXX-XXXX)
20		type	The type of phone the user has.	String (office, mobile)
21		carrierVerified	This is true if the carrier associated with this phone number is verified. true or false	Boolean
22		carrierName	The name of the carrier for this phone number	String

Response

The response will indicate the success or failure of the request to the Contact endpoint. The details of the response may vary based on the implementation of the API. A typical response will be a JSON object containing a success message or an error message.

Example PATCH Request

The following example is how one would update a customer record in the TaskSuite system.

Body

Code Block

language	json

{
   "active": true,
   "customerType": "person",
   "ssn": "123456789",
   "dob": "2000-01-30",
   "name": "John",
   "surname": "Doe",
   "accessUserName": "john_doe",
   "email": "john.doe@email.com",
   "companyName": "ABC Company L.L.C",
   "ein": "123456789",
   "address": {
        "street1": "123 Main St.",
        "street2": "Suite 5.",
        "country": "USA",
        "city": "Austin",
        "state": "TX",
        "zip": "22222",
   },
   "phone": {
        "number": "123-456-7890",
        "type": "mobile",
        "carrierVerified": true,
        "carrierName": "AT&T",
   }
}

Example (Python)

Code Block

language	py

import requests
import json

url = "https://www.giggle.tasksuite.com/webhook/json/v1/json/customers/<giggle_id:int>"

headers = {
  'Content-Type': 'application/json',
  'Authorization': 'Bearer <api_key>'
}

payload = json.dumps({
   "active": true,
   "customerType": "person",
   "ssn": 123456789,
   "dob": "2000-01-30",
   "name": "John",
   "surname": "Doe",
   "accessUserName": "john_doe",
   "email": "john.doe@email.com",
   "companyName": "ABC Company L.L.C",
   "ein": 123456789,
   "address": {
        "street1": "123 Main St.",
        "street2": "Suite 5.",
        "country": "USA",
        "city": "Austin",
        "state": "TX",
        "zip": "22222",
   },
   "phone": {
        "number": "123-456-7890",
        "type": "mobile",
        "carrierVerified": true,
        "carrierName": "AT&T",
   }
})

response = requests.request("PATCH", url, headers=headers, data=payload)

Example Response (Success)

Code Block
{ "statusCode": 200, "status": "OK", "message": "Customer Successfully Updated", "error": false, "giggleId": 123456, }

Example Response (Failure)

Code Block

language	json

{
    "statusCode": 400,
    "description": "Giggle ID <ID> not found.",
    "name": "Bad Request"
}

Error Handling

In case of errors, the response will contain an appropriate error message with details on what caused the error. Make sure to handle these errors.

Notes

Ensure that the required fields are provided in the request body; otherwise, the API will return an error indicating the missing fields.
The <api_key> in the headers must be valid and active for the access to the Customer record to be successful.

...

Delete a Customer Record

End Point URL

Code Block
https://www.giggle.tasksuite.com/webhook/json/v1/json/customers/<giggle_id:int>

Request Method

DELETE

Request Body

None

Response

The response will indicate the success or failure of the request to the Contact endpoint. The details of the response may vary based on the implementation of the API. A typical response will be a JSON object containing a success message with the details of the Customer or an error message.

Example DELETE Request

The following is an example of how one would perform a GET request in the TaskSuite system.

Example (Python)

Code Block

import requests
import json

url = "https://www.giggle.tasksuite.com/webhook/json/v1/json/customers/<giggle_id:int>"

headers = {
  'Content-Type': 'application/json',
  'Authorization': 'Bearer <api_key>'
}

response = requests.request("DELETE", url, headers=headers)

Example Response (Success)

Code Block
{ "statusCode": 200, "status": "OK", "message": "Customer Successfully Deleted", "error": false, "giggleId": 123456, }

Example Response (Failure)

Code Block
{ "statusCode": 400, "description": "Giggle ID <ID> not found.", "name": "Bad Request" }

Error Handling

In case of errors, the response will contain an appropriate error message with details on what caused the error. Make sure to handle these errors.

Notes

Ensure that the required fields are provided in the request body; otherwise, the API will return an error indicating the missing fields.
The <api_key> in the headers must be valid and active for the access to the Customer record to be successful.

Support

If there are any errors or discrepancies with this document or the related API endpoints. Please reach out to support@tasksuite.com and a support engineer with handle your query.

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Versions Compared

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New Version Current

Key

Introduction

Authentication

Create a Customer Record

End Point URL

Request Method

Request Body

Response

Example POST Request

Body

Example (Python)

Example Response (Success)

Example Response (Failure)

Error Handling

Notes

Read a Customer Record

End Point URL

Request Method

Request Body

Response

Example GET Request

Example (Python)

Example Response (Success)

Example Response (Failure)

Error Handling

Notes

Update a Customer Record

End Point URL

Request Method

Request Body

Response

Example PATCH Request

Body

Example (Python)

Example Response (Success)

Example Response (Failure)

Error Handling

Notes

Delete a Customer Record

End Point URL

Request Method

Request Body

Response

Example DELETE Request

Example (Python)

Example Response (Success)

Example Response (Failure)

Error Handling

Notes

Support