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Partnership Referrals

Partnership referrals track the leads partners send and receive. Log referral direction and status, link referrals to deals, and attribute revenue back to the partners that sourced it.

FieldTypeDescription
iduuidUnique identifier of the referral.
account_iduuidID of the account that owns this referral.
partnership_iduuidID of the partnership this referral belongs to.
directionstringWhether the referral was received from (inbound) or sent to (outbound) the partner. One of: inbound, outbound
descriptionstringFree-text description of the referral.
statusstringLifecycle status of the referral. One of: new, qualified, converted, lost
valueint?Estimated value of the referral in integer cents.
deal_iduuid?ID of the deal this referral is linked to, if any.
referred_contact_iduuid?ID of the referred contact, if any.
referred_company_iduuid?ID of the referred company, if any.
converted_atdatetime?Timestamp when the referral was marked converted (ISO 8601); null otherwise.
created_atdatetimeTimestamp when the referral was logged (ISO 8601).
deal_namestringName of the linked deal (read-only, joined).
deal_valueint?Value of the linked deal in integer cents (read-only, joined).
deal_wonboolWhether the linked deal is in a won state (read-only, joined).
referred_contact_namestringName of the referred contact (read-only, joined).
referred_company_namestringName of the referred company (read-only, joined).
attributed_valueintRevenue attributed to this referral in integer cents: the linked won-deal value if present, otherwise the referral value (read-only, computed).

Endpoint: partnership-referrals-create

FieldTypeRequiredDescription
partnership_idstringNoID of the partnership to log the referral under.
directionstringNoDirection of the referral; defaults to inbound when omitted. One of: inbound, outbound
descriptionstringNoFree-text description of the referral.
statusstringNoLifecycle status; defaults to new when omitted. One of: new, qualified, converted, lost
valueint?NoEstimated value of the referral in integer cents.
deal_idstring?NoID of the deal to link to the referral.
referred_contact_idstring?NoID of the referred contact.
referred_company_idstring?NoID of the referred company.
Terminal window
curl -X POST https://api.driftwoodapp.com/api/partnership-referrals-create \
-H "Authorization: Bearer YOUR_TOKEN" \
-H "Content-Type: application/json" \
-d '{}'

Endpoint: partnership-referrals-delete

Endpoint: partnership-referrals-list

Endpoint: partnership-referrals-update

FieldTypeRequiredDescription
idstringNoID of the referral to update.
directionstring?NoNew direction of the referral. One of: inbound, outbound
descriptionstring?NoNew description.
statusstring?NoNew lifecycle status; transitioning to converted stamps converted_at. One of: new, qualified, converted, lost
valueint?NoNew estimated value in integer cents.
deal_idstring?NoNew linked deal ID; empty string clears the link.
referred_contact_idstring?NoNew referred contact ID; empty string clears it.
referred_company_idstring?NoNew referred company ID; empty string clears it.
Terminal window
curl -X POST https://api.driftwoodapp.com/api/partnership-referrals-update \
-H "Authorization: Bearer YOUR_TOKEN" \
-H "Content-Type: application/json" \
-d '{}'
CodeDescription
referrals.invalid_partnership_idInvalid partnership id
referrals.invalid_directionInvalid direction
referrals.invalid_deal_idInvalid deal id
referrals.invalid_contact_idInvalid contact id
referrals.invalid_company_idInvalid company id
partnerships.not_foundNot found
referrals.invalid_idInvalid id
referrals.not_foundNot found