Create a Smart View | Close | Developer API Documentation

curl -X POST https://api.close.com/api/v1/saved_search/ \
     -H "Content-Type: application/json" \
     -u "<CLOSE_API_KEY>:" \
     -d '{
  "name": "CEOs",
  "s_query": {
    "query": {
      "queries": [
        {
          "object_type": "contact",
          "type": "object_type"
        },
        {
          "condition": {
            "mode": "full_words",
            "type": "text",
            "value": "CEO"
          },
          "field": {
            "field_name": "title",
            "object_type": "contact",
            "type": "regular_field"
          },
          "type": "field_condition"
        }
      ],
      "type": "and"
    }
  },
  "type": "contact"
}'

{
  "date_created": "2021-05-24T13:20:57.060848",
  "date_updated": "2021-05-24T13:20:57.060848",
  "description": "",
  "id": "save_6fhBU4Dzg5xCx9gOEmDLlPg3vEVIOqjteEqzpDGEkeL",
  "is_shared": false,
  "is_user_dependent": false,
  "name": "CEOs",
  "organization_id": "orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH",
  "s_query": {
    "query": {
      "negate": false,
      "queries": [
        {
          "negate": false,
          "object_type": "contact",
          "type": "object_type"
        },
        {
          "condition": {
            "mode": "full_words",
            "type": "text",
            "value": "CEO"
          },
          "field": {
            "field_name": "title",
            "object_type": "contact",
            "type": "regular_field"
          },
          "negate": false,
          "type": "field_condition"
        }
      ],
      "type": "and"
    }
  },
  "type": "contact",
  "user_id": "user_MvDoAZA889UMrgsZbnXmHkJSomSi7qk2Iwc4JnGHTbo"
}

Create a Lead or Contact Smart View.

For Lead Smart Views, the type field is optional (since lead is the default type).

When creating a Smart View, you must specify that you want to get objects of the appropriate type via an object_type clause as per the Advanced Filtering section. See the examples below.

Create a Lead or Contact Smart View. For Lead Smart Views, the `type` field is optional (since `lead` is the default `type`). When creating a Smart View, you must specify that you want to get objects of the appropriate type via an `object_type` clause as per the [Advanced Filtering](/resources/advanced-filtering/) section. See the examples below.

Authentication

AuthorizationBasic

Basic authentication of the form Basic <base64(username:)>.

AuthorizationBearer

Bearer authentication of the form Bearer <token>, where token is your auth token.

Request

This endpoint expects any.

Response

Successful response

date_createddatetime

date_updateddatetime

descriptionstring or null

idstring

is_sharedboolean

is_user_dependentboolean or null

namestring

organization_idstring

querystring or null

s_querymap from strings to any or null

typeenum

user_idstring or null

selected_fieldslist of maps from strings to any or null

shared_withlist of strings or null

sharing_settingsobject or null

Errors

400

Bad Request Error

401

Unauthorized Error

404

Not Found Error