Transaction

InterfaceShort Description
POST /api/{context}/transaction/Create

Create a new Transaction in Aegis CRM

Partner

InterfaceShort Description
GET /partner/ID/{text}

Retrieve a partner by using their ID as the look-up value.

GET /api/{context}/partner/Username/{text}

Retrieve a partner by using their username as the look-up value.

GET /partner/Email/{text}

Retrieve a partner by using their primary email address as the look-up value.

GET /api/{context}/partner/Search

Search for all partners using the field values provided.

GET /partner/TransactionHistory/{text}

Retrieve a Partner's transaction history (using their ID).

GET /partner/SolicitationHistory/{text}

Retrieve a Partner's solicitation history (using their ID).

GET /partner/PledgeHistory/{text}

Retrieve a Partner's pledge history (using their ID).

POST /partner/Register

Create a new partner by registering them with a new username and password.

POST /partner/Login

Retrieve a partner from the database by looking them up by their web username and validating their password is correct.

PUT /partner/ChangePassword

Update a partner's password using their old web login information.

PUT /partner/Save

Save a partner with all of the supplied information.

POST /partner/Create

Create a new partner in Aegis CRM.

POST /api/{context}/partner/Subscriptions

Create a new partner to subscription relationship if it doesn't exist in Aegis CRM.

GET /partner/AskArray

Retrieve Ask Array by Partner ID and AskArray Code

GET /partner/Prefixes

Retrieve a list of all note types.

GET /partner/Suffixes

Retrieve a list of all note types.

GET /partner/CustomData/{text}/{secondary}

Retrieve a partner by Custom data field value

Appeal

InterfaceShort Description
GET /appeal/All

Retrieve a list of all appeals.

GET /appeal/ID/{text}

Retrieve an appeal by its ID

GET /appeal/AskArrays

Retreive List of all Available Ask Arrays

GET /appeal/Name/{text}

Retrieve appeals by its Name

CustomData

InterfaceShort Description
GET /customdata/All

Retrieve a list of all custom data fields.

GET /customdata/ID/{text}

Retrieve a custom data field by its ID (Name).

Event

InterfaceShort Description
GET /event/All

Retrieve a list of all events.

GET /event/ID/{text}

Retrieve an event by its ID

POST /event/AssignSponsor

Create a new event sponsorship assignment in Aegis CRM.

POST /event/AssignVolunteerstoShifts

Assign a volunteer to shift in Aegis CRM.

Fund

InterfaceShort Description
GET /fund/All

Retrieve a list of all funds.

GET /fund/ID/{text}

Retrieve a Fund by its ID

POST /Fund/Create

Create a fund in Aegis CRM.

PUT /Fund/Save

Save a fund with all of the supplied information.

Inventory

InterfaceShort Description
GET /inventory/All

Retrieve a list of all inventory items.

GET /inventory/ID/{text}

Retrieve a product by its ID (SKU)

GET /inventory/Categories

Retrieve a list of all inventory Product Category Tree by WarehouseID.

GET /inventory/Name/{text}

Retrieve a list of inventory items based on description.

OriginSourceDefinition

InterfaceShort Description
GET /OriginSourceDefinition/All

Retrieve a list of all origin sources.

GET /OriginSourceDefinition/ID/{text}

Retrieve an origin source by its Id (i.e., name).

POST /api/{context}/OriginSourceDefinition/Create

Create an origin source definition in Aegis CRM.

PUT /OriginSourceDefinition/Save

Save an origin source definition with all of the supplied information.

PartnerNote

InterfaceShort Description
GET /partnernote/GetByPartner/{text}

Retrieve a list of notes filtered by partner ID.

POST /partnernote/Create

Create a partner note

GET /api/{context}/partnernote/Types

Retrieve a list of all note types.

PlannedGiving

InterfaceShort Description
GET /plannedgiving/AssignmentsByUser/{text}

Retrieve a list of RDD Assignments by a user's email address.

GET /plannedgiving/UsersAssigned

Retrieve a list of users assigned as RDDs

Pledge

InterfaceShort Description
GET /pledge/GetByPartner/{text}

Retrieve all pledges for a particular partner by using their ID as the look-up value.

POST /pledge/Create

Create a new pledge in Aegis CRM.

PUT /pledge/Save

Save a pledge with all of the supplied information.

Subscription

InterfaceShort Description
GET /subscription/All

Retrieve all Defined Subscriptions (not deleted and deleted).

Query

InterfaceShort Description
GET /query/All

Retrieve a list of all custom queries

POST /query/Search

Retrieve a list of all custom queries with a given value in the Name

GET /query/FetchResults

Fetch paged results for an Aegis CRM custom query

HealthCheck

InterfaceShort Description
GET /HealthCheck/Get

Get the HealthStatus of API