# User Onboarding Dashboard Documentation All the user onboarding dashboard APIs are in the context of a user. The APIs will identify the user using the `api_key` provided in the API calls. **Dashboard Tab** * Create API ``` { name: "dummy name", sequence: 1 } ``` * Delete API - dashboard_tab_id in the URL params * Listing API - Array of objects order by the sequence number ``` [ { name: "dummy name", sequence: 1 }, { name: "dummy name 1", sequence: 2 } ] ``` * Update API (Name and Sequence) ``` { name: "dummy name", sequence: 1 } ``` * Single Dashboard Tab Details API (dashboard_tab_id URL parameter required) ``` { name: "dummy name", sequence: 1, use_case_widgets: [ { id: 1, dashboard_tab_id: 1, use_case: { { id: 1, identifier: "use case id", title: "use case title", name: "use case name", description: "use case description" } }, sequence: 1 } ] } ``` **UseCaseWidget APIs (For a dashboard tab)** All the use_case_widgets will be inside a dashboard tab context * Listing API ``` [ { id: 1, dashboard_tab_id: 1, use_case: { { id: 1, identifier: "use case id", title: "use case title", name: "use case name", description: "use case description" } }, sequence: 1 }, { id: 1, dashboard_tab_id: 1, use_case: { { id: 1, identifier: "use case id", title: "use case title", name: "use case name", description: "use case description" } }, sequence: 1 } ] ``` * Delete API - use_case_widget_id in the URL params * Add API ``` { dashboard_tab_id: 1, use_case_id: 1, sequence: 1 } ``` * Update API (Use-Case, Sequence) ``` { dashboard_tab_id: 1, use_case_id: 1, sequence: 1 } ``` **UseCases** * Listing API - This API will not have the usecases which are already added to widgets for this user. ``` [ { id: 1, identifier: "use case id", title: "use case title", name: "use case name", description: "use case description" }, { id: 1, identifier: "use case id", title: "use case title", name: "use case name", description: "use case description" } ] ``` * Details API ``` { id: 1, identifier: "use case id", title: "use case title", name: "use case name", description: "use case description" } ``` ##TODO - **Permanent Widgets** - Use case widget configured API **URL:** **PATCH /api/v0/dashboard_tabs/:dashboard_tab_id/use_case_widgets/:id** ``` { configured: Boolean } ``` Response: ``` { data: { id: :Integer, dashboard_tab_id: :Integer, application_use_case: :JSON, sequence: :Integer, configured: :Boolean }, message: "Widget Updated Successfully!" } ``` **** - Create a custom event for user performed actions **_Types:_** - ContactSearch - AccountSearch - VerifyAccount - VerifyContact - ViewAccount - ViewContact **** - Create recent contact search event **URL:** **POST /api/v0/user_events** Request Body: ``` { type: "ContactSearch", input: { contact_id: :Integer, criteria: {}, contact_count: :Integer, } } ``` - Get recent contact searches API **URL:** **GET /api/v0/contact_searches** Response: ``` [ { type: "ContactSearch", data: { contact_id: :Integer, criteria: {}, count: :Integer, }, }, ] ``` - Create recent account search API **URL:** **POST /api/v0/user_events** Request Body: ``` { { type: "AccountSearch", input: { account_id: :Integer, criteria: {}, count: :Integer, }, }, } ``` - Get recent account searches API **URL:** **GET /api/v0/search_accounts** Response: ``` [ { type: "AccountSearch", data: { account_id: :Integer, criteria: {}, account_count: 123, }, }, ] ``` - Create recently viewed account API **URL:** **POST /api/v0/user_events** Request Body: ``` { type: "ViewAccount", input: { account_id: :Integer } } ``` - Get recently viewed accounts objects limit 5 **URL:** **GET /api/v0/view_accounts** ``` [ { type: "ViewAccount", data: { account_id: :Integer, } }, ] ``` - Create recently viewed contact API URL: POST /api/v0/user_events ``` { type: "ViewContact", input: { contact_id: :Integer, } } ``` - Get recently viewed contact objects limit 5 **URL:** **POST /api/v0/view_contacts** ``` [ { type: "ViewContact", data: { contact_id: :Integer } } ] ``` - Create recently verified contact API **URL:** **POST /api/v0/user_events** Request Body: ``` { type: "VerifyContact", input: { contact_id: :Integer, } } ``` - Get recently verified contact **URL** **GET /api/v0/verify_contacts** Response ``` { type: "VerifyContact", data: { contact_id: :Integer, } } ``` - Create recently verified contact API **URL:** **POST /api/v0/user_events** Request Body: ``` { type: "VerifyAccount", input: { account_id: :Integer, } } ``` - Get recently verified account **URL** **GET /api/v0/verify_account** Response ``` { type: "VerifyAccount", data: { account_id: :Integer, } } ``` **** - Get recent viewed companies API URL: GET /api/v0/recently_viewed_companies ``` [{ annual_cost_of_revenue: "165536.0" annual_gross_profit: "114986.0" annual_net_income: "11588.0" annual_operating_income: "11588.0" city_name: "Seattle" company_location: "2127 7th Ave., Seattle, WA, 98109, United States" contacts_count: 7759 country_name: "United States" date_founded: null description: "Amazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. We are driven by the excitement of building technologies, inventing products, and providing services that change lives. We embrace new ways of doing things, make decisions quickly, and are not afraid to fail. We have the scope and capabilities of a large company, and the spirit and heart of a small one.\n\nTogether, Amazonians research and develop new technologies from Amazon Web Services to Alexa on behalf of our customers: shoppers, sellers, content creators, and developers around the world.\n\nOur mission is to be Earth's most customer-centric company. Our actions, goals, projects, programs, and inventions begin and end with the customer top of mind.\n\nYou'll also hear us say that at Amazon, it's always \"Day 1.\"​ What do we mean? That our approach remains the same as it was on Amazon's very first day - to make smart, fast decisions, stay nimble, invent, and focus on delighting our customers." employee_low: 10001 employee_range: "10001+" employees_linkedin: 573743 es_seo_keywords: null es_web_technographics: null es_web_traffic_data: null fiscal_year: 2019 homepage_url: "http://www.amazon.com" id: 1604 industry: "Internet" is_fresh: true is_watchlisted: true li_updated_at: "2021-07-14T10:06:59.128Z" linkedin_name: "Amazon" linkedin_url: "https://www.linkedin.com/company/1586" location_area: "Seattle, US-WA, United States" logo_url: "https://dealsignal.s3.amazonaws.com/production/company/Amazon_1604.jpeg" name: "Amazon" phone: "+1 206 266 1000" revenue: "280522.0" revenue_high: null revenue_low: 1000 sic_codes: "5961" sic_explanations: "Retail-Catalog and Mail-Order Houses" state_name: "WA" street_address: "2127 7th Ave." ticker: "AMZN", zip_code: "98109" }] ``` - Get recent verified companies API URL: GET /api/v0/recently_verified_companies ``` [{ annual_cost_of_revenue: "165536.0" annual_gross_profit: "114986.0" annual_net_income: "11588.0" annual_operating_income: "11588.0" city_name: "Seattle" company_location: "2127 7th Ave., Seattle, WA, 98109, United States" contacts_count: 7759 country_name: "United States" date_founded: null description: "Amazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. We are driven by the excitement of building technologies, inventing products, and providing services that change lives. We embrace new ways of doing things, make decisions quickly, and are not afraid to fail. We have the scope and capabilities of a large company, and the spirit and heart of a small one.\n\nTogether, Amazonians research and develop new technologies from Amazon Web Services to Alexa on behalf of our customers: shoppers, sellers, content creators, and developers around the world.\n\nOur mission is to be Earth's most customer-centric company. Our actions, goals, projects, programs, and inventions begin and end with the customer top of mind.\n\nYou'll also hear us say that at Amazon, it's always \"Day 1.\"​ What do we mean? That our approach remains the same as it was on Amazon's very first day - to make smart, fast decisions, stay nimble, invent, and focus on delighting our customers." employee_low: 10001 employee_range: "10001+" employees_linkedin: 573743 es_seo_keywords: null es_web_technographics: null es_web_traffic_data: null fiscal_year: 2019 homepage_url: "http://www.amazon.com" id: 1604 industry: "Internet" is_fresh: true is_watchlisted: true li_updated_at: "2021-07-14T10:06:59.128Z" linkedin_name: "Amazon" linkedin_url: "https://www.linkedin.com/company/1586" location_area: "Seattle, US-WA, United States" logo_url: "https://dealsignal.s3.amazonaws.com/production/company/Amazon_1604.jpeg" name: "Amazon" phone: "+1 206 266 1000" revenue: "280522.0" revenue_high: null revenue_low: 1000 sic_codes: "5961" sic_explanations: "Retail-Catalog and Mail-Order Houses" state_name: "WA" street_address: "2127 7th Ave." ticker: "AMZN", zip_code: "98109" }] ``` - Get recent viewed contacts API URL: GET /api/v0/recently_viewed_contacts ``` [{ city_id: null company: { annual_cost_of_revenue: "17136.0" annual_gross_profit: "15000.0" annual_net_income: "4570.0" annual_operating_income: "4570.0" city_name: "St Paul" company_location: "3M Center, St Paul, MN, 55144, Us" country_name: "United States" date_founded: "1902-01-01" employee_low: 10001 employee_range: "10001+", employees_linkedin: 64564 } company_name: "3M" country_id: 1 email: "mike.roman@3m.com" email_status: "Verified" email_status_order: null first_name: "Mike" headline: "Chairman of the Board at 3M" id: 10143069 image_url: "https://media-exp1.licdn.com/dms/image/C4E03AQG3qEAL3B-Akg/profile-displayphoto-shrink_100_100/0/1548179259770?e=1637193600&v=beta&t=hk86aT1pa0Ju3Jnt4r971_4w530Wl5_8ccomcqpalNc" industry: "Electrical & Electronic Manufacturing" is_fresh: true is_watchlisted: true last_name: "Roman" li_updated_at: "2021-09-14T05:26:26.015Z" linkedin_url: "https://www.linkedin.com/in/mike-roman-7758204" location: "St Paul, Minnesota, United States" location_area: "US-MN, United States" logo_url: "https://dealsignal.s3.amazonaws.com/production/contact/Mike_Roman_10143069.jpeg" middle_name: null name: "Mike Roman" phone: "613-498-5900" phone_verified: true popularity: 51000 remark: null search_data: "Mike Roman 3M" search_on_name: "Mike Roman" state_id: 24 updated_at: "2021-09-20T17:53:23.563Z" valid_email: false }] ``` - Get recent verified contacts API URL: GET /api/v0/recently_verified_contacts ``` [{ city_id: null company: { annual_cost_of_revenue: "17136.0" annual_gross_profit: "15000.0" annual_net_income: "4570.0" annual_operating_income: "4570.0" city_name: "St Paul" company_location: "3M Center, St Paul, MN, 55144, Us" country_name: "United States" date_founded: "1902-01-01" employee_low: 10001 employee_range: "10001+", employees_linkedin: 64564 } company_name: "3M" country_id: 1 email: "mike.roman@3m.com" email_status: "Verified" email_status_order: null first_name: "Mike" headline: "Chairman of the Board at 3M" id: 10143069 image_url: "https://media-exp1.licdn.com/dms/image/C4E03AQG3qEAL3B-Akg/profile-displayphoto-shrink_100_100/0/1548179259770?e=1637193600&v=beta&t=hk86aT1pa0Ju3Jnt4r971_4w530Wl5_8ccomcqpalNc" industry: "Electrical & Electronic Manufacturing" is_fresh: true is_watchlisted: true last_name: "Roman" li_updated_at: "2021-09-14T05:26:26.015Z" linkedin_url: "https://www.linkedin.com/in/mike-roman-7758204" location: "St Paul, Minnesota, United States" location_area: "US-MN, United States" logo_url: "https://dealsignal.s3.amazonaws.com/production/contact/Mike_Roman_10143069.jpeg" middle_name: null name: "Mike Roman" phone: "613-498-5900" phone_verified: true popularity: 51000 remark: null search_data: "Mike Roman 3M" search_on_name: "Mike Roman" state_id: 24 updated_at: "2021-09-20T17:53:23.563Z" valid_email: false }] ``` - Get recent viewed contacts API URL: GET /api/v0/recently_viewed_contacts ``` [{ city_id: null company: { annual_cost_of_revenue: "17136.0" annual_gross_profit: "15000.0" annual_net_income: "4570.0" annual_operating_income: "4570.0" city_name: "St Paul" company_location: "3M Center, St Paul, MN, 55144, Us" country_name: "United States" date_founded: "1902-01-01" employee_low: 10001 employee_range: "10001+", employees_linkedin: 64564 } company_name: "3M" country_id: 1 email: "mike.roman@3m.com" email_status: "Verified" email_status_order: null first_name: "Mike" headline: "Chairman of the Board at 3M" id: 10143069 image_url: "https://media-exp1.licdn.com/dms/image/C4E03AQG3qEAL3B-Akg/profile-displayphoto-shrink_100_100/0/1548179259770?e=1637193600&v=beta&t=hk86aT1pa0Ju3Jnt4r971_4w530Wl5_8ccomcqpalNc" industry: "Electrical & Electronic Manufacturing" is_fresh: true is_watchlisted: true last_name: "Roman" li_updated_at: "2021-09-14T05:26:26.015Z" linkedin_url: "https://www.linkedin.com/in/mike-roman-7758204" location: "St Paul, Minnesota, United States" location_area: "US-MN, United States" logo_url: "https://dealsignal.s3.amazonaws.com/production/contact/Mike_Roman_10143069.jpeg" middle_name: null name: "Mike Roman" phone: "613-498-5900" phone_verified: true popularity: 51000 remark: null search_data: "Mike Roman 3M" search_on_name: "Mike Roman" state_id: 24 updated_at: "2021-09-20T17:53:23.563Z" valid_email: false }] ``` - Get recent accounts, contacts & Searches API URL: GET /api/v0/recently_verified_accounts_contacts_searches ``` [ { type: "contact", city_id: null company: { annual_cost_of_revenue: "17136.0" annual_gross_profit: "15000.0" annual_net_income: "4570.0" annual_operating_income: "4570.0" city_name: "St Paul" company_location: "3M Center, St Paul, MN, 55144, Us" country_name: "United States" date_founded: "1902-01-01" employee_low: 10001 employee_range: "10001+", employees_linkedin: 64564 } company_name: "3M" country_id: 1 email: "mike.roman@3m.com" email_status: "Verified" email_status_order: null first_name: "Mike" headline: "Chairman of the Board at 3M" id: 10143069 image_url: "https://media-exp1.licdn.com/dms/image/C4E03AQG3qEAL3B-Akg/profile-displayphoto-shrink_100_100/0/1548179259770?e=1637193600&v=beta&t=hk86aT1pa0Ju3Jnt4r971_4w530Wl5_8ccomcqpalNc" industry: "Electrical & Electronic Manufacturing" is_fresh: true is_watchlisted: true last_name: "Roman" li_updated_at: "2021-09-14T05:26:26.015Z" linkedin_url: "https://www.linkedin.com/in/mike-roman-7758204" location: "St Paul, Minnesota, United States" location_area: "US-MN, United States" logo_url: "https://dealsignal.s3.amazonaws.com/production/contact/Mike_Roman_10143069.jpeg" middle_name: null name: "Mike Roman" phone: "613-498-5900" phone_verified: true popularity: 51000 remark: null search_data: "Mike Roman 3M" search_on_name: "Mike Roman" state_id: 24 updated_at: "2021-09-20T17:53:23.563Z" valid_email: false }, { type: "contact", annual_cost_of_revenue: "165536.0" annual_gross_profit: "114986.0" annual_net_income: "11588.0" annual_operating_income: "11588.0" city_name: "Seattle" company_location: "2127 7th Ave., Seattle, WA, 98109, United States" contacts_count: 7759 country_name: "United States" date_founded: null description: "Amazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. We are driven by the excitement of building technologies, inventing products, and providing services that change lives. We embrace new ways of doing things, make decisions quickly, and are not afraid to fail. We have the scope and capabilities of a large company, and the spirit and heart of a small one.\n\nTogether, Amazonians research and develop new technologies from Amazon Web Services to Alexa on behalf of our customers: shoppers, sellers, content creators, and developers around the world.\n\nOur mission is to be Earth's most customer-centric company. Our actions, goals, projects, programs, and inventions begin and end with the customer top of mind.\n\nYou'll also hear us say that at Amazon, it's always \"Day 1.\"​ What do we mean? That our approach remains the same as it was on Amazon's very first day - to make smart, fast decisions, stay nimble, invent, and focus on delighting our customers." employee_low: 10001 employee_range: "10001+" employees_linkedin: 573743 es_seo_keywords: null es_web_technographics: null es_web_traffic_data: null fiscal_year: 2019 homepage_url: "http://www.amazon.com" id: 1604 industry: "Internet" is_fresh: true is_watchlisted: true li_updated_at: "2021-07-14T10:06:59.128Z" linkedin_name: "Amazon" linkedin_url: "https://www.linkedin.com/company/1586" location_area: "Seattle, US-WA, United States" logo_url: "https://dealsignal.s3.amazonaws.com/production/company/Amazon_1604.jpeg" name: "Amazon" phone: "+1 206 266 1000" revenue: "280522.0" revenue_high: null revenue_low: 1000 sic_codes: "5961" sic_explanations: "Retail-Catalog and Mail-Order Houses" state_name: "WA" street_address: "2127 7th Ave." ticker: "AMZN", zip_code: "98109" }, { type: "search", criteria: {}, company_count: 123, name: 'Recent company search #001' } ] ```