Distributions
Route incoming leads to different schedules based on predefined filters. Configure filters using attributes such as geographic location, interest, lead score, or custom fields. When a new lead is received, the API evaluates these filters to automatically assign the lead to the appropriate schedule. This feature streamlines the lead distribution process, enabling quicker response times and more targeted engagement.
GET /schedule_distributions
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_distributions
List Distribution records.
Lists the Lead Distribution rules that move leads from one schedule to a target schedule whenever they match a filter group. When filtering by ids, results are returned in their configured sortable order.
Params
| Param name | Description |
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ids Optional |
Return records matching these ids.
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page Optional |
Return the next page of results.
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per_page Optional |
How many results to return per page. The default is 25.
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created_at_to Optional |
Date formatted like 2016-01-01 12:25:15 -0500
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created_at_from Optional |
Date formatted like 2016-01-01 12:25:15 -0500
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fulltext Optional |
Search for any record that matches this text
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time_zone Optional |
Date ranges will be parsed using this time zone.
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columns Optional |
Specify the columns you would like returned by the API for a given resource.
Limiting the columns can significantly increase API response time since only the requested data will be processed.
columns=uuid,number,created_at
Must be any combination of:
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root Optional |
Pass
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GET /schedule_distributions/new
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_distributions/new
Build Distribution with defaults.
Returns a blank Lead Distribution record populated with default attribute values, without saving it.
Params
| Param name | Description |
|---|---|
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schedule_id Optional Blank value allowed |
Schedule
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target_schedule_id Optional Blank value allowed |
Target Schedule
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filter_group_id Optional Blank value allowed |
The lead will be moved to the target schedule when it matches this Filter Group.
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name Optional Blank value allowed |
Name
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description Optional Blank value allowed |
Description
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token_value_ids Optional Blank value allowed |
Leads matching these tokens will be moved to the target schedule.
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record_token_filter_list Optional Blank value allowed |
Assign filters to the object by passing an array of key:value pairs
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POST /schedule_distributions
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_distributions
Create Distribution.
Creates a Lead Distribution rule that reassigns leads on the given schedule to target_schedule whenever they match filter_group_id. If no description is provided, one is generated from the target schedule's name.
Params
| Param name | Description |
|---|---|
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schedule_id Optional Blank value allowed |
Schedule
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target_schedule_id Optional Blank value allowed |
Target Schedule
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filter_group_id Optional Blank value allowed |
The lead will be moved to the target schedule when it matches this Filter Group.
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name Optional Blank value allowed |
Name
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description Optional Blank value allowed |
Description
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token_value_ids Optional Blank value allowed |
Leads matching these tokens will be moved to the target schedule.
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record_token_filter_list Optional Blank value allowed |
Assign filters to the object by passing an array of key:value pairs
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record_token_filter_id Optional Blank value allowed |
Attach an existing Record Token Filter instead of building one from token_value_ids or record_token_filter_list.
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GET /schedule_distributions/:id
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_distributions/:id
Get Distribution by id.
Fetches a single Lead Distribution rule by id.
PUT /schedule_distributions/:id
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_distributions/:id
Update Distribution by id.
Updates a Lead Distribution rule's target schedule or description. The source schedule and filter group are set at creation and are not part of this endpoint's editable fields.
Params
| Param name | Description |
|---|---|
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schedule_id Optional Blank value allowed |
Schedule
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target_schedule_id Optional Blank value allowed |
Target Schedule
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filter_group_id Optional Blank value allowed |
The lead will be moved to the target schedule when it matches this Filter Group.
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name Optional Blank value allowed |
Name
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description Optional Blank value allowed |
Description
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token_value_ids Optional Blank value allowed |
Leads matching these tokens will be moved to the target schedule.
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record_token_filter_list Optional Blank value allowed |
Assign filters to the object by passing an array of key:value pairs
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DELETE /schedule_distributions/:id
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_distributions/:id
Destroy Distribution by id.
Deletes a Lead Distribution rule by id. Leads on the source schedule will no longer be moved to the target schedule for that filter match.