REST API endpoints and scopes
This page lists every endpoint in the Helpin REST API and the scope a token needs to call it. All paths are relative to the base URL, https://api.helpin.ai/public/v1 on Helpin Cloud. For request and response details of each endpoint, use the API reference or the OpenAPI file at https://api.helpin.ai/public/v1/openapi.json.
Scopes
A token can only use endpoints whose scope it was given. A workspace manager chooses the scopes when creating an automation account, within what the workspace policy allows.
Scope | Lets the token |
|---|---|
| Read workspace context: identity, teams, members, repositories, and search |
| Read project work: tasks, epics, sprints, objectives, labels, and workflows |
| Create and update project work |
| Read documents, collections, and spaces |
| Create and update documents, collections, and spaces |
| Publish and unpublish Help Center articles |
| Read CRM records |
| Add notes and update CRM records |
| Read support conversations |
| Assign, move, tag, and rename support conversations. It never sends replies to customers. |
| Read agents and runs |
| Start and cancel agent runs |
A read-only account can only call endpoints that read data, even if it was given a write scope. Product areas that aren't enabled for the workspace, such as CRM or Support, return 403 forbidden.
Context
The authenticated identity, workspace directory, and cross-product search.
Method | Path | What it does | Scope |
|---|---|---|---|
GET |
| Get the authenticated identity and workspace |
|
GET |
| List workspace members |
|
GET |
| List connected repositories |
|
GET |
| Search the workspace |
|
GET |
| List teams |
|
Tasks
Tasks, comments, checklists, and workflow state.
Method | Path | What it does | Scope |
|---|---|---|---|
GET |
| List tasks |
|
POST |
| Create a task |
|
POST |
| Create tasks in bulk under an epic |
|
GET |
| Get task context |
|
GET |
| Get a task |
|
PATCH |
| Update a task |
|
POST |
| Archive a task |
|
GET |
| List checklist items |
|
POST |
| Add a checklist item |
|
PATCH |
| Update a checklist item |
|
GET |
| List task comments |
|
POST |
| Add a task comment |
|
POST |
| Restore an archived task |
|
PUT |
| Move a task to a workflow state |
|
Planning
Epics, sprints, objectives, labels, and workflows.
Method | Path | What it does | Scope |
|---|---|---|---|
GET |
| List epics |
|
POST |
| Create an epic |
|
GET |
| Get an epic |
|
PATCH |
| Update an epic |
|
GET |
| List labels |
|
GET |
| List objectives |
|
GET |
| Get an objective |
|
GET |
| List sprints |
|
POST |
| Create a sprint |
|
GET |
| Get a sprint |
|
PATCH |
| Update a sprint |
|
GET |
| List a sprint's tasks |
|
GET |
| List team workflows and their states |
|
Docs
Spaces, collections, and documents, including publishing.
Method | Path | What it does | Scope |
|---|---|---|---|
GET |
| List collections |
|
POST |
| Create a collection |
|
PATCH |
| Update or move a collection |
|
GET |
| List documents |
|
POST |
| Create a document |
|
GET |
| Search documents |
|
GET |
| Get a document |
|
PATCH |
| Update document metadata |
|
POST |
| Archive a document |
|
GET |
| Read document content |
|
POST |
| Move a document |
|
POST |
| Publish a document |
|
POST |
| Restore an archived document |
|
POST |
| Unpublish a document |
|
GET |
| List spaces |
|
POST |
| Create a space |
|
PATCH |
| Update a space |
|
CRM
Contacts, companies, deals, pipelines, and signals.
Method | Path | What it does | Scope |
|---|---|---|---|
POST |
| Log an activity |
|
GET |
| List companies |
|
GET |
| Get a company |
|
PATCH |
| Update a company |
|
GET |
| List contacts |
|
GET |
| Get a contact |
|
PATCH |
| Update a contact |
|
GET |
| List deals |
|
POST |
| Create a deal |
|
GET |
| Get a deal |
|
PATCH |
| Update a deal |
|
POST |
| Add a deal note |
|
PUT |
| Move a deal to a pipeline stage |
|
GET |
| List pipelines |
|
GET |
| List signals |
|
Support
Support conversations, messages, tags, and routing. The API can organize conversations but can't send replies.
Method | Path | What it does | Scope |
|---|---|---|---|
GET |
| List conversations |
|
GET |
| Get a conversation |
|
PATCH |
| Rename a conversation |
|
PUT |
| Assign or unassign a conversation |
|
PUT |
| Move a conversation to another inbox |
|
GET |
| List public messages |
|
POST |
| Tag a conversation |
|
DELETE |
| Remove a tag from a conversation |
|
GET |
| List inboxes |
|
GET |
| List tags |
|
Agents
Helpin agents and durable agent runs.
Method | Path | What it does | Scope |
|---|---|---|---|
POST |
| Start an agent run |
|
GET |
| Get an agent run |
|
POST |
| Cancel an agent run |
|
GET |
| List agents |
|
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