Forms API Improvements
GET /forms/templates/{id}/layout
Capabilities
Returns the full field layout of a form template, resolved from the org’s form definition cache.
Includes inactive definitions, so historical or draft templates can still be rendered; returns a friendly not-found when no template matches.
Example use cases
Render a Crelate form natively inside an external candidate or client portal.
Build a preview of a form template before sending a request.
GET /formfields/info · /formresponses/info
Capabilities
Customer-level “info” metadata endpoints exposing the field/schema definitions for form fields and form responses (the underlying entities are otherwise internal).
Returns the structural definition you need to interpret form data programmatically
Example use cases
Map Crelate form fields to columns in a downstream data warehouse.
Validate or label form-response payloads in an integration before processing.
Relationships Retrieval API
User-friendly, read-oriented access to the relationship graph between records, with group and type codes resolved to human-readable names.
GET /relationships
Capabilities
Filters by parent_id, target_id, group_code and type_code, composed safely server-side (no raw query grammar exposed).
Paged with offset/limit (capped at the platform max) and a whitelisted sort_by (ModifiedOn, CreatedOn, group or type) to prevent arbitrary sort injection.
Returns a collection with TotalCount and MoreRecords, with group/type codes resolved to friendly names.
Enforces both feature entitlement and per-user read permission on relationships.
Example use cases
Build an org chart or referral-network view for an account in an external app.
Export a contact’s relationships for analytics or reporting.
GET /relationships/{relationshipId}
Capabilities
Retrieves a single relationship by id, with group and type names resolved; returns not-found on an unknown id.
Example use cases
Drill into a specific connection surfaced elsewhere in a UI.
Confirm a relationship’s type after a write operation.
GET /relationships/definitions.
Capabilities
Returns the relationship groups and types configured for the org (codes + names), ordered by name
Example use cases
Populate filter dropdowns before calling GET /relationships.
Translate group/type codes in stored data back to labels.
Webhooks CRUD
First-class API management of V3 webhooks, so integrations can subscribe to record changes without a Crelate admin in the loop.
GET /webhooks · /webhooks/{id}
Capabilities
List (paged) and single-record retrieval returning a focused field set: id, created/modified timestamps, URL, name, status, target entity type and operation type.
Example use cases
Build a webhook-management screen in an integration’s admin UI.
Audit which events an integration is currently subscribed to.
POST /webhooks
Capabilities
Creates a webhook from name, url, status (1 = Activated, 0 = Deactivated), operationName (Create / Update / Delete) and entityName (Contacts / Jobs / Companies).
Validates the operation and entity names up front and defaults new webhooks to V3; returns the new record’s id.
(Activate/deactivate toggles exist but remain Crelate-internal, not customer-exposed.)
Example use cases
Register a “new contact created” subscription that pushes to an external CRM.
Wire a “job updated” notification into a Slack or messaging integration.
