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Apex27 CRM

Interact with the Apex27 CRM API

Actions122

Client Portal → Get Sign-In URL

AI-generated

Summary

Generate a sign-in URL for a client portal user based on their email address, optionally sending an invitation if the user is not found.

Inputs

  • Email (required) — The email address of the client portal user for whom to generate the sign-in URL.
  • Send Invite If Not Found — Specifies whether to send an invitation to the email if no existing user is found (Yes or No). Defaults to No.
  • Custom Headers — Additional HTTP headers to include with the request, provided as name-value pairs.

Output shape

a single JSON object containing the sign-in URL or relevant invitation status information

The operation returns a single object with the sign-in URL tied to the given email. If 'Send Invite If Not Found' is enabled and the user does not exist, an invitation may be sent, and the output will reflect that action's result.

Examples

Example 1: Generate sign-in link for existing portal user

Provide user's email; set 'Send Invite If Not Found' to No; optionally add any custom headers needed by the API.

Example 2: Generate sign-in link and invite if user absent

Provide email; set 'Send Invite If Not Found' to Yes; include any custom headers for authentication.

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