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EstiWise

Interact with EstiWise API (Customers, Documents, Estimations, Offers and Calculations)

Actions15

Customer → Get Many

AI-generated

Summary

Retrieve multiple customers from the EstiWise CRM with optional pagination, sorting, and various filters.

Inputs

  • Return All — Choose whether to return all matching customers or limit the number of results.
  • Limit — Set the maximum number of customer records to return (applicable if Return All is false).
  • Page Index — Specify the zero-based page number for paginated results.
  • Order By — Select the customer field to order the results by (default is 'createdAt').
  • Order — Set the sort direction, either ascending (ASC) or descending (DESC).
  • Additional Fields — Optional filters including search by name or email, favorites only flag, region filter, and creation date range (Received From and Received To).

Output shape

a list of customer records as individual output items

The API returns customers in a paginated fashion; if 'Return All' is true, up to 100 customers are returned. Results are extracted from the 'results' property of the API response. Each customer record is output separately.

Examples

Example 1: Retrieve up to 10 customers created most recently

Set Return All to false, Limit to 10, Order By to 'createdAt', and Order to 'DESC'.

Example 2: Retrieve all favorite customers in a specific region

Set Return All to true, enable Favorites Only, and specify the Region filter.

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