Leadsimple

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• Search Deals

  Search for deals/leads by name, email, phone, or address across all pipelines. Use this to find a specific owner lead, tenant lead, or applicant.

• Get Pipeline Summary

  Get a summary of all pipelines and how many deals are in each stage. Use this for a quick overview of the sales funnel.

• List Deals

  List deals/leads in LeadSimple with optional filters

• Get Deal

  Get full details for a specific deal/lead

• Create Deal

  Create a new deal/lead in LeadSimple

• Update Deal

  Update a deal or workflow process — move to a new stage, update notes, assign to a user, etc. Works for both sales deals (/deals) and processes (/processes); the endpoint is auto-detected from the ID.

• List Contacts

  List contacts in LeadSimple

• Create Contact

  Create a new contact in LeadSimple

• Update Contact

  Update an existing contact

• List Pipelines

  List all pipelines in LeadSimple (owner leads, tenant leads, etc.)

• Get Pipeline

  Get details and stages for a specific pipeline

• Get Pipeline Stages

  Get all stages for a specific pipeline

• Get Pipeline Deals

  Get all deals in a specific pipeline

• List Processes

  List active processes/workflows in LeadSimple. Returns slim rows (id, name, stage, process_type_id, property address, tenant names, link, created_at). Filter by process_type_id (server-side) and/or stage_id (filtered client-side, so all matches across pages are gathered and returned).

• Get Process

  Get details for a specific process

• Create Process

  Start a new process/workflow for a contact

• List Process Types

  List all available process types/templates

• List Tasks

  List pending tasks in LeadSimple

• List Conversations

  List conversations (emails, texts, calls) in LeadSimple

• Create Note

  Add a note to a LeadSimple deal. Provide deal_id — Deals are the only note parent the API accepts with our key. Maps to LS /notes (parent_id + parent_type + description).

• Send Text Message

  Send an SMS through LeadSimple. Provide `body` plus ONE of: `to` (recipient E.164, e.g. +12149247097), `deal_id`, or `contact_id` — the recipient number is auto-resolved from the deal/contact when `to` is omitted. `from` defaults to the DWC SMS number.

• List Ls Properties

  List properties in LeadSimple

• Get Ls Property

  Get details for a specific property in LeadSimple

• Get Deal Status Report

  Get a report on deal status across pipelines

• Get Deal Aging Report

  Get a report showing how long deals have been in each stage