dialsheet.io
DocsAPI & Integrations

API & Integrations

Use the Dialsheet REST API, MCP server, or AI Coworker agent to automate your sales workflow, connect external tools, and build on top of your CRM.

Pro feature
Authentication
All API requests require your personal API key. Generate one at Settings → API Keys.

Pass your key in every request as a Bearer token:

Authorization: Bearer ds_your_api_key

Base URL

https://www.dialsheet.io
Leads
GET
/api/v1/leads

List leads. Supports ?search=, ?status=, ?page=, ?limit=

POST
/api/v1/leads

Create a new lead

GET
/api/v1/leads/:id

Get a single lead with full details

PUT
/api/v1/leads/:id

Update lead info or status

DELETE
/api/v1/leads/:id

Delete a lead

# Search leads
curl "https://www.dialsheet.io/api/v1/leads?search=acme&status=new" \
  -H "Authorization: Bearer ds_your_api_key"

# Create a lead
curl -X POST "https://www.dialsheet.io/api/v1/leads" \
  -H "Authorization: Bearer ds_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{"name":"Jane Smith","email":"jane@acme.com","company":"Acme","phone":"+1-555-000-1234"}'

# Update lead status
curl -X PUT "https://www.dialsheet.io/api/v1/leads/{id}" \
  -H "Authorization: Bearer ds_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{"status":"qualified"}'
Emails
GET
/api/v1/email-accounts

List your configured mailboxes (needed to get email_account_id)

POST
/api/v1/emails

Send an email via a configured mailbox

GET
/api/v1/emails

List sent email history. Supports ?lead_id=

# Step 1 — get your mailbox IDs
curl "https://www.dialsheet.io/api/v1/email-accounts" \
  -H "Authorization: Bearer ds_your_api_key"

# Step 2 — send an email
curl -X POST "https://www.dialsheet.io/api/v1/emails" \
  -H "Authorization: Bearer ds_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "email_account_id": "your-mailbox-uuid",
    "to_email": "prospect@company.com",
    "subject": "Quick intro",
    "body_text": "Hi, just reaching out...",
    "lead_id": "optional-lead-uuid"
  }'
SMS
POST
/api/v1/sms

Send an SMS to a lead via Twilio

GET
/api/v1/sms

List SMS history. Supports ?lead_id=

curl -X POST "https://www.dialsheet.io/api/v1/sms" \
  -H "Authorization: Bearer ds_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{"lead_id":"lead-uuid","message":"Hey, following up on our call!"}'
Tasks & Notes
GET
/api/v1/tasks

List tasks. Supports ?lead_id=, ?completed=false

POST
/api/v1/tasks

Create a task or follow-up reminder

PUT
/api/v1/tasks/:id

Update or complete a task

DELETE
/api/v1/tasks/:id

Delete a task

GET
/api/v1/notes

List notes. Supports ?lead_id=

POST
/api/v1/notes

Add a note with optional call outcome

# Create a follow-up task
curl -X POST "https://www.dialsheet.io/api/v1/tasks" \
  -H "Authorization: Bearer ds_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{"title":"Follow up with Jane","lead_id":"lead-uuid","due_date":"2026-03-20T10:00:00Z","priority":"high"}'

# Log a call note
curl -X POST "https://www.dialsheet.io/api/v1/notes" \
  -H "Authorization: Bearer ds_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{"lead_id":"lead-uuid","content":"Spoke for 10 min, very interested","outcome":"interested"}'
Calls   Opportunities   Tags
GET
/api/v1/calls

Call history. Supports ?lead_id=, ?limit=

GET
/api/v1/opportunities

List deals. Supports ?stage=, ?lead_id=

POST
/api/v1/opportunities

Create a deal/opportunity

PUT
/api/v1/opportunities/:id

Update deal stage or value

GET
/api/v1/tags

List all tags

POST
/api/v1/tags

Create a tag

GET
/api/v1/sequences

List sequences/campaigns

POST
/api/v1/sequences/:id/enroll

Enroll a lead in a sequence

Response format

All responses are JSON. Errors always include an error field.

# Success
{ "lead": { "id": "...", "name": "Jane Smith", ... } }

# Error
{ "error": "Lead not found" }  // HTTP 404
{ "error": "Unauthorized" }    // HTTP 401 — check your API key

List endpoints return a wrapper object, e.g. { "leads": [...], "total": 142 }

Questions? Reach out via the community or open an issue on GitHub.GitHub