Introduction to Dalil AI APi Documentation

API Documentation

Dalil AI is a CRM platform for managing contacts, companies, deals, tasks, and notes. This API gives you full programmatic access to all CRM data — create, read, update, delete, and search any record in your workspace.

Base URL: https://app.usedalil.ai

Quick Start

1. Get your API key from your Dalil AI workspace: Settings → API Keys

2. Make your first request:

curl -G "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "limit=5"

curl -G "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "limit=5"

curl -G "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "limit=5"

3. Explore the guides below to start building your integration.

Every request requires Authorization: Bearer YOUR_API_KEY in the header. Without it, you'll get a 401 Unauthorized response.

How the API Works

Dalil AI exposes two interfaces:

Interface	Path	Purpose
REST API	`/rest/...`	All CRUD operations — create, read, update, delete, list
GraphQL	`/graphql`	Full-text search only (returns record IDs)

The Search Pattern

Full-text search (searching by name, title, etc.) goes through GraphQL, but GraphQL only returns IDs. You then fetch the full records via REST. This two-step approach applies to all standard entities:

Step 1: POST /graphql  →  get list of recordIds
Step 2: GET /rest/{entity}?filter=id[in]:[id1,id2]  →  get full records

Step 1: POST /graphql  →  get list of recordIds
Step 2: GET /rest/{entity}?filter=id[in]:[id1,id2]  →  get full records

Step 1: POST /graphql  →  get list of recordIds
Step 2: GET /rest/{entity}?filter=id[in]:[id1,id2]  →  get full records

Pipelines use a different GraphQL query (searchPipeline) — see the Pipeline guide for details.

Important Conventions at a Glance

Convention	Rule
Currency amounts	In micros — multiply by 1,000,000 (e.g., $50 → `50000000`)
SELECT / MULTI_SELECT	Values must be `UPPER_SNAKE_CASE`
Link fields (LinkedIn, domain, X)	Always `{ primaryLinkUrl, primaryLinkLabel, secondaryLinks: [] }`
Person name	Nested object `{ firstName, lastName }`, not flat fields
Note / Task body	Use `bodyV2` with `{ markdown, blocknote }` — or send plain `body` text for auto-conversion
Filter parameters	URL-encode them — they contain `[`, `]`, `:` characters that break raw URLs

Guides

Guide	What It Covers
Authentication	API key setup, auth headers, error codes
Pagination, Filtering & Sorting	Cursor pagination, filter syntax, comparators, sorting
Field Types	Data formats for every field type — TEXT, CURRENCY, LINKS, FULL_NAME, etc.
Metadata	Discovering custom fields, pipelines, and workspace members
Webhooks	Real-time event notifications

Resources

Core Entities

Resource	Endpoint	Operations
Person	`/rest/people`	Create, Get, List, Update, Delete, Search
Company	`/rest/companies`	Create, Get, List, Update, Delete, Search
Opportunity	`/rest/opportunities`	Create, Get, List, Update, Delete, Search

Activity Entities

Resource	Endpoint	Operations
Note	`/rest/notes`	Create, Get, List, Update, Delete, Search
Task	`/rest/tasks`	Create, Get, List, Update, Delete, Search

Relationship Entities

Notes and tasks are standalone records. Use these endpoints to link them to people, companies, or opportunities.

Resource	Endpoint	Operations
Note Relation	`/rest/noteTargets`	Create, Get, List, Update, Delete
Task Relation	`/rest/taskTargets`	Create, Get, List, Update, Delete

Dynamic Entities

Resource	Endpoint	Operations
Pipeline	`/rest/{namePlural}`	Create, Get, List, Update, Delete, Search

Pipeline endpoints are dynamic — you must discover the namePlural for each pipeline via the Metadata API before using them.

Common Workflows

Create a person and attach a note

# Step 1: Create the person
curl -X POST "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": {"firstName": "Jane", "lastName": "Doe"}}'

# Step 2: Create the note
curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title": "Intro call", "body": "Discussed product fit."}'

# Step 3: Link note to person
curl -X POST "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"noteId": "note-uuid", "personId": "person-uuid"}'

# Step 1: Create the person
curl -X POST "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": {"firstName": "Jane", "lastName": "Doe"}}'

# Step 2: Create the note
curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title": "Intro call", "body": "Discussed product fit."}'

# Step 3: Link note to person
curl -X POST "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"noteId": "note-uuid", "personId": "person-uuid"}'

# Step 1: Create the person
curl -X POST "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": {"firstName": "Jane", "lastName": "Doe"}}'

# Step 2: Create the note
curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title": "Intro call", "body": "Discussed product fit."}'

# Step 3: Link note to person
curl -X POST "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"noteId": "note-uuid", "personId": "person-uuid"}'

Search for a company by name

# Step 1: GraphQL search
curl -X POST "https://app.usedalil.ai/graphql" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"company\"], limit: 5) { edges { node { recordId label } } } }",
    "variables": {"searchInput": "Acme"}
  }'

# Step 2: Fetch full records (use IDs from step 1)
curl -G "https://app.usedalil.ai/rest/companies" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=id[in]:[id1,id2]" \
  --data-urlencode "depth=1"

# Step 1: GraphQL search
curl -X POST "https://app.usedalil.ai/graphql" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"company\"], limit: 5) { edges { node { recordId label } } } }",
    "variables": {"searchInput": "Acme"}
  }'

# Step 2: Fetch full records (use IDs from step 1)
curl -G "https://app.usedalil.ai/rest/companies" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=id[in]:[id1,id2]" \
  --data-urlencode "depth=1"

# Step 1: GraphQL search
curl -X POST "https://app.usedalil.ai/graphql" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"company\"], limit: 5) { edges { node { recordId label } } } }",
    "variables": {"searchInput": "Acme"}
  }'

# Step 2: Fetch full records (use IDs from step 1)
curl -G "https://app.usedalil.ai/rest/companies" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=id[in]:[id1,id2]" \
  --data-urlencode "depth=1"

Paginate through all people

# Page 1
curl -G "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "limit=60" \
  --data-urlencode "order_by=createdAt[DescNullsLast]"

# Page 2 (pass the last record's ID as starting_after)
curl -G "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "limit=60" \
  --data-urlencode "order_by=createdAt[DescNullsLast]" \
  --data-urlencode "starting_after=LAST-RECORD-UUID"

# Page 1
curl -G "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "limit=60" \
  --data-urlencode "order_by=createdAt[DescNullsLast]"

# Page 2 (pass the last record's ID as starting_after)
curl -G "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "limit=60" \
  --data-urlencode "order_by=createdAt[DescNullsLast]" \
  --data-urlencode "starting_after=LAST-RECORD-UUID"

# Page 1
curl -G "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "limit=60" \
  --data-urlencode "order_by=createdAt[DescNullsLast]"

# Page 2 (pass the last record's ID as starting_after)
curl -G "https://app.usedalil.ai/rest/people" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "limit=60" \
  --data-urlencode "order_by=createdAt[DescNullsLast]" \
  --data-urlencode "starting_after=LAST-RECORD-UUID"

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