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Postman Documentation with Examples

https://documenter.getpostman.com/view/5921778/UVeJM5kQ#58b4c01b-291d-49a4-b04c-d71e90e1ba07

Authentication

To authenticate your integration you will need to provide user id and password of an actual user defined in SmartAdvocate system. System administrators will be able to set permissions for this user to ensure that the integration only has access to appropriate cases and operations. This means that you might not be able to access certain cases and some of the operations (for example, Insert Note) might not be available.

POST RequestToken

https://app.smartadvocate.com/CaseSyncAPI/Users/authenticate

BODY raw

Code Block
languagejson
{
    "Username":"test",
    "Password":"test"
}

Returns user name, id and token.

Code Block
languagejson
{
  "username": "test",
  "userID": 677,
  "token": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY3NyIsImhvc3QiOiIiLCJuYmYiOjE2MjA2NjU2MjYsImV4cCI6MTYyMDY3MjgyNiwiaWF0IjoxNjIwNjY1NjI2LCJpc3MiOiJTbWFydEFkdm9jYXRlVGVzdCJ9.LA2ObLE4AAa_DvoYGSBP0A44aonFB_O7mqKcrZYrLXc"
}

All other methods require authorization using bearer token - you will need to set the header "Authorization" with the value of "Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY3NyIsImhvc3QiOiIiLCJuYmYiOjE2MjA2NjU2MjYsImV4cCI6MTYyMDY3MjgyNiwiaWF0IjoxNjIwNjY1NjI2LCJpc3MiOiJTbWFydEFkdm9jYXRlVGVzdCJ9.LA2ObLE4AAa_DvoYGSBP0A44aonFB_O7mqKcrZYrLXc" for the above example.

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Case

GET GetCaseInfo

https://app.smartadvocate.com/CaseSyncAPI/case/CaseInfo?Casenumber=9000002%

PARAMS

Casenumber 9000002%

Example Response

Code Block
languagejson
[
  {
    "caseID": 516718,
    "caseNumber": "9000002",
    "caseTypeID": 1249,
    "caseType": "ATS-Guatemala",
    "caseStatusID": 827,
    "caseStatus": "UM Arb Filed",
    "caseStatusFrom": "2021-02-17T21:14:00Z",
    "officeID": 2,
    "officeName": "New York",
    "plaintiffs": [
      {
        "id": 620837,
        "name": "Tim, Berton",
        "role": "(P)-Point of Contact",
        "contactID": 1695568,
        "primary": true,
        "primaryContact": true
      }
    ],
    "secondStatuses": [
      {
        "statusID": 890,
        "fromDate": "2021-04-30T16:37:00Z",
        "statusTypeName": "Dialer Status",
        "statusName": "Do not dial"
      }
    ],
    "createdDate": "2019-01-03T16:06:34.663Z",
    "modifiedDate": "2021-08-03T20:22:58.41Z"
  }
]

CaseNotes

GET byCaseNumber

Get a list of notes by case number.

https://app.smartadvocate.com/CaseSyncAPI/case/notes/byCaseNumber?CaseNumber=9000002

PARAMS

CaseNumber

9000002

Example Response

Code Block
[
  {
    "noteID": 2764065,
    "caseID": 516718,
    "caseNumber": "9000002",
    "noteTypeID": 42,
    "noteTypeName": "Adjuster Defendant",
    "noteText": "test&nbsp;&nbsp; <strong>sdfsdfsdf </strong>sdfsdfsdf",
    "uniqueContactId": 1631752,
    "uniqueContactName": "Ilinykh, Andrey",
    "priority": "Normal",
    "userID": 488,
    "noteDate": "2021-05-03T20:08:00Z",
    "createdDate": "2021-05-03T20:08:24.237Z",
    "subject": "",
    "isSharedinCP": false,
    "isSharedWithAll": false
  },
  {
    "noteID": 2762816,
    "caseID": 516718,
    "caseNumber": "9000002",
    "noteTypeID": 10,
    "noteTypeName": "Case",
    "noteText": "Case Retained SignUp kit received",
    "uniqueContactId": 1631752,
    "uniqueContactName": "Selizhuk, Igor V., Esq.",
    "priority": "Normal",
    "userID": 345,
    "noteDate": "2020-05-05T21:18:00Z",
    "createdDate": "2020-05-05T21:17:46.97Z",
    "subject": "",
    "isSharedinCP": false,
    "isSharedWithAll": false
  }
]

GET byCaseID

Get a list of notes by case id.

https://app.smartadvocate.com/CaseSyncAPI/case/5/notes

Example Response

Code Block
[
  {
    "noteID": 2764065,
    "caseID": 516718,
    "caseNumber": "9000002",
    "noteTypeID": 42,
    "noteTypeName": "Adjuster Defendant",
    "noteText": "test&nbsp;&nbsp; <strong>sdfsdfsdf </strong>sdfsdfsdf",
    "uniqueContactId": 1631752,
    "uniqueContactName": "Ilinykh, Andrey",
    "priority": "Normal",
    "userID": 488,
    "noteDate": "2021-05-03T20:08:00Z",
    "createdDate": "2021-05-03T20:08:24.237Z",
    "subject": "",
    "isSharedinCP": false,
    "isSharedWithAll": false
  },
  {
    "noteID": 2762816,
    "caseID": 516718,
    "caseNumber": "9000002",
    "noteTypeID": 10,
    "noteTypeName": "Case",
    "noteText": "Case Retained SignUp kit received",
    "uniqueContactId": 1631752,
    "uniqueContactName": "Selizhuk, Igor V., Esq.",
    "priority": "Normal",
    "userID": 345,
    "noteDate": "2020-05-05T21:18:00Z",
    "createdDate": "2020-05-05T21:17:46.97Z",
    "subject": "",
    "isSharedinCP": false,
    "isSharedWithAll": false
  }
]

POST InsertNote

Insert a new note into a case.

https://app.smartadvocate.com/CaseSyncAPI/case/note

BODY Raw

Code Block
{
        "caseID": 516718,
        "noteTypeID": 90,
        "noteText": "<b>UTC test - 2021-04-22T11:40:51 +05:00</b>",
        "uniqueContactId": 1694683,
        "priority": "Normal",
        "formID": 0,
        "noteDate": "2021-04-22T11:40:51+05:00",
        "subject": "test",
        "isSharedinCP": false,
        "isSharedWithAll": false
}

PUT UpdateNote

Update an existing note in a case.

https://app.smartadvocate.com/CaseSyncAPI/case/note

BODY Raw

Code Block
{
    "noteID": 2763942,    
    "noteTypeID": 90,
    "noteText": "test insert2",
    "isSharedinCP": true,
    "isSharedWithAll": false
}

POST FilteredCaseNotes

Returns recently inserted/modified notes. List of case numbers is optional. Supports paging.

https://app.smartadvocate.com/CaseSyncAPI/case/notes/byDatePaged

BODY Raw

Code Block
{
    "modifiedFromDateTime": "2020-05-01T05:00:00.0000000\u002B00:00",
    "modifiedToDateTime": "2021-05-07T01:16:18.2190000\u002B00:00",
    "caseNumbers": [
       
    ],
    "pageRequest": {
        "currentPage": 0,
        "pageSize": 11
    }
}

...

Returns specific note identified by the note id.

https://app.smartadvocate.com/CaseSyncAPI/case/note/2763942

...

Returns note types defined in SmartAdvocate system.

https://app.smartadvocate.com/CaseSyncAPI/case/note/types

Example Response

...

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