Endpoint Directory

All endpoints below require X-API-Key: YOUR_API_KEY and are prefixed by https://api.vflo.app.

Records

Method	Endpoint	Purpose
`POST`	Create a lead	Create a lead, or update the open lead with the same email.
`GET`	Search leads	Find leads by email or name.
`POST`	Create a client	Create a client.
`GET`	Search clients	Find clients by email or name.
`POST`	Create a case	Create a case and its configured forms.
`GET`	Search cases	Find cases by ID, number, or client email.
`GET`	Get a case	Read one case.
`PATCH`	Update a case status	Change a case status.

Method	Endpoint	Purpose
`POST`	Create a note	Create a note.
`GET`	List notes	List notes for a record.
`GET`	Get a note	Read one note.
`PATCH`	Update a note	Change one note.
`GET`	List workflows	List templates for task creation.

For inbound integrations, use this order:

Search for an existing client or case. For leads, skip this: lead/create updates the open lead with the same email.
Create the record only when no existing match is found.
Use the returned VisaFlo ID for a task, note, file upload, or case update.
Store the VisaFlo ID in your integration so later requests remain idempotent.

caseId is VisaFlo’s record ID. It is different from the human-readable caseNumber shown to staff and clients.