Karlia Fr Karlia API

Name: Karlia API
Brand: Karlia API
Availability: InStock

★ Only Publicly Available OpenAPI DocumentCRMContact Managementbearer44 EndpointsREST

For Agents

Manage customers, opportunities, projects, tickets, and supplier records inside a Karlia French CRM tenant. 44 endpoints covering CRM, project, ticketing, and supplier workflows.

Install Jentic One Beta

Connect the Karlia API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Karlia API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Karlia API.

Create and update customer and supplier records via /customers and /suppliers endpoints

Track sales opportunities through the pipeline via the /opportunities endpoints

Drive client projects and ticket queues via /projects and /ticketing endpoints

GET STARTED

Start building with Karlia API

Explore with Jentic

View OpenAPI Document

Use Cases

Patterns agents use Karlia API for, with concrete tasks.

★ Lead-to-Customer Pipeline Automation

Capture leads from a French website form, push them into Karlia as customer records, and immediately spawn an opportunity in the right pipeline stage. The /customers and /opportunities endpoints accept create payloads with custom fields, so a webhook-triggered automation routes inbound French B2B leads end-to-end without sales reps re-keying data into the CRM.

Create a customer via POST /customers from a website form payload, then POST /opportunities with the customer ID and a 'Discovery' stage.

Client Project and Ticket Operations

Run client delivery work inside Karlia by spinning up projects per signed engagement and routing inbound issues to the ticket queue. The /projects and /ticketing endpoints expose CRUD-level operations, ownership, and status fields, so a services team can automate kickoff (project + first task) and customer support (ticket create + assignment) without manual data entry.

Create a project for customer {id} via POST /projects and open an associated ticket via POST /tickets when a support email arrives.

Supplier and Purchase Sync

Mirror supplier records and purchase orders between Karlia and an external accounting tool so French SMBs avoid re-keying invoices and purchase data. The /suppliers, /purchases, and /products endpoints cover the full B2B procurement model that Karlia tracks for service firms, with bank account links surfaced through /bank.

List suppliers via GET /suppliers and upsert each into the accounting system, then post a new purchase via POST /purchases when a PO is signed.

Activity Capture from Email and Calendar

Push events, calls, notes, and tasks into Karlia from email, calendar, and softphone tools so account managers see a single timeline per customer. The activity endpoints (/events, /notes, /tasks) accept the customer or opportunity ID directly, which means a low-code automation can fan out inbound communications to the right Karlia record automatically.

Create a note via POST /notes summarising a meeting and link it to customer {id} and opportunity {id}.

Agent-Driven French CRM Operations

An AI assistant for a French services firm uses Jentic to update Karlia when an account manager says 'log a call with Acme' or 'create an opportunity for Dupont'. Jentic resolves the customer by name, picks the right endpoint, and executes the call, while bearer-token credentials stay in the vault and never reach the agent's prompt.

Use the Jentic search 'log a call in Karlia', load the schema, and POST /calls with the customer ID and call summary.

Key Endpoints

44 endpoints — jentic publishes the only available openapi specification for karlia api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

GET

/customers

List customers

POST

/customers

Create a new customer

POST

/opportunities

Create a sales opportunity

POST

/projects

Create a client project

POST

/notes

Add a note to a customer or opportunity

POST

/webhooks

Subscribe to platform events

GET

/customers

List customers

POST

/customers

Create a new customer

POST

/opportunities

Create a sales opportunity

POST

/projects

Create a client project

POST

/notes

Add a note to a customer or opportunity

POST

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Karlia bearer tokens are stored encrypted in the Jentic vault. Agents receive scoped execution tokens so the raw Karlia bearer never appears in prompts or transcripts.

Intent-based discovery

Agents search by intent (for example, 'create a Karlia opportunity' or 'open a support ticket') and Jentic returns the matching path with its body schema, removing the need to read Karlia documentation in French to construct the request.

Time to first call

Direct Karlia integration: 2-3 days for token management, custom field handling, and webhook setup. Through Jentic: under an hour to call any of the 44 endpoints by intent.

FAQs

Specific to using Karlia API through Jentic.

Why is there no official OpenAPI spec for Karlia API?

Karlia does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call Karlia API via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the Karlia API use?

The API uses HTTP bearer tokens. Each request must include `Authorization: Bearer {token}` issued from the Karlia tenant settings. Through Jentic the token is held encrypted in the vault and injected at execution time, so the agent never has direct access to the secret.

Can I create a sales opportunity attached to a customer with the Karlia API?

Yes. POST /opportunities accepts a customer reference and pipeline stage in the body, and the response includes the opportunity ID for follow-up calls. Use GET /customers first if you need to resolve a customer by name to its Karlia ID.

What are the rate limits for the Karlia API?

Karlia does not publish hard rate limits in the OpenAPI spec. In practice the platform tolerates typical SMB-CRM traffic and returns HTTP 429 on bursts. Use webhook subscriptions via POST /webhooks to avoid polling and stay below the throttle.

How do I open a support ticket for a Karlia customer through Jentic?

Run `pip install jentic` and search Jentic for 'create a Karlia ticket'. Jentic returns the schema for POST /tickets; supply the customer ID, subject, and body, then execute to open the ticket and route it to the right queue.

Does the Karlia API support custom fields on customer records?

Yes. GET /customers/custom-fields lists the custom field definitions configured for the tenant, and the customer payload accepts custom field values when creating or updating a record. This is essential for French firms that store SIRET numbers or sector codes.

Is the Karlia API free?

API access is bundled with Karlia paid plans. The free Jentic tier covers integration plumbing, but the underlying CRM seats and storage are billed by Karlia.

Karlia Fr Karlia API

Connect the Karlia API to your agent

Capabilities

Start building with Karlia API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs