What are the most common URBLD API workflows?
Create a lead, book an appointment, generate an estimate, send a contract for signature, convert a signed contract into a job, issue an invoice, and record a payment. All seven fit into a single sequence of API calls under one lifecycle_number.
Create a lead
bash
curl -X POST https://api.urbld.com/v1/leads \
-H "Authorization: Bearer $TOKEN" \
-H "Content-Type: application/json" \
-d '{
"name": "Jane Homeowner",
"phone": "+15551234567",
"email": "jane@example.com",
"source": "google_ads",
"service_needed": "roof_replacement",
"address": "123 Elm St, Austin, TX 78701"
}'Book an appointment
ts
const res = await fetch("https://api.urbld.com/v1/appointments", {
method: "POST",
headers: {
Authorization: `Bearer ${token}`,
"Content-Type": "application/json",
},
body: JSON.stringify({
lead_id: leadId,
starts_at: "2026-07-10T14:00:00-05:00",
duration_minutes: 60,
assigned_to: "user_01HABC",
type: "estimate",
}),
});
const appointment = await res.json();Generate an estimate
python
estimate = requests.post(
"https://api.urbld.com/v1/estimates",
headers={"Authorization": f"Bearer {token}"},
json={
"customer_id": customer_id,
"line_items": [
{"description": "Asphalt shingle replacement", "quantity": 22, "unit": "square", "unit_price": 425},
{"description": "Underlayment", "quantity": 22, "unit": "square", "unit_price": 45},
],
"tax_rate": 0.0825,
},
timeout=10,
).json()Ask Jarvis (AI manager)
bash
curl -X POST https://api.urbld.com/v1/jarvis/ask \
-H "Authorization: Bearer $TOKEN" \
-H "Content-Type: application/json" \
-d '{
"prompt": "How many leads are unassigned older than 24 hours?",
"channels": ["dashboard"]
}'Jarvis is grounded — it must call internal tools for every count or list and cannot hallucinate metrics. See the Jarvis feature page.
Send an SMS via the unified inbox
ts
await fetch("https://api.urbld.com/v1/messages", {
method: "POST",
headers: { Authorization: `Bearer ${token}`, "Content-Type": "application/json" },
body: JSON.stringify({
channel: "sms",
to_customer_id: customerId,
body: "Hi Jane — confirming your estimate visit tomorrow at 2pm.",
}),
});FAQ
Frequently Asked Questions
Straight answers about how URBLD runs the business end-to-end.