BigChange REST in Agent Builder
Give an agent its own BigChange connection, read and change jobs, contacts, quotes, invoices and more with 202 actions, and start the agent from BigChange alerts.
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What the BigChange REST step does
The BigChange REST step lets an agent read and change records in your BigChange account as part of a run. It can fetch a job, list tomorrow's work, add a note, put a flag on a job or mark an invoice as paid. Each step does one thing, picked from 202 actions, and hands what BigChange sends back to the next step. The same connection also drives the BigChange webhook trigger, which starts an agent as soon as something you care about changes in BigChange.
Build modular AI workflows with reusable nodes
Job finished
Job status changed
Fetch the job
Get job · {{ trigger.json.data.entityId }}
Write the visit summary
GPT-5.6 Terra
Email the customer
1 action enabled
- 1BigChange REST in the Integration group of the Nodes panel.
- 2The step on the canvas. Its summary shows the action, Get job, and the job it fetches.
- 3Connection: the BigChange account this agent uses, shown by its customer ID.
- 4Endpoint: the action the step performs, chosen from the full list.
- 5The action's fields. Here the job ID comes from the alert that started the run.
Centrus works alongside BigChange. Your jobs, contacts and finance records stay in BigChange, and the agent reads and updates them there through BigChange's REST API. For attachments, PDF files and the other things the REST API does not cover, use the BigChange Web Services step instead, described in BigChange Web Services in Agent Builder. To ask about BigChange records in a conversation rather than in an agent, see BigChange REST in chat.
Add the step
Open the agent in Agent Builder and find BigChange REST in the Integration group of the Nodes panel. Drag it onto the canvas and connect the step before it to its left-hand side. Until you choose an action, its summary on the canvas reads No endpoint selected.
Job finished
Job status changed
BigChange REST
No endpoint selected
- 1BigChange REST in the Integration group. Drag it onto the canvas.
- 2The new step. It reads No endpoint selected until you choose an action in its Details panel.
On a phone, Agent Builder shows the canvas only. The Nodes panel is hidden on screens narrower than 768 pixels and the Details panel on screens narrower than 1,024 pixels, so you can follow an agent's steps on a phone but need a tablet or computer to add a BigChange step or change its settings.

Build modular AI workflows with reusable nodes
Job finished
Job status changed
Fetch the job
Get job · {{ trigger.json.data.entityId }}
Write the visit summary
GPT-5.6 Terra
Email the customer
1 action enabled
Connect the step
The BigChange connection belongs to this agent alone. It is separate from your BigChange connection in chat, so connecting one does not connect the other. One connection covers every BigChange REST step in the agent and its BigChange webhook trigger, so you only connect once per agent.
You need three values from BigChange: your Customer ID, a Client ID and a Client Secret. The connect window says where to find them: in BigChange under Admin, then API Web Services. If you cannot see that page, ask your BigChange administrator for the values.
- 1Save the agent with Save draft. Until it has been saved once, the Connection section reads Save this workflow as a draft first, then connect the account. and Connect is greyed out.
- 2Select the BigChange REST step. In the Details panel, open Connection and click Connect.
- 3In the Connect BigChange REST window, enter the Customer ID, Client ID and Client Secret, then click Connect.
- 4Connection now reads Connected, followed by your customer ID.
Not connected
Save this workflow as a draft first, then connect the account.
Not connected
Connect your BigChange REST account to use this node.
Connected · 48213
DisconnectConnect BigChange REST
Enter the BigChange REST API credentials for this account. You can find these in BigChange under Admin → API Web Services.
1Connect BigChange REST
Enter the BigChange REST API credentials for this account. You can find these in BigChange under Admin → API Web Services.
- 1Where to find the values in BigChange.
- 2Copy from existing agent, for reusing a connection you made on another agent.
- 3The three values from BigChange. The secret is hidden as you type it.
- 4Connect saves the values on this agent.
- 5The agents you can copy from, each with its customer ID.
Centrus does not check the values when you click Connect. A mistyped Client ID or Client Secret only shows up the first time the step runs, as a failed step that starts BigChange REST token request failed (HTTP 401). Try the agent with a dry run straight after connecting, as described under Test before it goes live.
Reusing a connection. If you have already connected BigChange on another agent you created, choose that agent under Copy from existing agent. Centrus fills in the three fields from it, and you click Connect to save them on this agent. The list only shows agents you created that are not archived and have a BigChange connection, so an agent someone else shared with you never appears. When there are none, the box reads No other agents with this connection.
Sharing and copying the agent. When you share an agent, its BigChange connection stays with it, and everyone who runs it uses that connection rather than their own. When you duplicate an agent, the steps are copied but the connection is not, so connect BigChange again on the copy. Copy from existing agent makes that quick. For the details, see Share an agent.
Disconnecting. Disconnect removes the credentials from this agent only. Its BigChange steps and trigger stop working until someone connects it again, and other agents keep their own connections.
Choose an action
Select the step and open Endpoint in the Details panel. Endpoint tool type holds all 202 actions in one list that starts with List jobs and the job group actions. The list has no search box and no headings, so the tables at the end of this guide are the quickest way to find the exact name you need.
Choose the BigChange endpoint this node should call.
Select an endpoint to configure its inputs.
Choose the BigChange endpoint this node should call.
Fetch one BigChange job by job ID or reference.
2- 1Endpoint tool type, open. Scroll for the action you want.
- 2A line on what the chosen action does.
- 3Who fills in the fields. Keep Set endpoint fields here.
Keep Set endpoint fields here. Let AI populate endpoint fields hides the fields so that an AI can fill them, but on a step in the agent's main flow nothing fills them in when the step runs. To have an AI choose the values, attach the step to an AI step as a tool instead, as described below.
Each action then shows its own fields in a box below. Get job has a box called Job lookup input with one field, Job ID or reference, which takes either a BigChange job ID such as 190123604 or a job reference. Larger actions have more fields, and fields marked (optional) can be left empty.
To use a value from an earlier step, open Step data references at the top of the Details panel and click a field to copy its reference, then paste it into the field you are filling in. In the overview agent, Job ID or reference holds {{ trigger.json.data.entityId }}, which is the ID of the job the BigChange alert was about.
Enter a BigChange job ID or reference to fetch the selected job endpoint data.
Downstream nodes can read this step as {{ steps.integration-bigchange_rest-1791540900000-2.json.field }}
Paste references into subject, body, field paths, or expressions. Run the workflow once to see real field names in the Runs panel.
Earlier steps
Job finished
Trigger · trigger-bigchange_rest-1791540900000-1
Run trigger
triggeredAtSet fixed note values here. Switch the endpoint mode above to let AI populate these at runtime.
- 1A text field holding a reference to the alert's entity ID.
- 2Step data references. Click a field to copy its reference.
- 3A number field. It takes a fixed number but not a reference.
Many ID fields only accept numbers, such as Entity ID and Note type ID on Create note, so a reference cannot be pasted into them. Fill those with a fixed number, or attach the step to an AI step as a tool so that the AI supplies the ID when it calls the action.
What the step passes on. When the step runs, it passes on what BigChange returned as items for the next step. Get job passes on one item, the job. A list action such as List jobs passes on one item per record, so six jobs become six items. Later steps reach their fields through Step data references, and an AI step reads all of the items together. To create or change one record for each item, put the step inside a Loop, described in Conditions, loops and approvals.
As a tool for an AI step. Connect a BigChange REST step to the Tools side of an Intelligence step and its Details panel changes. Instead of one endpoint, Actions lets you choose several, with a search box, and the AI decides when to call each one and fills in the fields itself. The step's summary on the canvas lists up to three actions, then shows the first one and a count, such as Get job worksheets +3.
Job completed with issues
Job status changed
Review the worksheet
GPT-5.6 Terra
Worksheets and flags
Get job worksheets, List flags, Create job flag
- 1The BigChange REST step attached to the Intelligence step as a tool.
- 2Actions: the BigChange actions the AI may call.
- 3Pause for approval: each call the AI makes waits for someone to approve it in the Runs panel.
Pause for approval appears on every BigChange REST step but only applies to calls an AI makes, so it has no effect on a step in the main flow. To ask someone before a main-flow step changes BigChange, put an Approval step in front of it.
Start an agent from BigChange alerts
The BigChange webhook trigger, in the Trigger group of the Nodes panel, starts the agent when BigChange reports a change you have ticked, such as a job changing status. It uses the agent's BigChange connection, so if a BigChange REST step is already connected, the trigger is too. Setting up, testing and costs for every system are covered in Start an agent from a system alert. This section covers what is particular to BigChange.
Job finished
Job status changed
Fetch the job
Get job · {{ trigger.json.data.entityId }}
Write the visit summary
GPT-5.6 Terra
Email the customer
1 action enabled
- 1Connection, shared with the agent's BigChange REST steps.
- 2Event types: the events that start a run. Only Job status changed is ticked.
- 3Set this up in BigChange: the steps to follow in BigChange and the address to paste there.
- 4Simulate webhook: runs the agent once with a sample alert.
Every event it can listen for. There are 60 event types in 14 groups. Tick only the ones the agent needs, because each alert that matches starts a run and each run uses credits.
| Group | Events |
|---|---|
| Jobs (13) | Job created, Job deleted, Job modified, Job status changed; Job group created, Job group deleted, Job group modified; Job group line item created, Job group line item deleted, Job group line item modified; Job line item created, Job line item deleted, Job line item modified |
| Contacts (3) | Contact created, Contact deleted, Contact modified |
| Invoices (3) | Invoice created, Invoice deleted, Invoice modified |
| Quotes (3) | Quote created, Quote deleted, Quote modified |
| Purchase orders (3) | Purchase order created, Purchase order deleted, Purchase order modified |
| Notes (3) | Note created, Note deleted, Note modified |
| People (3) | Person created, Person deleted, Person modified |
| Resources (3) | Resource created, Resource deleted, Resource modified |
| Users (3) | User created, User deleted, User modified |
| Sales opportunities (3) | Sales opportunity created, Sales opportunity deleted, Sales opportunity modified |
| Stock (6) | Stock details created, Stock details deleted, Stock details modified; Stock item created, Stock item deleted, Stock item modified |
| Vehicles (3) | Vehicle created, Vehicle deleted, Vehicle modified |
| Worksheets (1) | Worksheet answers modified |
| Telematics (10) | Harsh acceleration, Harsh braking, Harsh steering, Journey completed, Tracking driving, Tracking heartbeat, Tracking idling ended, Tracking idling started, Tracking trip ended, Tracking trip started |
Attachment events are not offered.
Some events arrive far more often than others. Tracking driving fires every mile, every minute or whenever a vehicle turns by more than 65 degrees, and Tracking heartbeat every six hours while a vehicle is parked with its ignition off. Tracking idling started fires once a vehicle has idled for more than two minutes. For Job status changed, BigChange only sends the statuses you pick in its portal, so pick at least one there.
Who sets it up, and where. The Centrus side is done by anyone who can edit the agent. The BigChange side needs someone who can manage API keys at developers.bigchange.com, and Set this up in BigChange lists their steps:
- 1Open API Key Management at developers.bigchange.com and find the API key this agent uses, usually named Centrus AI. Do not create a second key.
- 2On that key, open the menu, choose Manage webhooks, then Add Webhook.
- 3Paste the endpoint address shown under Set this up in BigChange. It is the same for every organisation, and Centrus routes each alert by its customer ID.
- 4Tick the same event types as the trigger. Do not tick attachment events, and do not tick Tracking driving unless the agent needs live vehicle updates. If you tick Job status changed, set the status filter.
- 5Save, then allow up to 10 minutes before the first alerts arrive.
What the trigger hands on. Each alert becomes one item for the next step, with type, the event such as job.modified.status, customerId, and a data object. data.entityId is the ID of the record that changed, so the usual next step is the matching Get action, such as Get job with Job ID or reference set to {{ trigger.json.data.entityId }}. For Job status changed, data.previousStatus and data.newStatus hold the old and new status. Worksheet answers modified pairs with List worksheet answers, using data.entityType and data.entityId. Telematics alerts already hold the full details, and their entityId is a vehicle or asset reference rather than a BigChange vehicle ID, so do not follow them with Get vehicle.
Simulating an alert. Once the agent is saved, Simulate webhook runs it once with a sample alert for the event type and entity ID you enter. Use the ID of a real record so that the Get step after it finds something. A simulated alert is a real run rather than a dry run: write actions change BigChange, and the run uses credits. The sample only holds the entity ID, so steps that read data.newStatus or data.previousStatus find them empty.
Example agents
Job finished
Job status changed
Fetch the job
Get job · {{ trigger.json.data.entityId }}
Write the visit summary
GPT-5.6 Terra
Email the customer
1 action enabled
Job completed summary emails the customer when a visit is finished. Job finished is a BigChange webhook with Job status changed ticked, and the status filter in BigChange set to the completed statuses. Fetch the job uses Get job with {{ trigger.json.data.entityId }}, so the agent has the whole job, including the contact, the site and the engineer. Write the visit summary turns the job into a short, plain note for the customer, and Email the customer sends it from the agent's Outlook connection. Each finished job costs five credits or a little more.
Weekdays at 16:00
Daily at 16:00 · Mon, Tue, Wed, Thu, Fri
Tomorrow's jobs
List jobs
Write the briefing
GPT-5.6 Terra
Email the planners
1 action enabled
Tomorrow's jobs briefing sends the planners a summary of the next day's work at 16:00 each weekday. Tomorrow's jobs uses List jobs with Date window set to Tomorrow and Status set to scheduled, and passes on one item per job. Write the briefing reads them all together and groups them by engineer, flagging jobs with no engineer or no planned start time, and Email the planners sends the result. The list costs 1 credit however many jobs it returns.
Job completed with issues
Job status changed
Review the worksheet
GPT-5.6 Terra
Worksheets and flags
Get job worksheets, List flags, Create job flag
Tell the service desk
1 action enabled
Worksheet check looks at jobs an engineer closes with issues. The trigger listens for Job status changed, with BigChange's status filter set to the completed with issues status. Review the worksheet has the BigChange REST step Worksheets and flags as a tool, with Get job worksheets, List flags and Create job flag chosen. The AI reads the job's worksheet answers, looks up the right flag and asks to put it on the job. Pause for approval is on, so each flag waits for someone to approve it in the Runs panel. Tell the service desk then emails what was found.
Test before it goes live
A dry run is the safe way to try a BigChange step. Open Runs in the toolbar, click Run now and choose Dry run (no actions performed). Read actions such as Get job and List jobs call BigChange for real, so you see real data. Write actions are skipped, and the step's summary starts with DRY RUN and says what it would have done, so nothing in BigChange changes. Run for real performs every action, including the writes.
Runs
Each run executes the workflow node-by-node. Select a run to follow its steps.
Triggered
Found 6 jobs
2Step output
{
"handles": { "main": 6 },
"items": {
"main": [
{
"id": 190123604,
"reference": "J-10482",
"status": "scheduled",
"type": "Boiler service",
"contactId": 34346334,
"contactName": "Northgate Housing",
"contactAddress": "Riverside House, 14 Quay Street, Bristol BS1 4DJ",
"resourceName": "Dylan Hughes",
"plannedStartAt": "2026-10-10T08:00:00Z",
"plannedEndAt": "2026-10-10T09:30:00Z"
},
{
"id": 190123618,
"reference": "J-10483",- 1The dry run, started with Run now.
- 2The step's summary: how many records it found.
- 3The output: the items the step passed on, as later steps receive them.
Open a step in the run to see its output. The panel shows the first 50 items of each output, and later steps still receive all of them. A dry run costs 1 credit for the whole run. A simulated BigChange alert is not a dry run, so test write actions with Run now first. For Run now, dry runs and the Runs panel in full, see Test an agent before it goes live.
Costs
A BigChange REST step costs 1 automation credit each time it runs successfully, whatever the action and however many records it returns. A step that fails costs nothing. When the step is a tool, each call the AI makes costs 1 credit. The BigChange webhook trigger is free, but every run it starts costs 1 credit, like any other run.
Job completed summary
Every run
When the alert starts it
Fetch the job
BigChange REST, one call
Write the visit summary
Intelligence, measured
Email the customer
Outlook
Each run
5 or more
The BigChange webhook trigger itself is free. Alerts for event types you have not ticked never start a run.
Tomorrow's jobs briefing
Every run
When the schedule starts it
Tomorrow's jobs
BigChange REST, 6 jobs in one step
Write the briefing
Intelligence, measured
Email the planners
Outlook
Each run
5 or more
A list costs the same whether it returns 6 jobs or 600. Inside a Loop, a step is charged each time it runs.
Inside a Loop, the step is charged on every pass, so a Loop over 40 jobs that fetches each one costs 40 credits for that step. A single list action is usually cheaper than fetching records one at a time. For allowances, limits and how to see what each run cost, see Automation credits and usage limits.
Limits and good to know
Optional filters for the jobs query. Leave blank to use broad defaults.
This node always uses the agent's own connection, even though the workflow is set to per-user integration mode. BigChange REST doesn't support per-user credentials.
Connected · 48213
Disconnect- 1List jobs filters. Left empty, List jobs returns today's jobs.
- 2The note shown when the agent is in per-user integration mode.
- 1,000 records per list. List actions fetch up to five pages of 200 records. To work through more, up to 50,000, use the Ingest step, described under Large lists.
- List jobs defaults to today. With no dates, no date window and no status, List jobs returns today's jobs, using UK time. Status shows BigChange's own values, such as scheduled and completedOk.
- About 8 MB per read. A single read that returns more than about 8 MB fails. Narrow the filters or use Ingest.
- Busy periods. If BigChange says it is receiving too many requests, Centrus waits and tries again up to three times, after half a second, one and a half seconds and three seconds, before the step fails.
- Per-user integration mode. BigChange REST only works with the agent's own connection. The Connection section says the step uses it even in per-user mode, but in per-user mode BigChange REST steps fail with a message saying the action is not supported in that mode. Keep agents that use BigChange on agent-level mode.
- Number fields. Many ID fields only take numbers, so they cannot hold a reference to an earlier step. See Choose an action.
- Published agents only. Alerts only start runs once the agent is published. Simulate webhook and Run now work on drafts.
When it does not work
No output recorded.
BigChange is not connected to this agent
No output recorded.
Stored BigChange credentials are invalid. Please reconnect.
- 1The agent has no BigChange connection.
- 2The saved credentials can no longer be read.
- BigChange is not connected to this agent. Open the step's Connection section and click Connect. If you have duplicated the agent, the copy needs its own connection.
- BigChange REST token request failed (HTTP 401). BigChange rejected the Client ID or Client Secret. Check them in BigChange under Admin, then API Web Services, then disconnect and connect again with the right values.
- Customer ID is required. The connection was saved without a customer ID. Disconnect and connect again with all three values.
- Stored BigChange credentials are invalid. Please reconnect. Centrus cannot read the saved credentials. Disconnect, then connect again.
- BigChange REST API call failed (HTTP 404). The record does not exist or the ID is wrong. Check the reference in the step's fields, and remember that a telematics alert's entity ID is not a vehicle ID.
- No action selected. The step has no action yet. Choose one under Endpoint tool type.
- An alert never starts the agent. Check that the agent is published, the event type is ticked on the trigger, the webhook has been added in BigChange on the same API key with the same event types, and, for Job status changed, that a status filter is set in BigChange. Allow 10 minutes after saving the webhook.
- No other agents with this connection. None of the agents you created has a BigChange connection. Enter the three values by hand.
- A field will not take a reference. It is a number field. Use a fixed number, choose an action that takes the ID as text, or let an AI fill it by using the step as a tool.
- A list stops at 1,000 records. That is the limit for one list action. Use Ingest for more.
Actions and endpoints
The BigChange REST step offers 202 actions: 105 read from BigChange and 97 change it. Every endpoint below is on https:/. Where an action is listed with the same endpoint as another, it calls that endpoint with different filters.
| Action | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List jobs | Lists jobs in a date range or with a status. With no dates and no status it returns today's jobs. | Reads | GET / |
| List scheduled jobs | Lists scheduled jobs that are not yet finished, one item per job. | Reads | GET / |
| Get engineer scheduled jobs | Lists the scheduled jobs for one engineer or resource. | Reads | GET / |
| Search jobs by address | Finds jobs by the site's address or location. | Reads | GET / |
| Get job | Fetches one job by its job ID or reference. | Reads | GET / |
| Get job detail | Fetches one job with its fuller detail, by job ID or reference. | Reads | GET / |
| Create job | Creates a job. | Changes | POST / |
| Update job | Changes fields on an existing job. | Changes | PATCH / |
| Cancel job | Cancels a job. | Changes | PUT / |
| Schedule job | Sets the resource, vehicle or planned start time on a job. | Changes | PUT / |
| Unschedule job | Clears the resource, vehicle and planned start time on a job. | Changes | PUT / |
| Start job | Marks a job as started. | Changes | PUT / |
| Set job result | Sets a job's completion result. | Changes | PUT / |
| List job status history | Lists a job's status history, including time spent in each status. | Reads | GET / |
| List job constraints | Lists the constraints on a job. | Reads | GET / |
| Create job constraint | Adds a constraint to a job. | Changes | POST / |
| Delete job constraint | Removes a constraint from a job. | Changes | DELETE / |
| Get job flag | Fetches the flag currently on a job. | Reads | GET / |
| Create job flag | Puts a flag on a job. | Changes | POST / |
| Delete job flag | Removes a flag from a job. | Changes | DELETE / |
| List job flag history | Lists the flags a job has had, with who set them and when. | Reads | GET / |
| List job line items | Lists a job's line items. | Reads | GET / |
| Create job line item | Adds a line item to a job. | Changes | POST / |
| Get job line item | Fetches one line item on a job. | Reads | GET / |
| Update job line item | Changes a line item on a job. | Changes | PATCH / |
| Delete job line item | Deletes a line item from a job. | Changes | DELETE / |
| List job stocks | Lists the stock records on a job. | Reads | GET / |
| Create job stock | Records stock used on a job. | Changes | POST / |
| Get job stock | Fetches one stock record on a job. | Reads | GET / |
| Delete job stock | Deletes a stock record from a job. | Changes | DELETE / |
| Action | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List job groups | Lists job groups. | Reads | GET / |
| Create job group | Creates a job group. | Changes | POST / |
| Get job group | Fetches one job group by its ID. | Reads | GET / |
| Update job group | Changes a job group's contact, title, reference, planned dates or linked jobs. | Changes | PATCH / |
| Complete job group | Marks a job group as complete. | Changes | PUT / |
| Complete job group financially | Marks a job group as financially complete. | Changes | PUT / |
| List job group line items | Lists a job group's line items. | Reads | GET / |
| Create job group line item | Adds a line item to a job group. | Changes | POST / |
| Get job group line item | Fetches one line item on a job group. | Reads | GET / |
| Update job group line item | Changes a line item on a job group. | Changes | PATCH / |
| Delete job group line item | Deletes a line item from a job group. | Changes | DELETE / |
| List job group status history | Lists a job group's status history. | Reads | GET / |
| Apply job group job flag | Puts a flag on every job in a job group. | Changes | POST / |
| Get job group flag | Fetches the flag currently on the job group itself. | Reads | GET / |
| Create job group flag | Puts a flag on the job group itself, not on its jobs. | Changes | POST / |
| Delete job group flag | Removes a flag from a job group. | Changes | DELETE / |
| List job group flag history | Lists the flags the job group has had. | Reads | GET / |
| List job group job flags | Lists the flags currently on the jobs in a job group. | Reads | GET / |
| List job group job flag history | Lists the flags the jobs in a job group have had, with who set them and when. | Reads | GET / |
| Action | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| Search contacts | Finds contacts and sites by name, address, postcode or reference. | Reads | GET / |
| List contacts | Lists contacts that match the filters you set. | Reads | GET / |
| Get contact detail | Fetches one contact or site by its ID or reference. | Reads | GET / |
| Create contact | Creates a contact or site. | Changes | POST / |
| Update contact | Changes an existing contact or site. | Changes | PATCH / |
| List contact groups | Lists contact groups. | Reads | GET / |
| Create contact group | Creates a contact group. | Changes | POST / |
| Get contact group | Fetches one contact group by its ID. | Reads | GET / |
| Update contact group | Renames a contact group. | Changes | PATCH / |
| List contact access hours | Lists a site's access hours. | Reads | GET / |
| Update contact access hours | Replaces a site's access hours. | Changes | PUT / |
| Put contact on stop | Puts a contact on stop. | Changes | PUT / |
| Unstop contact | Takes a contact off stop. | Changes | PUT / |
| Search persons | Finds contact persons by name, email, phone number or contact. | Reads | GET / |
| List persons | Lists persons that match at least one filter. | Reads | GET / |
| Get person | Fetches one person by their ID. | Reads | GET / |
| Create person | Creates a person on a contact. | Changes | POST / |
| Update person | Changes an existing person. | Changes | PATCH / |
| Set person data consent | Records a data consent decision for a person. | Changes | PUT / |
| List person consent history | Lists a person's data consent history. | Reads | GET / |
| List person flags | Lists the flags currently on a person. | Reads | GET / |
| Create person flag | Puts a flag on a person. | Changes | POST / |
| Delete person flag | Removes a flag from a person. | Changes | DELETE / |
| Action | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List quotes | Lists quotes that match the filters you set. | Reads | GET / |
| Create quote | Creates a quote record. It does not produce a PDF. | Changes | POST / |
| Get quote | Fetches one quote by its ID. | Reads | GET / |
| Update quote | Changes a quote's notes, codes, days valid or delivery site. | Changes | PATCH / |
| Accept quote | Marks a quote as accepted. | Changes | PUT / |
| Reject quote | Marks a quote as rejected. | Changes | PUT / |
| Send quote | Marks a quote as sent. It does not email the quote or produce a PDF. | Changes | PUT / |
| List quote line items | Lists a quote's line items. | Reads | GET / |
| Create quote line item | Adds a line item to a quote. | Changes | POST / |
| Get quote line item | Fetches one line item on a quote. | Reads | GET / |
| Update quote line item | Changes a line item on a quote. | Changes | PATCH / |
| Delete quote line item | Deletes a line item from a quote. | Changes | DELETE / |
| Get quote flag | Fetches the flag currently on a quote. | Reads | GET / |
| Create quote flag | Puts a flag on a quote. | Changes | POST / |
| Delete quote flag | Removes a flag from a quote. | Changes | DELETE / |
| List quote flag history | Lists the flags a quote has had. | Reads | GET / |
| Action | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List invoices | Lists invoices that match the filters you set. | Reads | GET / |
| Create invoice | Creates an invoice record. It does not produce a PDF. | Changes | POST / |
| Get invoice | Fetches one invoice by its ID. | Reads | GET / |
| Update invoice | Changes an invoice's notes, codes, reference, delivery site or bank account. | Changes | PATCH / |
| Cancel invoice | Marks an invoice as cancelled. | Changes | PUT / |
| Create invoice PDF | Asks BigChange to generate the invoice PDF. The file is not returned to the agent. | Changes | PUT / |
| Mark invoice paid | Marks an invoice as paid. | Changes | PUT / |
| Send invoice | Marks an invoice as sent. It does not email the invoice or attach a PDF. | Changes | PUT / |
| List invoice line items | Lists an invoice's line items. | Reads | GET / |
| Create invoice line item | Adds a line item to an invoice. | Changes | POST / |
| Get invoice line item | Fetches one line item on an invoice. | Reads | GET / |
| Update invoice line item | Changes a line item on an invoice. | Changes | PATCH / |
| Delete invoice line item | Deletes a line item from an invoice. | Changes | DELETE / |
| Get invoice flag | Fetches the flag currently on an invoice. | Reads | GET / |
| Create invoice flag | Puts a flag on an invoice. | Changes | POST / |
| Delete invoice flag | Removes a flag from an invoice. | Changes | DELETE / |
| List invoice flag history | Lists the flags an invoice has had. | Reads | GET / |
| Action | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List purchase orders | Lists purchase orders that match the filters you set. | Reads | GET / |
| Create purchase order | Creates a purchase order. | Changes | POST / |
| Get purchase order | Fetches one purchase order's header and totals, without its line items. | Reads | GET / |
| Update purchase order | Changes a purchase order's notes, codes, series or delivery site. | Changes | PATCH / |
| Send purchase order | Marks a purchase order as sent. It does not email the supplier. | Changes | PUT / |
| Receive purchase order | Marks a purchase order as received. | Changes | PUT / |
| List purchase order line items | Lists a purchase order's line items. | Reads | GET / |
| Create purchase order line item | Adds a line item to a purchase order. | Changes | POST / |
| Get purchase order line item | Fetches one line item on a purchase order. | Reads | GET / |
| Update purchase order line item | Changes a line item on a purchase order. | Changes | PATCH / |
| Delete purchase order line item | Deletes a line item from a purchase order. | Changes | DELETE / |
| List purchase order series | Lists the purchase order numbering series. | Reads | GET / |
| Get purchase order series | Fetches one purchase order series by its ID. | Reads | GET / |
| Get purchase order flag | Fetches the flag currently on a purchase order. | Reads | GET / |
| Create purchase order flag | Puts a flag on a purchase order. | Changes | POST / |
| Delete purchase order flag | Removes a flag from a purchase order. | Changes | DELETE / |
| List purchase order flag history | Lists the flags a purchase order has had. | Reads | GET / |
| Action | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List sales opportunities | Lists sales opportunities that match the filters you set. | Reads | GET / |
| Create sales opportunity | Creates a sales opportunity. | Changes | POST / |
| Get sales opportunity | Fetches one sales opportunity by its ID. | Reads | GET / |
| Update sales opportunity | Changes a sales opportunity's subject, status, due date, stage, probability, notes or reference. | Changes | PATCH / |
| List sales opportunity line items | Lists a sales opportunity's line items. | Reads | GET / |
| Create sales opportunity line item | Adds a line item to a sales opportunity. | Changes | POST / |
| Get sales opportunity line item | Fetches one line item on a sales opportunity. | Reads | GET / |
| Update sales opportunity line item | Changes a line item on a sales opportunity. | Changes | PATCH / |
| Delete sales opportunity line item | Deletes a line item from a sales opportunity. | Changes | DELETE / |
| Get sales opportunity flag | Fetches the flag currently on a sales opportunity. | Reads | GET / |
| Create sales opportunity flag | Puts a flag on a sales opportunity. | Changes | POST / |
| Delete sales opportunity flag | Removes a flag from a sales opportunity. | Changes | DELETE / |
| List sales opportunity flag history | Lists the flags a sales opportunity has had. | Reads | GET / |
| List sales opportunity stages | Lists the pipeline stages for sales opportunities. | Reads | GET / |
| List sales opportunity probabilities | Lists the probability options for sales opportunities. | Reads | GET / |
| Action | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List stock details | Lists stock details, the product records behind stock items. | Reads | GET / |
| Create stock details | Creates a stock details record. | Changes | POST / |
| Get stock details | Fetches one stock details record by its ID. | Reads | GET / |
| Update stock details | Changes a stock details record. | Changes | PATCH / |
| List stock suppliers | Lists the suppliers for a stock details record. | Reads | GET / |
| Create stock supplier | Adds a supplier to a stock details record. | Changes | POST / |
| Get stock supplier | Fetches one supplier on a stock details record. | Reads | GET / |
| Update stock supplier | Changes a supplier on a stock details record. | Changes | PATCH / |
| List stock items | Lists stock items. | Reads | GET / |
| Create stock item | Creates a stock item. | Changes | POST / |
| Get stock item | Fetches one stock item by its ID. | Reads | GET / |
| Update stock item | Changes a stock item. | Changes | PATCH / |
| List stock movements | Lists stock movements. With no filter it covers the last 30 days. | Reads | GET / |
| Action | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List notes | Lists notes that match the filters you set. | Reads | GET / |
| Get note | Fetches one note by its ID. | Reads | GET / |
| Create note | Adds a note to a job, contact or other record. | Changes | POST / |
| Update note | Changes an existing note. | Changes | PATCH / |
| Get note progress history | Lists the progress updates on a note. | Reads | GET / |
| Update note progress | Logs a progress update on a note. | Changes | PUT / |
| List note types | Lists the note types set up in BigChange. | Reads | GET / |
| Get note type | Fetches one note type by its ID. | Reads | GET / |
| Get note flag | Fetches the flag currently on a note. | Reads | GET / |
| Create note flag | Puts a flag on a note. | Changes | POST / |
| Delete note flag | Removes a flag from a note. | Changes | DELETE / |
| List note flag history | Lists the flags a note has had. | Reads | GET / |
| Get job worksheets | Fetches the worksheets on a job, with their questions and answers. | Reads | GET / |
| Get job worksheet | Fetches one worksheet on a job. | Reads | GET / |
| Set job worksheets | Sets which worksheets are attached to a job. | Changes | PUT / |
| Set job worksheet answer | Sets the answer to one worksheet question on a job. | Changes | PUT / |
| Delete job worksheet answer | Clears the answer to one worksheet question on a job. | Changes | DELETE / |
| List worksheets (catalogue) | Lists the worksheet templates in your BigChange account. | Reads | GET / |
| Get worksheet (catalogue) | Fetches one worksheet template, with its questions. | Reads | GET / |
| List worksheet questions | Lists the questions on a worksheet template. | Reads | GET / |
| List worksheet answers | Lists worksheet answers for a record, a worksheet or a question. | Reads | GET / |
| List worksheet groups | Lists worksheet groups. | Reads | GET / |
| Get worksheet group | Fetches one worksheet group by its ID. | Reads | GET / |
| Action | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List resources | Lists resources, such as engineers, optionally by name. | Reads | GET / |
| Create resource | Creates a resource in a resource group. | Changes | POST / |
| Get resource | Fetches one resource by its ID. | Reads | GET / |
| Update resource | Changes a resource. | Changes | PATCH / |
| List resource groups | Lists resource groups. | Reads | GET / |
| Get resource group | Fetches one resource group by its ID. | Reads | GET / |
| List timesheets | Lists a resource's timesheets. | Reads | GET / |
| Create timesheet | Records a timesheet activity for a resource. | Changes | POST / |
| Get timesheet | Fetches one timesheet for a resource. | Reads | GET / |
| Update timesheet | Changes a timesheet's start, end or status. | Changes | PATCH / |
| List users | Lists BigChange users. | Reads | GET / |
| Create user | Creates a BigChange user with a name, email and role. | Changes | POST / |
| Get user | Fetches one user by their ID. | Reads | GET / |
| Update user | Changes a user. | Changes | PATCH / |
| List vehicles | Lists vehicles, by group, registration or reference if you want. | Reads | GET / |
| Create vehicle | Creates a vehicle. | Changes | POST / |
| Get vehicle | Fetches one vehicle by its ID. | Reads | GET / |
| Update vehicle | Changes a vehicle. | Changes | PATCH / |
| Action | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List flags | Lists the flags you can use for one record type, such as jobs, quotes or invoices. | Reads | GET / |
| List job types | Lists job types. | Reads | GET / |
| Get job type | Fetches one job type by its ID. | Reads | GET / |
| List department codes | Lists department codes. | Reads | GET / |
| Get department code | Fetches one department code by its ID. | Reads | GET / |
| List nominal codes | Lists nominal codes. | Reads | GET / |
| Get nominal code | Fetches one nominal code by its ID. | Reads | GET / |
| List VAT codes | Lists VAT codes. | Reads | GET / |
| Get VAT code | Fetches one VAT code by its ID. | Reads | GET / |
| List product categories | Lists product categories. | Reads | GET / |
| Get product category | Fetches one product category by its ID. | Reads | GET / |