adaptlive

Developers

Build on the SMB operations schema.

adaptlive publishes a canonical schema for the things every small business cares about — customers, people, companies, locations, work records, money records, conversations. Connect your tool once; every other tool in the catalog reads and writes the same shape.

The canonical graph

One shape, every connected tool.

Customer is the spine — a household, business, or matter that everything else hangs off of. People and Companies attach to Customers via membership roles. Locations, ContactMethods, WorkRecords, MoneyRecords, and Conversations all reference the same Customer. Field-level edit history is built in: every value records which adapter set it, when, and what the previous value was.

Customerhousehold · business · matterPersonindividualsCompanyorganizationsContactMethodphones · emailsLocationaddresses · sitesWorkRecordjobs · matters · casesMoneyRecordinvoices · paymentsConversationcalls · SMS · email
Canonical schema · v1

v1 REST API · shipped

Read and write the graph over HTTPS.

Bearer API keys minted from Settings. Idempotent writes viaIdempotency-Keyheader. HMAC-SHA256 signed outbound webhooks on every canonical event. OpenAPI spec at /api/v1/openapi.json.

  • POST/api/v1/smsSend an outbound SMS from one of your AdaptLive numbers.
  • GET/api/v1/work-records?kind=JOBList jobs, appointments, matters, deliveries, or cases — filtered by kind.
  • GET/api/v1/voicemailsVoicemails with transcript + recording URL.
  • GET/api/v1/callsCall sessions with transcript segments, drafts, and captured facts.
  • POST/api/v1/webhooksSubscribe to canonical events. HMAC-SHA256 signed deliveries.
  • GET/api/v1/factsCaptured facts on calls, drafts, and work records — keyed by canonical fact definition.

Zapier · shipped

14 triggers. 5 actions. 2 searches.

The AdaptLive Zapier app is live. Wire calls, voicemails, SMS, drafts, signals, and per-kind work-record events (job / appointment / matter / delivery / case) into the 6,000+ apps Zapier already speaks. REST-hook subscriptions under the hood — sub-second delivery, not poll-and-pray.

Sample triggers

  • call.endedFull transcript + drafts + facts
  • sms.receivedThreaded to a Person if resolved
  • voicemail.receivedWith recording URL + transcript
  • work_record.created (kind=JOB)Field-service jobs
  • work_record.created (kind=APPOINTMENT)Medical / dental / salon
  • work_record.created (kind=MATTER)Legal practice
  • signal.firedComplaints, upsell, churn risk
  • draft.approvedPost-call draft ready to sync

The dev portal

Sandbox first. Production when you're ready.

Every approved partner lands in /portal with a pre-provisioned sandbox org, realistic seeded fixtures, and a webhook deliveries inspector. Build, break, replay — without ever touching a live customer.

Sandbox org, pre-seeded

Every approved partner gets a sibling SANDBOX organization auto-provisioned and pre-loaded with realistic fixtures — Maria Hernandez voicemail, a kitchen-faucet leak work record, a linked Person + Customer + SMS thread. Test against shapes that look like the real world, not empty tables.

API keys + webhook subscriptions

Mint Bearer keys, subscribe to canonical events, and inspect HMAC-signed delivery history with replay. Scoped to your sandbox until you're ready for production.

Live deliveries inspector

Every webhook delivery — request, response, signature, retry state — visible in the portal. Debug without grepping logs.

Clerk invite on approval

Apply via /work-with-us. On approval you get an emailed Clerk invite, your sandbox is provisioned in the background, and you land in /portal with everything wired up.

Three integration tiers.

Pick the level of fidelity your customer needs. All three write to the same canonical schema — they only differ in how the data gets there.

Native adapter

Tier 1

adaptlive maintains the integration. Full adapter contract — pull, push, reconcile, webhooks. Real-time, two-way, audited.

Best for high-fidelity, two-way systems customers rely on every day.

Partner-built adapter

Tier 2

Software partner builds against the published contract; adaptlive certifies and marketplace-lists. Same fidelity as native.

Best for software partners that want a certified customer path.

Connector

Tier 3

No bespoke adapter required — bridge through the v1 REST API, the Zapier app, outbound webhooks, or a warehouse drop. Lower fidelity, universal reach.

Best for lightweight data movement, imports, and workflow triggers.

Partner program

Three ways to partner.

One application form, three tracks. Pick the one that matches how you want to work with us.

Software

SOFTWARE

You sell software to small businesses and want a certified adapter against adaptlive's schema. Marketplace listing, co-marketing, revenue share.

Channel

CHANNEL

You implement, train, and support small businesses. Referral fees, deal registration, and a partner-of-record relationship on every customer you bring.

Affiliate

AFFILIATE

You have an audience. One-time $100 bounty per qualified signup — last-touch attribution, 60-day window. No quotas, no contracts.

Get a sandbox today.

Apply to the partner program. We review applications within two business days. Approval emails you a Clerk invite, auto- provisions a seeded sandbox org, and drops you in the portal with API keys ready to go.

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