Automate prospecting by creating accounts and generating Snapshot Reports through Vendasta's public API

Call Snapshot Report and Create Account for Company directly through Vendasta's API to create a prospect's account and generate its Snapshot Report from your own system automatically.

Two core prospecting actions, now available through our API

Prospecting is easier than ever with Snapshot Report and Create Account for Company available to call directly on Vendasta's public API gateway. Used together, they let you build an automated prospecting flow: a lead comes in, an account is created, and a Snapshot Report is generated and ready to share.

Create Account for Company
and
Snapshot Report:
can now be called directly on Vendasta's public API gateway, and both are documented in the developer portal.
Test safely before going live:
The developer portal's try-it panel now has a selector for demo and production environments, so you can test a call against a demo partner before running it against live production data.

Why it matters

Snapshot Reports are one of the most effective ways to start a sales conversation, but creating accounts and running reports at scale meant manual work in Partner Center. Now you can:

Generate Snapshot Reports automatically from your website forms, CRM, or lead sources
Respond to new leads faster, ready with a report while interest is high
Scale prospecting without adding manual work for your sales team

Who it's for

Partners with in-house developers or technical resourcess building automated sales workflows
Agencies running high-volume lead generation who use Snapshot Reports to open sales conversations
Partners connecting Vendasta to their external platforms

How to get started

Open the Vendasta Developer Portal and find the Snapshot Report and Create Account for Company API documentation.
In the try-it panel, open Request, select Edit, and choose Demo from the environment drop-down to test against your demo partner.
Once your calls work as expected, switch to Production.
Build your workflow: call Create Account for Company first, then Snapshot Report for the new account.

FAQs

Q: Do I need a developer to use these APIs?

A: These are API endpoints, so you'll need someone comfortable making API calls,

an integration tool that can call them.

Q: Can I test without affecting my live accounts?

A: Yes. Use the Demo option in the developer portal's try-it panel to send calls to your demo partner.