Conversations & Messages

Conversations are the per-contact message threads in your SMBcrm account. Every SMS, email, or other channel message to or from a contact belongs to one. Use these endpoints to search and read conversations, send or record the messages inside them, export message history, upload attachments, and fetch call recordings and transcripts.

Base URL: https://services.smbcrm.com · Version header: v3 · Scopes: conversations.readonly, conversations.write, conversations/message.readonly, conversations/message.write. See Scopes.

Search conversations

GET/conversations/search

Search conversations in your account by contact, keyword, assignee, or status.

scope conversations.readonlyauth Location token or PIT

locationId is required. Every other parameter is optional.

Query param	Type	Required	Description
locationId	string	Yes	Your SMBcrm account/location ID.
contactId	string	No	Only conversations with this contact.
query	string	No	Free-text search string.
assignedTo	string	No	Comma-separated user IDs the conversations are assigned to. Use unassigned for conversations with no assignee.
followers	string	No	Comma-separated IDs of users who follow the conversation.
mentions	string	No	Comma-separated IDs of mentioned users.
status	string	No	One of all, read, unread, starred, or recents.
lastMessageType	string	No	Only conversations whose last message has this type, for example TYPE_SMS or TYPE_EMAIL.
lastMessageDirection	string	No	inbound or outbound. Filters on the direction of the last message.
lastMessageAction	string	No	automated or manual. Filters on the last outbound message.
sort	string	No	asc or desc.
sortBy	string	No	One of last_message_date, last_manual_message_date, or score_profile.
sortScoreProfile	string	No	ID of the score profile to sort on when sortBy is score_profile.
scoreProfile	string	No	ID of a score profile to filter by. Use with scoreProfileMin and scoreProfileMax.
scoreProfileMin, scoreProfileMax	number	No	Minimum and maximum score for the scoreProfile filter.
limit	number	No	Number of conversations to return. Default 20.
startAfterDate	number or array	No	Start the results after this sort value. Pass the sort value of the last conversation on the previous page.
id	string	No	ID of a conversation.

The response includes total, the number of conversations that match the query.

curl "https://services.smbcrm.com/conversations/search?locationId=<location_id>&contactId=<contact_id>&status=unread&sort=desc&sortBy=last_message_date" \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

200 OK

{
  "conversations": [
    {
      "id": "<conversation_id>",
      "contactId": "<contact_id>",
      "locationId": "<location_id>",
      "lastMessageBody": "See you at 3pm!",
      "lastMessageType": "TYPE_SMS",
      "type": "TYPE_PHONE",
      "unreadCount": 0,
      "fullName": "Jordan Lee",
      "contactName": "Jordan Lee",
      "email": "jordan@example.com",
      "phone": "+15551234567"
    }
  ],
  "total": 1
}

Retrieve a conversation

GET/conversations/{conversationId}

Fetch a single conversation by ID.

scope conversations.readonlyauth Location token or PIT

type is a numeric channel code here, not the string form that search returns.

Code	String form in search results	Channel
1	TYPE_PHONE	Phone
2	TYPE_EMAIL	Email
3	TYPE_FB_MESSENGER	Facebook Messenger
4	TYPE_REVIEW	Review
5	TYPE_GROUP_SMS	Group SMS

assignedTo is the ID of the team member handling the conversation, when the conversation has an assignee.

curl https://services.smbcrm.com/conversations/<conversation_id> \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

200 OK

{
  "id": "<conversation_id>",
  "locationId": "<location_id>",
  "contactId": "<contact_id>",
  "assignedTo": "<user_id>",
  "type": 1,
  "unreadCount": 0,
  "inbox": true,
  "deleted": false,
  "starred": false
}

Create, update & delete a conversation

POST/conversations/

Create a conversation for a contact.

scope conversations.writeauth Location token or PIT

locationId and contactId are both required. Use this to start an empty conversation thread with a contact before you have a message to send.

curl -X POST https://services.smbcrm.com/conversations/ \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -H "Content-Type: application/json" \
  -d '{
    "locationId": "<location_id>",
    "contactId": "<contact_id>"
  }'

201 Created

{
  "success": true,
  "conversation": {
    "id": "<conversation_id>",
    "locationId": "<location_id>",
    "contactId": "<contact_id>",
    "dateAdded": "2026-07-08T15:04:00.000Z",
    "dateUpdated": "2026-07-08T15:04:00.000Z",
    "lastMessageDate": "2026-07-08T15:04:00.000Z",
    "deleted": false
  }
}

PUT/conversations/{conversationId}

Update a conversation, for example to mark it read/unread or starred.

scope conversations.writeauth Location token or PIT

locationId is required in the body. The path carries only the conversation ID. The optional body fields are unreadCount and starred.

curl -X PUT https://services.smbcrm.com/conversations/<conversation_id> \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -H "Content-Type: application/json" \
  -d '{
    "locationId": "<location_id>",
    "starred": true,
    "unreadCount": 0
  }'

200 OK

{
  "success": true,
  "conversation": {
    "id": "<conversation_id>",
    "locationId": "<location_id>",
    "contactId": "<contact_id>",
    "assignedTo": "<user_id>",
    "userId": "<user_id>",
    "lastMessageBody": "See you at 3pm!",
    "lastMessageDate": "1783523040000",
    "lastMessageType": "TYPE_SMS",
    "unreadCount": 0,
    "inbox": true,
    "starred": true,
    "deleted": false
  }
}

DELETE/conversations/{conversationId}

Delete a conversation by ID.

scope conversations.writeauth Location token or PIT

curl -X DELETE https://services.smbcrm.com/conversations/<conversation_id> \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

200 OK

{ "success": true }

Messages

Each message object includes both a numeric type and a readable messageType (for example TYPE_SMS). Use messageType unless you need the raw code. The common codes are:

type	messageType
1	TYPE_CALL
2	TYPE_SMS
3	TYPE_EMAIL
10	TYPE_CAMPAIGN_VOICEMAIL
11	TYPE_FACEBOOK
18	TYPE_INSTAGRAM
19	TYPE_WHATSAPP

A message object has these fields. id, type, messageType, locationId, contactId, conversationId, dateAdded, direction, and contentType are always present. The rest appear when they apply.

Field	Type	Description
id	string	Message ID.
type	number	Numeric message type. See the table above.
messageType	string	Readable message type, for example TYPE_SMS.
direction	string	inbound or outbound.
status	string	One of connected, delivered, failed, opened, pending, read, scheduled, sent, undelivered, clicked, or opt_out.
body	string	Message text.
contentType	string	Content type of the body, for example text/plain.
attachments	array	Attachment URLs. Empty for calls and voicemails; fetch their audio from the recording endpoint.
meta	object	Channel details: callDuration (seconds, as a string) and callStatus for calls, email.messageIds (every email message ID in the thread) for emails, and the page details in fb and ig for Facebook and Instagram messages. callStatus is one of pending, completed, answered, busy, no-answer, failed, canceled, or voicemail.
source	string	Where the message came from: workflow, bulk_actions, campaign, api, or app.
userId	string	ID of the team member who sent the message.
from, to	string	Sender and recipient (a phone number or name). Not returned for email messages.
error	string	Delivery failure text, when the message failed.
altId	string	Alternate message ID from an external provider.
conversationProviderId	string	ID of the conversation provider the message went through.
chatWidgetId	string	ID of the chat widget the message came from.

GET/conversations/{conversationId}/messages

List the messages in a conversation.

scope conversations/message.readonlyauth Location token or PIT

Query param	Type	Required	Description
limit	number	No	Number of messages to return. Default 20.
lastMessageId	string	No	The messages.lastMessageId from the previous response. Pass it to fetch the next page.
type	string	No	Comma-separated message types to return, for example TYPE_SMS,TYPE_CALL.

type accepts TYPE_CALL, TYPE_SMS, TYPE_EMAIL, TYPE_FACEBOOK, TYPE_GMB, TYPE_INSTAGRAM, TYPE_WHATSAPP, TYPE_ACTIVITY_APPOINTMENT, TYPE_ACTIVITY_CONTACT, TYPE_ACTIVITY_INVOICE, TYPE_ACTIVITY_PAYMENT, TYPE_ACTIVITY_OPPORTUNITY, TYPE_LIVE_CHAT, TYPE_INTERNAL_COMMENTS, and TYPE_ACTIVITY_EMPLOYEE_ACTION_LOG.

curl "https://services.smbcrm.com/conversations/<conversation_id>/messages?limit=20&type=TYPE_SMS,TYPE_CALL" \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

The response nests the list. The message array is at messages.messages, and the paging fields lastMessageId and nextPage sit beside it inside messages.

200 OK

{
  "messages": {
    "lastMessageId": "<message_id>",
    "nextPage": false,
    "messages": [
      {
        "id": "<message_id>",
        "type": 2,
        "messageType": "TYPE_SMS",
        "locationId": "<location_id>",
        "contactId": "<contact_id>",
        "conversationId": "<conversation_id>",
        "dateAdded": "2026-07-08T15:04:00.000Z",
        "body": "See you at 3pm!",
        "direction": "outbound",
        "status": "delivered",
        "contentType": "text/plain"
      }
    ]
  }
}

When nextPage is true, more messages remain. Send lastMessageId back as the lastMessageId query parameter to get the next page, and repeat until nextPage is false.

Page through every message

const all = [];
let lastMessageId;

do {
  const url = new URL('https://services.smbcrm.com/conversations/<conversation_id>/messages');
  url.searchParams.set('limit', '20');
  if (lastMessageId) url.searchParams.set('lastMessageId', lastMessageId);

  const res = await fetch(url, {
    headers: { Authorization: 'Bearer <token>', Version: 'v3' },
  });
  const { messages } = await res.json();

  all.push(...messages.messages);
  lastMessageId = messages.nextPage ? messages.lastMessageId : undefined;
} while (lastMessageId);

GET/conversations/messages/{id}

Fetch a single message by ID.

scope conversations/message.readonlyauth Location token or PIT

This response is the message object itself, not wrapped in a messages key.

curl https://services.smbcrm.com/conversations/messages/<message_id> \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

200 OK

{
  "id": "<message_id>",
  "type": 2,
  "messageType": "TYPE_SMS",
  "locationId": "<location_id>",
  "contactId": "<contact_id>",
  "conversationId": "<conversation_id>",
  "dateAdded": "2026-07-08T15:04:00.000Z",
  "body": "See you at 3pm!",
  "direction": "outbound",
  "status": "delivered",
  "contentType": "text/plain"
}

Get an email message

GET/conversations/messages/email/{id}

Fetch a single email message by its email message ID.

scope conversations/message.readonlyauth Location token or PIT

Use the emailMessageId returned when you sent the email, or an ID from meta.email.messageIds on a message object.

id, threadId, locationId, contactId, conversationId, dateAdded, body, direction, contentType, from, and to are always present. The rest appear when they apply.

Field	Type	Description
from	string	Name and email address of the sender.
to	array	Email addresses of the recipients.
direction	string	inbound or outbound.
subject	string	Subject line.
status	string	One of pending, scheduled, sent, delivered, read, undelivered, connected, failed, or opened.
cc, bcc	array	Email addresses in the CC and BCC fields.
attachments	array	Attachment URLs.
replyToMessageId	string	For a reply, the email message ID of the email being replied to.
source	string	workflow, bulk_actions, campaign, api, or app.
provider, conversationProviderId, altId	string	The provider the email went through, its conversation provider ID, and the external ID.
error	string	Bounce or failure text for emails that failed.

curl https://services.smbcrm.com/conversations/messages/email/<email_message_id> \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

200 OK

{
  "id": "<email_message_id>",
  "threadId": "<thread_id>",
  "locationId": "<location_id>",
  "contactId": "<contact_id>",
  "conversationId": "<conversation_id>",
  "dateAdded": "2026-07-08T15:04:00.000Z",
  "subject": "Confirming our call today",
  "body": "<p>Hey Jordan, just confirming our call at 3pm today.</p>",
  "direction": "outbound",
  "status": "delivered",
  "contentType": "text/html",
  "from": "Sam Rivera <sam@example.com>",
  "to": ["jordan@example.com"]
}

Export messages

GET/conversations/messages/export

Export the messages in your account page by page, with a cursor.

scope conversations/message.readonlyauth Location token or PIT

Use this to pull message history across conversations. Each message is the standard message object.

Query param	Type	Required	Description
locationId	string	Yes	Your SMBcrm account/location ID.
channel	string	No	One of Call, SMS, Email, WhatsApp, Instagram, or Facebook.
limit	number	No	Messages per page. Default 100, minimum 10, maximum 1000.
cursor	string	No	The nextCursor from the previous response.
sortBy	string	No	createdAt or updatedAt. Default createdAt.
sortOrder	string	No	asc or desc. Default desc.
conversationId	string	No	Only messages in this conversation.
contactId	string	No	Only messages for this contact.
startDate, endDate	string	No	Start and end of the date range to export.

Without channel, the export returns every non-email message type, including activity messages such as opportunity updates and appointments. Set channel=Email to get emails. Group chat and SMS review request messages are not supported.

A cursor stays valid for 2 minutes after your last request. Pass each response’s nextCursor as the next request’s cursor until nextCursor is null.

curl "https://services.smbcrm.com/conversations/messages/export?locationId=<location_id>&channel=SMS&limit=100" \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

200 OK

{
  "messages": [
    {
      "id": "<message_id>",
      "type": 2,
      "messageType": "TYPE_SMS",
      "locationId": "<location_id>",
      "contactId": "<contact_id>",
      "conversationId": "<conversation_id>",
      "dateAdded": "2026-07-08T15:04:00.000Z",
      "body": "See you at 3pm!",
      "direction": "outbound",
      "status": "delivered",
      "contentType": "text/plain"
    }
  ],
  "nextCursor": "<cursor>",
  "total": 1234
}

total is the number of messages that match the query.

Call recordings & transcripts

Call and voicemail messages have an empty attachments array. Fetch the audio and the transcript with these endpoints, using the message’s id and your locationId.

GET/conversations/messages/{messageId}/locations/{locationId}/recording

Download the audio recording for a call or voicemail message.

scope conversations/message.readonlyauth Location token or PIT

The response is the audio file, returned as an audio/x-wav attachment named audio.wav. Save it with -o.

curl https://services.smbcrm.com/conversations/messages/<message_id>/locations/<location_id>/recording \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -o audio.wav

GET/conversations/locations/{locationId}/messages/{messageId}/transcription

Get the transcript data for a call recording.

scope conversations/message.readonlyauth Location token or PIT

Each transcript sentence has the fields below. startTime and endTime are in milliseconds.

Field	Type	Description
mediaChannel	number	The audio channel the sentence was spoken on.
sentenceIndex	number	Position of the sentence in the transcript.
startTime, endTime	number	When the sentence starts and ends, in milliseconds.
transcript	string	The text of the sentence.
confidence	number	Confidence of the transcription.

curl https://services.smbcrm.com/conversations/locations/<location_id>/messages/<message_id>/transcription \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

200 OK

{
  "mediaChannel": 1,
  "sentenceIndex": 1,
  "startTime": 34,
  "endTime": 45,
  "transcript": "This call may be recorded for quality assurance purposes.",
  "confidence": 0.5
}

GET/conversations/locations/{locationId}/messages/{messageId}/transcription/download

Download the call transcript as a text file.

scope conversations/message.readonlyauth Location token or PIT

The response is a text/plain attachment named transcription.txt.

curl https://services.smbcrm.com/conversations/locations/<location_id>/messages/<message_id>/transcription/download \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -o transcription.txt

Send a message

Caution

Send messages from your server, not the browser. A token that can send SMS or email can send them as your account. Never ship it to client-side code. See Token Safety.

POST/conversations/messages

Send an SMS, email, or other channel message to a contact.

scope conversations/message.writeauth Location token or PIT

type, contactId, and status are required. Set type to the channel you are sending on. The rest of the body depends on that channel.

Body field	Type	Required	Description
type	string	Yes	One of SMS, Email, WhatsApp, IG, FB, Custom, Live_Chat, or InternalComment.
contactId	string	Yes	The contact receiving the message.
status	string	Yes	Message status. One of delivered, failed, pending, or read.
message	string	No	Text content. For InternalComment, this is the comment text.
html	string	No	HTML content, for email.
subject	string	No	Subject line, for email.
attachments	array	No	Attachment URLs. Get them from Upload attachments.
fromNumber, toNumber	string	No	Sender and recipient phone numbers for SMS.
emailFrom	string	No	Address to send the email from.
emailTo	string	No	Recipient address, if it differs from the contact’s primary email. It should be an address associated with the contact.
emailCc, emailBcc	array	No	Email addresses to copy or blind copy.
emailReplyMode	string	No	reply or reply_all.
replyMessageId	string	No	ID of the message you are replying to.
threadId	string	No	ID of the message thread. For email, the message ID that groups the emails in the thread.
templateId	string	No	ID of a message template.
appointmentId	string	No	ID of an appointment to associate with the message.
scheduledTimestamp	number	No	UTC timestamp in seconds. Schedules the message to send then. See Schedule and cancel a message.
conversationProviderId	string	No	ID of the conversation provider.
whatsapp	object	No	WhatsApp media payload. Applies only when type is WhatsApp.
mentions	array	No	User IDs mentioned in the comment. Required when type is InternalComment.
userId	string	No	Author of the comment when type is InternalComment.

SMS

curl -X POST https://services.smbcrm.com/conversations/messages \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "SMS",
    "contactId": "<contact_id>",
    "status": "pending",
    "message": "Hey Jordan, just confirming our call at 3pm today."
  }'

Email

curl -X POST https://services.smbcrm.com/conversations/messages \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "Email",
    "contactId": "<contact_id>",
    "status": "pending",
    "subject": "Confirming our call today",
    "html": "<p>Hey Jordan, just confirming our call at 3pm today.</p>"
  }'

WhatsApp media

Set whatsapp.type to media, then give whatsapp.media a type (image, video, audio, or document), a url, and a name. The url must be publicly reachable. Use the URL that Upload attachments returns. Leave whatsapp out for a text-only message.

curl -X POST https://services.smbcrm.com/conversations/messages \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "WhatsApp",
    "contactId": "<contact_id>",
    "status": "pending",
    "message": "Here is the quote we talked about.",
    "whatsapp": {
      "type": "media",
      "media": {
        "type": "document",
        "url": "<attachment_url>",
        "name": "quote.pdf"
      }
    }
  }'

Internal comment

An InternalComment posts a note that only your team sees. Mention a team member in message with @username<userId>actualUserId</userId>, and list the same user IDs in mentions.

curl -X POST https://services.smbcrm.com/conversations/messages \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "InternalComment",
    "contactId": "<contact_id>",
    "status": "pending",
    "message": "@Sam<userId><user_id></userId> can you call Jordan back today?",
    "mentions": ["<user_id>"]
  }'

The response always has conversationId and messageId:

200 OK

{
  "conversationId": "<conversation_id>",
  "messageId": "<message_id>"
}

For Email sends, the response also has emailMessageId. Use it to fetch the email or to thread inbound replies.

The response doesn’t include a delivery status. To check on it, fetch the message by its ID and read status.

Note

Set emailFrom to choose which address an email comes from. Use an address that is set up for sending in your account.

Schedule and cancel a message

Set scheduledTimestamp on Send a message to a UTC timestamp in seconds, and the message sends at that time. For example, 1792072800 is October 15, 2026 at 14:00 UTC.

curl -X POST https://services.smbcrm.com/conversations/messages \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "SMS",
    "contactId": "<contact_id>",
    "status": "pending",
    "message": "Reminder: your appointment is tomorrow at 3pm.",
    "scheduledTimestamp": 1792072800
  }'

Cancel a scheduled message before it sends. Messages and emails have separate cancel endpoints. Both return status (the HTTP status code of the request) and message (a result message).

DELETE/conversations/messages/{messageId}/schedule

Cancel a scheduled message.

scope conversations/message.writeauth Location token or PIT

Use the messageId that the send response returned when you scheduled the message.

curl -X DELETE https://services.smbcrm.com/conversations/messages/<message_id>/schedule \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

DELETE/conversations/messages/email/{emailMessageId}/schedule

Cancel a scheduled email.

scope conversations/message.writeauth Location token or PIT

Use the emailMessageId that the send response returned when you scheduled the email.

curl -X DELETE https://services.smbcrm.com/conversations/messages/email/<email_message_id>/schedule \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3"

Upload attachments

POST/conversations/messages/upload

Upload files to attach to a message.

scope conversations/message.writeauth Location token or PIT

Send the request as multipart/form-data, with each file under the key fileAttachment. The response has an uploadedFiles object with the URLs of the stored files. Pass those URLs in attachments when you send a message, or in whatsapp.media.url for WhatsApp media.

Form field	Required	Description
locationId	Yes	Your SMBcrm account/location ID.
conversationId, contactId, workflowId, campaignId	One of them	The conversation, contact, workflow, or campaign the files belong to.
fileAttachment	Yes	The file to upload.
isSecureAttachment	No	true or false. Default false. See below.

Each file can be up to 5 MB, and one upload can hold up to 5 files. These file types are allowed:

Category	Types
Images	JPG, JPEG, PNG, GIF, SVG, HEIC, AI
Videos	MP4, MPEG, 3GP
Audio	MP3, WAV, WAVE, AIFF, AIF, AIFC, GSM, ULAW, OGG, AAC, M4A, AMR
Documents	PDF, DOC, DOCX, TXT, CSV, XLS, XLSX, PPT, PPTX, ODT
Archives	ZIP, RAR
Other	VCF, VCARD (contact files), ICS (calendar files)

curl -X POST https://services.smbcrm.com/conversations/messages/upload \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -F "locationId=<location_id>" \
  -F "contactId=<contact_id>" \
  -F "fileAttachment=@quote.pdf"

Errors: 400 for a bad request, 401 for an invalid token, 404 when the conversation, contact, workflow, or campaign ID isn’t found, 413 when the upload is too large, and 415 for an unsupported file type.

Caution

Secure attachments. Set isSecureAttachment to true to upload a file as a secure attachment. This works for email only. The response gives a /files/d/{slug} URL that is publicly accessible for one hour after the upload. After that the file is private. To get it again, take the {slug} from the URL and call GET /files/d/{slug} with a token that has the files.readonly scope. It returns a short-lived signed download URL. A file uploaded without the flag keeps its permanent public URL.

Starting November 30, 2026, every file you upload is stored as a secure attachment, and isSecureAttachment is ignored.

Record an inbound message

If a contact messages you on a channel your account doesn’t handle natively, such as a custom chat widget or a third-party number, use this endpoint to log what they sent so it appears in their conversation history like any other message.

POST/conversations/messages/inbound

Record an inbound message from an external channel.

scope conversations/message.writeauth Location token or PIT

type and conversationProviderId are required, plus either conversationId or contactId. If you send contactId without conversationId, the message is added to that contact’s conversation. conversationProviderId is the ID of the custom conversation provider the message belongs to. Set type to the channel and supply the matching fields.

direction defaults to outbound, so set it to inbound to record a message the contact sent.

Body field	Type	Required	Description
type	string	Yes	One of SMS, Email, WhatsApp, GMB, IG, FB, Custom, WebChat, Live_Chat, or Call.
conversationProviderId	string	Yes	ID of the conversation provider.
conversationId	string	One of the two	The conversation to add the message to.
contactId	string	One of the two	The contact the message is from.
direction	string	No	inbound or outbound. Default outbound.
message	string	No	Message text.
date	string	No	Date and time of the message, as an ISO 8601 date-time.
attachments	array	No	Attachment URLs.
altId	string	No	The external provider’s ID for the message.
html	string	No	HTML body, for email.
subject	string	No	Subject line, for email.
emailFrom, emailTo	string	No	Sender and recipient addresses. They come from the contact record and can’t be changed here.
emailCc, emailBcc	array	No	Email addresses to copy or blind copy.
emailMessageId	string	No	The email message ID to thread this email under, for a reply to a specific email.
call	object	No	For Call messages: to and from phone numbers, and status (pending, completed, answered, busy, no-answer, failed, canceled, or voicemail).

curl -X POST https://services.smbcrm.com/conversations/messages/inbound \
  -H "Authorization: Bearer <token>" \
  -H "Version: v3" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "SMS",
    "contactId": "<contact_id>",
    "conversationId": "<conversation_id>",
    "conversationProviderId": "<conversation_provider_id>",
    "direction": "inbound",
    "message": "Sounds good, see you then!"
  }'

The response has success, conversationId, messageId, and message. It also returns contactId, dateAdded, and, for emails, emailMessageId.

200 OK

{
  "success": true,
  "conversationId": "<conversation_id>",
  "messageId": "<message_id>",
  "message": "success",
  "contactId": "<contact_id>",
  "dateAdded": "2026-07-08T15:04:00.000Z"
}

Related

• Contacts: the contactId every conversation and message belongs to.
• Users: the team member IDs used in assignedTo, userId, and mentions.
• Webhooks: receive new messages in real time instead of polling for them.
• Scopes: the exact permissions each endpoint above requires.