CRM
Find the records in a CRM list that have Market-Insights updates to review
Checks a CRM list's members against current Market-Insights data and returns ONLY the records that need attention, each with its proposed updates. Use this instead of calling getCrmRecordProfile + getCrmMiUpdates for every member: one call covers a page of up to 50 members, and records the user already reviewed (applied or dismissed) with nothing new since are left out. Page with cursor until nextCursor is null; a page may return no records and still have more to scan. Act on the results with applyCrmListMiUpdates (explicit per-record accepted updates) and dismissCrmListMiUpdates (snooze the rest). Each scan counts as a check of those records, exactly like getCrmMiUpdates.
Authorization
Path parameters
idstringrequiredThe CRM list id.
Body application/json
cursorstringnextCursor of the previous page.
entityTypesenum[]Only these entity types.
loagentcompanybranchincludeSnoozedbooleandefault: falseAlso return records whose proposals were all already reviewed.
limitintegerdefault: 25Members evaluated per page (max 50), not records returned.
Responses
200objectThe records on this page that need Market-Insights review, with their proposed updates.Show attributesHide attributes
dataobjectrequiredShow child attributesHide child attributes
failedEntityIdsstring[]requiredMembers whose check failed transiently; retry them with getCrmMiUpdates or a later pass.
fieldSetVersionnumberrequirednextCursorstring | nullrequiredPass back as cursor for the next page; null once every member has been scanned. A page can return zero records and still have a nextCursor — keep paging until it is null.
recordsobject[]requiredShow child attributesHide child attributes
checkedAtnumberrequiredEpoch ms of this check.
entityIdstringrequiredentityTypeenumrequiredloagentcompanybranchinputsChangedbooleanrequiredThe Market-Insights data or the record changed since the previous check (true when the record had never been checked).
namestring | nullrequiredstatusenumrequiredneeds_review: at least one proposal the user has not reviewed. snoozed: every proposal was already reviewed within the check window (only returned with includeSnoozed: true).
needs_reviewsnoozedupdatesobject[]requiredscannednumberrequiredList members evaluated by this page.
summaryobjectrequiredTally over every member this page scanned.
Show child attributesHide child attributes
failednumberrequiredneedsReviewnumberrequiredsnoozednumberrequiredunavailablenumberrequiredMembers with no Market-Insights data to compare against (manual / unmatched records).
upToDatenumberrequired400objectValidation error401objectUnauthorized403objectForbidden (authenticated, but missing required context — e.g. no active organization)404objectNot found413objectResponse payload too large — detail endpoint capped to fit Lambda response limits503objectSearch timed out or the cluster is overloaded — retry after `Retry-After` seconds.