Leads to contacted, appointment booked, attended and sold

GET

/v1/reports/funnel

const url = 'https://api.threadkite.app/v1/reports/funnel?preset=today&granularity=day&inboxType=sales&sourceCategory=website&channel=email&trafficChannel=paid_search&touch=first';
const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};

try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}

curl --request GET \
  --url 'https://api.threadkite.app/v1/reports/funnel?preset=today&granularity=day&inboxType=sales&sourceCategory=website&channel=email&trafficChannel=paid_search&touch=first' \
  --header 'Authorization: Bearer <token>'

Each lead in the range, and what happened after it and before the thread’s next lead; sold uses the touch chosen. By source, location, inbox and owner. Part of Pro.

Authorizations

api_key
reports:read

Parameters

Query Parameters

preset

Date range in your organisation’s time zone. Defaults to 30d (the last 30 days, today included); custom needs from and to. Dates without a preset are custom.

string

Allowed values: today 7d 30d this_month last_month custom

Date range in your organisation’s time zone. Defaults to 30d (the last 30 days, today included); custom needs from and to. Dates without a preset are custom.

from

First day (custom ranges), YYYY-MM-DD

string format: date

First day (custom ranges), YYYY-MM-DD

Last day, included (custom ranges)

string format: date

Last day, included (custom ranges)

granularity

Group charts over time by day or week. Defaults to days up to 62 days, else weeks

string

Allowed values: day week

Group charts over time by day or week. Defaults to days up to 62 days, else weeks

inboxId

Only this inbox (one you can see)

string format: uuid

Only this inbox (one you can see)

inboxType

Only inboxes of this type

string

Allowed values: sales service parts bodyshop general

Only inboxes of this type

locationId

Only leads at this location

string format: uuid

Only leads at this location

sourceId

Only leads from this source

string format: uuid

Only leads from this source

sourceCategory

Only sources of this kind

string

Allowed values: website marketplace website_provider dms social phone email other

Only sources of this kind

ownerUserId

Only threads this person owns, or unassigned for threads nobody owns

string

>= 1 characters <= 100 characters

Only threads this person owns, or unassigned for threads nobody owns

channel

Only leads on this channel

string

Allowed values: email sms whatsapp chat phone form api marketplace visit messenger instagram internal

Only leads on this channel

campaignId

Only leads from this campaign

string format: uuid

Only leads from this campaign

trafficChannel

Only leads whose visit came this way (paid search, email…)

string

Allowed values: paid_search paid_social display email sms affiliate organic_search organic_social referral direct other

Only leads whose visit came this way (paid search, email…)

touch

Sales, funnel and campaigns reports: credit each sale to the first lead in the look-back (first) or the latest before the sale (last, the default). Source, source type, channel, campaign and traffic channel filters then apply to that lead.

string

Allowed values: first last

Responses

200

application/json

object

range

required

object

from

required

string format: date

required

string format: date

days

required

number

preset

required

string

Allowed values: today 7d 30d this_month last_month custom

timeZone

required

Your organisation’s time zone

string

granularity

required

string

Allowed values: day week

previous

required

The period compared against

object

from

required

string format: date

required

string format: date

days

required

number

limited

required

The Free plan’s basic reports: only leads by source and first response times are filled in; other breakdowns are empty

boolean

touch

required

string

Allowed values: first last

overall

required

object

leads

required

number

contacted

required

A team reply (or a logged visit or call) before the next lead

number

booked

required

An appointment booked before the next lead

number

attended

required

An appointment that took place (completed) before the next lead

number

sold

required

A sale credited to the lead (by the touch the report uses)

number

contactedRate

required

Contacted out of leads (0 to 1)

number

nullable

bookedRate

required

Booked out of contacted (0 to 1)

number

nullable

attendedRate

required

Attended out of booked (0 to 1)

number

nullable

soldRate

required

Sold out of attended (can be above 1 when sales happen without a visit)

number

nullable

conversionRate

required

Sold out of leads (0 to 1)

number

nullable

medianFirstReplySeconds

required

Median seconds to the first team reply

number

nullable

bySource

required

By the lead’s source

Array<object>

object

leads

required

number

contacted

required

A team reply (or a logged visit or call) before the next lead

number

booked

required

An appointment booked before the next lead

number

attended

required

An appointment that took place (completed) before the next lead

number

sold

required

A sale credited to the lead (by the touch the report uses)

number

contactedRate

required

Contacted out of leads (0 to 1)

number

nullable

bookedRate

required

Booked out of contacted (0 to 1)

number

nullable

attendedRate

required

Attended out of booked (0 to 1)

number

nullable

soldRate

required

Sold out of attended (can be above 1 when sales happen without a visit)

number

nullable

conversionRate

required

Sold out of leads (0 to 1)

number

nullable

medianFirstReplySeconds

required

Median seconds to the first team reply

number

nullable

key

required

The id grouped by; null for none

string

nullable

name

required

string

logoUrl

required

Source logo, for sources

string

nullable

byLocation

required

Array<object>

object

leads

required

number

contacted

required

A team reply (or a logged visit or call) before the next lead

number

booked

required

An appointment booked before the next lead

number

attended

required

An appointment that took place (completed) before the next lead

number

sold

required

A sale credited to the lead (by the touch the report uses)

number

contactedRate

required

Contacted out of leads (0 to 1)

number

nullable

bookedRate

required

Booked out of contacted (0 to 1)

number

nullable

attendedRate

required

Attended out of booked (0 to 1)

number

nullable

soldRate

required

Sold out of attended (can be above 1 when sales happen without a visit)

number

nullable

conversionRate

required

Sold out of leads (0 to 1)

number

nullable

medianFirstReplySeconds

required

Median seconds to the first team reply

number

nullable

key

required

The id grouped by; null for none

string

nullable

name

required

string

logoUrl

required

Source logo, for sources

string

nullable

byInbox

required

Array<object>

object

leads

required

number

contacted

required

A team reply (or a logged visit or call) before the next lead

number

booked

required

An appointment booked before the next lead

number

attended

required

An appointment that took place (completed) before the next lead

number

sold

required

A sale credited to the lead (by the touch the report uses)

number

contactedRate

required

Contacted out of leads (0 to 1)

number

nullable

bookedRate

required

Booked out of contacted (0 to 1)

number

nullable

attendedRate

required

Attended out of booked (0 to 1)

number

nullable

soldRate

required

Sold out of attended (can be above 1 when sales happen without a visit)

number

nullable

conversionRate

required

Sold out of leads (0 to 1)

number

nullable

medianFirstReplySeconds

required

Median seconds to the first team reply

number

nullable

key

required

The id grouped by; null for none

string

nullable

name

required

string

logoUrl

required

Source logo, for sources

string

nullable

byPerson

required

By the thread’s owner

Array<object>

object

leads

required

number

contacted

required

A team reply (or a logged visit or call) before the next lead

number

booked

required

An appointment booked before the next lead

number

attended

required

An appointment that took place (completed) before the next lead

number

sold

required

A sale credited to the lead (by the touch the report uses)

number

contactedRate

required

Contacted out of leads (0 to 1)

number

nullable

bookedRate

required

Booked out of contacted (0 to 1)

number

nullable

attendedRate

required

Attended out of booked (0 to 1)

number

nullable

soldRate

required

Sold out of attended (can be above 1 when sales happen without a visit)

number

nullable

conversionRate

required

Sold out of leads (0 to 1)

number

nullable

medianFirstReplySeconds

required

Median seconds to the first team reply

number

nullable

key

required

The id grouped by; null for none

string

nullable

name

required

string

logoUrl

required

Source logo, for sources

string

nullable

Example

{
  "range": {
    "from": "2026-09-06",
    "to": "2026-10-05",
    "days": 30,
    "preset": "today",
    "timeZone": "Europe/London",
    "granularity": "day",
    "previous": {
      "from": "2026-09-06",
      "to": "2026-10-05",
      "days": 30
    }
  },
  "touch": "first",
  "bySource": [
    {
      "name": "Google Ads"
    }
  ],
  "byLocation": [
    {
      "name": "Google Ads"
    }
  ],
  "byInbox": [
    {
      "name": "Google Ads"
    }
  ],
  "byPerson": [
    {
      "name": "Google Ads"
    }
  ]
}

400

Unusable dates or filters

application/json

object

statusCode

required

number

code

required

Stable machine-readable reason

string

message

required

string

errors

With code invalid: every problem with the request, by field (message is the first)

Array<object>

object

path

required

Dotted path inside the item, e.g. attributes.price.amountMinor

string

message

required

string

Example

{
  "statusCode": 403,
  "code": "forbidden",
  "message": "You do not have permission to do that.",
  "errors": [
    {
      "message": "Enter the make"
    }
  ]
}

401

Missing or invalid API key

application/json

object

statusCode

required

number

code

required

Stable machine-readable reason

string

message

required

string

errors

With code invalid: every problem with the request, by field (message is the first)

Array<object>

object

path

required

Dotted path inside the item, e.g. attributes.price.amountMinor

string

message

required

string

Example

{
  "statusCode": 403,
  "code": "forbidden",
  "message": "You do not have permission to do that.",
  "errors": [
    {
      "message": "Enter the make"
    }
  ]
}

402

The organisation is on the Free plan (code upgrade_required)

application/json

object

statusCode

required

number

code

required

Stable machine-readable reason

string

message

required

string

feature

required

The feature that needs Pro

string

nullable

Allowed values: extraSeats connections aiAssistant aiReplies rules fullReports api inboxes bulkMessages videoMessages

upgradePath

required

Where to upgrade or pay, in the web app

string

Example

{
  "statusCode": 402,
  "code": "upgrade_required",
  "message": "Connections are part of Pro. Upgrade to connect texts, calls and more.",
  "feature": "extraSeats",
  "upgradePath": "/settings/billing"
}

403

The key does not have the scope (or the person the permission)

application/json

object

statusCode

required

number

code

required

Stable machine-readable reason

string

message

required

string

errors

With code invalid: every problem with the request, by field (message is the first)

Array<object>

object

path

required

Dotted path inside the item, e.g. attributes.price.amountMinor

string

message

required

string

Example

{
  "statusCode": 403,
  "code": "forbidden",
  "message": "You do not have permission to do that.",
  "errors": [
    {
      "message": "Enter the make"
    }
  ]
}

429

Rate limit reached

application/json

object

statusCode

required

number

code

required

Stable machine-readable reason

string

message

required

string

retryAfter

required

Seconds until another request will be accepted

number

Example

{
  "statusCode": 429,
  "code": "rate_limited",
  "message": "Too many requests. Each key can make 120 requests a minute; try again in 12 seconds.",
  "retryAfter": 12
}