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Vendaze workspaces can define custom fields to capture data that does not fit in the standard schema: tax IDs, lead sources, business segments, internal scores, and any other information relevant to the sales process.

How they work

Custom fields are defined per workspace and associated with individual records. Each field has:
  • Label: human-readable name shown in the UI (e.g., “Lead Source”)
  • Key: short identifier for programmatic use (e.g., lead_source)
  • Type: defines valid values and comparison rules
  • Visibility: whether it appears on people, companies, and/or deals

Available types

TypeDescriptionExample value
textSingle line of text"Acme Corp"
long_textMulti-line text"Notes about the customer..."
numberNumeric value42
dateISO 8601 date"2026-05-26"
selectOne option from a predefined list"hot"
multi_selectMultiple options["hot", "inbound"]
cpfBrazilian individual tax ID"000.000.000-00"
cnpjBrazilian company tax ID"00.000.000/0001-00"
linkURL"https://linkedin.com/in/ana"
addressPhysical address"123 Main St"

List workspace fields

GET /v1/custom-fields
Filter by entity type:
GET /v1/custom-fields?show_people=true
GET /v1/custom-fields?show_deals=true
Response:
{
  "data": [
    {
      "id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
      "label": "Lead Source",
      "key": "lead_source",
      "type": "select",
      "value": ["organic", "paid", "referral", "outbound"],
      "required": false,
      "show_people": true,
      "show_companies": false,
      "show_deals": true,
      "created_at": "2026-01-10T09:00:00Z"
    }
  ],
  "meta": { "total": 5, "page": 1, "per_page": 50, "has_more": false }
}

Read values on a record

When retrieving a record by ID, custom field values are returned in the custom_fields object:
{
  "data": {
    "id": "550e8400-e29b-41d4-a716-446655440000",
    "full_name": "Ana Costa",
    "custom_fields": [
      {
        "id": "assoc-uuid",
        "value": "referral",
        "field": {
          "id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
          "label": "Lead Source",
          "key": "lead_source",
          "type": "select"
        }
      }
    ]
  }
}
Custom fields do not appear in listing responses, only in individual record lookups.

Filter by custom field

GET /v1/people?custom_field[FIELD_UUID]=referral
GET /v1/companies?custom_field[FIELD_UUID]=00.000.000/0001-00
Comparison depends on the field type:
TypeComparison
text, long_text, link, addressCase-insensitive partial match
cpf, cnpjExact
selectExact
multi_selectContains the value
numberExact
dateExact