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Overview

A list is a named collection of records from one object, such as companies to target this quarter. Use lists to organize records for campaigns or workflows that span Unify and other tools. For the workflow in the app, see Lists. Each list entry identifies a member by record_id and object. Use Get record to retrieve that member’s attributes.

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Sharing

Each list belongs to a user. Its share_status controls workspace-wide access and defaults to ONLY_ME. Lists can also be shared with individual users in the Unify app. Administrators and users with workspace-wide list permissions retain their access regardless of the sharing setting. Updating or deleting a list and adding or removing entries require manage access.

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List membership

Add or remove up to 100 records per request, identifying each by its ID or unique attributes. The response reports an outcome for each record, so a missing record does not fail the whole batch. Deleting a list or removing an entry leaves the underlying records intact.