Use the Service Journeys adapter
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Journey applications and client-visible related records.
Where to goExternal backend → GET /portal_api/me or supported workspace endpoint
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Journey applications and client-visible related records. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to External backend → GET /portal_api/me or supported workspace endpoint.
- Find the record, endpoint, field or action used to use the service journeys adapter.
- Complete the displayed values exactly as described in this guide.
- Select the available save, submit, send, upload, create, update or confirm action.
- Return to the related register, portal, activity log or API response and verify the expected result.
Fields and options
AdapterService Journeys
DataJourney applications and client-visible related records.
Rules and limits
- The underlying module must be active and its expected tables/fields available.
- Only records owned by the authenticated client/contact and allowed for portal visibility are returned.
Check it worked
- The use the service journeys adapter workflow completes without a validation, permission, ownership or availability error.
- The related record, portal view, activity entry, notification log or API response shows the expected state.
- Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.
Security, privacy and operational checks
- Use controlled test records and non-production credentials before wider rollout.
- Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.
Related guides
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