Playbook

OpenSOSData Integration Guide

US Secretary of State business entity lookup across currently active OpenSOSData jurisdictions.

When to use

Use opensosdata_business_lookup to find the registered officer name for a business entity. This is the bridge between “I have a restaurant name” and “I have an owner name to skip-trace.” Typical flow:

opensosdata_business_lookup → get officer name from SOS
enformion_contact_enrich → get mobile phone from officer name + city/state

State-by-state officer data coverage

Coverage	States	Notes
Full (name + address + title)	FL, TX (franchise tax), CO, PA, MN, NY, WI, KY, SC, RI	FL is best — full officer list with addresses
Name only	IL, IN, TN, CT, MA, GA, NV, ND, AL, AR, IA, MO
Entity found, no officers	OH, CA, MI, WA, NJ	SOS shields member names — use other methods

Critical gotchas

1. FL officer name format — ALWAYS reverse

FL SOS returns "LASTNAME, FIRSTNAME MIDDLE". Use reverseOfficerName() from opensosdata-shared.ts:

"SMITH, JOHN EDWARD" → "John Smith"
"DE LA CRUZ, MARIA" → "Maria De La Cruz"

Other states that use this format: LA, SC, sometimes GA.

2. Async states (CA, MA, NV, OR, WA)

These states return HTTP 202 with a jobId. The action automatically polls every 3 seconds until complete (up to 90s). No special handling needed by the caller.

Native bulk jobs

opensosdata_bulk_lookup submits up to 1,000 entities in one provider request. It waits at most 30 seconds, then returns a durable job_id for opensosdata_get_bulk_result. Calls to opensosdata_business_lookup inside a dataset map compile into native jobs of up to 256 entities. Keep using the scalar tool for row-wise play code; call the bulk operation directly only when you already have an entity array. After OpenSOSData accepts a bulk job, Deepline never retries the POST. Polling timeouts and transport failures return the persisted job_id; the async billing reconciler retries the idempotent status read until terminal truth is available.

3. Skip registered agent services

Filter officer names containing: “Corporation Service”, “CT Corporation”, “Incorp”, “Northwest Registered”, “Statutory Agent”. These are professional RA services, not people. Use isRegisteredAgentService() from opensosdata-shared.ts.

4. Balance monitoring

Each lookup costs Deepline credits. Check remaining balance before large batch runs. Check balance: GET /v1/account/balance → lookupsRemaining. Topup URL: https://app.opensosdata.com#billing

Response structure

Synchronous (most states):

{
  "success": true,
  "data": {
    "entityName": "NOBLE BEAST BREWING LLC",
    "entityType": "LLC",
    "entityId": "2441200",
    "status": "Active",
    "formationDate": "10/28/2015",
    "registeredAgentName": "",
    "officers": [],
    "sosUrl": "https://businesssearch.ohiosos.gov/...",
    "scrapedAt": "2026-05-31T..."
  }
}

FL with full officers:

{
  "success": true,
  "data": {
    "entityName": "CASTAWAYS RIVER TIKI BAR LLC",
    "officers": [
      { "name": "SWANSON, KIRK ALAN", "title": "MGR", "address": "..." }
    ]
  }
}

→ Reverse: reverseOfficerName("SWANSON, KIRK ALAN") = "Kirk Swanson" Async (CA/MA/NV/OR/WA) — handled automatically, caller receives final result. Not found (no charge):

{ "success": false, "error": "Entity not found", "cost": 0 }

Credentials

Single API key passed as x-api-key header. Set via Deepline dashboard → Integrations → OpenSOSData, or OPENSOSDATA_API_KEY env var. API endpoint: https://api.opensosdata.com/v1/lookup

Getting Started

GTM is code

Features

Deepline SDK beta

Integrations

API Reference

Opensosdata API Guide for GTM Workflows

Playbook

OpenSOSData Integration Guide

When to use

State-by-state officer data coverage

Critical gotchas

1. FL officer name format — ALWAYS reverse

2. Async states (CA, MA, NV, OR, WA)

Native bulk jobs

3. Skip registered agent services

4. Balance monitoring

Response structure

Credentials

​Playbook

​OpenSOSData Integration Guide

​When to use

​State-by-state officer data coverage

​Critical gotchas

​1. FL officer name format — ALWAYS reverse

​2. Async states (CA, MA, NV, OR, WA)

​Native bulk jobs

​3. Skip registered agent services

​4. Balance monitoring

​Response structure

​Credentials

Playbook

OpenSOSData Integration Guide

When to use

State-by-state officer data coverage

Critical gotchas

1. FL officer name format — ALWAYS reverse

2. Async states (CA, MA, NV, OR, WA)

Native bulk jobs

3. Skip registered agent services

4. Balance monitoring

Response structure

Credentials