COcoevera
Lead & Opportunity

Create an opportunity

Creates one opportunity and answers 201 with the record. name, owner_id, step_id, closing_date, value (with currency_id) and account_relations are required.

post/entities/Opportunities

Request

Query parameters

validation-levelinteger

Bit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.

Request body

modifiedstring date-time

Last modification time.

createdstring date-time

Creation time.

active_quote_idstring uuid

Id of the quote currently synchronized with this opportunity, or empty when no quote is active. A quote can be active on only one opportunity at a time.

closing_datestring date required

Expected or actual closing date of the opportunity.

currency_exchange_rates_list_idstring uuid

Id of the currency exchange rate list applied to this opportunity.

descriptionstring

Free-form description of the opportunity.

is_archivedboolean

True when the opportunity has been archived (lost). Archived opportunities remain readable but are hidden from active lists and cannot be edited until reactivated.

is_value_auto_calculateboolean

True when value is auto-calculated from the opportunity product line items. False when the user enters value directly.

label_flagstring

User-set colored flag used to highlight the opportunity in lists and reports.

last_ai_buying_center_appliedstring date-time

Time when an AI-suggested buying center was last applied to this opportunity.

lead_source_idstring uuid

Id of the lead source the opportunity originated from.

namestring required

Name of the entity and its default text representation.

oppty_type_idstring uuid

Id of the opportunity type.

owner_idstring uuid required

Id of the opportunity owner.

product_currency_idstring uuid

Id of the currency used for product line-item prices on this opportunity.

product_price_list_idstring uuid

Id of the price list that supplies prices for product line items added to this opportunity, or empty to use catalog defaults.

product_sectionsobject

Product sections grouping the record's line items, as a JSON array of {"id": <UUID>, "name": <string>} objects. Validated on write. Full structure: https://developers.coevera.com/reference/graphql/types/p/#ProductSection This payload conforms to the ProductSection JSON Schema (see the linked schema).

quick_account_emailstring

Free-text company email captured at opportunity creation when no Account record has been linked yet.

quick_account_namestring

Free-text company name captured at opportunity creation when no Account record has been linked yet.

quick_account_phonestring

Free-text company phone captured at opportunity creation when no Account record has been linked yet.

quick_contact_namestring

Free-text contact name captured at opportunity creation when no Contact record has been linked yet.

quick_emailstring

Free-text contact email captured at opportunity creation when no Contact record has been linked yet.

quick_phonestring

Free-text contact phone captured at opportunity creation when no Contact record has been linked yet.

rankinginteger

Qualitative ranking score (1-10) the user assigns to indicate the strength of the opportunity.

reason_of_close_descriptionstring

Free-form note explaining why the opportunity was archived (lost).

reason_of_close_idstring uuid

Id of the reason of close option selected when the opportunity was archived (lost).

share_mode0 | 1 | 2 | 3

Sharing model applied on top of the owner/unit visibility (e.g. shared with selected sales units or selected users). The matching sharing_units / sharing_clients lists control who is granted access.

Integer enum value: 0 - Standard, 1 - Private, 2 - AllView, 3 - AllEdit

step_idstring uuid required

Id of the pipeline step.

unit_idstring uuid

Id of the sales unit.

was_qualifiedboolean

True when the opportunity has gone through the qualification step at least once.

revisioninteger

Revision when entity was lastly changed.

won_datestring date-time

Timestamp of when the opportunity was won. Setting it adjusts the underlying win event; empty for opportunities that have not been won.

lost_datestring date-time

Timestamp of when the opportunity was archived (lost). Setting it adjusts the underlying loss event; empty for opportunities that have not been archived.

Example request

{
  "modified": "2019-01-01T00:00:00",
  "created": "2019-01-01T00:00:00",
  "active_quote_id": "01234567-abcd-dcba-ffff-000000000000",
  "closing_date": "2019-01-01",
  "currency_exchange_rates_list_id": "01234567-abcd-dcba-ffff-000000000000",
  "description": "string",
  "last_ai_buying_center_applied": "2019-01-01T00:00:00",
  "lead_source_id": "01234567-abcd-dcba-ffff-000000000000",
  "name": "string",
  "oppty_type_id": "01234567-abcd-dcba-ffff-000000000000",
  "owner_id": "01234567-abcd-dcba-ffff-000000000000",
  "product_currency_id": "01234567-abcd-dcba-ffff-000000000000",
  "product_price_list_id": "01234567-abcd-dcba-ffff-000000000000",
  "quick_account_email": "string",
  "quick_account_name": "string",
  "quick_account_phone": "string",
  "quick_contact_name": "string",
  "quick_email": "string",
  "quick_phone": "string",
  "ranking": 1,
  "reason_of_close_description": "string",
  "reason_of_close_id": "01234567-abcd-dcba-ffff-000000000000",
  "step_id": "01234567-abcd-dcba-ffff-000000000000",
  "unit_id": "01234567-abcd-dcba-ffff-000000000000",
  "revision": 1,
  "value": {
    "currency_id": "01234567-abcd-dcba-ffff-000000000000"
  },
  "won_date": "2019-01-01T00:00:00",
  "lost_date": "2019-01-01T00:00:00"
}

Response

The created Opportunity record.

successboolean

True when the request succeeded; false on error.

Example response

{
  "success": true,
  "data": {
    "id": "01234567-abcd-dcba-ffff-000000000000",
    "modified": "2019-01-01T00:00:00",
    "created": "2019-01-01T00:00:00",
    "active_quote_id": "01234567-abcd-dcba-ffff-000000000000",
    "closing_date": "2019-01-01",
    "currency_exchange_rates_list_id": "01234567-abcd-dcba-ffff-000000000000",
    "description": "string",
    "last_ai_buying_center_applied": "2019-01-01T00:00:00",
    "lead_source_id": "01234567-abcd-dcba-ffff-000000000000",
    "name": "string",
    "oppty_type_id": "01234567-abcd-dcba-ffff-000000000000",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_currency_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_price_list_id": "01234567-abcd-dcba-ffff-000000000000",
    "quick_account_email": "string",
    "quick_account_name": "string",
    "quick_account_phone": "string",
    "quick_contact_name": "string",
    "quick_email": "string",
    "quick_phone": "string",
    "ranking": 1,
    "reason_of_close_description": "string",
    "reason_of_close_id": "01234567-abcd-dcba-ffff-000000000000",
    "step_id": "01234567-abcd-dcba-ffff-000000000000",
    "table_name": "string",
    "unit_id": "01234567-abcd-dcba-ffff-000000000000",
    "revision": 1,
    "value": {
      "currency_id": "01234567-abcd-dcba-ffff-000000000000"
    },
    "status": 1,
    "qualify_date": "2019-01-01T00:00:00",
    "won_date": "2019-01-01T00:00:00",
    "lost_date": "2019-01-01T00:00:00",
    "days_in_step": 1,
    "formatted_name": "string",
    "modified_by_user": "2019-01-01T00:00:00"
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.