CRM

Reopen a deal

Reopens a closed trattativa into a named non-terminal stage of its own pipeline. Nothing is undone: a new stage-history row is appended, so the deal’s second run through the funnel is measured separately from its first, and the lost reason is cleared. It refuses a deal that is already open and refuses a won or lost stage. An opportunity that has no forecast date must be given one HERE, as expected_close_date — a closed deal’s figures are locked, so crm_update_deal cannot set it beforehand — and this tool says so rather than failing on a constraint. Reopening is also the way to correct a closed deal’s amount, probability or date: reopen it, then call crm_update_deal.

post/api/v1/rest/crm/deals/{id}/reopen

Request

  • Base URL: https://api.custodo.ai
  • URL: https://api.custodo.ai/api/v1/rest/crm/deals/{id}/reopen
  • Auth: HTTP bearer

Path parameters

idstring uuid required

The deal id, from crm_list_deals or crm_get_deal.

Headers

X-Tenant-Idstring uuid

The organisation to act in. An API key is bound to exactly one, so this is optional for a key and must match the one it was minted for.

Request body

stage_idstring uuid required

The non-terminal stage to reopen it into. Explicit because there is no «where it was» — the history knows, the deal does not. From crm_get_deal, which lists the stages of this deal’s own pipeline.

expected_close_datestring

The forecast date it reopens with, YYYY-MM-DD. Required when the deal has none (crm_get_deal shows it), because an open opportunity must have one; otherwise omit it to keep the date the deal holds, or give a new one — a later date is counted as a slip.

Response

Done. data is the tool’s own answer.

oktrue required
dataunknown required

Changes

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