CRM

Export to Excel

Builds the workbook the CRM’s «Esporta» button produces — deals and activities on two tabs, each deal with its customer’s name — and hands it back base64-encoded rather than as rows. Call it ONLY when the user asked for the FILE: to answer a question about the data use crm_list_deals or crm_list_activities, which cost a fraction of the context. Refused above 2000 rows, because a file that looks complete and is not is the worst possible answer — narrow the filters and retry. Every call is recorded in the activity log.

Examples

  • Send me the pipeline as a spreadsheet GET /api/v1/rest/crm/export?entities=deals
  • Export the open pipeline for Laura GET /api/v1/rest/crm/export?entities=deals&status=open&owner_user_id=55555555-6666-4777-8888-999999999999
get/api/v1/rest/crm/export

Request

  • Base URL: https://api.custodo.ai
  • URL: https://api.custodo.ai/api/v1/rest/crm/export
  • Auth: HTTP bearer

Query parameters

entitiesstring[]

Which tabs carry rows: deals, activities. Default both.

querystring

Full-text filter over the deals. At least two characters.

status'open' | 'won' | 'lost'

open for the live pipeline; won/lost for what has closed.

pipeline_idstring uuid

Only this pipeline’s deals. From crm_list_lookups.

stage_idstring uuid

Only this stage’s deals. From crm_list_lookups.

owner_user_idstring uuid

Only one person’s deals. From custodo_whoami for your own.

party_idstring uuid

Only this customer’s deals. The anagrafica id, from anagrafiche_search_parties.

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.

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.