CRM

Read the CRM’s reference tables

The small reference tables the CRM’s other tools need, in one call: every live pipeline with its stages in funnel order — including which stage closes a deal as won and which as lost — and the organisation’s live lost reasons. These are the ids crm_advance_deal, crm_create_deal, crm_set_stage and crm_reorder_stages take, so call this rather than guessing one. Nothing here pages, and nothing here is a search: for people use custodo_list_members, and for the module’s own settings use custodo_get_module_settings.

get/api/v1/rest/crm/lookups

Request

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

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.