CRM

Edit a pipeline

Renames a pipeline, moves it in the switcher, or makes it the one new deals land in (is_default, which clears the flag on the current default in the same transaction). Only the fields you pass are touched, and at least one is required. Retiring a pipeline is crm_delete_pipeline and is deliberately not a field here.

patch/api/v1/rest/crm/pipelines/{id}

Request

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

Path parameters

idstring uuid required

The pipeline id, from crm_list_lookups.

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

namestring

What the sales process is called, in Italian: «Vendite», «Rinnovi».

positioninteger

Where it sits in the pipeline switcher. Lower comes first.

is_defaultboolean

true makes this the pipeline new deals land in, and clears the flag on the current default.

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.