CRM

Create a pipeline

Adds a second sales process — «Rinnovi» beside «Vendite». It arrives with NO stages, and no deal can be moved into it until it has at least one «vinto» and one «perso» stage, so follow every call with crm_set_stage. A second pipeline is a paid feature: this refuses when the organisation only holds the first one, and says which tier it needs. Defaults are safe here because this key only ever creates.

post/api/v1/rest/crm/pipelines

Request

  • Base URL: https://api.custodo.ai
  • URL: https://api.custodo.ai/api/v1/rest/crm/pipelines
  • 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.

Request body

namestring required

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

positioninteger

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

is_defaultboolean

The pipeline a new deal lands in. Setting it here clears the flag on the current default, in the same transaction.

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.