pipeline

Set Deal Title Route

Changed on

Set or clear a deal's own name.

title on the wire is WHAT the deal is called ("Q3 Brand Refresh"), distinct from POST /deals/{deal_id}/rename's target_name/target_company_name (WHO the deal is filed under). It is stored in prospecting_deals.name; canonical display everywhere is COALESCE(name, target_name, target_company_name). Delegates to services.pipeline_stage_moves.set_deal_title — see its docstring for validation detail and clear semantics.

Works at ANY review_state (including a still-pending deal, 2026-08-19 founder feedback — naming a deal is harmless before approval too; only archived_at gates it). 404 if the deal doesn't exist in this org; 400 if it's archived, or if title exceeds 120 characters.

Success is 200 {"deal_id", "name", "name_source", "title", "display_name"}. Clearing does NOT return null: it regenerates the system default, so the response carries the name the deal now shows and name_source: "system" says it came from the allocator rather than a person. title mirrors name for older clients.

patch/api/pipeline/deals/{deal_id}/title

Request

  • Base URL: https://api.every.ai (the document declares no server; this is the origin it was published from)
  • URL: https://api.every.ai/api/pipeline/deals/{deal_id}/title
  • Auth: none declared

Query parameters

user_idstring nullable
org_idstring nullable

Request body

titlestring nullable

Response

Successful Response

unknown required

Changes