opportunities

Create or safely match a deal on an external identity

Create a deal, or find the one another system already knows about and update it. Match is on the identity that system issued (externalProvider plus externalId) or on an explicit id, and never on the name: two deals with the same name are routinely two deals. Use create_opportunity when you mean to create one regardless.

post/v1/opportunities:upsert

Request

  • Base URL: https://api.indraft.io
  • URL: https://api.indraft.io/v1/opportunities:upsert
  • Auth: HTTP bearer

Request body

idempotencyKeystring

Your own name for this write, so retrying it cannot do it twice. Send the same key again and you get the SAME result back rather than a second record, which is what makes a re-run safe after a timeout you never saw the answer to. Derive it from what the write is about, not from the clock: nightly-sync-halden retries correctly and a timestamp does not.

expectedVersioninteger

The version you read before deciding to write. If the record has moved since, the write is refused instead of overwriting whatever changed. Send it whenever you read, reasoned, and then wrote: without it the last writer wins and neither of you finds out.

sourceIdstring

The recorded source this claim came from, if one exists. It attaches evidence to the write, so a person reading the field later can see where it came from rather than only who sent it.

assertionKind'observed' | 'inferred' | 'imported' | 'user_supplied'

HOW YOU KNOW. This is the field the product is built around, so say what is true rather than what is strongest: observed you saw it stated directly, imported it came from a file or another system, inferred you worked it out, user_supplied a person told you in so many words. They rank, weakest first: inferred < imported < observed < user_supplied < confirmed. A weaker claim does not overwrite a stronger one; it is reported in held[] and the stored value stands, so an unattended re-run converges instead of eroding what somebody checked. confirmed is not accepted here: it means a person checked the value, and only a signed-in person can set it.

attributionLabelstring

A short name for the work this write belongs to, shown beside the actor so one credential can distinguish separate jobs. It is recorded as CALLER-SUPPLIED and grants nothing: it changes no permission, no idempotency scope and no quota.

dryRunboolean

Report what this write WOULD do and commit nothing. The response carries the same change list, held fields and refusals as the real call, so it is the way to check a risky write, or a whole import, before it lands. Nothing is metered.

overrideStandingboolean

Apply this write even when the value standing in the record was asserted more strongly than this one. Absent means no, which is the safe answer for a re-run. WITHOUT IT, a write can be accepted and change nothing: precedence is confirmed > user_supplied > observed > imported > inferred, and a weaker claim leaves the standing value in place and reports the field in held[] rather than failing. That is the whole of why a write can return 200 and not take. WITH it, this write wins regardless of what it is overruling, INCLUDING a value a person confirmed, so an agent that sets it by default has switched the provenance mechanism off. Set it per write, when the caller knows its claim supersedes what is there.

namestring required
stageIdstring

Only records in this stage. Stage ids come from the schema call, which lists every pipeline and its stages in order.

companyIdstring
amountMinorinteger
currencystring
expectedCloseDatestring
ownerActorIdstring
probabilityBpsinteger
customFieldsobject

Values for fields this workspace defined, keyed by the field's key. Read the schema first: a key that is not declared is REFUSED, with the available keys in the error, rather than stored where nobody will find it. Send null to clear one.

idstring
externalProviderstring
externalIdstring

Response

Success

status'created' | 'matched' | 'ambiguous' required

Whether this created a record, matched an existing one on real identity evidence, or found several and committed nothing. ambiguous is not an error: it means the evidence you sent fits more than one record, and candidates lists them so a caller can choose rather than have one picked for it.

matchReasonstring

Why this matched the record it matched, in words, when it matched one.

requestIdstring required

Changes

No recorded changes to this operation across all 1 revision of this API.