CRM

Edit a deal, move its stage, or close it

Requires the crm.write scope.

patch/crm/deals/{id}

Request

  • Base URL: https://developer.solofire.com/v1
  • URL: https://developer.solofire.com/v1/crm/deals/{id}
  • Auth: HTTP bearer

Path parameters

idstring uuid required

Request body

namestring

Deal name.

amountnumber

Deal value.

currencystring

ISO 4217 code. Defaults to USD.

statusstring

open, won or lost. Derived from the stage when stage_id is given.

close_datestring

Expected or actual close date, YYYY-MM-DD.

close_reasonstring

Why it was won or lost.

next_stepstring

The next action.

notesstring

Free-form notes.

pipeline_idstring

Pipeline. Defaults to the company default pipeline.

stage_idstring

Stage within the pipeline. Moving stage journals history; a won/lost stage sets status.

account_idstring

Linked account.

owner_user_idstring

Owning member.

custom_fieldsobject

Arbitrary key/value metadata.

Response

Success

object required

Changes

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