Deals

Deals represent ongoing, lost or won sales to an organization or to a person. Each deal has a monetary value and must be placed in a stage. Deals can be owned by a user, and followed by one or many users. Each deal consists of standard data fields but can also contain a number of custom fields. The custom fields can be recognized by long hashes as keys. These hashes can be mapped against DealField.key. The corresponding label for each such custom field can be obtained from DealField.name.

Get all deals

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Returns data about all not archived deals.

Cost

10

Request
GET

/api/v2/deals

Query parameters

filter_id

integer

If supplied, only deals matching the specified filter are returned

ids

string

Optional comma separated string array of up to 100 entity ids to fetch. If filter_id is provided, this is ignored. If any of the requested entities do not exist or are not visible, they are not included in the response.

owner_id

integer

If supplied, only deals owned by the specified user are returned. If filter_id is provided, this is ignored.

person_id

integer

If supplied, only deals linked to the specified person are returned. If filter_id is provided, this is ignored.

org_id

integer

If supplied, only deals linked to the specified organization are returned. If filter_id is provided, this is ignored.

pipeline_id

integer

If supplied, only deals in the specified pipeline are returned. If filter_id is provided, this is ignored.

stage_id

integer

If supplied, only deals in the specified stage are returned. If filter_id is provided, this is ignored.

status

string

Only fetch deals with a specific status. If omitted, all not deleted deals are returned. If set to deleted, deals that have been deleted up to 30 days ago will be included. Multiple statuses can be included as a comma separated array. If filter_id is provided, this is ignored.

Values

open

won

lost

deleted

updated_since

string

If set, only deals with an update_time later than or equal to this time are returned. In RFC3339 format, e.g. 2025-01-01T10:20:00Z.

updated_until

string

If set, only deals with an update_time earlier than this time are returned. In RFC3339 format, e.g. 2025-01-01T10:20:00Z.

sort_by

string

The field to sort by. Supported fields: id, update_time, add_time.

Default

id

Values

id

update_time

add_time

sort_direction

string

The sorting direction. Supported values: asc, desc.

Default

asc

Values

asc

desc

include_fields

string

Optional comma separated string array of additional fields to include

Values

next_activity_id

last_activity_id

first_won_time

products_count

files_count

notes_count

followers_count

email_messages_count

activities_count

done_activities_count

undone_activities_count

participants_count

last_incoming_mail_time

last_outgoing_mail_time

smart_bcc_email

source_lead_id

custom_fields

string

Optional comma separated string array of custom fields keys to include. If you are only interested in a particular set of custom fields, please use this parameter for faster results and smaller response.
A maximum of 15 keys is allowed.

include_option_labels

boolean

When provided with a 'true' value, single option and multiple option custom fields values contain objects in the form of '{ id: number, label: string }' instead of plain id

include_labels

boolean

When provided with 'true' value, response will include an array of label objects in the form of '{ id: number, label: string }'

limit

integer

For pagination, the limit of entries to be returned. If not provided, 100 items will be returned. Please note that a maximum value of 500 is allowed.

cursor

string

For pagination, the marker (an opaque string value) representing the first item on the next page

Response
200

OK

Expand all
Copy code
    • true
    • [ ... ]
      • { ... }

      Get details of a deal

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      Returns the details of a specific deal.

      Cost

      1

      Request
      GET

      /api/v2/deals/{id}

      Path parameters

      id

      integer

      required

      The ID of the deal

      Query parameters

      include_fields

      string

      Optional comma separated string array of additional fields to include

      Values

      next_activity_id

      last_activity_id

      first_won_time

      products_count

      files_count

      notes_count

      followers_count

      email_messages_count

      activities_count

      done_activities_count

      undone_activities_count

      participants_count

      last_incoming_mail_time

      last_outgoing_mail_time

      smart_bcc_email

      source_lead_id

      custom_fields

      string

      Optional comma separated string array of custom fields keys to include. If you are only interested in a particular set of custom fields, please use this parameter for faster results and smaller response.
      A maximum of 15 keys is allowed.

      include_option_labels

      boolean

      When provided with a 'true' value, single option and multiple option custom fields values contain objects in the form of '{ id: number, label: string }' instead of plain id

      include_labels

      boolean

      When provided with 'true' value, response will include an array of label objects in the form of '{ id: number, label: string }'

      Response
      200

      OK

      Expand all
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        • true
        • { ... }

        List updates about deal field values

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        Lists updates about field values of a deal.

        Cost

        20

        Request
        GET

        /api/v1/deals/{id}/changelog

        Path parameters

        id

        integer

        required

        The ID of the deal

        Query parameters

        cursor

        string

        For pagination, the marker (an opaque string value) representing the first item on the next page

        limit

        integer

        Items shown per page

        Response
        200

        OK

        Expand all
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          • true
          • [ ... ]
            • { ... }

            Get Deal conversion status

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            Returns information about the conversion. Status is always present and its value (not_started, running, completed, failed, rejected) represents the current state of the conversion. Lead ID is only present if the conversion was successfully finished. This data is only temporary and removed after a few days.

            Cost

            1

            Request
            GET

            /api/v2/deals/{id}/convert/status/{conversion_id}

            Path parameters

            id

            integer

            required

            The ID of a deal

            conversion_id

            string

            required

            The ID of the conversion

            Format

            uuid

            Response
            200

            OK

            Expand all
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              • true
              • { ... }
                • null

              List discounts added to a deal

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              Lists discounts attached to a deal.

              Cost

              10

              Request
              GET

              /api/v2/deals/{id}/discounts

              Path parameters

              id

              integer

              required

              The ID of the deal

              Response
              200

              OK

              Expand all
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                • true
                • [ ... ]

                List files attached to a deal

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                Lists files associated with a deal.

                Cost

                20

                Request
                GET

                /api/v1/deals/{id}/files

                Path parameters

                id

                integer

                required

                The ID of the deal

                Query parameters

                start

                integer

                Pagination start

                Default

                0

                limit

                integer

                Items shown per page. Please note that a maximum value of 100 is allowed.

                sort

                string

                Supported fields: id, update_time

                Response
                200

                OK

                Expand all
                Copy code
                  • true
                  • [ ... ]
                    • { ... }

                    List updates about a deal

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                    Lists updates about a deal.

                    Cost

                    40

                    Request
                    GET

                    /api/v1/deals/{id}/flow

                    Path parameters

                    id

                    integer

                    required

                    The ID of the deal

                    Query parameters

                    start

                    integer

                    Pagination start

                    Default

                    0

                    limit

                    integer

                    Items shown per page

                    all_changes

                    string

                    Whether to show custom field updates or not. 1 = Include custom field changes. If omitted returns changes without custom field updates.

                    items

                    string

                    A comma-separated string for filtering out item specific updates. (Possible values - call, activity, plannedActivity, change, note, deal, file, dealChange, personChange, organizationChange, follower, dealFollower, personFollower, organizationFollower, participant, comment, mailMessage, mailMessageWithAttachment, invoice, document, marketing_campaign_stat, marketing_status_change).

                    Response
                    200

                    OK

                    Expand all
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                      • true
                      • [ ... ]
                        • { ... }
                          • { ... }

                          List followers of a deal

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                          Lists users who are following the deal.

                          Cost

                          10

                          Request
                          GET

                          /api/v2/deals/{id}/followers

                          Path parameters

                          id

                          integer

                          required

                          The ID of the deal

                          Query parameters

                          limit

                          integer

                          For pagination, the limit of entries to be returned. If not provided, 100 items will be returned. Please note that a maximum value of 500 is allowed.

                          cursor

                          string

                          For pagination, the marker (an opaque string value) representing the first item on the next page

                          Response
                          200

                          OK

                          Expand all
                          Copy code
                            • true
                            • [ ... ]
                              • { ... }

                              List followers changelog of a deal

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                              Lists changelogs about users have followed the deal.

                              Cost

                              10

                              Request
                              GET

                              /api/v2/deals/{id}/followers/changelog

                              Path parameters

                              id

                              integer

                              required

                              The ID of the deal

                              Query parameters

                              limit

                              integer

                              For pagination, the limit of entries to be returned. If not provided, 100 items will be returned. Please note that a maximum value of 500 is allowed.

                              cursor

                              string

                              For pagination, the marker (an opaque string value) representing the first item on the next page

                              Response
                              200

                              OK

                              Expand all
                              Copy code
                                • true
                                • [ ... ]
                                  • { ... }

                                  List mail messages associated with a deal

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                                  Lists mail messages associated with a deal.

                                  Cost

                                  20

                                  Request
                                  GET

                                  /api/v1/deals/{id}/mailMessages

                                  Path parameters

                                  id

                                  integer

                                  required

                                  The ID of the deal

                                  Query parameters

                                  start

                                  integer

                                  Pagination start

                                  Default

                                  0

                                  limit

                                  integer

                                  Items shown per page

                                  Response
                                  200

                                  OK

                                  Expand all
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                                    • true
                                    • [ ... ]
                                      • { ... }

                                      List participants of a deal

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                                      Lists the participants associated with a deal.
                                      If a company uses the Campaigns product, then this endpoint will also return the data.marketing_status field.

                                      Cost

                                      10

                                      Request
                                      GET

                                      /api/v1/deals/{id}/participants

                                      Path parameters

                                      id

                                      integer

                                      required

                                      The ID of the deal

                                      Query parameters

                                      start

                                      integer

                                      Pagination start

                                      Default

                                      0

                                      limit

                                      integer

                                      Items shown per page

                                      Response
                                      200

                                      OK

                                      Expand all
                                      Copy code
                                        • true
                                        • [ ... ]
                                          • { ... }
                                            • { ... }

                                            List updates about participants of a deal

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                                            List updates about participants of a deal. This is a cursor-paginated endpoint. For more information, please refer to our documentation on pagination.

                                            Cost

                                            10

                                            Request
                                            GET

                                            /api/v1/deals/{id}/participantsChangelog

                                            Path parameters

                                            id

                                            integer

                                            required

                                            The ID of the deal

                                            Query parameters

                                            limit

                                            integer

                                            Items shown per page

                                            cursor

                                            string

                                            For pagination, the marker (an opaque string value) representing the first item on the next page

                                            Response
                                            200

                                            OK

                                            Expand all
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                                              • true
                                              • [ ... ]
                                                • { ... }

                                                List permitted users

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                                                Lists the users permitted to access a deal.

                                                Cost

                                                10

                                                Request
                                                GET

                                                /api/v1/deals/{id}/permittedUsers

                                                Path parameters

                                                id

                                                integer

                                                required

                                                The ID of the deal

                                                Response
                                                200

                                                OK

                                                Expand all
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                                                  • true
                                                  • [ ... ]

                                                  Get all archived deals

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                                                  Returns data about all archived deals.

                                                  Cost

                                                  20

                                                  Request
                                                  GET

                                                  /api/v2/deals/archived

                                                  Query parameters

                                                  filter_id

                                                  integer

                                                  If supplied, only deals matching the specified filter are returned

                                                  ids

                                                  string

                                                  Optional comma separated string array of up to 100 entity ids to fetch. If filter_id is provided, this is ignored. If any of the requested entities do not exist or are not visible, they are not included in the response.

                                                  owner_id

                                                  integer

                                                  If supplied, only deals owned by the specified user are returned. If filter_id is provided, this is ignored.

                                                  person_id

                                                  integer

                                                  If supplied, only deals linked to the specified person are returned. If filter_id is provided, this is ignored.

                                                  org_id

                                                  integer

                                                  If supplied, only deals linked to the specified organization are returned. If filter_id is provided, this is ignored.

                                                  pipeline_id

                                                  integer

                                                  If supplied, only deals in the specified pipeline are returned. If filter_id is provided, this is ignored.

                                                  stage_id

                                                  integer

                                                  If supplied, only deals in the specified stage are returned. If filter_id is provided, this is ignored.

                                                  status

                                                  string

                                                  Only fetch deals with a specific status. If omitted, all not deleted deals are returned. If set to deleted, deals that have been deleted up to 30 days ago will be included. Multiple statuses can be included as a comma separated array. If filter_id is provided, this is ignored.

                                                  Values

                                                  open

                                                  won

                                                  lost

                                                  deleted

                                                  updated_since

                                                  string

                                                  If set, only deals with an update_time later than or equal to this time are returned. In RFC3339 format, e.g. 2025-01-01T10:20:00Z.

                                                  updated_until

                                                  string

                                                  If set, only deals with an update_time earlier than this time are returned. In RFC3339 format, e.g. 2025-01-01T10:20:00Z.

                                                  sort_by

                                                  string

                                                  The field to sort by. Supported fields: id, update_time, add_time.

                                                  Default

                                                  id

                                                  Values

                                                  id

                                                  update_time

                                                  add_time

                                                  sort_direction

                                                  string

                                                  The sorting direction. Supported values: asc, desc.

                                                  Default

                                                  asc

                                                  Values

                                                  asc

                                                  desc

                                                  include_fields

                                                  string

                                                  Optional comma separated string array of additional fields to include

                                                  Values

                                                  next_activity_id

                                                  last_activity_id

                                                  first_won_time

                                                  products_count

                                                  files_count

                                                  notes_count

                                                  followers_count

                                                  email_messages_count

                                                  activities_count

                                                  done_activities_count

                                                  undone_activities_count

                                                  participants_count

                                                  last_incoming_mail_time

                                                  last_outgoing_mail_time

                                                  smart_bcc_email

                                                  source_lead_id

                                                  custom_fields

                                                  string

                                                  Optional comma separated string array of custom fields keys to include. If you are only interested in a particular set of custom fields, please use this parameter for faster results and smaller response.
                                                  A maximum of 15 keys is allowed.

                                                  limit

                                                  integer

                                                  For pagination, the limit of entries to be returned. If not provided, 100 items will be returned. Please note that a maximum value of 500 is allowed.

                                                  cursor

                                                  string

                                                  For pagination, the marker (an opaque string value) representing the first item on the next page

                                                  Response
                                                  200

                                                  OK

                                                  Expand all
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                                                    • true
                                                    • [ ... ]
                                                      • { ... }

                                                      Search deals

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                                                      Searches all deals by title, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found deals can be filtered by the person ID and the organization ID.

                                                      Cost

                                                      20

                                                      Request
                                                      GET

                                                      /api/v2/deals/search

                                                      Query parameters

                                                      term

                                                      string

                                                      required

                                                      The search term to look for. Minimum 2 characters (or 1 if using exact_match). Please note that the search term has to be URL encoded.

                                                      fields

                                                      string

                                                      A comma-separated string array. The fields to perform the search from. Defaults to all of them. Only the following custom field types are searchable: address, varchar, text, varchar_auto, double, monetary and phone. Read more about searching by custom fields here.

                                                      Values

                                                      custom_fields

                                                      notes

                                                      title

                                                      exact_match

                                                      boolean

                                                      When enabled, only full exact matches against the given term are returned. It is not case sensitive.

                                                      person_id

                                                      integer

                                                      Will filter deals by the provided person ID. The upper limit of found deals associated with the person is 2000.

                                                      organization_id

                                                      integer

                                                      Will filter deals by the provided organization ID. The upper limit of found deals associated with the organization is 2000.

                                                      status

                                                      string

                                                      Will filter deals by the provided specific status. open = Open, won = Won, lost = Lost. The upper limit of found deals associated with the status is 2000.

                                                      Values

                                                      open

                                                      won

                                                      lost

                                                      include_fields

                                                      string

                                                      Supports including optional fields in the results which are not provided by default

                                                      Values

                                                      deal.cc_email

                                                      limit

                                                      integer

                                                      For pagination, the limit of entries to be returned. If not provided, 100 items will be returned. Please note that a maximum value of 500 is allowed.

                                                      cursor

                                                      string

                                                      For pagination, the marker (an opaque string value) representing the first item on the next page

                                                      Response
                                                      200

                                                      OK

                                                      Expand all
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                                                        • true
                                                        • { ... }
                                                          • { ... }

                                                          Get deals summary

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                                                          Returns a summary of all not archived deals.

                                                          Cost

                                                          40

                                                          Request
                                                          GET

                                                          /api/v1/deals/summary

                                                          Query parameters

                                                          status

                                                          string

                                                          Only fetch deals with a specific status. open = Open, won = Won, lost = Lost.

                                                          Values

                                                          open

                                                          won

                                                          lost

                                                          filter_id

                                                          integer

                                                          user_id will not be considered. Only deals matching the given filter will be returned.

                                                          user_id

                                                          integer

                                                          Only deals matching the given user will be returned. user_id will not be considered if you use filter_id.

                                                          pipeline_id

                                                          integer

                                                          Only deals within the given pipeline will be returned

                                                          stage_id

                                                          integer

                                                          Only deals within the given stage will be returned

                                                          Response
                                                          200

                                                          OK

                                                          Expand all
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                                                            • true
                                                            • { ... }

                                                            Get archived deals summary

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                                                            Returns a summary of all archived deals.

                                                            Deprecated endpoint

                                                            Cost

                                                            80

                                                            Request
                                                            GET

                                                            /api/v1/deals/summary/archived

                                                            Query parameters

                                                            status

                                                            string

                                                            Only fetch deals with a specific status. open = Open, won = Won, lost = Lost.

                                                            Values

                                                            open

                                                            won

                                                            lost

                                                            filter_id

                                                            integer

                                                            user_id will not be considered. Only deals matching the given filter will be returned.

                                                            user_id

                                                            integer

                                                            Only deals matching the given user will be returned. user_id will not be considered if you use filter_id.

                                                            pipeline_id

                                                            integer

                                                            Only deals within the given pipeline will be returned

                                                            stage_id

                                                            integer

                                                            Only deals within the given stage will be returned

                                                            Response
                                                            200

                                                            OK

                                                            Expand all
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                                                              • true
                                                              • { ... }

                                                              Get deals timeline

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                                                              Returns not archived open and won deals, grouped by a defined interval of time set in a date-type dealField (field_key) — e.g. when month is the chosen interval, and 3 months are asked starting from January 1st, 2012, deals are returned grouped into 3 groups — January, February and March — based on the value of the given field_key.

                                                              Cost

                                                              20

                                                              Request
                                                              GET

                                                              /api/v1/deals/timeline

                                                              Query parameters

                                                              start_date

                                                              string

                                                              required

                                                              The date when the first interval starts. Format: YYYY-MM-DD.

                                                              Format

                                                              date

                                                              interval

                                                              string

                                                              required

                                                              The type of the interval

                                                              ValueDescription
                                                              dayDay
                                                              weekA full week (7 days) starting from start_date
                                                              monthA full month (depending on the number of days in given month) starting from start_date
                                                              quarterA full quarter (3 months) starting from start_date

                                                              Values

                                                              day

                                                              week

                                                              month

                                                              quarter

                                                              amount

                                                              integer

                                                              required

                                                              The number of given intervals, starting from start_date, to fetch. E.g. 3 (months).

                                                              field_key

                                                              string

                                                              required

                                                              The date field key which deals will be retrieved from

                                                              user_id

                                                              integer

                                                              If supplied, only deals matching the given user will be returned

                                                              pipeline_id

                                                              integer

                                                              If supplied, only deals matching the given pipeline will be returned

                                                              filter_id

                                                              integer

                                                              If supplied, only deals matching the given filter will be returned

                                                              exclude_deals

                                                              number

                                                              Whether to exclude deals list (1) or not (0). Note that when deals are excluded, the timeline summary (counts and values) is still returned.

                                                              Values

                                                              0

                                                              1

                                                              totals_convert_currency

                                                              string

                                                              The 3-letter currency code of any of the supported currencies. When supplied, totals_converted is returned per each interval which contains the currency-converted total amounts in the given currency. You may also set this parameter to default_currency in which case the user's default currency is used.

                                                              Response
                                                              200

                                                              OK

                                                              Expand all
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                                                                • true
                                                                • { ... }

                                                                Get archived deals timeline

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                                                                Returns archived open and won deals, grouped by a defined interval of time set in a date-type dealField (field_key) — e.g. when month is the chosen interval, and 3 months are asked starting from January 1st, 2012, deals are returned grouped into 3 groups — January, February and March — based on the value of the given field_key.

                                                                Deprecated endpoint

                                                                Cost

                                                                40

                                                                Request
                                                                GET

                                                                /api/v1/deals/timeline/archived

                                                                Query parameters

                                                                start_date

                                                                string

                                                                required

                                                                The date when the first interval starts. Format: YYYY-MM-DD.

                                                                Format

                                                                date

                                                                interval

                                                                string

                                                                required

                                                                The type of the interval

                                                                ValueDescription
                                                                dayDay
                                                                weekA full week (7 days) starting from start_date
                                                                monthA full month (depending on the number of days in given month) starting from start_date
                                                                quarterA full quarter (3 months) starting from start_date

                                                                Values

                                                                day

                                                                week

                                                                month

                                                                quarter

                                                                amount

                                                                integer

                                                                required

                                                                The number of given intervals, starting from start_date, to fetch. E.g. 3 (months).

                                                                field_key

                                                                string

                                                                required

                                                                The date field key which deals will be retrieved from

                                                                user_id

                                                                integer

                                                                If supplied, only deals matching the given user will be returned

                                                                pipeline_id

                                                                integer

                                                                If supplied, only deals matching the given pipeline will be returned

                                                                filter_id

                                                                integer

                                                                If supplied, only deals matching the given filter will be returned

                                                                exclude_deals

                                                                number

                                                                Whether to exclude deals list (1) or not (0). Note that when deals are excluded, the timeline summary (counts and values) is still returned.

                                                                Values

                                                                0

                                                                1

                                                                totals_convert_currency

                                                                string

                                                                The 3-letter currency code of any of the supported currencies. When supplied, totals_converted is returned per each interval which contains the currency-converted total amounts in the given currency. You may also set this parameter to default_currency in which case the user's default currency is used.

                                                                Response
                                                                200

                                                                OK

                                                                Expand all
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                                                                  • true
                                                                  • { ... }

                                                                  Add a new deal

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                                                                  Adds a new deal.

                                                                  Cost

                                                                  5

                                                                  Request
                                                                  POST

                                                                  /api/v2/deals

                                                                  Body parameters

                                                                  application/json

                                                                  title

                                                                  string

                                                                  required

                                                                  The title of the deal

                                                                  owner_id

                                                                  integer

                                                                  The ID of the user who owns the deal

                                                                  person_id

                                                                  integer

                                                                  The ID of the person linked to the deal

                                                                  org_id

                                                                  integer

                                                                  The ID of the organization linked to the deal

                                                                  pipeline_id

                                                                  integer

                                                                  The ID of the pipeline associated with the deal

                                                                  stage_id

                                                                  integer

                                                                  The ID of the deal stage

                                                                  value

                                                                  number

                                                                  The value of the deal

                                                                  currency

                                                                  string

                                                                  The currency associated with the deal

                                                                  is_deleted

                                                                  boolean

                                                                  Whether the deal is deleted or not

                                                                  is_archived

                                                                  boolean

                                                                  Whether the deal is archived or not

                                                                  archive_time

                                                                  string

                                                                  The optional date and time of archiving the deal in UTC. Format: YYYY-MM-DD HH:MM:SS. If omitted and is_archived is true, it will be set to the current date and time.

                                                                  status

                                                                  string

                                                                  The status of the deal

                                                                  probability

                                                                  number

                                                                  The success probability percentage of the deal

                                                                  lost_reason

                                                                  string

                                                                  The reason for losing the deal. Can only be set if deal status is lost.

                                                                  visible_to

                                                                  integer

                                                                  The visibility of the deal

                                                                  close_time

                                                                  string

                                                                  The date and time of closing the deal. Can only be set if deal status is won or lost.

                                                                  won_time

                                                                  string

                                                                  The date and time of changing the deal status as won. Can only be set if deal status is won.

                                                                  lost_time

                                                                  string

                                                                  The date and time of changing the deal status as lost. Can only be set if deal status is lost.

                                                                  expected_close_date

                                                                  string

                                                                  The expected close date of the deal

                                                                  Format

                                                                  date

                                                                  label_ids

                                                                  array

                                                                  The IDs of labels assigned to the deal

                                                                  custom_fields

                                                                  object

                                                                  An object where each key represents a custom field. All custom fields are referenced as randomly generated 40-character hashes. To clear a custom field value, set it to null. For multi-option fields (field type set), use null to clear the selection — sending an empty array [] is not supported and will result in a validation error.

                                                                  Response
                                                                  200

                                                                  OK

                                                                  Expand all
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                                                                    • true
                                                                    • { ... }

                                                                    Convert a deal to a lead

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                                                                    Initiates a conversion of a deal to a lead. The return value is an ID of a job that was assigned to perform the conversion. Related entities (notes, files, emails, activities, ...) are transferred during the process to the target entity. There are exceptions for entities like invoices or history that are not transferred and remain linked to the original deal. If the conversion is successful, the deal is marked as deleted. To retrieve the created entity ID and the result of the conversion, call the /api/v2/deals/{deal_id}/convert/status/{conversion_id} endpoint.

                                                                    Cost

                                                                    40

                                                                    Request
                                                                    POST

                                                                    /api/v2/deals/{id}/convert/lead

                                                                    Path parameters

                                                                    id

                                                                    integer

                                                                    required

                                                                    The ID of the deal to convert

                                                                    Response
                                                                    200

                                                                    OK

                                                                    Expand all
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                                                                      • true
                                                                      • { ... }
                                                                        • null

                                                                      Add a discount to a deal

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                                                                      Adds a discount to a deal, changing the deal value if the deal has one-time products attached.

                                                                      Cost

                                                                      5

                                                                      Request
                                                                      POST

                                                                      /api/v2/deals/{id}/discounts

                                                                      Path parameters

                                                                      id

                                                                      integer

                                                                      required

                                                                      The ID of the deal

                                                                      Body parameters

                                                                      application/json

                                                                      description

                                                                      string

                                                                      required

                                                                      The name of the discount.

                                                                      amount

                                                                      number

                                                                      required

                                                                      The discount amount. Must be a positive number (excluding 0).

                                                                      type

                                                                      string

                                                                      required

                                                                      Determines whether the discount is applied as a percentage or a fixed amount.

                                                                      Values

                                                                      percentage

                                                                      amount

                                                                      Response
                                                                      201

                                                                      Created

                                                                      Expand all
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                                                                        • true
                                                                        • { ... }

                                                                        Duplicate deal

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                                                                        Duplicates a deal.

                                                                        Cost

                                                                        10

                                                                        Request
                                                                        POST

                                                                        /api/v1/deals/{id}/duplicate

                                                                        Path parameters

                                                                        id

                                                                        integer

                                                                        required

                                                                        The ID of the deal

                                                                        Response
                                                                        200

                                                                        OK

                                                                        Expand all
                                                                        Copy code
                                                                          • true
                                                                          • { ... }

                                                                          Add a follower to a deal

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                                                                          Adds a user as a follower to the deal.

                                                                          Cost

                                                                          5

                                                                          Request
                                                                          POST

                                                                          /api/v2/deals/{id}/followers

                                                                          Path parameters

                                                                          id

                                                                          integer

                                                                          required

                                                                          The ID of the deal

                                                                          Body parameters

                                                                          application/json

                                                                          user_id

                                                                          integer

                                                                          required

                                                                          The ID of the user to add as a follower

                                                                          Response
                                                                          201

                                                                          Created

                                                                          Expand all
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                                                                            • true
                                                                            • { ... }

                                                                            Add a participant to a deal

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                                                                            Adds a participant to a deal.

                                                                            Cost

                                                                            10

                                                                            Request
                                                                            POST

                                                                            /api/v1/deals/{id}/participants

                                                                            Path parameters

                                                                            id

                                                                            integer

                                                                            required

                                                                            The ID of the deal

                                                                            Body parameters

                                                                            application/json

                                                                            person_id

                                                                            integer

                                                                            required

                                                                            The ID of the person

                                                                            Response
                                                                            200

                                                                            OK

                                                                            Expand all
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                                                                              • true
                                                                              • { ... }
                                                                                • { ... }

                                                                                Merge two deals

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                                                                                Merges a deal with another deal. For more information, see the tutorial for merging two deals.

                                                                                Cost

                                                                                40

                                                                                Request
                                                                                PUT

                                                                                /api/v1/deals/{id}/merge

                                                                                Path parameters

                                                                                id

                                                                                integer

                                                                                required

                                                                                The ID of the deal

                                                                                Body parameters

                                                                                application/json

                                                                                merge_with_id

                                                                                integer

                                                                                required

                                                                                The ID of the deal that the deal will be merged with

                                                                                Response
                                                                                200

                                                                                OK

                                                                                Expand all
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                                                                                  • true
                                                                                  • { ... }

                                                                                  Update a deal

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                                                                                  Updates the properties of a deal.

                                                                                  Cost

                                                                                  5

                                                                                  Request
                                                                                  PATCH

                                                                                  /api/v2/deals/{id}

                                                                                  Path parameters

                                                                                  id

                                                                                  integer

                                                                                  required

                                                                                  The ID of the deal

                                                                                  Body parameters

                                                                                  application/json

                                                                                  title

                                                                                  string

                                                                                  The title of the deal

                                                                                  owner_id

                                                                                  integer

                                                                                  The ID of the user who owns the deal

                                                                                  person_id

                                                                                  integer

                                                                                  The ID of the person linked to the deal

                                                                                  org_id

                                                                                  integer

                                                                                  The ID of the organization linked to the deal

                                                                                  pipeline_id

                                                                                  integer

                                                                                  The ID of the pipeline associated with the deal

                                                                                  stage_id

                                                                                  integer

                                                                                  The ID of the deal stage

                                                                                  value

                                                                                  number

                                                                                  The value of the deal

                                                                                  currency

                                                                                  string

                                                                                  The currency associated with the deal

                                                                                  is_deleted

                                                                                  boolean

                                                                                  Whether the deal is deleted or not

                                                                                  is_archived

                                                                                  boolean

                                                                                  Whether the deal is archived or not

                                                                                  archive_time

                                                                                  string

                                                                                  The optional date and time of archiving the deal in UTC. Format: YYYY-MM-DD HH:MM:SS. If omitted and is_archived is true, it will be set to the current date and time.

                                                                                  status

                                                                                  string

                                                                                  The status of the deal

                                                                                  probability

                                                                                  number

                                                                                  The success probability percentage of the deal

                                                                                  lost_reason

                                                                                  string

                                                                                  The reason for losing the deal. Can only be set if deal status is lost.

                                                                                  visible_to

                                                                                  integer

                                                                                  The visibility of the deal

                                                                                  close_time

                                                                                  string

                                                                                  The date and time of closing the deal. Can only be set if deal status is won or lost.

                                                                                  won_time

                                                                                  string

                                                                                  The date and time of changing the deal status as won. Can only be set if deal status is won.

                                                                                  lost_time

                                                                                  string

                                                                                  The date and time of changing the deal status as lost. Can only be set if deal status is lost.

                                                                                  expected_close_date

                                                                                  string

                                                                                  The expected close date of the deal

                                                                                  Format

                                                                                  date

                                                                                  label_ids

                                                                                  array

                                                                                  The IDs of labels assigned to the deal

                                                                                  custom_fields

                                                                                  object

                                                                                  An object where each key represents a custom field. All custom fields are referenced as randomly generated 40-character hashes. To clear a custom field value, set it to null. For multi-option fields (field type set), use null to clear the selection — sending an empty array [] is not supported and will result in a validation error.

                                                                                  Response
                                                                                  200

                                                                                  OK

                                                                                  Expand all
                                                                                  Copy code
                                                                                    • true
                                                                                    • { ... }

                                                                                    Update a discount added to a deal

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                                                                                    Edits a discount added to a deal, changing the deal value if the deal has one-time products attached.

                                                                                    Cost

                                                                                    5

                                                                                    Request
                                                                                    PATCH

                                                                                    /api/v2/deals/{id}/discounts/{discount_id}

                                                                                    Path parameters

                                                                                    id

                                                                                    integer

                                                                                    required

                                                                                    The ID of the deal

                                                                                    discount_id

                                                                                    string

                                                                                    required

                                                                                    The ID of the discount

                                                                                    Format

                                                                                    uuid

                                                                                    Body parameters

                                                                                    application/json

                                                                                    description

                                                                                    string

                                                                                    The name of the discount.

                                                                                    amount

                                                                                    number

                                                                                    The discount amount. Must be a positive number (excluding 0).

                                                                                    type

                                                                                    string

                                                                                    Determines whether the discount is applied as a percentage or a fixed amount.

                                                                                    Values

                                                                                    percentage

                                                                                    amount

                                                                                    Response
                                                                                    200

                                                                                    OK

                                                                                    Expand all
                                                                                    Copy code
                                                                                      • true
                                                                                      • { ... }

                                                                                      Delete a deal

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                                                                                      Marks a deal as deleted. After 30 days, the deal will be permanently deleted.

                                                                                      Cost

                                                                                      3

                                                                                      Request
                                                                                      DELETE

                                                                                      /api/v2/deals/{id}

                                                                                      Path parameters

                                                                                      id

                                                                                      integer

                                                                                      required

                                                                                      The ID of the deal

                                                                                      Response
                                                                                      200

                                                                                      OK

                                                                                      Expand all
                                                                                      Copy code
                                                                                        • true
                                                                                        • { ... }

                                                                                        Delete a discount from a deal

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                                                                                        Removes a discount from a deal, changing the deal value if the deal has one-time products attached.

                                                                                        Cost

                                                                                        3

                                                                                        Request
                                                                                        DELETE

                                                                                        /api/v2/deals/{id}/discounts/{discount_id}

                                                                                        Path parameters

                                                                                        id

                                                                                        integer

                                                                                        required

                                                                                        The ID of the deal

                                                                                        discount_id

                                                                                        string

                                                                                        required

                                                                                        The ID of the discount

                                                                                        Format

                                                                                        uuid

                                                                                        Response
                                                                                        200

                                                                                        OK

                                                                                        Expand all
                                                                                        Copy code
                                                                                          • true
                                                                                          • { ... }

                                                                                          Delete a follower from a deal

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                                                                                          Deletes a user follower from the deal.

                                                                                          Cost

                                                                                          3

                                                                                          Request
                                                                                          DELETE

                                                                                          /api/v2/deals/{id}/followers/{follower_id}

                                                                                          Path parameters

                                                                                          id

                                                                                          integer

                                                                                          required

                                                                                          The ID of the deal

                                                                                          follower_id

                                                                                          integer

                                                                                          required

                                                                                          The ID of the following user

                                                                                          Response
                                                                                          200

                                                                                          OK

                                                                                          Expand all
                                                                                          Copy code
                                                                                            • true
                                                                                            • { ... }

                                                                                            Delete a participant from a deal

                                                                                            Copy link

                                                                                            Deletes a participant from a deal.

                                                                                            Cost

                                                                                            6

                                                                                            Request
                                                                                            DELETE

                                                                                            /api/v1/deals/{id}/participants/{deal_participant_id}

                                                                                            Path parameters

                                                                                            id

                                                                                            integer

                                                                                            required

                                                                                            The ID of the deal

                                                                                            deal_participant_id

                                                                                            integer

                                                                                            required

                                                                                            The ID of the participant of the deal

                                                                                            Response
                                                                                            200

                                                                                            OK

                                                                                            Expand all
                                                                                            Copy code
                                                                                              • true
                                                                                              • { ... }

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