Filters

Each filter is essentially a set of data validation conditions. A filter of the same kind can be applied when fetching a list of deals, leads, persons, organizations or products in the context of a pipeline. Filters are limited to a maximum of 16 conditions. When applied, only items matching the conditions of the filter are returned. Detailed definitions of filter conditions and additional functionality is not yet available.

Get all filters

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Returns data about all filters.

API v1
Request
GET

/v1/filters

Query parameters

type

string

The types of filters to fetch

Values

deals

leads

org

people

products

activity

projects

Response
200

OK

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    • true
    • [ ... ]

    Get all filter helpers

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    Returns all supported filter helpers. It helps to know what conditions and helpers are available when you want to add or update filters. For more information, see the tutorial for adding a filter.

    API v1
    Request
    GET

    /v1/filters/helpers

    Response
    200

    OK

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      • true
      • { ... }

      Get one filter

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      Returns data about a specific filter. Note that this also returns the condition lines of the filter.

      API v1
      Request
      GET

      /v1/filters/{id}

      Path parameters

      id

      integer

      required

      The ID of the filter

      Response
      200

      OK

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        • true
        • { ... }

        Add a new filter

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        Adds a new filter, returns the ID upon success. Note that in the conditions JSON object only one first-level condition group is supported, and it must be glued with 'AND', and only two second level condition groups are supported of which one must be glued with 'AND' and the second with 'OR'. Other combinations do not work (yet) but the syntax supports introducing them in future. For more information, see the tutorial for adding a filter.

        API v1
        Request
        POST

        /v1/filters

        Body parameters

        application/json

        name

        string

        required

        The name of the filter

        conditions

        object

        required

        The conditions of the filter as a JSON object. Please note that a maximum of 16 conditions is allowed per filter and date values must be supplied in the YYYY-MM-DD format. It requires a minimum structure as follows: {"glue":"and","conditions":[{"glue":"and","conditions": [CONDITION_OBJECTS]},{"glue":"or","conditions":[CONDITION_OBJECTS]}]}. Replace CONDITION_OBJECTS with JSON objects of the following structure: {"object":"","field_id":"", "operator":"","value":"", "extra_value":""} or leave the array empty. Depending on the object type you should use another API endpoint to get field_id. There are five types of objects you can choose from: "person", "deal", "organization", "product", "activity" and you can use these types of operators depending on what type of a field you have: "IS NOT NULL", "IS NULL", "<=", ">=", "<", ">", "!=", "=", "LIKE '$%'", "LIKE '%$%'", "NOT LIKE '$%'". To get a better understanding of how filters work try creating them directly from the Pipedrive application.

        type

        string

        required

        The type of filter to create

        Values

        deals

        leads

        org

        people

        products

        activity

        projects

        Response
        200

        OK

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          • true
          • { ... }

          Update filter

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          Updates an existing filter.

          API v1
          Request
          PUT

          /v1/filters/{id}

          Path parameters

          id

          integer

          required

          The ID of the filter

          Body parameters

          application/json

          name

          string

          The name of the filter

          conditions

          object

          required

          The conditions of the filter as a JSON object. Please note that a maximum of 16 conditions is allowed per filter and date values must be supplied in the YYYY-MM-DD format. It requires a minimum structure as follows: {"glue":"and","conditions":[{"glue":"and","conditions": [CONDITION_OBJECTS]},{"glue":"or","conditions":[CONDITION_OBJECTS]}]}. Replace CONDITION_OBJECTS with JSON objects of the following structure: {"object":"","field_id":"", "operator":"","value":"", "extra_value":""} or leave the array empty. Depending on the object type you should use another API endpoint to get field_id. There are five types of objects you can choose from: "person", "deal", "organization", "product", "activity" and you can use these types of operators depending on what type of a field you have: "IS NOT NULL", "IS NULL", "<=", ">=", "<", ">", "!=", "=", "LIKE '$%'", "LIKE '%$%'", "NOT LIKE '$%'". To get a better understanding of how filters work try creating them directly from the Pipedrive application.

          Response
          200

          OK

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            • true
            • { ... }

            Delete multiple filters in bulk

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            Marks multiple filters as deleted.

            API v1
            Request
            DELETE

            /v1/filters

            Query parameters

            ids

            string

            required

            The comma-separated filter IDs to delete

            Response
            200

            OK

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              • true
              • { ... }

              Delete a filter

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              Marks a filter as deleted.

              API v1
              Request
              DELETE

              /v1/filters/{id}

              Path parameters

              id

              integer

              required

              The ID of the filter

              Response
              200

              OK

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                • true
                • { ... }

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