Pipelines
Pipelines are essentially ordered collections of stages.
Get all pipelines
/v1/pipelines
Returns data about all pipelines.
Response
OK
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Get one pipeline
/v1/pipelines/{id}
Returns data about a specific pipeline. Also returns the summary of the deals in this pipeline across its stages.
Path parameters
id
integer
required
The ID of the pipeline
Query parameters
totals_convert_currency
string
The 3-letter currency code of any of the supported currencies. When supplied, per_stages_converted is returned in deals_summary which contains the currency-converted total amounts in the given currency per each stage. You may also set this parameter to default_currency in which case users default currency is used.
Response
OK
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Get deals conversion rates in pipeline
/v1/pipelines/{id}/conversion_statistics
Returns all stage-to-stage conversion and pipeline-to-close rates for the given time period.
Path parameters
id
integer
required
The ID of the pipeline
Query parameters
start_date
string
required
The start of the period. Date in format of YYYY-MM-DD.
Format
date
end_date
string
required
The end of the period. Date in format of YYYY-MM-DD.
Format
date
user_id
integer
The ID of the user who's pipeline metrics statistics to fetch. If omitted, the authorized user will be used.
Response
OK
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Get deals in a pipeline
/v1/pipelines/{id}/deals
Lists deals in a specific pipeline across all its stages.
Path parameters
id
integer
required
The ID of the pipeline
Query parameters
filter_id
integer
If supplied, only deals matching the given filter will be returned
user_id
integer
If supplied, filter_id will not be considered and only deals owned by the given user will be returned. If omitted, deals owned by the authorized user will be returned.
everyone
number
If supplied, filter_id and user_id will not be considered – instead, deals owned by everyone will be returned
Values
0
1
stage_id
integer
If supplied, only deals within the given stage will be returned
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
get_summary
number
Whether to include a summary of the pipeline in the additional_data or not
Values
0
1
totals_convert_currency
string
The 3-letter currency code of any of the supported currencies. When supplied, per_stages_converted is returned inside deals_summary inside additional_data which contains the currency-converted total amounts in the given currency per each stage. You may also set this parameter to default_currency in which case users default currency is used. Only works when get_summary parameter flag is enabled.
Response
OK
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Get deals movements in pipeline
/v1/pipelines/{id}/movement_statistics
Returns statistics for deals movements for the given time period.
Path parameters
id
integer
required
The ID of the pipeline
Query parameters
start_date
string
required
The start of the period. Date in format of YYYY-MM-DD.
Format
date
end_date
string
required
The end of the period. Date in format of YYYY-MM-DD.
Format
date
user_id
integer
The ID of the user who's pipeline statistics to fetch. If omitted, the authorized user will be used.
Response
OK
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Add a new pipeline
/v1/pipelines
Adds a new pipeline.
Body parameters
application/json
name
string
required
The name of the pipeline
deal_probability
Whether deal probability is disabled or enabled for this pipeline
Values
0
1
order_nr
integer
Defines the order of pipelines. First order (order_nr=0) is the default pipeline.
active
Whether this pipeline will be made inactive (hidden) or active
Values
0
1
Response
OK
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Update a pipeline
/v1/pipelines/{id}
Updates the properties of a pipeline.
Path parameters
id
integer
required
The ID of the pipeline
Body parameters
application/json
name
string
The name of the pipeline
deal_probability
Whether deal probability is disabled or enabled for this pipeline
Values
0
1
order_nr
integer
Defines the order of pipelines. First order (order_nr=0) is the default pipeline.
active
Whether this pipeline will be made inactive (hidden) or active
Values
0
1
Response
OK
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Delete a pipeline
/v1/pipelines/{id}
Marks a pipeline as deleted.
Path parameters
id
integer
required
The ID of the pipeline
Response
OK
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