Appearance
Deals
Get all deals
Method : GET Endpoint : /api/deals
{
"current_page": 1,
"data": [
{
"DEAL_ID": 1,
"PIPELINE_STEP_ID": 3,
"CLIENT_ID": 12,
"NAME": "Deal title",
"AMOUNT": "1500.00",
"DELETED": 0,
"EXPECTED_END_DATE": "31.12.2026",
"WEB_DEAL": null,
"managers": [
{
"DEAL_ID": 1,
"MANAGER_ID": 5
}
],
"notes": [
{
"DEAL_NOTE_ID": 1,
"DEAL_ID": 1,
"TEXT": "Note text"
}
]
}
],
"first_page_url": "/api/deals?page=1",
"from": 1,
"last_page": 1,
"last_page_url": "/api/deals?page=1",
"next_page_url": "/api/deals?page=1",
"path": "/api/deals",
"per_page": 100,
"prev_page_url": null,
"to": 100,
"total": 12
}Get single deal
Method : GET Endpoint : /api/deals/{id}
{
"DEAL_ID": 1,
"PIPELINE_STEP_ID": 3,
"CLIENT_ID": 12,
"NAME": "Deal title",
"AMOUNT": "1500.00",
"DELETED": 0,
"EXPECTED_END_DATE": "31.12.2026",
"WEB_DEAL": null,
"managers": [
{
"DEAL_ID": 1,
"MANAGER_ID": 5
}
],
"notes": [
{
"DEAL_NOTE_ID": 1,
"DEAL_ID": 1,
"TEXT": "Note text"
}
]
}Create deal
Method : POST Endpoint : /api/deals
| Field | Type | Required |
|---|---|---|
| TITLE | String | ✔ |
| PIPELINE | String | ✔ |
| PIPELINE_STEP | String | ✔ |
| AMOUNT | Decimal | |
| CLIENT_ID | Integer,Id | |
| EXPECTED_END_DATE | Date | |
| WEB_DEAL | String |
TIP
PIPELINE and PIPELINE_STEP are matched by title. If they do not exist they will be created automatically.
Example
{
"TITLE": "Deal title",
"PIPELINE": "Sales",
"PIPELINE_STEP": "New",
"AMOUNT": "1500.00",
"CLIENT_ID": 12,
"EXPECTED_END_DATE": "2026-12-31"
}Update deal
Method : PUT Endpoint : /api/deals/{id}
Delete deal
Method : DELETE Endpoint : /api/deals/{id}
{
"message": "Successfully deleted!"
}Managers
Add manager to deal
Method : POST Endpoint : /api/deals/{id}/managers
| Field | Type | Required |
|---|---|---|
| MANAGER_ID | Integer,Id | ✔ |
{
"DEAL_ID": 1,
"MANAGER_ID": 5
}Remove manager from deal
Method : DELETE Endpoint : /api/deals/{id}/managers/{manager_id}
TIP
{manager_id} is the MANAGER_ID of the manager to remove (not a junction record ID).
{
"message": "Manager removed"
}Notes
Add note to deal
Method : POST Endpoint : /api/deals/{id}/notes
| Field | Type | Required |
|---|---|---|
| TEXT | Text | ✔ |
{
"DEAL_ID": 1,
"TEXT": "Note text"
}Delete note
Method : DELETE Endpoint : /api/deals/{id}/notes/{note_id}
{
"message": "Note deleted"
}Pipelines
Get all pipelines
Method : GET Endpoint : /api/deals/pipelines
[
{
"PIPELINE_ID": 1,
"TITLE": "Sales",
"steps": [
{
"PIPELINE_STEP_ID": 1,
"PIPELINE_ID": 1,
"TITLE": "New"
},
{
"PIPELINE_STEP_ID": 2,
"PIPELINE_ID": 1,
"TITLE": "In Progress"
}
]
}
]Create pipeline
Method : POST Endpoint : /api/deals/pipelines
| Field | Type | Required |
|---|---|---|
| TITLE | String | ✔ |
{
"PIPELINE_ID": 2,
"TITLE": "Support"
}Delete pipeline
Method : DELETE Endpoint : /api/deals/pipelines/{pipeline_id}
{
"message": "Pipeline deleted"
}Add step to pipeline
Method : POST Endpoint : /api/deals/pipelines/{pipeline_id}/steps
| Field | Type | Required |
|---|---|---|
| TITLE | String | ✔ |
{
"PIPELINE_STEP_ID": 3,
"PIPELINE_ID": 2,
"TITLE": "Closed"
}Delete pipeline step
Method : DELETE Endpoint : /api/deals/pipelines/{pipeline_id}/steps/{step_id}
{
"message": "Pipeline step deleted"
}