CRM
31 routes. Paths are relative to https://api.intersink.com/v1.
- GET/crm/activitiesList activities (filter by contact / deal / type / done)
- POST/crm/activitiesLog a note / call / email / meeting / task
- PATCH/crm/activities/{id}Edit an activity / tick a task (not history entries)
- DELETE/crm/activities/{id}Delete an activity (not history entries)
- GET/crm/contactsList / search / filter contacts (staff)
- POST/crm/contactsCreate a contact (409 on duplicate email/phone)
- GET/crm/contacts/{id}Get a contact
- PATCH/crm/contacts/{id}Update a contact (consent changes are timestamped)
- DELETE/crm/contacts/{id}Erase a contact and its timeline (deals are kept, unlinked)
- GET/crm/contacts/{id}/timelineContact timeline: its and its deals' activities, newest first
- GET/crm/contacts/exportExport the filtered contacts as CSV (streamed, staff)
- POST/crm/contacts/importImport contacts from CSV (max 5,000 rows) with a rejected-rows report (staff)
- GET/crm/dealsList / search / filter deals
- POST/crm/dealsCreate a deal (default pipeline / first open stage when omitted)
- GET/crm/deals/{id}Get a deal
- PATCH/crm/deals/{id}Update a deal. To change its stage, use /move or /close.
- DELETE/crm/deals/{id}Delete a deal
- POST/crm/deals/{id}/closeMark won / lost with a reason
- GET/crm/deals/{id}/historyStage / status history of a deal
- POST/crm/deals/{id}/moveMove to a stage (recorded in the deal history)
- GET/crm/deals/{id}/timelineDeal timeline, newest first
- GET/crm/deals/boardKanban: deals grouped by stage, paged per stage
- GET/crm/pipelinesPipelines with their ordered stages (creates the default on first use)
- POST/crm/pipelinesCreate a pipeline (with stages)
- PATCH/crm/pipelines/{id}Rename / reorder / make default
- DELETE/crm/pipelines/{id}Delete an empty, non-default pipeline
- POST/crm/pipelines/{id}/stagesAppend a stage
- PUT/crm/pipelines/{id}/stages/orderReorder all stages of a pipeline
- POST/crm/public/{channelId}/leadsWeb-to-lead: a channel's website form adds a lead (deal + activity) to a new or exactly matching contact; never changes an existing contact (Public)
- PATCH/crm/stages/{id}Rename a stage / change its kind or probability
- DELETE/crm/stages/{id}Delete an empty stage
List activities (filter by contact / deal / type / done)
GET/crm/activities
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| channel_id | string, query | |
| contact_id | string, query | |
| deal_id | string, query | |
| type | string, query | One of: "note", "call", "email", "meeting", "task", "stage_change", "status_change", "consent", "lead_created". |
| done | boolean, query | Tasks: open (false) / done (true). Sent as the string "true"/"false". |
| due_from | string, query | Tasks and meetings due on or after this time (ISO 8601): the calendar window. |
| due_to | string, query | Tasks / meetings due before (ISO 8601). |
| page | number, query | Minimum 1, maximum 10000. |
| limit | number, query | Minimum 1, maximum 100. |
| created_from | string, query | Created on/after (ISO 8601). |
| created_to | string, query | Created before (ISO 8601). |
Response
200. The payload in data is not described in the spec yet.
Log a note / call / email / meeting / task
POST/crm/activities
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| channel_id | string, query | |
| Idempotency-Key | string, header | Optional client-generated key (8-128 chars, [A-Za-z0-9_-]). A retry with the same key and body replays the first response (Idempotent-Replayed: true); 409 while the first is in flight; 422 if the body differs. |
Request body application/json
| Field | Type | Description |
|---|---|---|
| typerequired | string | One of: "note", "call", "email", "meeting", "task". |
| contact_id | string | |
| deal_id | string | |
| subject | string | At most 200 characters. |
| body | string | At most 10000 characters. |
| direction | string | calls / emails One of: "inbound", "outbound". |
| occurred_at | string | When it happened (defaults to now). |
| due_at | string | Tasks / meetings. |
| done | boolean | Tasks: completion (the server stamps completed_at). |
| duration_minutes | number | Minimum 0, maximum 1440. |
| event_type | string | Meetings / tasks: the booking type shown on the calendar (e.g. "Consultation"). At most 60 characters. |
Response
201. The payload in data is not described in the spec yet.
Edit an activity / tick a task (not history entries)
PATCH/crm/activities/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Request body application/json
| Field | Type | Description |
|---|---|---|
| subject | string | At most 200 characters. |
| body | string | At most 10000 characters. |
| direction | string | calls / emails One of: "inbound", "outbound". |
| occurred_at | string | When it happened (defaults to now). |
| due_at | string | Tasks / meetings. |
| done | boolean | Tasks: completion (the server stamps completed_at). |
| duration_minutes | number | Minimum 0, maximum 1440. |
| event_type | string | Meetings / tasks: the booking type shown on the calendar (e.g. "Consultation"). At most 60 characters. |
Response
200. The payload in data is not described in the spec yet.
Delete an activity (not history entries)
DELETE/crm/activities/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Response
200. The payload in data is not described in the spec yet.
List / search / filter contacts (staff)
GET/crm/contacts
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| q | string, query | Search name / email / company / phone (case-insensitive). At most 100 characters. |
| tag | string, query | At most 40 characters. |
| owner_id | string, query | Owner id, or "none" for unassigned. |
| source | string, query | At most 40 characters. |
| marketing_consent | boolean, query | |
| sort | string, query | One of: "date_created", "-date_created", "date_updated", "-date_updated", "name", "-name". |
| page | number, query | Minimum 1, maximum 10000. |
| limit | number, query | Minimum 1, maximum 100. |
| created_from | string, query | Created on/after (ISO 8601). |
| created_to | string, query | Created before (ISO 8601). |
| channel_id | string, query |
Response
200. The payload in data is not described in the spec yet.
Create a contact (409 on duplicate email/phone)
POST/crm/contacts
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| channel_id | string, query | |
| Idempotency-Key | string, header | Optional client-generated key (8-128 chars, [A-Za-z0-9_-]). A retry with the same key and body replays the first response (Idempotent-Replayed: true); 409 while the first is in flight; 422 if the body differs. |
Request body application/json
| Field | Type | Description |
|---|---|---|
| name | string | At most 200 characters. |
| string | At most 254 characters. | |
| phone | string | E.164 (+447700900123), or national format with phone_country. At most 32 characters. |
| phone_country | string | Country for a national-format phone (default GB). One of: "GB", "US", "IE", "IN". |
| company | string | At most 200 characters. |
| job_title | string | At most 120 characters. |
| owner_id | string | Assigned staff member (must manage the channel). |
| user_id | string | Platform account of this channel, when known. |
| user_profile_id | string | |
| tags | string[] | |
| custom_fields | object | Flat object; keys may be restricted per channel. Max 8 KB. |
| interest | string | At most 200 characters. |
| description | string | At most 5000 characters. |
| source | string | At most 40 characters. |
| utm_source | string | At most 200 characters. |
| utm_medium | string | At most 200 characters. |
| utm_campaign | string | At most 200 characters. |
| utm_term | string | At most 200 characters. |
| utm_content | string | At most 200 characters. |
| marketing_consent | boolean | Marketing consent (UK GDPR / PECR). The server stamps the time. |
| marketing_consent_source | string | How consent was captured, e.g. "phone call", "paper form". At most 64 characters. |
Response
201. The payload in data is not described in the spec yet.
Get a contact
GET/crm/contacts/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Response
200. The payload in data is not described in the spec yet.
Update a contact (consent changes are timestamped)
PATCH/crm/contacts/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Request body application/json
| Field | Type | Description |
|---|---|---|
| name | string | At most 200 characters. |
| string | At most 254 characters. | |
| phone | string | E.164 (+447700900123), or national format with phone_country. At most 32 characters. |
| phone_country | string | Country for a national-format phone (default GB). One of: "GB", "US", "IE", "IN". |
| company | string | At most 200 characters. |
| job_title | string | At most 120 characters. |
| owner_id | string | Assigned staff member (must manage the channel). |
| user_id | string | Platform account of this channel, when known. |
| user_profile_id | string | |
| tags | string[] | |
| custom_fields | object | Flat object; keys may be restricted per channel. Max 8 KB. |
| interest | string | At most 200 characters. |
| description | string | At most 5000 characters. |
| source | string | At most 40 characters. |
| utm_source | string | At most 200 characters. |
| utm_medium | string | At most 200 characters. |
| utm_campaign | string | At most 200 characters. |
| utm_term | string | At most 200 characters. |
| utm_content | string | At most 200 characters. |
| marketing_consent | boolean | Marketing consent (UK GDPR / PECR). The server stamps the time. |
| marketing_consent_source | string | How consent was captured, e.g. "phone call", "paper form". At most 64 characters. |
Response
200. The payload in data is not described in the spec yet.
Erase a contact and its timeline (deals are kept, unlinked)
DELETE/crm/contacts/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Response
200. The payload in data is not described in the spec yet.
Contact timeline: its and its deals' activities, newest first
GET/crm/contacts/{id}/timeline
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query | |
| contact_id | string, query | |
| deal_id | string, query | |
| type | string, query | One of: "note", "call", "email", "meeting", "task", "stage_change", "status_change", "consent", "lead_created". |
| done | boolean, query | Tasks: open (false) / done (true). Sent as the string "true"/"false". |
| due_from | string, query | Tasks and meetings due on or after this time (ISO 8601): the calendar window. |
| due_to | string, query | Tasks / meetings due before (ISO 8601). |
| page | number, query | Minimum 1, maximum 10000. |
| limit | number, query | Minimum 1, maximum 100. |
| created_from | string, query | Created on/after (ISO 8601). |
| created_to | string, query | Created before (ISO 8601). |
Response
200. The payload in data is not described in the spec yet.
Export the filtered contacts as CSV (streamed, staff)
GET/crm/contacts/export
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| channel_id | string, query | |
| created_from | string, query | Created on/after (ISO 8601). |
| created_to | string, query | Created before (ISO 8601). |
| q | string, query | Search name / email / company / phone (case-insensitive). At most 100 characters. |
| tag | string, query | At most 40 characters. |
| owner_id | string, query | Owner id, or "none" for unassigned. |
| source | string, query | At most 40 characters. |
| marketing_consent | boolean, query |
Response
200. The payload in data is not described in the spec yet.
Import contacts from CSV (max 5,000 rows) with a rejected-rows report (staff)
POST/crm/contacts/import
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| duplicates | string, query | Existing contact with the same email/phone: skip (reject row) or update it. One of: "skip", "update". |
| dry_run | boolean, query | Validate only; write nothing. |
| phone_country | string, query | Country for national-format phones in the file (default GB). One of: "GB", "US", "IE", "IN". |
| channel_id | string, query |
Request body multipart/form-data
| Field | Type | Description |
|---|---|---|
| filerequired | file |
Response
200. The payload in data is not described in the spec yet.
List / search / filter deals
GET/crm/deals
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| channel_id | string, query | |
| pipeline_id | string, query | |
| stage_id | string, query | |
| owner_id | string, query | |
| contact_id | string, query | |
| status | string, query | One of: "open", "won", "lost". |
| tag | string, query | Tag of the deal's contact. At most 40 characters. |
| q | string, query | Search the title and the contact's name / email / company. At most 100 characters. |
| sort | string, query | One of: "date_created", "-date_created", "date_updated", "-date_updated", "value_minor", "-value_minor", "expected_close_date", "-expected_close_date", "stage_entered_at", "-stage_entered_at". |
| page | number, query | Minimum 1, maximum 10000. |
| limit | number, query | Minimum 1, maximum 100. |
| created_from | string, query | Created on/after (ISO 8601). |
| created_to | string, query | Created before (ISO 8601). |
Response
200. The payload in data is not described in the spec yet.
Create a deal (default pipeline / first open stage when omitted)
POST/crm/deals
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| channel_id | string, query | |
| Idempotency-Key | string, header | Optional client-generated key (8-128 chars, [A-Za-z0-9_-]). A retry with the same key and body replays the first response (Idempotent-Replayed: true); 409 while the first is in flight; 422 if the body differs. |
Request body application/json
| Field | Type | Description |
|---|---|---|
| titlerequired | string | At most 200 characters. |
| contact_id | string | |
| pipeline_id | string | Defaults to the channel's default pipeline (created on first use). |
| stage_id | string | Defaults to the pipeline's first open stage. |
| value_minor | number | Integer minor units (pence / cents). Minimum 0, maximum 10000000000000. |
| currency | string | ISO 4217, e.g. GBP (default). |
| owner_id | string | |
| expected_close_date | string | |
| source | string | At most 40 characters. |
| interest | string | At most 200 characters. |
Response
201. The payload in data is not described in the spec yet.
Get a deal
GET/crm/deals/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Response
200. The payload in data is not described in the spec yet.
Update a deal. To change its stage, use /move or /close.
PATCH/crm/deals/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Request body application/json
| Field | Type | Description |
|---|---|---|
| title | string | At most 200 characters. |
| contact_id | string | |
| value_minor | number | Minimum 0, maximum 10000000000000. |
| currency | string | |
| owner_id | string | |
| expected_close_date | string | |
| source | string | At most 40 characters. |
| interest | string | At most 200 characters. |
Response
200. The payload in data is not described in the spec yet.
Delete a deal
DELETE/crm/deals/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Response
200. The payload in data is not described in the spec yet.
Mark won / lost with a reason
POST/crm/deals/{id}/close
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Request body application/json
| Field | Type | Description |
|---|---|---|
| outcomerequired | string | One of: "won", "lost". |
| reason | string | Required for lost. At most 500 characters. |
Response
200. The payload in data is not described in the spec yet.
Stage / status history of a deal
GET/crm/deals/{id}/history
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query | |
| contact_id | string, query | |
| deal_id | string, query | |
| type | string, query | One of: "note", "call", "email", "meeting", "task", "stage_change", "status_change", "consent", "lead_created". |
| done | boolean, query | Tasks: open (false) / done (true). Sent as the string "true"/"false". |
| due_from | string, query | Tasks and meetings due on or after this time (ISO 8601): the calendar window. |
| due_to | string, query | Tasks / meetings due before (ISO 8601). |
| page | number, query | Minimum 1, maximum 10000. |
| limit | number, query | Minimum 1, maximum 100. |
| created_from | string, query | Created on/after (ISO 8601). |
| created_to | string, query | Created before (ISO 8601). |
Response
200. The payload in data is not described in the spec yet.
Move to a stage (recorded in the deal history)
POST/crm/deals/{id}/move
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Request body application/json
| Field | Type | Description |
|---|---|---|
| stage_idrequired | string | A stage of the deal's pipeline. Moving to a won/lost stage closes the deal. |
| reason | string | Required when the target stage is a lost stage. At most 500 characters. |
Response
200. The payload in data is not described in the spec yet.
Deal timeline, newest first
GET/crm/deals/{id}/timeline
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query | |
| contact_id | string, query | |
| deal_id | string, query | |
| type | string, query | One of: "note", "call", "email", "meeting", "task", "stage_change", "status_change", "consent", "lead_created". |
| done | boolean, query | Tasks: open (false) / done (true). Sent as the string "true"/"false". |
| due_from | string, query | Tasks and meetings due on or after this time (ISO 8601): the calendar window. |
| due_to | string, query | Tasks / meetings due before (ISO 8601). |
| page | number, query | Minimum 1, maximum 10000. |
| limit | number, query | Minimum 1, maximum 100. |
| created_from | string, query | Created on/after (ISO 8601). |
| created_to | string, query | Created before (ISO 8601). |
Response
200. The payload in data is not described in the spec yet.
Kanban: deals grouped by stage, paged per stage
GET/crm/deals/board
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| channel_id | string, query | |
| pipeline_id | string, query | |
| stage_id | string, query | |
| owner_id | string, query | |
| contact_id | string, query | |
| status | string, query | One of: "open", "won", "lost". |
| tag | string, query | Tag of the deal's contact. At most 40 characters. |
| q | string, query | Search the title and the contact's name / email / company. At most 100 characters. |
| sort | string, query | One of: "date_created", "-date_created", "date_updated", "-date_updated", "value_minor", "-value_minor", "expected_close_date", "-expected_close_date", "stage_entered_at", "-stage_entered_at". |
| page | number, query | Minimum 1, maximum 10000. |
| limit | number, query | Minimum 1, maximum 100. |
| created_from | string, query | Created on/after (ISO 8601). |
| created_to | string, query | Created before (ISO 8601). |
| per_stage | number, query | Deals per stage column (default 20, max 100). Minimum 1, maximum 100. |
Response
200. The payload in data is not described in the spec yet.
Pipelines with their ordered stages (creates the default on first use)
GET/crm/pipelines
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| channel_id | string, query |
Response
200. The payload in data is not described in the spec yet.
Create a pipeline (with stages)
POST/crm/pipelines
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| channel_id | string, query | |
| Idempotency-Key | string, header | Optional client-generated key (8-128 chars, [A-Za-z0-9_-]). A retry with the same key and body replays the first response (Idempotent-Replayed: true); 409 while the first is in flight; 422 if the body differs. |
Request body application/json
| Field | Type | Description |
|---|---|---|
| namerequired | string | At most 120 characters. |
| is_default | boolean | |
| stages | object[] | Ordered stages; defaults to New / Interested / Meeting Booked / Converted (won) / Lost (lost). |
| stages[].namerequired | string | At most 80 characters. |
| stages[].kind | string | open (default) | won | lost One of: "open", "won", "lost". |
| stages[].probability | number | Win probability 0–100. Minimum 0, maximum 100. |
Response
201. The payload in data is not described in the spec yet.
Rename / reorder / make default
PATCH/crm/pipelines/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Request body application/json
| Field | Type | Description |
|---|---|---|
| name | string | At most 120 characters. |
| is_default | boolean | true makes this the channel's default (the previous default is unset). |
| sort | number | Minimum 0, maximum 1000. |
Response
200. The payload in data is not described in the spec yet.
Delete an empty, non-default pipeline
DELETE/crm/pipelines/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Response
200. The payload in data is not described in the spec yet.
Append a stage
POST/crm/pipelines/{id}/stages
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query | |
| Idempotency-Key | string, header | Optional client-generated key (8-128 chars, [A-Za-z0-9_-]). A retry with the same key and body replays the first response (Idempotent-Replayed: true); 409 while the first is in flight; 422 if the body differs. |
Request body application/json
| Field | Type | Description |
|---|---|---|
| namerequired | string | At most 80 characters. |
| kind | string | open (default) | won | lost One of: "open", "won", "lost". |
| probability | number | Win probability 0–100. Minimum 0, maximum 100. |
Response
201. The payload in data is not described in the spec yet.
Reorder all stages of a pipeline
PUT/crm/pipelines/{id}/stages/order
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Request body application/json
| Field | Type | Description |
|---|---|---|
| stage_idsrequired | string[] |
Response
200. The payload in data is not described in the spec yet.
Web-to-lead: a channel's website form adds a lead (deal + activity) to a new or exactly matching contact; never changes an existing contact (Public)
POST/crm/public/{channelId}/leads
Public: no sign-in needed.
Parameters
| Name | Type | Description |
|---|---|---|
| channelIdrequired | string, path | |
| Idempotency-Key | string, header | Optional client-generated key (8-128 chars, [A-Za-z0-9_-]). A retry with the same key and body replays the first response (Idempotent-Replayed: true); 409 while the first is in flight; 422 if the body differs. |
Request body application/json
| Field | Type | Description |
|---|---|---|
| name | string | At most 200 characters. |
| string | At most 254 characters. | |
| phone | string | At most 32 characters. |
| phone_country | string | One of: "GB", "US", "IE", "IN". |
| company | string | At most 200 characters. |
| message | string | At most 5000 characters. |
| interest | string | What they're interested in (e.g. a service). At most 200 characters. |
| form_id | string | Identifies the form on the site (slug, e.g. "contact-page"). |
| utm_source | string | At most 200 characters. |
| utm_medium | string | At most 200 characters. |
| utm_campaign | string | At most 200 characters. |
| utm_term | string | At most 200 characters. |
| utm_content | string | At most 200 characters. |
| marketing_consent | boolean | Opt-in tick box (must be unticked by default under PECR). |
| consent_text | string | The consent wording shown next to the tick box (kept as evidence). At most 500 characters. |
| consent_version | string | Version of that wording (a form definition's consent.version). |
| page_url | string | Page the form was submitted from. At most 500 characters. |
| captcha_token | string | Cloudflare Turnstile token from the form, needed when the channel turns on settings › protection › forms_captcha. At most 2048 characters. |
| website | string | Honeypot: leave empty. At most 500 characters. |
Response
201. The payload in data is not described in the spec yet.
Rename a stage / change its kind or probability
PATCH/crm/stages/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Request body application/json
| Field | Type | Description |
|---|---|---|
| name | string | At most 80 characters. |
| kind | string | One of: "open", "won", "lost". |
| probability | number | Minimum 0, maximum 100. |
Response
200. The payload in data is not described in the spec yet.
Delete an empty stage
DELETE/crm/stages/{id}
Needs a signed-in user (Bearer token or access_token cookie).
Parameters
| Name | Type | Description |
|---|---|---|
| idrequired | string, path | |
| channel_id | string, query |
Response
200. The payload in data is not described in the spec yet.