Editing Deal

Edit the fields of a pipeline deal. You can send either a single object or an array of objects.
PATCH
/api/pipeline
Body Parameters
company

String

The company name linked to the deal

contact_email

String

The email of the contact linked to the deal

open_date

String

Open date for the deal, yyyy-mm-dd

close_date

String

Close date for the deal, yyyy-mm-dd

deal_size

Integer

The size of the deal

primary_contact

String

The id of the contact linked to the deal

stage

string

Stage of the deal, defaults to Qualification. Stage must be one of the following: Qualification, Discovery, Intrested, Verbal, Proposal, Negotiation, Won, Lost

owner

String

Display name of the deal owner

notes

String

Any notes attached to the deal

Request

                    [
   {
      "id": "123456789010",
      "stage": "Discovery",
      "deal_size": 1,
      "open_date": "2025-06-16"
   }
]
                

Bulk Request

                    [
   {
      "id": "123456789010",
      "stage": "Discovery",
      "deal_size": 1,
      "open_date": "2025-06-16"
   },
   {
      "id": "234567890101",
      "open_date": "2025-06-16"
   }
]
                
Response:
status

String

Status of get reponse

id

string

Id used to search deal

data

object

Holds the content of the request contact

created_at

String

A timestamp of when the deal was originally created

user_id

String

User id of the owner of the deal

contact_email

String

The email of the contact linked to the deal

open_date

String

Open date for the deal

close_date

String

Close date for the deal

company

String

The company name linked to the deal

deal_size

Integer

The size of the deal

primary_contact

String

The id of the contact linked to the deal

stage

string

Stage of the deal

owner

String

Display name of the deal owner

notes

String

Any notes attached to the contact

Response

                    [
   {
      "status": "success",
      "id": "123456789010",
      "data": {
         "created_at": "2025-05-20T14:23:32.758077+00:00",
         "user_id": "345678901012",
         "deal_size": 5000,
         "primary_contact": "234567890101",
         "stage": "Interested",
         "open_date": "2025-05-20",
         "close_date": "2025-06-07",
         "owner": "Jane",
         "company": "Eample Inc",
         "id": "123456789010",
         "notes": "",
         "contact_email": "doe.john@example.com"
      }
   }
]