ื“ืœื’ ืœืชื•ื›ืŸ ื”ืจืืฉื™

Pipeline & Deal Endpoints

Manage sales pipelines with multiple stages and deals that progress through the pipeline.

Base Pathsโ€‹

ResourcePath
Pipelines/api/pipelines
Deals/api/deals

Pipeline Endpointsโ€‹

List Pipelines (Paginated)โ€‹

GET /api/pipelines/pagination
Authorization: Bearer {token}

Find All Pipelinesโ€‹

GET /api/pipelines
Authorization: Bearer {token}

Get Pipeline by IDโ€‹

GET /api/pipelines/:id
Authorization: Bearer {token}

Get Pipeline Dealsโ€‹

Retrieves all deals associated with a specific pipeline.

GET /api/pipelines/:pipelineId/deals
Authorization: Bearer {token}

Create Pipelineโ€‹

POST /api/pipelines
Authorization: Bearer {token}
Content-Type: application/json

{
"name": "Enterprise Sales",
"description": "Pipeline for enterprise deals",
"organizationId": "uuid",
"stages": [
{ "name": "Prospecting", "index": 0 },
{ "name": "Qualification", "index": 1 },
{ "name": "Proposal", "index": 2 },
{ "name": "Negotiation", "index": 3 },
{ "name": "Closed Won", "index": 4 }
]
}

Update Pipelineโ€‹

PUT /api/pipelines/:id
Authorization: Bearer {token}
Content-Type: application/json

{
"name": "Updated Pipeline Name"
}

Delete Pipelineโ€‹

DELETE /api/pipelines/:id
Authorization: Bearer {token}

Deal Endpointsโ€‹

List Dealsโ€‹

GET /api/deals
Authorization: Bearer {token}

Get Deal by IDโ€‹

GET /api/deals/:id
Authorization: Bearer {token}

Create Dealโ€‹

POST /api/deals
Authorization: Bearer {token}
Content-Type: application/json

{
"title": "Acme Corp Enterprise License",
"stageId": "stage-uuid",
"clientId": "contact-uuid",
"probability": 75
}

Update Dealโ€‹

PUT /api/deals/:id
Authorization: Bearer {token}
Content-Type: application/json

{
"stageId": "next-stage-uuid",
"probability": 90
}

Delete Dealโ€‹

DELETE /api/deals/:id
Authorization: Bearer {token}

Data Modelโ€‹

interface IPipeline {
id: string;
name: string;
description?: string;
isActive: boolean;
stages?: IPipelineStage[];
organizationId: string;
tenantId: string;
}

interface IPipelineStage {
id: string;
name: string;
index: number;
description?: string;
pipelineId: string;
deals?: IDeal[];
}

interface IDeal {
id: string;
title: string;
probability?: number;
stageId: string;
stage?: IPipelineStage;
clientId?: string;
client?: IOrganizationContact;
createdByUserId?: string;
tenantId: string;
}

Pipeline Flowโ€‹

Permissionsโ€‹

ActionRequired Permission
View pipelinesVIEW_SALES_PIPELINES
Create/edit/deleteEDIT_SALES_PIPELINES