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Pipeline & Deal Endpoints

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

Base Paths​

ResourcePath
Pipelines/api/pipelines
Deals/api/deals

Pipeline Endpoints​

List Pipelines (Paginated)​

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

Find All Pipelines​

GET /api/pipelines
Authorization: Bearer {token}

Get Pipeline by ID​

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

Get Pipeline Deals​

Retrieves all deals associated with a specific pipeline.

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

Create Pipeline​

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 Pipeline​

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

{
"name": "Updated Pipeline Name"
}

Delete Pipeline​

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

Deal Endpoints​

List Deals​

GET /api/deals
Authorization: Bearer {token}

Get Deal by ID​

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

Create Deal​

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

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

Update Deal​

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

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

Delete Deal​

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

Data Model​

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 Flow​

Permissions​

ActionRequired Permission
View pipelinesVIEW_SALES_PIPELINES
Create/edit/deleteEDIT_SALES_PIPELINES