← Opportunities operations · All schemas
Add Followers — opportunities add Followers Opportunity — request body — body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
followers | array | Required within parent | Array of user IDs to add or remove as followers (max 10) |
followers[] | string | Each item | |
Add Followers — opportunities add Followers Opportunity — response body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
followers | array | Optional | Current list of all follower user IDs after the operation |
followers[] | string | Each item | |
followersAdded | array | Optional | User IDs that were successfully added as followers |
followersAdded[] | string | Each item | |
Create Opportunity — request body — body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
assignedTo | string | Optional | Identifier of the user the opportunity is assigned to |
contactId | string | Required within parent | Identifier of the contact linked to the opportunity |
customFields | array | Optional | Add custom fields to opportunities. |
customFields[] | JSON | Each item | |
customFields[] (anyOf 1) | Model | Alternative | Expand Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input String Schema V3 |
customFields[] (anyOf 2) | Model | Alternative | Expand Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input Array Schema V3 |
customFields[] (anyOf 3) | Model | Alternative | Expand Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input Object Schema V3 |
forecastExpectedCloseDate | string | Optional | Expected close date. Supported formats: YYYY/MM/DD, MM/DD/YYYY, YYYY-MM-DD, MM-DD-YYYY, YYYY.MM.DD, MM.DD.YYYY, or ISO 8601 |
forecastProbability | number | Optional | Forecast probability |
locationId | string | Required within parent | Identifier of the location (sub-account) |
monetaryValue | number | Optional | Monetary value of the opportunity |
name | string | Required within parent | Name of the opportunity |
pipelineId | string | Required within parent | pipeline Id |
pipelineStageId | string | Optional | Identifier of the pipeline stage |
status | string | Required within parent | Current status of the opportunity One of: open, won, lost, abandoned, all |
Referenced models: Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input Array Schema V3, Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input Object Schema V3, Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input String Schema V3
Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input Array Schema V3
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
fieldValue | array | Optional | Value of the custom field |
fieldValue[] | string | Each item | |
id | string | Required within parent | Pass either `id` or `key` of custom field |
key | string | Optional | Pass either `id` or `key` of custom field |
Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input Object Schema V3
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
fieldValue | object | Optional | Value of the custom field |
id | string | Required within parent | Pass either `id` or `key` of custom field |
key | string | Optional | Pass either `id` or `key` of custom field |
Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input String Schema V3
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
fieldValue | string | Optional | Value of the custom field |
id | string | Optional | Pass either `id` or `key` of custom field |
key | string | Optional | Pass either `id` or `key` of custom field |
Delete Opportunity — response body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
succeded | boolean | Optional | Indicates whether the operation was successful. Deprecated — use `success` instead. |
success | boolean | Optional | Indicates whether the operation was successful |
Get Opportunity — response body
Referenced models: Search Opportunity — response body — opportunities item
Get Pipelines — response body
Referenced models: Get Pipelines — response body — pipelines item
Get Pipelines — response body — pipelines item
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
colorRenderMode | string | Optional | How pipeline/stage colors are rendered Known values: dot, bg-tint, none |
id | string | Optional | Unique identifier of the pipeline |
locationId | string | Optional | Identifier of the location (sub-account) this pipeline belongs to |
name | string | Optional | Name of the pipeline |
showInFunnel | boolean | Optional | Whether the pipeline is shown in the funnel view |
showInPieChart | boolean | Optional | Whether the pipeline is shown in the pie chart view |
stages | array | Optional | Stages belonging to this pipeline |
stages[] | array | Each item | |
useOpportunityProbability | boolean | Optional | Whether stage-level win probability is enabled for this pipeline |
Get lost reason — response body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
lostReasons | array | Optional | List of lost reasons for the location |
lostReasons[] | Model | Each item | Expand Get lost reason — response body — lost Reasons item |
total | JSON | Optional | |
total (anyOf 1) | number | Alternative | Total number of lost reasons matching the query |
total (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
Referenced models: Get lost reason — response body — lost Reasons item
Get lost reason — response body — lost Reasons item
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
createdAt | string | Optional | created at Format: date-time |
id | string | Optional | lost reason id |
locationId | string | Optional | location id |
name | string | Optional | lost reason name |
updatedAt | string | Optional | updated at Format: date-time |
Remove Followers — opportunities remove Followers Opportunity — response body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
followers | array | Optional | Current list of all follower user IDs after the operation |
followers[] | string | Each item | |
followersRemoved | array | Optional | User IDs that were successfully removed as followers |
followersRemoved[] | string | Each item | |
Search Opportunities — request body — body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
additionalDetails | JSON | Required within parent | Flags to include additional related entities in the response |
additionalDetails (allOf 1) | Model | All variants apply | Expand Search Opportunities — request body — body additional Details calendar Events, notes, tasks, un Read Conversations |
limit | number | Required within parent | Maximum number of results to return per page |
locationId | string | Required within parent | Location Id |
page | number | Required within parent | Page number (0-indexed) |
query | string | Required within parent | Full-text search query string (max 75 characters) |
searchAfter | array | Required within parent | Search-after cursor values for deep pagination |
searchAfter[] | string | Each item | |
Referenced models: Search Opportunities — request body — body additional Details calendar Events, notes, tasks, un Read Conversations
Search Opportunities — request body — body additional Details calendar Events, notes, tasks, un Read Conversations
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
calendarEvents | boolean | Required within parent | Include calendar events in the response |
notes | boolean | Required within parent | Include notes in the response |
tasks | boolean | Required within parent | Include tasks in the response |
unReadConversations | boolean | Required within parent | Include unread conversations count in the response |
Search Opportunities — response body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
aggregations | object | Optional | Aggregation results keyed by aggregation name |
opportunities | array | Optional | List of opportunities matching the search criteria |
opportunities[] | Model | Each item | Expand Search Opportunity — response body — opportunities item |
stageAggregations | array | Optional | Per-stage totals when pipeline filter is present |
stageAggregations[] | Model | Each item | Expand Search Opportunities — response body — stage Aggregations item |
total | JSON | Required within parent | |
total (anyOf 1) | number | Alternative | Total number of opportunities matching the query |
total (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
Referenced models: Search Opportunity — response body — opportunities item, Search Opportunities — response body — stage Aggregations item
Search Opportunities — response body — stage Aggregations item
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
openValue | JSON | Required within parent | |
openValue (anyOf 1) | number | Alternative | Total value of open opportunities in this stage |
openValue (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
openWeightedValue | JSON | Required within parent | |
openWeightedValue (anyOf 1) | number | Alternative | Probability-weighted value of open opportunities in this stage |
openWeightedValue (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
pipelineStageId | string | Required within parent | Identifier of the pipeline stage being aggregated |
totalCount | JSON | Required within parent | |
totalCount (anyOf 1) | number | Alternative | Total number of opportunities in this stage |
totalCount (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
totalValue | JSON | Required within parent | |
totalValue (anyOf 1) | number | Alternative | Total monetary value of all opportunities in this stage |
totalValue (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
weightedValue | JSON | Required within parent | |
weightedValue (anyOf 1) | number | Alternative | Probability-weighted total value of opportunities in this stage |
weightedValue (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
wonValue | JSON | Required within parent | |
wonValue (anyOf 1) | number | Alternative | Total value of won opportunities in this stage |
wonValue (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
Search Opportunity — response body
Referenced models: Search Opportunity — response body — meta current Page, next Page, next Page Url, prev Page, start After, start After Id, total, Search Opportunity — response body — opportunities item
Search Opportunity — response body — meta current Page, next Page, next Page Url, prev Page, start After, start After Id, total
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
currentPage | JSON | Optional | |
currentPage (anyOf 1) | number | Alternative | Current page number |
currentPage (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
nextPage | JSON | Optional | |
nextPage (anyOf 1) | number | Alternative | Next page number |
nextPage (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
nextPageUrl | string | Optional | URL to retrieve the next page of results |
prevPage | JSON | Optional | |
prevPage (anyOf 1) | number | Alternative | Previous page number |
prevPage (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
startAfter | JSON | Optional | |
startAfter (anyOf 1) | number | Alternative | Cursor timestamp to use for pagination (startAfter param) |
startAfter (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
startAfterId | string | Optional | Cursor id to use for pagination (startAfterId param) |
total | JSON | Optional | |
total (anyOf 1) | number | Alternative | Total number of opportunities matching the query |
total (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
Search Opportunity — response body — opportunities item
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
assignedTo | string | Optional | Identifier of the user the opportunity is assigned to |
calendarEvents | array | Optional | Calendar events attached to the opportunity |
calendarEvents[] | array | Each item | |
contact | JSON | Optional | Contact details associated with the opportunity |
contact (allOf 1) | Model | All variants apply | Expand Search Opportunity — response body — opportunities item contact company Name, email, id, name, phone, tags |
contactId | string | Optional | Identifier of the contact linked to the opportunity |
createdAt | string | Optional | ISO 8601 timestamp when the opportunity was created |
customFields | array | Optional | Custom fields associated with the opportunity |
customFields[] | Model | Each item | Expand Search Opportunity — response body — opportunities item custom Fields item |
effectiveProbability | JSON | Optional | |
effectiveProbability (anyOf 1) | number | Alternative | Effective win probability after stage and forecast adjustments (0–100) |
effectiveProbability (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
externalObjectId | string | Optional | External object identifier for integrations |
followers | array | Optional | User IDs following this opportunity |
followers[] | array | Each item | |
forecastDaysSlipped | JSON | Optional | |
forecastDaysSlipped (anyOf 1) | number | Alternative | Total days the close date has slipped |
forecastDaysSlipped (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
forecastExpectedCloseDate | string | Optional | Expected close date for the forecast (YYYY-MM-DD) |
forecastLastSlippedAt | string | Optional | ISO 8601 timestamp of the last close-date slip |
forecastOriginalCloseDate | string | Optional | Original forecast close date before any slippage (YYYY-MM-DD) |
forecastProbability | JSON | Optional | |
forecastProbability (anyOf 1) | number | Alternative | Forecast win probability percentage (0–100) |
forecastProbability (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
forecastSlippageCount | JSON | Optional | |
forecastSlippageCount (anyOf 1) | number | Alternative | Number of times the close date has slipped |
forecastSlippageCount (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
id | string | Optional | Unique identifier of the opportunity |
indexVersion | string | Optional | Index version of the opportunity record |
lastActionDate | string | Optional | ISO 8601 timestamp of the last action on the opportunity |
lastStageChangeAt | string | Optional | ISO 8601 timestamp of the last stage change |
lastStatusChangeAt | string | Optional | ISO 8601 timestamp of the last status change |
locationId | string | Optional | Identifier of the location (sub-account) the opportunity belongs to |
lostReasonId | string | Optional | Identifier of the lost reason if the opportunity was marked lost |
monetaryValue | JSON | Optional | |
monetaryValue (anyOf 1) | number | Alternative | Monetary value of the opportunity |
monetaryValue (anyOf 2) | string | Alternative | Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$ |
name | string | Optional | Name of the opportunity |
notes | array | Optional | Notes attached to the opportunity |
notes[] | array | Each item | |
pipelineId | string | Optional | Identifier of the pipeline the opportunity belongs to |
pipelineStageId | string | Optional | Identifier of the pipeline stage the opportunity is in |
source | string | Optional | Source of the opportunity |
status | string | Optional | Current status of the opportunity |
tasks | array | Optional | Tasks attached to the opportunity |
tasks[] | array | Each item | |
updatedAt | string | Optional | ISO 8601 timestamp when the opportunity was last updated |
Referenced models: Search Opportunity — response body — opportunities item custom Fields item, Search Opportunity — response body — opportunities item contact company Name, email, id, name, phone, tags
Search Opportunity — response body — opportunities item contact company Name, email, id, name, phone, tags
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
companyName | string | Optional | Company name associated with the contact |
email | string | Optional | Email address of the contact |
id | string | Optional | Unique identifier of the contact |
name | string | Optional | Full name of the contact |
phone | string | Optional | Phone number of the contact |
tags | array | Optional | Tags associated with the contact |
tags[] | string | Each item | |
Search Opportunity — response body — opportunities item custom Fields item
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
fieldValue | JSON | Required within parent | The value of the custom field |
fieldValue (anyOf 1) | string | Alternative | |
fieldValue (anyOf 2) | object | Alternative | |
fieldValue (anyOf 3) | array | Alternative | |
fieldValue (anyOf 3)[] | string | Each item | |
fieldValue (anyOf 4) | array | Alternative | |
fieldValue (anyOf 4)[] | object | Each item | |
id | string | Required within parent | Unique identifier of the custom field |
Update Opportunity Status — request body — body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
lostReasonId | string | Optional | lost reason Id |
status | string | Required within parent | New status for the opportunity One of: open, won, lost, abandoned, all |
Update Opportunity — request body — body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
assignedTo | string | Optional | Identifier of the user the opportunity is assigned to |
customFields | array | Optional | Update custom fields to opportunities. |
customFields[] | JSON | Each item | |
customFields[] (anyOf 1) | Model | Alternative | Expand Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input String Schema V3 |
customFields[] (anyOf 2) | Model | Alternative | Expand Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input Array Schema V3 |
customFields[] (anyOf 3) | Model | Alternative | Expand Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input Object Schema V3 |
forecastExpectedCloseDate | string | Optional | Expected close date. Supported formats: YYYY/MM/DD, MM/DD/YYYY, YYYY-MM-DD, MM-DD-YYYY, YYYY.MM.DD, MM.DD.YYYY, or ISO 8601 |
forecastProbability | number | Optional | Forecast probability |
monetaryValue | number | Optional | Monetary value of the opportunity |
name | string | Optional | Name of the opportunity |
pipelineId | string | Optional | pipeline Id |
pipelineStageId | string | Optional | Identifier of the pipeline stage |
status | string | Optional | Current status of the opportunity One of: open, won, lost, abandoned, all |
Referenced models: Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input Array Schema V3, Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input Object Schema V3, Create Opportunity — request body — body custom Fields item field Value, id, key — custom Fields Input String Schema V3
Upsert Opportunity — request body — body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
assignedTo | string | Optional | Identifier of the user the opportunity is assigned to |
followers | array | Required within parent | contactId |
followers[] | string | Each item | |
followersActionType | string | Required within parent | followers action type One of: add, remove |
forecastExpectedCloseDate | string | Optional | Expected close date. Supported formats: YYYY/MM/DD, MM/DD/YYYY, YYYY-MM-DD, MM-DD-YYYY, YYYY.MM.DD, MM.DD.YYYY, or ISO 8601 |
forecastProbability | number | Optional | Forecast probability |
id | string | Optional | opportunityId |
isRemoveAllFollowers | boolean | Required within parent | isRemoveAllFollowers |
locationId | string | Required within parent | locationId |
lostReasonId | string | Optional | lost reason Id |
monetaryValue | object | Optional | Monetary value of the opportunity |
name | string | Optional | name |
pipelineId | string | Required within parent | pipeline Id |
pipelineStageId | string | Optional | Identifier of the pipeline stage |
status | string | Optional | Current status of the opportunity One of: open, won, lost, abandoned, all |
Upsert Opportunity — response body
| Field | Type | Presence | Description and constraints |
|---|
$ | object | Root | |
new | boolean | Required within parent | Indicates whether the opportunity was newly created (true) or updated (false) |
opportunity | object | Required within parent | Updated / New Opportunity |