API Documentation
Deals ¶
Deals ¶
This endpoint contains both budgets and deals.
When creating a new record, a budget or deal will be created based on the budget attribute in the request.
If the request does not contain the budget attribute or has budget: false the new record will be a deal.
If the request has budget: true the new record will be a budget.
For more details on how to work with custom fields please refer to Working with custom fields guide.
Supported filter params
-
id
-
number
-
responsible_id (array)
-
creator_id (array)
-
company_id (array)
-
status_id (array)
-
stage_status_id (array) (1: open, 2: won, 3: lost)
-
contract_id (array)
-
recurring
-
project_id (array)
-
tags
-
query
-
won_date (automatically set date when won or overridden manually)
-
lost_date (automatically set date when lost or overridden manually)
-
won_at (automatically set date when won)
-
lost_at (automatically set date when lost)
-
needs_invoicing
-
type (1: deal, 2: budget)
-
project_type (1: internal project, 2: client project)
-
budget_status (1: open, 2: closed)
-
subsidiary_id (array)
-
pipeline_id (array)
-
custom_fields[id] (where id is the identifier of your custom field; for dropdown and multiselect custom fields, use array filter)
-
time_approval (boolean)
Supported sort params
-
billable_time
-
budget_total
-
budget_used
-
budget_warning
-
budgeted_time
-
client_access
-
closed_at
-
company.name
-
cost
-
created_at
-
date
-
deal_status
-
end_date
-
estimated_time
-
expense
-
invoiced
-
last_activity_at
-
name
-
number
-
pending_invoicing
-
probability
-
profit
-
profit_margin
-
project.name
-
purchase_order_number
-
responsible.name
-
creator.name
-
revenue
-
stage_status
-
services_revenue
-
suffix
-
time_approval
-
total_budgeted_time
-
worked_time
Filter operations are supported on this endpoint.
GET /api/v2/deals
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonHeaders
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "179",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-12-06",
"end_date": null,
"number": "1",
"deal_number": "1",
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_updated_at": "2025-12-06T01:05:00.000+01:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"profit_margin_normalized": 0,
"profit_margin_default": 0,
"email_key": "61fc86ae6e19386b83a2b68cbab2bd0c",
"purchase_order_number": "123",
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 1,
"editor_config": {},
"discount": null,
"man_day_minutes": 480,
"rounding_interval_id": null,
"rounding_method_id": 1,
"validate_expense_when_closing": false,
"revenue_distribution_type": null,
"color_id": null,
"connection_status": "none",
"billable_time": 0,
"budget_warning": null,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"probability": 50,
"previous_probability": null,
"note_interpolated": null,
"proposal_note_interpolated": null,
"footer_interpolated": null,
"proposal_footer_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-12-06T01:05:37.000+01:00",
"deleted_at": null,
"created_at": "2025-12-06T01:05:37.263+01:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-12-06",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"footer": null,
"proposal_footer": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"budget_total": 0,
"budget_total_default": 0,
"budget_total_normalized": 0,
"budget_used": 0,
"budget_used_default": 0,
"budget_used_normalized": 0,
"projected_revenue": 0,
"projected_revenue_default": 0,
"projected_revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"manually_invoiced": 0,
"manually_invoiced_default": 0,
"manually_invoiced_normalized": 0,
"draft_invoiced": 0,
"draft_invoiced_default": 0,
"draft_invoiced_normalized": 0,
"amount_credited": 0,
"amount_credited_default": 0,
"amount_credited_normalized": 0,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": "349"
}
},
"creator": {
"meta": {
"included": false
}
},
"company": {
"meta": {
"included": false
}
},
"document_type": {
"meta": {
"included": false
}
},
"proposal_document_type": {
"meta": {
"included": false
}
},
"responsible": {
"meta": {
"included": false
}
},
"deal_status": {
"meta": {
"included": false
}
},
"project": {
"meta": {
"included": false
}
},
"lost_reason": {
"meta": {
"included": false
}
},
"contract": {
"meta": {
"included": false
}
},
"contact": {
"meta": {
"included": false
}
},
"subsidiary": {
"meta": {
"included": false
}
},
"template": {
"meta": {
"included": false
}
},
"tax_rate": {
"meta": {
"included": false
}
},
"pipeline": {
"meta": {
"included": false
}
},
"origin_deal": {
"meta": {
"included": false
}
},
"approval_policy_assignment": {
"meta": {
"included": false
}
},
"next_todo": {
"meta": {
"included": false
}
},
"expense_approval_workflow": {
"meta": {
"included": false
}
},
"time_approval_workflow": {
"meta": {
"included": false
}
},
"invoice_template": {
"meta": {
"included": false
}
},
"automatic_invoicing_rule": {
"meta": {
"included": false
}
},
"custom_field_people": {
"meta": {
"included": false
}
},
"custom_field_attachments": {
"meta": {
"included": false
}
}
}
}
],
"links": {
"first": "http://api-test.productive.io/api/v2/deals?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://api-test.productive.io/api/v2/deals?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200
}
}Get dealsGET/api/v2/deals
GET /api/v2/deals/180
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonHeaders
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "180",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-12-06",
"end_date": null,
"number": "1",
"deal_number": "1",
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_updated_at": "2025-12-06T01:05:00.000+01:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"profit_margin_normalized": 0,
"profit_margin_default": 0,
"email_key": "3207157522259035f56ae7a8b2842660",
"purchase_order_number": "123",
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 1,
"editor_config": {},
"discount": null,
"man_day_minutes": 480,
"rounding_interval_id": null,
"rounding_method_id": 1,
"validate_expense_when_closing": false,
"revenue_distribution_type": null,
"color_id": null,
"connection_status": "none",
"billable_time": 0,
"budget_warning": null,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"probability": 50,
"previous_probability": null,
"note_interpolated": null,
"proposal_note_interpolated": null,
"footer_interpolated": null,
"proposal_footer_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-12-06T01:05:37.000+01:00",
"deleted_at": null,
"created_at": "2025-12-06T01:05:37.381+01:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-12-06",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"footer": null,
"proposal_footer": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"budget_total": 0,
"budget_total_default": 0,
"budget_total_normalized": 0,
"budget_used": 0,
"budget_used_default": 0,
"budget_used_normalized": 0,
"projected_revenue": 0,
"projected_revenue_default": 0,
"projected_revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"manually_invoiced": 0,
"manually_invoiced_default": 0,
"manually_invoiced_normalized": 0,
"draft_invoiced": 0,
"draft_invoiced_default": 0,
"draft_invoiced_normalized": 0,
"amount_credited": 0,
"amount_credited_default": 0,
"amount_credited_normalized": 0,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": "350"
}
},
"creator": {
"meta": {
"included": false
}
},
"company": {
"meta": {
"included": false
}
},
"document_type": {
"meta": {
"included": false
}
},
"proposal_document_type": {
"meta": {
"included": false
}
},
"responsible": {
"meta": {
"included": false
}
},
"deal_status": {
"meta": {
"included": false
}
},
"project": {
"meta": {
"included": false
}
},
"lost_reason": {
"meta": {
"included": false
}
},
"contract": {
"meta": {
"included": false
}
},
"contact": {
"meta": {
"included": false
}
},
"subsidiary": {
"meta": {
"included": false
}
},
"template": {
"meta": {
"included": false
}
},
"tax_rate": {
"meta": {
"included": false
}
},
"pipeline": {
"meta": {
"included": false
}
},
"origin_deal": {
"meta": {
"included": false
}
},
"approval_policy_assignment": {
"meta": {
"included": false
}
},
"next_todo": {
"meta": {
"included": false
}
},
"expense_approval_workflow": {
"meta": {
"included": false
}
},
"time_approval_workflow": {
"meta": {
"included": false
}
},
"invoice_template": {
"meta": {
"included": false
}
},
"automatic_invoicing_rule": {
"meta": {
"included": false
}
},
"custom_field_people": {
"meta": {
"included": false
}
},
"custom_field_attachments": {
"meta": {
"included": false
}
}
}
},
"meta": {}
}POST /api/v2/deals
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-12-06",
"deal_type_id": 2,
"deal_status_id": 1877,
"probability": 50,
"currency": "EUR",
"budget": false,
"purchase_order_number": "234"
},
"relationships": {
"company": {
"data": {
"type": "companies",
"id": "743"
}
},
"responsible": {
"data": {
"type": "people",
"id": "1006"
}
},
"subsidiary": {
"data": {
"type": "subsidiaries",
"id": "199"
}
},
"document_type": {
"data": {
"type": "document-types",
"id": "193"
}
}
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "184",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-12-06",
"end_date": null,
"number": "2",
"deal_number": "2",
"suffix": null,
"time_approval": false,
"expense_approval": false,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_updated_at": "2025-12-06T01:05:37.000+01:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"profit_margin_normalized": 0,
"profit_margin_default": 0,
"email_key": "29f47b8201fa47e5abe0f72087eec22f",
"purchase_order_number": "234",
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 1,
"editor_config": null,
"discount": null,
"man_day_minutes": 480,
"rounding_interval_id": null,
"rounding_method_id": 1,
"validate_expense_when_closing": false,
"revenue_distribution_type": "even",
"color_id": null,
"connection_status": "none",
"billable_time": 0,
"budget_warning": null,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"probability": 50,
"previous_probability": null,
"note_interpolated": null,
"proposal_note_interpolated": null,
"footer_interpolated": null,
"proposal_footer_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-12-06T01:05:37.000+01:00",
"deleted_at": null,
"created_at": "2025-12-06T01:05:37.984+01:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-12-06",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"footer": null,
"proposal_footer": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"budget_total": 0,
"budget_total_default": 0,
"budget_total_normalized": 0,
"budget_used": 0,
"budget_used_default": 0,
"budget_used_normalized": 0,
"projected_revenue": 0,
"projected_revenue_default": 0,
"projected_revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"manually_invoiced": 0,
"manually_invoiced_default": 0,
"manually_invoiced_normalized": 0,
"draft_invoiced": 0,
"draft_invoiced_default": 0,
"draft_invoiced_normalized": 0,
"amount_credited": 0,
"amount_credited_default": 0,
"amount_credited_normalized": 0,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": "353"
}
},
"creator": {
"meta": {
"included": false
}
},
"company": {
"meta": {
"included": false
}
},
"document_type": {
"meta": {
"included": false
}
},
"proposal_document_type": {
"meta": {
"included": false
}
},
"responsible": {
"meta": {
"included": false
}
},
"deal_status": {
"meta": {
"included": false
}
},
"project": {
"meta": {
"included": false
}
},
"lost_reason": {
"meta": {
"included": false
}
},
"contract": {
"meta": {
"included": false
}
},
"contact": {
"meta": {
"included": false
}
},
"subsidiary": {
"meta": {
"included": false
}
},
"template": {
"meta": {
"included": false
}
},
"tax_rate": {
"meta": {
"included": false
}
},
"pipeline": {
"meta": {
"included": false
}
},
"origin_deal": {
"meta": {
"included": false
}
},
"approval_policy_assignment": {
"meta": {
"included": false
}
},
"next_todo": {
"meta": {
"included": false
}
},
"expense_approval_workflow": {
"meta": {
"included": false
}
},
"time_approval_workflow": {
"meta": {
"included": false
}
},
"invoice_template": {
"meta": {
"included": false
}
},
"automatic_invoicing_rule": {
"meta": {
"included": false
}
},
"custom_field_people": {
"meta": {
"included": false
}
},
"custom_field_attachments": {
"meta": {
"included": false
}
}
}
},
"meta": {}
}POST /api/v2/deals
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {
"name": ""
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"errors": [
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/name"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/responsible"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/company"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/deal_type_id"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "is not included in the list",
"source": {
"pointer": "data/attributes/deal_type_id"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/probability"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "is not a number",
"source": {
"pointer": "data/attributes/probability"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/currency"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "is not a valid currency",
"source": {
"pointer": "data/attributes/currency"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/deal_status"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/date"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "is not a date",
"source": {
"pointer": "data/attributes/date"
}
}
]
}POST /api/v2/deals
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {
"name": "test name",
"date": "",
"deal_type_id": 2,
"deal_status_id": 1907,
"probability": 50,
"currency": "EUR"
},
"relationships": {
"company": {
"data": {
"type": "companies",
"id": "753"
}
},
"responsible": {
"data": {
"type": "people",
"id": "1020"
}
},
"subsidiary": {
"data": {
"type": "subsidiaries",
"id": "213"
}
},
"document_type": {
"data": {
"type": "document-types",
"id": "202"
}
}
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"errors": [
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/date"
}
},
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "is not a date",
"source": {
"pointer": "data/attributes/date"
}
}
]
}POST /api/v2/deals
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {
"name": "test name",
"budget": true,
"date": "2025-12-06",
"deal_type_id": 2,
"currency": "EUR"
},
"relationships": {
"company": {
"data": {
"type": "companies",
"id": "767"
}
},
"responsible": {
"data": {
"type": "people",
"id": "1038"
}
},
"project": {
"data": {
"type": "projects",
"id": "155"
}
},
"subsidiary": {
"data": {
"type": "subsidiaries",
"id": "229"
}
},
"document_type": {
"data": {
"type": "document-types",
"id": "211"
}
}
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "202",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-12-06",
"end_date": null,
"number": "2",
"deal_number": "2",
"suffix": null,
"time_approval": false,
"expense_approval": false,
"client_access": false,
"deal_type_id": 2,
"budget": true,
"sales_status_updated_at": null,
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"profit_margin_normalized": 0,
"profit_margin_default": 0,
"email_key": "049cd702faad9d836e11697ca6bff1e8",
"purchase_order_number": null,
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 1,
"editor_config": null,
"discount": null,
"man_day_minutes": 480,
"rounding_interval_id": null,
"rounding_method_id": 1,
"validate_expense_when_closing": false,
"revenue_distribution_type": "default",
"color_id": null,
"connection_status": "none",
"billable_time": 0,
"budget_warning": null,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"probability": 100,
"previous_probability": null,
"note_interpolated": null,
"proposal_note_interpolated": null,
"footer_interpolated": null,
"proposal_footer_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-12-06T01:05:40.000+01:00",
"deleted_at": null,
"created_at": "2025-12-06T01:05:40.972+01:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-12-06",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"footer": null,
"proposal_footer": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"budget_total": 0,
"budget_total_default": 0,
"budget_total_normalized": 0,
"budget_used": 0,
"budget_used_default": 0,
"budget_used_normalized": 0,
"projected_revenue": 0,
"projected_revenue_default": 0,
"projected_revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"manually_invoiced": 0,
"manually_invoiced_default": 0,
"manually_invoiced_normalized": 0,
"draft_invoiced": 0,
"draft_invoiced_default": 0,
"draft_invoiced_normalized": 0,
"amount_credited": 0,
"amount_credited_default": 0,
"amount_credited_normalized": 0,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": "364"
}
},
"creator": {
"meta": {
"included": false
}
},
"company": {
"meta": {
"included": false
}
},
"document_type": {
"meta": {
"included": false
}
},
"proposal_document_type": {
"meta": {
"included": false
}
},
"responsible": {
"meta": {
"included": false
}
},
"deal_status": {
"meta": {
"included": false
}
},
"project": {
"meta": {
"included": false
}
},
"lost_reason": {
"meta": {
"included": false
}
},
"contract": {
"meta": {
"included": false
}
},
"contact": {
"meta": {
"included": false
}
},
"subsidiary": {
"meta": {
"included": false
}
},
"template": {
"meta": {
"included": false
}
},
"tax_rate": {
"meta": {
"included": false
}
},
"pipeline": {
"meta": {
"included": false
}
},
"origin_deal": {
"meta": {
"included": false
}
},
"approval_policy_assignment": {
"meta": {
"included": false
}
},
"next_todo": {
"meta": {
"included": false
}
},
"expense_approval_workflow": {
"meta": {
"included": false
}
},
"time_approval_workflow": {
"meta": {
"included": false
}
},
"invoice_template": {
"meta": {
"included": false
}
},
"automatic_invoicing_rule": {
"meta": {
"included": false
}
},
"custom_field_people": {
"meta": {
"included": false
}
},
"custom_field_attachments": {
"meta": {
"included": false
}
}
}
},
"meta": {}
}Create a dealPOST/api/v2/deals
- name
string(required) Example: Namename
- date
date(required) Example: 2018-01-01date
- responsible_id: `1` (number, required) - responsible_id
string(required)- company_id: `1` (number, required) - company_id
string(required)- deal_type_id
number(required) Example: 2deal type
- probability
number(required) Example: 100probability
- currency
currency(required) Example: EURcurrency
- deal_status
number(required) Example: 1deal pipeline stage (only for sales deals)
- budget
boolean(optional) Example: falsedetermines if budget or sales deal
- project_id
number(optional) Example: 1project
PATCH /api/v2/deals/205
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {
"name": "new name",
"tag_list": [
"invoiced",
"paid"
],
"tracking_type_id": 3,
"purchase_order_number": "456"
},
"relationships": {
"responsible": {
"data": {
"type": "people",
"id": "1046"
}
},
"subscribers": {
"data": [
{
"type": "people",
"id": "1047"
},
{
"type": "people",
"id": "1048"
}
]
}
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "205",
"type": "deals",
"attributes": {
"name": "new name",
"date": "2025-12-06",
"end_date": null,
"number": "1",
"deal_number": "1",
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_updated_at": "2025-12-06T01:05:00.000+01:00",
"tag_list": [
"invoiced",
"paid"
],
"origin_deal_id": null,
"profit_margin": 0,
"profit_margin_normalized": 0,
"profit_margin_default": 0,
"email_key": "208bf2a7337e328a7ffb7146061ddbb6",
"purchase_order_number": "456",
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 3,
"editor_config": {},
"discount": null,
"man_day_minutes": 480,
"rounding_interval_id": null,
"rounding_method_id": 1,
"validate_expense_when_closing": false,
"revenue_distribution_type": "even",
"color_id": null,
"connection_status": "none",
"billable_time": 0,
"budget_warning": null,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"probability": 50,
"previous_probability": null,
"note_interpolated": null,
"proposal_note_interpolated": null,
"footer_interpolated": null,
"proposal_footer_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-12-06T01:05:41.000+01:00",
"deleted_at": null,
"created_at": "2025-12-06T01:05:41.535+01:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-12-06",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"footer": null,
"proposal_footer": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"budget_total": 0,
"budget_total_default": 0,
"budget_total_normalized": 0,
"budget_used": 0,
"budget_used_default": 0,
"budget_used_normalized": 0,
"projected_revenue": 0,
"projected_revenue_default": 0,
"projected_revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"manually_invoiced": 0,
"manually_invoiced_default": 0,
"manually_invoiced_normalized": 0,
"draft_invoiced": 0,
"draft_invoiced_default": 0,
"draft_invoiced_normalized": 0,
"amount_credited": 0,
"amount_credited_default": 0,
"amount_credited_normalized": 0,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": "366"
}
},
"creator": {
"meta": {
"included": false
}
},
"company": {
"meta": {
"included": false
}
},
"document_type": {
"meta": {
"included": false
}
},
"proposal_document_type": {
"meta": {
"included": false
}
},
"responsible": {
"meta": {
"included": false
}
},
"deal_status": {
"meta": {
"included": false
}
},
"project": {
"meta": {
"included": false
}
},
"lost_reason": {
"meta": {
"included": false
}
},
"contract": {
"meta": {
"included": false
}
},
"contact": {
"meta": {
"included": false
}
},
"subsidiary": {
"meta": {
"included": false
}
},
"template": {
"meta": {
"included": false
}
},
"tax_rate": {
"meta": {
"included": false
}
},
"pipeline": {
"meta": {
"included": false
}
},
"origin_deal": {
"meta": {
"included": false
}
},
"approval_policy_assignment": {
"meta": {
"included": false
}
},
"next_todo": {
"meta": {
"included": false
}
},
"expense_approval_workflow": {
"meta": {
"included": false
}
},
"time_approval_workflow": {
"meta": {
"included": false
}
},
"invoice_template": {
"meta": {
"included": false
}
},
"automatic_invoicing_rule": {
"meta": {
"included": false
}
},
"custom_field_people": {
"meta": {
"included": false
}
},
"custom_field_attachments": {
"meta": {
"included": false
}
}
}
},
"meta": {}
}PATCH /api/v2/deals/211
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {
"delivered_on": "2025-12-10"
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "211",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-12-06",
"end_date": null,
"number": "2",
"deal_number": "2",
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": true,
"sales_status_updated_at": "2025-12-06T01:05:00.000+01:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"profit_margin_normalized": 0,
"profit_margin_default": 0,
"email_key": "1d63d1b96d752ecd62e1271f71bf1157",
"purchase_order_number": null,
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 1,
"editor_config": {},
"discount": null,
"man_day_minutes": 480,
"rounding_interval_id": null,
"rounding_method_id": 1,
"validate_expense_when_closing": false,
"revenue_distribution_type": "default",
"color_id": null,
"connection_status": "none",
"billable_time": 0,
"budget_warning": null,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"probability": 100,
"previous_probability": null,
"note_interpolated": null,
"proposal_note_interpolated": null,
"footer_interpolated": null,
"proposal_footer_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": "2025-12-06T01:05:43.000+01:00",
"delivered_on": "2025-12-10",
"last_activity_at": "2025-12-06T01:05:43.000+01:00",
"deleted_at": null,
"created_at": "2025-12-06T01:05:43.399+01:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-12-06",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"footer": null,
"proposal_footer": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"budget_total": 0,
"budget_total_default": 0,
"budget_total_normalized": 0,
"budget_used": 0,
"budget_used_default": 0,
"budget_used_normalized": 0,
"projected_revenue": 0,
"projected_revenue_default": 0,
"projected_revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"manually_invoiced": 0,
"manually_invoiced_default": 0,
"manually_invoiced_normalized": 0,
"draft_invoiced": 0,
"draft_invoiced_default": 0,
"draft_invoiced_normalized": 0,
"amount_credited": 0,
"amount_credited_default": 0,
"amount_credited_normalized": 0,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": "370"
}
},
"creator": {
"meta": {
"included": false
}
},
"company": {
"meta": {
"included": false
}
},
"document_type": {
"meta": {
"included": false
}
},
"proposal_document_type": {
"meta": {
"included": false
}
},
"responsible": {
"meta": {
"included": false
}
},
"deal_status": {
"meta": {
"included": false
}
},
"project": {
"meta": {
"included": false
}
},
"lost_reason": {
"meta": {
"included": false
}
},
"contract": {
"meta": {
"included": false
}
},
"contact": {
"meta": {
"included": false
}
},
"subsidiary": {
"meta": {
"included": false
}
},
"template": {
"meta": {
"included": false
}
},
"tax_rate": {
"meta": {
"included": false
}
},
"pipeline": {
"meta": {
"included": false
}
},
"origin_deal": {
"meta": {
"included": false
}
},
"approval_policy_assignment": {
"meta": {
"included": false
}
},
"next_todo": {
"meta": {
"included": false
}
},
"expense_approval_workflow": {
"meta": {
"included": false
}
},
"time_approval_workflow": {
"meta": {
"included": false
}
},
"invoice_template": {
"meta": {
"included": false
}
},
"automatic_invoicing_rule": {
"meta": {
"included": false
}
},
"custom_field_people": {
"meta": {
"included": false
}
},
"custom_field_attachments": {
"meta": {
"included": false
}
}
}
},
"meta": {}
}PATCH /api/v2/deals/212
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {
"name": ""
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"errors": [
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/name"
}
}
]
}PATCH /api/v2/deals/214
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {
"delivered_on": "2025-12-10"
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"errors": [
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "delivery date can be set only for closed budgets",
"source": {
"pointer": "data/attributes/delivered_on"
}
}
]
}PATCH /api/v2/deals/215
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {},
"relationships": {
"project": {
"data": {
"type": "projects",
"id": "160"
}
}
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "215",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-12-06",
"end_date": null,
"number": "1",
"deal_number": "1",
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_updated_at": "2025-12-06T01:05:00.000+01:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"profit_margin_normalized": 0,
"profit_margin_default": 0,
"email_key": "3db56f0b68307a92a8bcb0e65527fe4c",
"purchase_order_number": null,
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 1,
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Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "226",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-12-06",
"end_date": null,
"number": "1",
"deal_number": "1",
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_updated_at": "2025-12-06T01:05:00.000+01:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"profit_margin_normalized": 0,
"profit_margin_default": 0,
"email_key": "61e7a28c080dd096332faaca2b10ca15",
"purchase_order_number": null,
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 1,
"editor_config": {},
"discount": null,
"man_day_minutes": 480,
"rounding_interval_id": null,
"rounding_method_id": 1,
"validate_expense_when_closing": false,
"revenue_distribution_type": "even",
"color_id": null,
"connection_status": "none",
"billable_time": 0,
"budget_warning": null,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"probability": 90,
"previous_probability": 50,
"note_interpolated": null,
"proposal_note_interpolated": null,
"footer_interpolated": null,
"proposal_footer_interpolated": null,
"todo_count": 0,
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"note": null,
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"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-12-06T01:05:46.000+01:00",
"deleted_at": null,
"created_at": "2025-12-06T01:05:46.983+01:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-12-06",
"sales_closed_on": null,
"sample_data": false,
"external_id": "123",
"external_sync": false,
"manual_invoicing_status_id": 1,
"footer": null,
"proposal_footer": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
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"services_revenue_default": 0,
"services_revenue_normalized": 0,
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"budget_total_default": 0,
"budget_total_normalized": 0,
"budget_used": 0,
"budget_used_default": 0,
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"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
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"manually_invoiced_default": 0,
"manually_invoiced_normalized": 0,
"draft_invoiced": 0,
"draft_invoiced_default": 0,
"draft_invoiced_normalized": 0,
"amount_credited": 0,
"amount_credited_default": 0,
"amount_credited_normalized": 0,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": "384"
}
},
"creator": {
"meta": {
"included": false
}
},
"company": {
"meta": {
"included": false
}
},
"document_type": {
"meta": {
"included": false
}
},
"proposal_document_type": {
"meta": {
"included": false
}
},
"responsible": {
"meta": {
"included": false
}
},
"deal_status": {
"meta": {
"included": false
}
},
"project": {
"meta": {
"included": false
}
},
"lost_reason": {
"meta": {
"included": false
}
},
"contract": {
"meta": {
"included": false
}
},
"contact": {
"meta": {
"included": false
}
},
"subsidiary": {
"meta": {
"included": false
}
},
"template": {
"meta": {
"included": false
}
},
"tax_rate": {
"meta": {
"included": false
}
},
"pipeline": {
"meta": {
"included": false
}
},
"origin_deal": {
"meta": {
"included": false
}
},
"approval_policy_assignment": {
"meta": {
"included": false
}
},
"next_todo": {
"meta": {
"included": false
}
},
"expense_approval_workflow": {
"meta": {
"included": false
}
},
"time_approval_workflow": {
"meta": {
"included": false
}
},
"invoice_template": {
"meta": {
"included": false
}
},
"automatic_invoicing_rule": {
"meta": {
"included": false
}
},
"custom_field_people": {
"meta": {
"included": false
}
},
"custom_field_attachments": {
"meta": {
"included": false
}
}
}
},
"meta": {}
}PATCH /api/v2/deals/227
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {
"note": "Meh"
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "227",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-12-06",
"end_date": null,
"number": "1",
"deal_number": "1",
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_updated_at": "2025-12-06T01:05:00.000+01:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"profit_margin_normalized": 0,
"profit_margin_default": 0,
"email_key": "fa6d13d4dc07074e9d348ca91bb39862",
"purchase_order_number": null,
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 1,
"editor_config": {},
"discount": null,
"man_day_minutes": 480,
"rounding_interval_id": null,
"rounding_method_id": 1,
"validate_expense_when_closing": false,
"revenue_distribution_type": "even",
"color_id": null,
"connection_status": "none",
"billable_time": 0,
"budget_warning": null,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"probability": 50,
"previous_probability": null,
"note_interpolated": "Meh",
"proposal_note_interpolated": null,
"footer_interpolated": null,
"proposal_footer_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"note": "Meh",
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-12-06T01:05:47.000+01:00",
"deleted_at": null,
"created_at": "2025-12-06T01:05:47.179+01:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-12-06",
"sales_closed_on": null,
"sample_data": false,
"external_id": "123",
"external_sync": true,
"manual_invoicing_status_id": 1,
"footer": null,
"proposal_footer": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"budget_total": 0,
"budget_total_default": 0,
"budget_total_normalized": 0,
"budget_used": 0,
"budget_used_default": 0,
"budget_used_normalized": 0,
"projected_revenue": 0,
"projected_revenue_default": 0,
"projected_revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"manually_invoiced": 0,
"manually_invoiced_default": 0,
"manually_invoiced_normalized": 0,
"draft_invoiced": 0,
"draft_invoiced_default": 0,
"draft_invoiced_normalized": 0,
"amount_credited": 0,
"amount_credited_default": 0,
"amount_credited_normalized": 0,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": "385"
}
},
"creator": {
"meta": {
"included": false
}
},
"company": {
"meta": {
"included": false
}
},
"document_type": {
"meta": {
"included": false
}
},
"proposal_document_type": {
"meta": {
"included": false
}
},
"responsible": {
"meta": {
"included": false
}
},
"deal_status": {
"meta": {
"included": false
}
},
"project": {
"meta": {
"included": false
}
},
"lost_reason": {
"meta": {
"included": false
}
},
"contract": {
"meta": {
"included": false
}
},
"contact": {
"meta": {
"included": false
}
},
"subsidiary": {
"meta": {
"included": false
}
},
"template": {
"meta": {
"included": false
}
},
"tax_rate": {
"meta": {
"included": false
}
},
"pipeline": {
"meta": {
"included": false
}
},
"origin_deal": {
"meta": {
"included": false
}
},
"approval_policy_assignment": {
"meta": {
"included": false
}
},
"next_todo": {
"meta": {
"included": false
}
},
"expense_approval_workflow": {
"meta": {
"included": false
}
},
"time_approval_workflow": {
"meta": {
"included": false
}
},
"invoice_template": {
"meta": {
"included": false
}
},
"automatic_invoicing_rule": {
"meta": {
"included": false
}
},
"custom_field_people": {
"meta": {
"included": false
}
},
"custom_field_attachments": {
"meta": {
"included": false
}
}
}
},
"meta": {}
}DELETE /api/v2/deals/228
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonPOST /api/v2/deals/create_from_origin
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"relationships": {
"origin_deal": {
"data": {
"type": "deals",
"id": "233"
}
},
"project": {
"data": {
"type": "projects",
"id": "164"
}
}
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "235",
"type": "deals",
"attributes": {
"name": "test from origin",
"date": "2025-12-06",
"end_date": null,
"number": "4",
"deal_number": "4",
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": true,
"sales_status_updated_at": null,
"tag_list": [],
"origin_deal_id": 233,
"email_key": "c3c5dbfbde4f6021c52db9aab09c6774",
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 1,
"editor_config": null,
"man_day_minutes": 480,
"rounding_interval_id": 2,
"rounding_method_id": 4,
"validate_expense_when_closing": false,
"revenue_distribution_type": null,
"color_id": null,
"connection_status": "none",
"budget_warning": 80,
"probability": 100,
"previous_probability": null,
"note_interpolated": null,
"proposal_note_interpolated": null,
"footer_interpolated": null,
"proposal_footer_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-12-06T01:05:48.000+01:00",
"deleted_at": null,
"created_at": "2025-12-06T01:05:48.512+01:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-12-06",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"footer": null,
"proposal_footer": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR"
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": "389"
}
},
"creator": {
"meta": {
"included": false
}
},
"company": {
"meta": {
"included": false
}
},
"document_type": {
"meta": {
"included": false
}
},
"proposal_document_type": {
"meta": {
"included": false
}
},
"responsible": {
"meta": {
"included": false
}
},
"deal_status": {
"meta": {
"included": false
}
},
"project": {
"meta": {
"included": false
}
},
"lost_reason": {
"meta": {
"included": false
}
},
"contract": {
"meta": {
"included": false
}
},
"contact": {
"meta": {
"included": false
}
},
"subsidiary": {
"meta": {
"included": false
}
},
"template": {
"meta": {
"included": false
}
},
"tax_rate": {
"meta": {
"included": false
}
},
"pipeline": {
"meta": {
"included": false
}
},
"origin_deal": {
"meta": {
"included": false
}
},
"approval_policy_assignment": {
"meta": {
"included": false
}
},
"next_todo": {
"meta": {
"included": false
}
},
"expense_approval_workflow": {
"meta": {
"included": false
}
},
"time_approval_workflow": {
"meta": {
"included": false
}
},
"invoice_template": {
"meta": {
"included": false
}
},
"automatic_invoicing_rule": {
"meta": {
"included": false
}
},
"custom_field_people": {
"meta": {
"included": false
}
},
"custom_field_attachments": {
"meta": {
"included": false
}
}
}
},
"meta": {}
}POST /api/v2/deals/create_from_origin
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"relationships": {}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"errors": [
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/origin_deal"
}
}
]
}Creates a budget from origin dealPOST/api/v2/deals/create_from_origin
- id
number(required) Example: 1deal id
POST /api/v2/deals/copy
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {
"name": "copied deal",
"template_id": 279,
"project_id": 176
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "281",
"type": "deals",
"attributes": {
"name": "copied deal",
"date": "2025-12-06",
"end_date": null,
"number": "4",
"deal_number": "4",
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_updated_at": "2025-12-06T01:05:56.000+01:00",
"tag_list": [],
"origin_deal_id": null,
"email_key": "5105950bed19cc7e8723729ad3357c3d",
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 1,
"editor_config": {},
"man_day_minutes": 480,
"rounding_interval_id": null,
"rounding_method_id": 1,
"validate_expense_when_closing": false,
"revenue_distribution_type": "even",
"color_id": null,
"connection_status": "none",
"budget_warning": 80,
"probability": 50,
"previous_probability": null,
"note_interpolated": null,
"proposal_note_interpolated": null,
"footer_interpolated": null,
"proposal_footer_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-12-06T01:05:56.000+01:00",
"deleted_at": null,
"created_at": "2025-12-06T01:05:56.674+01:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-12-06",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"footer": null,
"proposal_footer": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR"
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": "401"
}
},
"creator": {
"meta": {
"included": false
}
},
"company": {
"meta": {
"included": false
}
},
"document_type": {
"meta": {
"included": false
}
},
"proposal_document_type": {
"meta": {
"included": false
}
},
"responsible": {
"meta": {
"included": false
}
},
"deal_status": {
"meta": {
"included": false
}
},
"project": {
"meta": {
"included": false
}
},
"lost_reason": {
"meta": {
"included": false
}
},
"contract": {
"meta": {
"included": false
}
},
"contact": {
"meta": {
"included": false
}
},
"subsidiary": {
"meta": {
"included": false
}
},
"template": {
"meta": {
"included": false
}
},
"tax_rate": {
"meta": {
"included": false
}
},
"pipeline": {
"meta": {
"included": false
}
},
"origin_deal": {
"meta": {
"included": false
}
},
"approval_policy_assignment": {
"meta": {
"included": false
}
},
"next_todo": {
"meta": {
"included": false
}
},
"expense_approval_workflow": {
"meta": {
"included": false
}
},
"time_approval_workflow": {
"meta": {
"included": false
}
},
"invoice_template": {
"meta": {
"included": false
}
},
"automatic_invoicing_rule": {
"meta": {
"included": false
}
},
"custom_field_people": {
"meta": {
"included": false
}
},
"custom_field_attachments": {
"meta": {
"included": false
}
}
}
},
"meta": {}
}POST /api/v2/deals/copy
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonBody
{
"data": {
"type": "deals",
"attributes": {
"name": "copied deal",
"template_id": 315
}
}
}Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "317",
"type": "deals",
"attributes": {
"name": "copied deal",
"date": "2025-12-06",
"end_date": null,
"number": "4",
"deal_number": "4",
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": true,
"sales_status_updated_at": "2025-12-06T01:06:05.000+01:00",
"tag_list": [],
"origin_deal_id": null,
"email_key": "6c1fda81fc7feffc508bb377334eacda",
"custom_fields": null,
"position": 1,
"service_type_restricted_tracking": false,
"tracking_type_id": 1,
"editor_config": {},
"man_day_minutes": 480,
"rounding_interval_id": null,
"rounding_method_id": 1,
"validate_expense_when_closing": false,
"revenue_distribution_type": "default",
"color_id": null,
"connection_status": "none",
"budget_warning": 80,
"probability": 50,
"previous_probability": null,
"note_interpolated": null,
"proposal_note_interpolated": null,
"footer_interpolated": null,
"proposal_footer_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-12-06T01:06:05.000+01:00",
"deleted_at": null,
"created_at": "2025-12-06T01:06:05.991+01:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-12-06",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
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},
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}
},
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}
},
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}
},
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}
},
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},
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},
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},
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}
},
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}
},
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"meta": {
"included": false
}
},
"custom_field_attachments": {
"meta": {
"included": false
}
}
}
},
"meta": {}
}PATCH /api/v2/deals/325/open
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonHeaders
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
"id": "325",
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"attributes": {
"name": "test name",
"date": "2025-12-06",
"end_date": null,
"number": "2",
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"suffix": null,
"time_approval": true,
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},
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}
},
"creator": {
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}
},
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}
},
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}
},
"proposal_document_type": {
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}
},
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}
},
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}
},
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}
},
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}
},
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}
},
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}
},
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}
},
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}
},
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}
},
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},
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}
},
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}
},
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},
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},
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},
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}
},
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}
},
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"meta": {
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}
},
"custom_field_attachments": {
"meta": {
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}
}
}
},
"meta": {}
}PATCH /api/v2/deals/327/close
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonHeaders
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": {
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"end_date": null,
"number": "2",
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"suffix": null,
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},
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}
},
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}
},
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},
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}
}
}
},
"meta": {}
}Generated by aglio on 06 Dec 2025