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+json
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": [
{
"id": "177",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-07-22",
"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": "2025-07-22T06:04:00.000+02:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"email_key": "507c03e8b7aa30447923507fee3e40d5",
"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,
"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,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-07-22T06:04:26.000+02:00",
"deleted_at": null,
"created_at": "2025-07-22T06:04:26.105+02:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-07-22",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"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": "341"
}
},
"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/178
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+json
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
"id": "178",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-07-22",
"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": "2025-07-22T06:04:00.000+02:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"email_key": "a5e60d84d9dd3085a33c21cea708ea73",
"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,
"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,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-07-22T06:04:26.000+02:00",
"deleted_at": null,
"created_at": "2025-07-22T06:04:26.222+02:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-07-22",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"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": "342"
}
},
"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+json
Body
{
"data": {
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-07-22",
"deal_type_id": 2,
"deal_status_id": 1836,
"probability": 50,
"currency": "EUR",
"budget": false,
"purchase_order_number": "234"
},
"relationships": {
"company": {
"data": {
"type": "companies",
"id": "777"
}
},
"responsible": {
"data": {
"type": "people",
"id": "1044"
}
},
"subsidiary": {
"data": {
"type": "subsidiaries",
"id": "197"
}
},
"document_type": {
"data": {
"type": "document-types",
"id": "191"
}
}
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
"id": "182",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-07-22",
"end_date": "2025-07-22",
"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": "2025-07-22T06:04:26.000+02:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"email_key": "814f42b1bbd69730a535a6b8bf753ad8",
"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",
"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,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-07-22T06:04:26.000+02:00",
"deleted_at": null,
"created_at": "2025-07-22T06:04:26.718+02:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-07-22",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"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": "345"
}
},
"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+json
Body
{
"data": {
"type": "deals",
"attributes": {
"name": ""
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"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 an 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+json
Body
{
"data": {
"type": "deals",
"attributes": {
"name": "test name",
"date": "",
"deal_type_id": 2,
"deal_status_id": 1866,
"probability": 50,
"currency": "EUR"
},
"relationships": {
"company": {
"data": {
"type": "companies",
"id": "787"
}
},
"responsible": {
"data": {
"type": "people",
"id": "1058"
}
},
"subsidiary": {
"data": {
"type": "subsidiaries",
"id": "211"
}
},
"document_type": {
"data": {
"type": "document-types",
"id": "200"
}
}
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"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+json
Body
{
"data": {
"type": "deals",
"attributes": {
"name": "test name",
"budget": true,
"date": "2025-07-22",
"deal_type_id": 2,
"currency": "EUR"
},
"relationships": {
"company": {
"data": {
"type": "companies",
"id": "801"
}
},
"responsible": {
"data": {
"type": "people",
"id": "1076"
}
},
"project": {
"data": {
"type": "projects",
"id": "207"
}
},
"subsidiary": {
"data": {
"type": "subsidiaries",
"id": "227"
}
},
"document_type": {
"data": {
"type": "document-types",
"id": "209"
}
}
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
"id": "200",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-07-22",
"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,
"email_key": "e1de86dc2efa3a7c9d6354f6c2a8bb93",
"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",
"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,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-07-22T06:04:29.000+02:00",
"deleted_at": null,
"created_at": "2025-07-22T06:04:29.205+02:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-07-22",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"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": "356"
}
},
"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/203
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+json
Body
{
"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": "1084"
}
},
"subscribers": {
"data": [
{
"type": "people",
"id": "1085"
},
{
"type": "people",
"id": "1086"
}
]
}
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
"id": "203",
"type": "deals",
"attributes": {
"name": "new name",
"date": "2025-07-22",
"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": "2025-07-22T06:04:00.000+02:00",
"tag_list": [
"invoiced",
"paid"
],
"origin_deal_id": null,
"profit_margin": 0,
"email_key": "8ef82e1542a10236b70560c43a87d9ae",
"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",
"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,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-07-22T06:04:29.000+02:00",
"deleted_at": null,
"created_at": "2025-07-22T06:04:29.624+02:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-07-22",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"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": "358"
}
},
"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/209
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+json
Body
{
"data": {
"type": "deals",
"attributes": {
"delivered_on": "2025-07-26"
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
"id": "209",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-07-22",
"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": "2025-07-22T06:04:00.000+02:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"email_key": "c0e9ae634c77192133e25a56be1181b3",
"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",
"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,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": "2025-07-22T06:04:30.000+02:00",
"delivered_on": "2025-07-26",
"last_activity_at": "2025-07-22T06:04:31.000+02:00",
"deleted_at": null,
"created_at": "2025-07-22T06:04:31.119+02:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-07-22",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"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": "362"
}
},
"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/210
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+json
Body
{
"data": {
"type": "deals",
"attributes": {
"name": ""
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"errors": [
{
"status": "422",
"code": "invalid_attribute",
"title": "Invalid Attribute",
"detail": "can't be blank",
"source": {
"pointer": "data/attributes/name"
}
}
]
}
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+json
Body
{
"data": {
"type": "deals",
"attributes": {
"delivered_on": "2025-07-26"
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"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/213
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+json
Body
{
"data": {
"type": "deals",
"attributes": {},
"relationships": {
"project": {
"data": {
"type": "projects",
"id": "212"
}
}
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
"id": "213",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-07-22",
"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": "2025-07-22T06:04:00.000+02:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"email_key": "3dd8dcaf175dfbcf43a9176fd46b8041",
"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",
"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,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-07-22T06:04:31.000+02:00",
"deleted_at": null,
"created_at": "2025-07-22T06:04:31.790+02:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-07-22",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
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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+json
Body
{
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}
}
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}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
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{
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}
}
]
}
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+json
Body
{
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Headers
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PATCH /api/v2/deals/216
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+json
Body
{
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}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
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PATCH /api/v2/deals/219
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+json
Body
{
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}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
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PATCH /api/v2/deals/220
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+json
Body
{
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}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
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{
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PATCH /api/v2/deals/221
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+json
Body
{
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}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
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PATCH /api/v2/deals/222
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+json
Body
{
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}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
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PATCH /api/v2/deals/223
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+json
Body
{
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}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
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PATCH /api/v2/deals/224
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+json
Body
{
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}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
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"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": "376"
}
},
"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/225
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+json
Body
{
"data": {
"type": "deals",
"attributes": {
"note": "Meh"
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
"id": "225",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-07-22",
"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": "2025-07-22T06:04:00.000+02:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"email_key": "8dcd4d8595cdc80bf7d6c6a654bed379",
"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",
"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,
"todo_count": 0,
"todo_due_date": null,
"note": "Meh",
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-07-22T06:04:34.000+02:00",
"deleted_at": null,
"created_at": "2025-07-22T06:04:34.039+02:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-07-22",
"sales_closed_on": null,
"sample_data": false,
"external_id": "123",
"external_sync": true,
"manual_invoicing_status_id": 1,
"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": "377"
}
},
"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/226
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+json
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+json
Body
{
"data": {
"type": "deals",
"relationships": {
"origin_deal": {
"data": {
"type": "deals",
"id": "231"
}
},
"project": {
"data": {
"type": "projects",
"id": "216"
}
}
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
"id": "233",
"type": "deals",
"attributes": {
"name": "test from origin",
"date": "2025-07-22",
"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": 231,
"profit_margin": "100.0",
"email_key": "e7f75af12e8c433780863c02c5d1ae23",
"purchase_order_number": "abc",
"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": 2,
"rounding_method_id": 4,
"validate_expense_when_closing": false,
"revenue_distribution_type": null,
"billable_time": 0,
"budget_warning": 80,
"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,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-07-22T06:04:35.000+02:00",
"deleted_at": null,
"created_at": "2025-07-22T06:04:35.095+02:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-07-22",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 200000,
"revenue_default": 250000,
"revenue_normalized": 200000,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"budget_total": 200000,
"budget_total_default": 250000,
"budget_total_normalized": 200000,
"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": 200000,
"profit_default": 250000,
"profit_normalized": 200000,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 200000,
"pending_invoicing_default": 250000,
"pending_invoicing_normalized": 200000,
"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": "381"
}
},
"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+json
Body
{
"data": {
"type": "deals",
"relationships": {}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"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+json
Body
{
"data": {
"type": "deals",
"attributes": {
"name": "copied deal",
"template_id": 277,
"project_id": 228
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
"id": "279",
"type": "deals",
"attributes": {
"name": "copied deal",
"date": "2025-07-22",
"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": "2025-07-22T06:04:41.000+02:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": "100.0",
"email_key": "6483c13d7137a4f27fdde0b473c5cd76",
"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": null,
"billable_time": 0,
"budget_warning": 80,
"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,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-07-22T06:04:40.000+02:00",
"deleted_at": null,
"created_at": "2025-07-22T06:04:41.123+02:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-07-22",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 100000,
"revenue_default": 125000,
"revenue_normalized": 100000,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"budget_total": 100000,
"budget_total_default": 125000,
"budget_total_normalized": 100000,
"budget_used": 0,
"budget_used_default": 0,
"budget_used_normalized": 0,
"projected_revenue": 50000,
"projected_revenue_default": 62500,
"projected_revenue_normalized": 50000,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 100000,
"profit_default": 125000,
"profit_normalized": 100000,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 100000,
"pending_invoicing_default": 125000,
"pending_invoicing_normalized": 100000,
"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": "393"
}
},
"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+json
Body
{
"data": {
"type": "deals",
"attributes": {
"name": "copied deal",
"template_id": 313
}
}
}
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
"id": "315",
"type": "deals",
"attributes": {
"name": "copied deal",
"date": "2025-07-22",
"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": "2025-07-22T06:04:46.000+02:00",
"tag_list": [],
"origin_deal_id": null,
"profit_margin": "100.0",
"email_key": "01351ac0e5822f38864c7a58b6f98dcd",
"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": null,
"billable_time": 0,
"budget_warning": 80,
"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,
"todo_count": 0,
"todo_due_date": null,
"note": null,
"proposal_note": null,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": "2025-07-22T06:04:46.000+02:00",
"deleted_at": null,
"created_at": "2025-07-22T06:04:46.771+02:00",
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2025-07-22",
"sales_closed_on": null,
"sample_data": false,
"external_id": null,
"external_sync": false,
"manual_invoicing_status_id": 1,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 100000,
"revenue_default": 125000,
"revenue_normalized": 100000,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"budget_total": 100000,
"budget_total_default": 125000,
"budget_total_normalized": 100000,
"budget_used": 0,
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},
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}
PATCH /api/v2/deals/323/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+json
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
"id": "323",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2025-07-22",
"end_date": null,
"number": "2",
"deal_number": "2",
"suffix": null,
"time_approval": true,
"expense_approval": true,
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"sales_status_updated_at": "2025-07-22T06:04:00.000+02:00",
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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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}
PATCH /api/v2/deals/325/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+json
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
"data": {
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"type": "deals",
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Generated by aglio on 22 Jul 2025