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GET
Search CrmBoardColumns
A CRM stage (CrmBoardColumn) is an ordered step in a location’s CRM board that can automatically add customers after selected events and run message, task, account, tour, opportunity-status, or record-creation-workflow actions when an opportunity enters it.

Authentication

This endpoint requires OAuth2 authentication. Include a valid bearer token in the Authorization header. The authenticated user must be a full unrestricted administrator or have the CrmBoardColumn-List role.

Query Parameters

Pagination & Sorting

integer
default:"1"
The page number to retrieve.
integer
default:"25"
The number of records per page.
string
The property name to sort results by (e.g. Name, CreatedOn).
integer
Sort direction. 0 for ascending, 1 for descending.

Filters

integer
Filter by iD of the CRM board that owns this stage and determines its location access..
string
Filter by display value for CrmBoard.Name..
integer
Filter by display value for CrmBoard.Business.Id..
string
Filter by display value for CrmBoard.Business.Name..
integer
Filter by display value for CrmBoard.Business.Currency.Id..
string
Filter by display value for CrmBoard.Business.Currency.Code..
string
Filter by required unique name for this CRM stage within its workflow, such as Contract Signature or Office Tour..
integer
Filter by requested relative position in the board’s stage sequence; the server normalizes saved positions to 1, 100, 200, and so on..
boolean
Filter by whether customers who submit a tour request are automatically added to this stage while its board is active..
boolean
Filter by whether customers who confirm a tour are automatically added to this stage while its board is active..
boolean
Filter by whether customers who complete a tour are automatically added to this stage while its board is active..
boolean
Filter by whether moving an existing opportunity to this stage marks it won; when both WinOpportunity and LoseOpportunity are true, winning is applied last..
boolean
Filter by whether moving an existing opportunity to this stage marks it lost; WinOpportunity overrides this final status when both are true..
boolean
Filter by whether customers who complete sign-up are automatically added to this stage while its board is active..
boolean
Filter by whether customers who make a booking are automatically added to this stage while its board is active..
boolean
Filter by whether customers who cancel are automatically added to this stage while its board is active..
boolean
Filter by whether customers who are sent a proposal are automatically added to this stage while its board is active..
boolean
Filter by whether customers who accept a proposal are automatically added to this stage while its board is active..
boolean
Filter by whether customers who electronically sign a document are automatically added to this stage while its board is active..
boolean
Filter by whether customers who register for an event are automatically added to this stage while its board is active..
boolean
Filter by whether customers who send a contact message are automatically added to this stage while its board is active..
integer
Filter by optional ID of the message macro sent to the customer when an opportunity enters this stage..
string
Filter by display value for CannedResponse.Name..
integer
Filter by optional ID of the task list whose tasks are created for the customer when an opportunity enters this stage..
string
Filter by display value for TaskList.Name..
boolean
Filter by whether task-list tasks use the task list’s configured assignees instead of the opportunity’s responsible user; applies only when TaskList is set..
integer
Filter by read-only mirror of the enabled CRM stage workflow trigger that runs when an opportunity enters this stage. Set it by choosing this board and stage on the workflow trigger and enabling it, not by writing this field; disabling or repointing that trigger clears it..
string
Filter by display value for RecordCreationWorkflowTrigger.Name..
boolean
Filter by whether arrival at this stage activates the customer’s account and creates a user account when one is missing; DeactivateAccount runs afterward when also enabled..
boolean
Filter by whether arrival at this stage schedules permanent deletion of the customer’s account and details shortly after the opportunity is moved..
boolean
Filter by whether arrival at this stage deactivates the customer’s account; it runs after ActivateAccount when both are enabled..
boolean
Filter by whether arrival at this stage confirms every unconfirmed tour at this location matching the customer’s email address..
boolean
Filter by whether customers who purchase a selected product are automatically added to this stage; it is cleared when Products is empty or disabled..
boolean
Filter by whether customers who book a selected resource are automatically added to this stage; it is cleared when Resources is empty or disabled..
boolean
Filter by whether customers who check in to an event are automatically added to this stage while its board is active..

Range Filters

integer
Filter by display value for CrmBoard.Business.Id. greater than or equal to this value.
integer
Filter by display value for CrmBoard.Business.Id. less than or equal to this value.
integer
Filter by display value for CrmBoard.Business.Currency.Id. greater than or equal to this value.
integer
Filter by display value for CrmBoard.Business.Currency.Id. less than or equal to this value.
integer
Filter by requested relative position in the board’s stage sequence; the server normalizes saved positions to 1, 100, 200, and so on. greater than or equal to this value.
integer
Filter by requested relative position in the board’s stage sequence; the server normalizes saved positions to 1, 100, 200, and so on. less than or equal to this value.
string
Filter records created on or after this date. Format: YYYY-MM-DDTHH:mm.
string
Filter records created on or before this date. Format: YYYY-MM-DDTHH:mm.
string
Filter records updated on or after this date. Format: YYYY-MM-DDTHH:mm.
string
Filter records updated on or before this date. Format: YYYY-MM-DDTHH:mm.

Code Examples

Simple listing

Filtering by Name

Range filters

Response

200

CrmBoardColumn[]
The list of CrmBoardColumn records matching the query. See the Get one CrmBoardColumn endpoint for the full list of properties returned for each record.
integer
Current page number.
integer
Number of records per page.
string
The field used for sorting.
integer
The sort direction (0 = ascending, 1 = descending).
integer
Index of the first item on the current page.
integer
Index of the last item on the current page.
integer
Total number of matching records across all pages.
integer
Total number of pages.
boolean
Whether there is a next page of results.
boolean
Whether there is a previous page of results.
Example Response