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GET
Get one CrmBoardColumn
A CrmBoardColumn represents a stage (step) within a CRM board. In the Nexudus UI these are called CRM Stages. Each stage has two main components:
  • Auto assignment — controls which opportunities are automatically added to this stage. Enable one of the boolean triggers (e.g. TourRequests, SignUps, Cancellations, ProductPurchased) to auto-populate the stage when the corresponding event occurs.
  • Auto actions — controls what happens when an opportunity reaches this stage. Assign a message macro (CannedResponseId), a task list (TaskListId), and/or an account action (ActivateAccount, DeactivateAccount, DeleteAccount, ConfirmTour, WinOpportunity, LoseOpportunity).
Stages are ordered by Position within their parent board. Opportunities move through stages either automatically (when conditions are met) or manually.

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-Read role.

Path Parameters

integer
required
The Id of the CrmBoardColumn record to retrieve.

Code Examples

Response

200

integer
ID of the crm board linked to this record.
string
Parent CRM board name.
integer
Business ID of the parent CRM board.
string
Business name of the parent CRM board.
integer
Currency ID of the parent CRM board’s business.
string
Currency code of the parent CRM board’s business.
string
Stage name (e.g. ‘Contract Signature’, ‘Keys Handout’, ‘Office Tour’).
integer
Display order of this stage within the board (0-based).
boolean
Auto-assign: add anyone completing a tour request form to this stage.
boolean
Auto-assign: add anyone confirming a tour to this stage.
boolean
Auto-assign: add anyone completing a tour to this stage.
boolean
Auto-action: mark opportunity as won when added to this stage.
boolean
Auto-action: mark opportunity as lost when added to this stage.
boolean
Auto-assign: add anyone completing a sign-up form to this stage.
boolean
Auto-assign: add anyone placing a booking to this stage.
boolean
Auto-assign: add anyone cancelling their contract to this stage.
boolean
Auto-assign: add anyone sent a proposal to this stage.
boolean
Auto-assign: add anyone accepting a proposal to this stage.
boolean
Auto-assign: add anyone e-signing a document to this stage.
boolean
Auto-assign: add anyone registering for an event to this stage.
boolean
Auto-assign: add anyone sending a contact message to this stage.
integer
Auto-action: message macro to send when an opportunity reaches this stage.
integer
Auto-action: task list to create when an opportunity reaches this stage.
boolean
Assign the task list’s own responsible users instead of the opportunity owner.
boolean
Auto-action: activate the account of opportunities added to this stage.
boolean
Auto-action: permanently delete the account and all customer details of opportunities added to this stage.
boolean
Auto-action: deactivate the account of opportunities added to this stage.
boolean
Auto-action: confirm the tour of opportunities added to this stage.
boolean
Auto-assign: add anyone purchasing a specific product to this stage. Requires Products list.
integer[]
Product IDs that trigger auto-assignment when ProductPurchased is enabled.
boolean
Auto-assign: add anyone placing a booking for a specific resource to this stage. Requires Resources list.
integer[]
Resource IDs that trigger auto-assignment when ResourceBooked is enabled.
boolean
Auto-assign: add any event attendee who checks in for an event to this stage.
integer
Unique record identifier.
string
UUID of the record.
string
Date and time the record was created (ISO 8601).
string
Date and time the record was last updated (ISO 8601).
string
Email of the user who last updated this record.
boolean
Whether the record was recently created.
string
External system identifier.
Example Response