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GET
Search CrmOpportunities
A CrmOpportunity represents a potential or existing deal linked to a customer record that moves through stages on a CRM board. Opportunities track the lifecycle of a customer interaction — from initial enquiry or tour request through to a won or lost outcome. Each opportunity sits in a single CRM stage (CrmBoardColumn) and can be moved between stages manually or automatically via stage auto-assignment rules. Key fields:
  • StatusInProgress, Won, or Lost. Stages with WinOpportunity or LoseOpportunity update this automatically.
  • LeadSource — how the opportunity was acquired (e.g. Web, Phone, Referral, Broker, GoogleSearch).
  • LossReason — why the opportunity was lost (e.g. Price, Competition, Location). Only meaningful when Status is Lost.
  • Value — expected revenue if the opportunity is won.
  • DueDate — follow-up date for the opportunity.
  • UTM fields — automatically populated from the URL the opportunity used to reach the sign-up or contact form.
There is a limit of 5,000 opportunities per location.

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 CrmOpportunity-List role.

Enums

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

string
Filter by optional tag to identify this opportunity, useful when the same customer appears in multiple boards.
integer
Filter by iD of the crm board column linked to this record.
string
Filter by cRM stage name.
integer
Filter by cRM board ID.
string
Filter by cRM board name.
integer
Filter by business ID of the CRM board.
string
Filter by business name of the CRM board.
integer
Filter by currency ID of the CRM board’s business.
string
Filter by currency code of the CRM board’s business.
integer
Filter by iD of the coworker linked to this record.
string
Filter by customer full name.
string
Filter by customer record type.
string
Filter by customer company name.
string
Filter by customer email address.
integer
Filter by iD of the team linked to this record.
string
Filter by team name.
string
Filter by team description.
string
Filter by team profile website.
integer
Filter by opportunity type used to categorise and auto-populate general notes from a template.
string
Filter by opportunity type name.
integer
Filter by admin user responsible for managing this opportunity.
string
Filter by responsible admin full name.
integer
Filter by customer who referred this opportunity.
integer
Filter by external agent or broker who brought this opportunity.
string
Filter by general notes visible to admins when viewing the opportunity. Auto-populated from the opportunity type template if a type is assigned.
boolean
Filter by whether the opportunity has been completed (won or lost).
string
Filter by follow-up date for the opportunity.
number
Filter by expected revenue if the opportunity is won.
boolean
Filter by whether a follow-up reminder has been sent for this opportunity.
integer
Filter by how the opportunity was acquired (e.g. Web, Phone, Referral, Broker, GoogleSearch).
integer
Filter by why the opportunity was lost (e.g. Price, Competition, Location). Only relevant when Status is Lost.
integer
Filter by opportunity status: InProgress (still active), Won (led to a sale), or Lost (did not lead to a sale).
string
Filter by date when the opportunity was marked as won.
string
Filter by date when the opportunity was marked as lost.
string
Filter by timestamp of the last CRM-related update to this opportunity.
integer
Filter by display order of the opportunity within its current stage.
string
Filter by uTM source parameter captured from the URL the opportunity used.
string
Filter by uTM medium parameter captured from the URL the opportunity used.
string
Filter by uTM campaign parameter captured from the URL the opportunity used.
string
Filter by uTM content parameter captured from the URL the opportunity used.
string
Filter by uTM term parameter captured from the URL the opportunity used.

Range Filters

integer
Filter by cRM board ID greater than or equal to this value.
integer
Filter by cRM board ID less than or equal to this value.
integer
Filter by business ID of the CRM board greater than or equal to this value.
integer
Filter by business ID of the CRM board less than or equal to this value.
integer
Filter by currency ID of the CRM board’s business greater than or equal to this value.
integer
Filter by currency ID of the CRM board’s business less than or equal to this value.
string
Filter by follow-up date for the opportunity greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by follow-up date for the opportunity less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
number
Filter by expected revenue if the opportunity is won greater than or equal to this value.
number
Filter by expected revenue if the opportunity is won less than or equal to this value.
string
Filter by date when the opportunity was marked as won greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by date when the opportunity was marked as won less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by date when the opportunity was marked as lost greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by date when the opportunity was marked as lost less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by timestamp of the last CRM-related update to this opportunity greater than or equal to this value. Format: YYYY-MM-DDTHH:mm.
string
Filter by timestamp of the last CRM-related update to this opportunity less than or equal to this value. Format: YYYY-MM-DDTHH:mm.
integer
Filter by display order of the opportunity within its current stage greater than or equal to this value.
integer
Filter by display order of the opportunity within its current stage 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 CreatedOn

Range filters

Response

200

CrmOpportunity[]
The list of CrmOpportunity records matching the query. See the Get one CrmOpportunity endpoint for the full list of properties returned for each record.
Partial records — The listing endpoint returns a summary representation of each CrmOpportunity. The following fields are not populated in the Records[] response: TeamId, Notes, Value, Reminded, LeadSource, LossReason, Position, UtmSource, UtmMedium, UtmCampaign, UtmContent, UtmTerm.To get all fields, fetch the full record using the Get one CrmOpportunity endpoint.Important for updates: When updating a record via PUT, always retrieve the full record with a GET request first, apply your changes to that complete data, and then send the updated record. Do not use data from a listing response as the base for a PUT request, as missing fields may be unintentionally cleared.
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