CrmBoards
Create CrmBoard
Create a new CrmBoard record.
POST
Create CrmBoard
A CRM board is a location-scoped workflow, such as a sales pipeline or customer onboarding process, that organizes opportunities into stages managed as separate CRM stage records.
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 CrmBoard-Create role.Request Body
Required Fields
integer
required
ID of the location that owns this CRM board..
string
required
Required unique name that identifies this CRM workflow board, such as Sales Pipeline or Onboarding..
Optional Fields
boolean
Whether this board is archived; changing it from false to true archives its opportunities, and automated CRM triggers generally ignore its stages..
Code Examples
Response
200
integer
HTTP status code.
200 on success.string
A human-readable message confirming the creation.
object
Contains the
Id of the newly created record.boolean
true if the crmboard was created successfully.array
null on success.Example Response
400
string
A summary of the validation error(s), in the format
PropertyName: error message.any
null on validation failure.object[]
Array of validation errors.
boolean
false when the request fails validation.Example Response