Create CrmBoard

POST

api

crm

crmboards

Create CrmBoard

curl --request POST \
  --url https://spaces.nexudus.com/api/crm/crmboards \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "BusinessId": 123,
  "Name": "<string>"
}
'

import requests

url = "https://spaces.nexudus.com/api/crm/crmboards"

payload = {
    "BusinessId": 123,
    "Name": "<string>"
}
headers = {
    "Authorization": "Basic <encoded-value>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Basic <encoded-value>', 'Content-Type': 'application/json'},
  body: JSON.stringify({BusinessId: 123, Name: '<string>'})
};

fetch('https://spaces.nexudus.com/api/crm/crmboards', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

{
  "Status": 123,
  "Message": "<string>",
  "Value": "<any>",
  "WasSuccessful": true,
  "Errors": [
    {
      "AttemptedValue": "<any>",
      "Message": "<string>",
      "PropertyName": "<string>"
    }
  ]
}

A CrmBoard represents a Customer Relationship Management board used to automate processes and communication with current and potential customers. Each board represents a common sales or operational scenario (e.g. onboarding new members, offboarding cancellations, or managing a sales pipeline). Boards contain CRM stages (CrmBoardColumn entity) that define the steps opportunities move through, and each stage can trigger actions such as sending message macros or creating task lists. Nexudus provides built-in templates (e.g. sales pipeline with or without digital signature) that can be used as-is or customised by adding, removing, or editing stages. Boards can also be built from scratch.

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 business linked to this record.

string

required

Board name identifying the CRM process (e.g. ‘Sales Pipeline’, ‘Onboarding’).

Optional Fields

boolean

Whether the board is archived. Archived boards are hidden from the active board list but retain their data.

Code Examples

curl -X POST \
  "https://spaces.nexudus.com/api/crm/crmboards" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "BusinessId": 0,
    "Name": ""
}'

const response = await fetch(
  'https://spaces.nexudus.com/api/crm/crmboards',
  {
    method: 'POST',
    headers: {
      'Authorization': 'Bearer YOUR_TOKEN',
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      BusinessId: 0,
      Name: ''
    })
  }
);

const data = await response.json();

import requests

response = requests.post(
    'https://spaces.nexudus.com/api/crm/crmboards',
    headers={
        'Authorization': 'Bearer YOUR_TOKEN',
        'Content-Type': 'application/json'
    },
    json={
        'BusinessId': 0,
        'Name': ''
    }
)

data = response.json()

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

{
  "Status": 200,
  "Message": "CrmBoard was successfully created.",
  "Value": {
    "Id": 87654321
  },
  "OpenInDialog": false,
  "OpenInWindow": false,
  "RedirectURL": null,
  "JavaScript": null,
  "UpdatedOn": "2025-01-15T10:30:00Z",
  "UpdatedBy": "admin@example.com",
  "Errors": null,
  "WasSuccessful": true
}

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.

Show child attributes

any

The value that was submitted for the field, or null if missing.

string

The validation error message.

string

The name of the property that failed validation.

boolean

false when the request fails validation.

Example Response

{
  "Message": "Name: is a required field",
  "Value": null,
  "Errors": [
    {
      "AttemptedValue": null,
      "Message": "is a required field",
      "PropertyName": "Name"
    }
  ],
  "WasSuccessful": false
}

Update CrmBoardUpdate an existing CrmBoard record.

Create CrmBoard

curl --request POST \
  --url https://spaces.nexudus.com/api/crm/crmboards \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "BusinessId": 123,
  "Name": "<string>"
}
'

import requests

url = "https://spaces.nexudus.com/api/crm/crmboards"

payload = {
    "BusinessId": 123,
    "Name": "<string>"
}
headers = {
    "Authorization": "Basic <encoded-value>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Basic <encoded-value>', 'Content-Type': 'application/json'},
  body: JSON.stringify({BusinessId: 123, Name: '<string>'})
};

fetch('https://spaces.nexudus.com/api/crm/crmboards', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

{
  "Status": 123,
  "Message": "<string>",
  "Value": "<any>",
  "WasSuccessful": true,
  "Errors": [
    {
      "AttemptedValue": "<any>",
      "Message": "<string>",
      "PropertyName": "<string>"
    }
  ]
}

Overview

Apps & Marketplace

Billing

Collaboration

Community

Content

CRM

Security

Spaces

Support

System

Authentication

Request Body

Required Fields

Optional Fields

Code Examples

Response

200

400

​Authentication

​Request Body

​Required Fields

​Optional Fields

​Code Examples

​Response

​200

​400

Authentication

Request Body

Required Fields

Optional Fields

Code Examples

Response

200

400