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POST
Create CrmOpportunity
A CRM opportunity (CrmOpportunity) is a potential customer deal in a location’s CRM board, assigned to one CRM stage and tracked from enquiry through an in-progress, won, or lost outcome; moving it to a stage can run that stage’s configured automation.

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-Create role.

Enums

Request Body

Required Fields

integer
required
ID of the CRM stage that contains this opportunity and determines its location access; changing it moves the opportunity and runs that stage’s arrival actions..
integer
required
ID of the customer this opportunity tracks; a customer is required by backend validation even though the relationship metadata is nullable..
integer
required
Lifecycle status: InProgress (1) is active, Won (2) records a successful outcome, and Lost (3) records an unsuccessful outcome; setting Won or Lost stamps the matching terminal timestamp if it is empty.. Defaults to InProgress.
integer
required
Requested relative display order among in-progress opportunities in the current stage; the server normalizes the stage order after create or update..

Optional Fields

string
Optional operator-facing label for this opportunity, useful when a customer has opportunities in multiple CRM boards..
integer
Optional ID of the team associated with this opportunity..
integer
Optional ID of the opportunity type used to categorize this CRM opportunity..
integer
Optional ID of the staff user responsible for following up this opportunity..
integer
Optional ID of the customer who referred this opportunity..
integer
Optional ID of the customer record representing the referring agent or broker..
string
Optional internal notes about this opportunity and its follow-up..
boolean
Whether this opportunity is marked complete; use Status to record whether it was won or lost..
string
Optional date and time by which this opportunity requires follow-up; the backend compares it against UTC for overdue CRM counts..
number
Optional expected revenue amount if this opportunity is won, in the parent CRM board location’s currency..
boolean
Whether a follow-up reminder has already been sent for this opportunity; this internal state is not exposed to Admin Tool schemas..
integer
Optional acquisition source: Web, Phone, Webinar, Referral, PrintAdvert, PurchasedList, WordOfMouth, DirectEmail, EmailMarketing, Broker, PropertyAgent, Facebook, Linkedin, Instagram, Twitter, HubbleHq, LiquidSpace, GoogleSearch, SpacePool, InstantOffices, OfficeFreedom, FlexiOffices, Workthere, Kontor, Valve, OtherSocialNetwork, or Other.. See eCrmOpportunitySource? enum above.
integer
Optional reason for a lost opportunity: Timing, Need, PoorQualification, Price, Feature, LostMomentum, Competition, ContractTerm, Duplicate, Waitlist, NotReturningCalls, LackOfFacilities, NoPetPolicy, NoRightFit, Location, Entrance, Errors, Archived, SearchOnHold, RelocationOnHold, or Other; use only when Status is Lost.. See eCrmOpportunityLossReason? enum above.
string
Read-only UTC timestamp set when Status first becomes Won; change Status rather than setting this date directly..
string
Read-only UTC timestamp set when Status first becomes Lost; change Status rather than setting this date directly..
string
Optional UTM source attribution captured from the URL used to submit the originating contact or sign-up form..
string
Optional UTM medium attribution captured from the URL used to submit the originating contact or sign-up form..
string
Optional UTM campaign attribution captured from the URL used to submit the originating contact or sign-up form..
string
Optional UTM content attribution captured from the URL used to submit the originating contact or sign-up form..
string
Optional UTM search-term attribution captured from the URL used to submit the originating contact or sign-up form..

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 crmopportunity 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