CrmBoardColumns
Update CrmBoardColumn
Update an existing CrmBoardColumn record.
PUT
Update CrmBoardColumn
Updates an existing CrmBoardColumn record. You must include the
Id of the record to update along with all required fields.
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-Edit role.Request Body
Required Fields
integer
required
The Id of the CrmBoardColumn record to update.
integer
required
ID of the crm board linked to this record.
string
required
Stage name (e.g. ‘Contract Signature’, ‘Keys Handout’, ‘Office Tour’).
integer
required
Display order of this stage within the board (0-based).
Optional Fields
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.
integer[]
The added products value for this crm board column.
integer[]
The removed products value for this crm board column.
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.
integer[]
The added resources value for this crm board column.
integer[]
The removed resources value for this crm board column.
boolean
Auto-assign: add any event attendee who checks in for an event to this stage.
Code Examples
Response
200
integer
HTTP status code.
200 on success.string
A human-readable message confirming the update.
object
Contains the
Id of the updated record.boolean
true if the crmboardcolumn was updated 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
Update CrmBoardColumn