CrmOpportunities
Update CrmOpportunity
Update an existing CrmOpportunity record.
PUT
Update CrmOpportunity
Updates an existing CrmOpportunity 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 CrmOpportunity-Edit role.Enums
eCrmOpportunitySource
eCrmOpportunitySource
eCrmOpportunityLossReason
eCrmOpportunityLossReason
eCrmOpportunityStatus — Status values
eCrmOpportunityStatus — Status values
Request Body
Required Fields
integer
required
The Id of the CrmOpportunity record to update.
integer
required
ID of the crm board column linked to this record.
integer
required
ID of the coworker linked to this record.
integer
required
Opportunity status: InProgress (still active), Won (led to a sale), or Lost (did not lead to a sale).
integer
required
Display order of the opportunity within its current stage.
Optional Fields
string
Optional tag to identify this opportunity, useful when the same customer appears in multiple boards.
integer
ID of the team linked to this record.
integer
Opportunity type used to categorise and auto-populate general notes from a template.
integer
Admin user responsible for managing this opportunity.
integer
Customer who referred this opportunity.
integer
External agent or broker who brought this opportunity.
string
General notes visible to admins when viewing the opportunity. Auto-populated from the opportunity type template if a type is assigned.
boolean
Whether the opportunity has been completed (won or lost).
string
Follow-up date for the opportunity.
number
Expected revenue if the opportunity is won.
boolean
Whether a follow-up reminder has been sent for this opportunity.
integer
How the opportunity was acquired (e.g. Web, Phone, Referral, Broker, GoogleSearch). See
eCrmOpportunitySource? enum above.integer
Why the opportunity was lost (e.g. Price, Competition, Location). Only relevant when Status is Lost. See
eCrmOpportunityLossReason? enum above.string
Date when the opportunity was marked as won.
string
Date when the opportunity was marked as lost.
string
UTM source parameter captured from the URL the opportunity used.
string
UTM medium parameter captured from the URL the opportunity used.
string
UTM campaign parameter captured from the URL the opportunity used.
string
UTM content parameter captured from the URL the opportunity used.
string
UTM term parameter captured from the URL the opportunity used.
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 crmopportunity 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 CrmOpportunity