TripleBooks
CRM

Pipeline

GET
/api/crm/pipeline-stages

Authorization: Bearer ak_.... Required scope: read:crm. Pass entityId query (must match the key’s entity). Session cookie auth with x-entity-id is also supported in the browser. Your workspace role must allow viewing the pipeline. Creates default stages when none exist.

Authorization

bearerAuth
AuthorizationBearer <token>

Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....

In: header

Query Parameters

entityId*string

Entity UUID; must match the API key’s entity when using Bearer auth.

Formatuuid

Response Body

application/json

application/json

curl -X GET "https://example.com/api/crm/pipeline-stages?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
{  "stages": [    {      "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",      "name": "string",      "kind": "open",      "sortOrder": 0,      "defaultProbabilityPct": 0,      "colorKey": "string",      "systemKey": "string",      "leadCount": 0    }  ]}
{  "error": "string"}
POST
/api/crm/pipeline-stages

Authorization: Bearer ak_.... Required scope: write:crm. Pass entityId query or JSON body (must match the key’s entity). Session cookie auth with x-entity-id is also supported in the browser. Your workspace role must allow managing pipeline stages.

Authorization

bearerAuth
AuthorizationBearer <token>

Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....

In: header

Query Parameters

entityId*string

Entity UUID; must match the API key’s entity when using Bearer auth.

Formatuuid

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

curl -X POST "https://example.com/api/crm/pipeline-stages?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08" \  -H "Content-Type: application/json" \  -d '{    "name": "string"  }'
Empty
{  "error": "string"}
{  "error": "string"}
POST
/api/crm/pipeline-stages/reorder

Authorization: Bearer ak_.... Required scope: write:crm. Pass entityId query or JSON body (must match the key’s entity). Session cookie auth with x-entity-id is also supported in the browser. Your workspace role must allow managing pipeline stages. Body must include every stage id.

Authorization

bearerAuth
AuthorizationBearer <token>

Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....

In: header

Query Parameters

entityId*string

Entity UUID; must match the API key’s entity when using Bearer auth.

Formatuuid

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

curl -X POST "https://example.com/api/crm/pipeline-stages/reorder?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08" \  -H "Content-Type: application/json" \  -d '{    "stageIds": [      "ef8acdf2-9c60-4264-8296-0d97712d5691"    ]  }'
Empty
{  "error": "string"}
{  "error": "string"}
PATCH
/api/crm/pipeline-stages/{stageId}

Authorization: Bearer ak_.... Required scope: write:crm. Pass entityId query or JSON body (must match the key’s entity). Session cookie auth with x-entity-id is also supported in the browser. Your workspace role must allow managing pipeline stages. Won/lost rows: name, probability, color only.

Authorization

bearerAuth
AuthorizationBearer <token>

Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....

In: header

Path Parameters

stageId*string
Formatuuid

Query Parameters

entityId*string

Entity UUID; must match the API key’s entity when using Bearer auth.

Formatuuid

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

application/json

curl -X PATCH "https://example.com/api/crm/pipeline-stages/497f6eca-6276-4993-bfeb-53cbbbba6f08?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08" \  -H "Content-Type: application/json" \  -d '{}'
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
DELETE
/api/crm/pipeline-stages/{stageId}

Authorization: Bearer ak_.... Required scope: write:crm. Pass entityId query or JSON body (must match the key’s entity). Session cookie auth with x-entity-id is also supported in the browser. Your workspace role must allow managing pipeline stages. Won/lost stages cannot be deleted. When leads exist, moveToStageId is required.

Authorization

bearerAuth
AuthorizationBearer <token>

Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....

In: header

Path Parameters

stageId*string
Formatuuid

Query Parameters

entityId*string

Entity UUID; must match the API key’s entity when using Bearer auth.

Formatuuid

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

application/json

application/json

curl -X DELETE "https://example.com/api/crm/pipeline-stages/497f6eca-6276-4993-bfeb-53cbbbba6f08?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08" \  -H "Content-Type: application/json" \  -d '{}'
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}

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