TripleBooks
Fundraising

Pipeline

GET
/api/fundraising/pipeline-entries

Investor prospects on round pipelines. Authorization: Bearer ak_.... Required scope includes read:sales. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

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/fundraising/pipeline-entries?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
POST
/api/fundraising/pipeline-entries

Add a prospect to a round pipeline. Authorization: Bearer ak_.... Required scope includes write:sales. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

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

application/json

curl -X POST "https://example.com/api/fundraising/pipeline-entries?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
GET
/api/fundraising/pipeline-entries/{id}

One pipeline entry. Authorization: Bearer ak_.... Required scope includes read:sales. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

Authorization

bearerAuth
AuthorizationBearer <token>

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

In: header

Path Parameters

id*string
Formatuuid

Query Parameters

entityId*string

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

Formatuuid

Response Body

application/json

application/json

application/json

curl -X GET "https://example.com/api/fundraising/pipeline-entries/497f6eca-6276-4993-bfeb-53cbbbba6f08?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
PATCH
/api/fundraising/pipeline-entries/{id}

Edit notes, owner, or amounts. Authorization: Bearer ak_.... Required scope includes write:sales. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

Authorization

bearerAuth
AuthorizationBearer <token>

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

In: header

Path Parameters

id*string
Formatuuid

Query Parameters

entityId*string

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

Formatuuid

Response Body

application/json

application/json

application/json

application/json

curl -X PATCH "https://example.com/api/fundraising/pipeline-entries/497f6eca-6276-4993-bfeb-53cbbbba6f08?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
POST
/api/fundraising/pipeline-entries/{id}/move

Move a prospect to another stage. Authorization: Bearer ak_.... Required scope includes write:sales. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

Authorization

bearerAuth
AuthorizationBearer <token>

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

In: header

Path Parameters

id*string
Formatuuid

Query Parameters

entityId*string

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

Formatuuid

Response Body

application/json

application/json

application/json

application/json

curl -X POST "https://example.com/api/fundraising/pipeline-entries/497f6eca-6276-4993-bfeb-53cbbbba6f08/move?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
GET
/api/fundraising/pipeline-entries/{id}/activities

Activity thread for a pipeline entry. Authorization: Bearer ak_.... Required scope includes read:sales. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

Authorization

bearerAuth
AuthorizationBearer <token>

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

In: header

Path Parameters

id*string
Formatuuid

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/fundraising/pipeline-entries/497f6eca-6276-4993-bfeb-53cbbbba6f08/activities?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
POST
/api/fundraising/pipeline-entries/{id}/activities

Log an activity on a pipeline entry. Authorization: Bearer ak_.... Required scope includes write:sales. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

Authorization

bearerAuth
AuthorizationBearer <token>

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

In: header

Path Parameters

id*string
Formatuuid

Query Parameters

entityId*string

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

Formatuuid

Response Body

application/json

application/json

application/json

curl -X POST "https://example.com/api/fundraising/pipeline-entries/497f6eca-6276-4993-bfeb-53cbbbba6f08/activities?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
POST
/api/fundraising/promote-prospect

Promote a CRM prospect into fundraising. Authorization: Bearer ak_.... Required scope includes write:sales. Requests are scoped to one entity. Pass entityId as a query parameter, JSON field, or x-entity-id header. API keys are already pinned to an entity.

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

application/json

curl -X POST "https://example.com/api/fundraising/promote-prospect?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}

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