TripleBooks
Fundraising

Rounds

List rounds

GET
/api/fundraising/rounds

Fundraising rounds. 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/rounds?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}

Create round

POST
/api/fundraising/rounds

Create a round. 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/rounds?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}

Get round

GET
/api/fundraising/rounds/{id}

One round. 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/rounds/497f6eca-6276-4993-bfeb-53cbbbba6f08?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}

Update round

PATCH
/api/fundraising/rounds/{id}

Patch a round. 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/rounds/497f6eca-6276-4993-bfeb-53cbbbba6f08?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}

List pipeline stages

GET
/api/fundraising/rounds/{id}/pipeline-stages

Stages for a round pipeline. 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/rounds/497f6eca-6276-4993-bfeb-53cbbbba6f08/pipeline-stages?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}

Create pipeline stage

POST
/api/fundraising/rounds/{id}/pipeline-stages

Add an open 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

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

Reorder pipeline stages

POST
/api/fundraising/rounds/{id}/pipeline-stages/reorder

Reorder stage columns. 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/rounds/497f6eca-6276-4993-bfeb-53cbbbba6f08/pipeline-stages/reorder?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}

Update pipeline stage

PATCH
/api/fundraising/rounds/{id}/pipeline-stages/{stageId}

Rename or restyle a 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
stageId*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/rounds/497f6eca-6276-4993-bfeb-53cbbbba6f08/pipeline-stages/497f6eca-6276-4993-bfeb-53cbbbba6f08?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}

Delete pipeline stage

DELETE
/api/fundraising/rounds/{id}/pipeline-stages/{stageId}

Delete an open 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
stageId*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 DELETE "https://example.com/api/fundraising/rounds/497f6eca-6276-4993-bfeb-53cbbbba6f08/pipeline-stages/497f6eca-6276-4993-bfeb-53cbbbba6f08?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}

Close round preview

POST
/api/fundraising/close

Draft or run round close. 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/close?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}
{  "error": "string"}

List fundraising templates

GET
/api/fundraising/templates

SAFE and NDA templates. 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/templates?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"
Empty
{  "error": "string"}
{  "error": "string"}

Overview

Fundraising API resources.

Pipeline

Next Page

On this page

List roundsCreate roundGet roundUpdate roundList pipeline stagesCreate pipeline stageReorder pipeline stagesUpdate pipeline stageDelete pipeline stageClose round previewList fundraising templates