Sales Pipelines

Read boards and deals, create a deal, and move it between stages.

A pipeline is a board of stages; a deal is a card on it. There is no default board, so create one in the dashboard first and read its id from the list endpoint.

List boards and their deals

bash

curl https://app.softsolz.uk/api/v1/services/pipelines/pipelines \
  -H "Authorization: Bearer sk_live_your_key"

Add a deal

bash

curl -X POST https://app.softsolz.uk/api/v1/services/pipelines/pipelines/{pipeline_id}/deals \
  -H "Authorization: Bearer sk_live_your_key" \
  -H "Content-Type: application/json" \
  -d '{"title":"Website rebuild","value_cents":250000,"contact_id":"..."}'

Move it to another stage

Send only stage_id to move a deal. Send other fields to edit it in place. Both go to the same endpoint.

bash

curl -X PATCH https://app.softsolz.uk/api/v1/services/pipelines/pipelines/{pipeline_id}/deals/{deal_id} \
  -H "Authorization: Bearer sk_live_your_key" \
  -H "Content-Type: application/json" \
  -d '{"stage_id":"..."}'

Every field is in the API Reference, and the product walkthrough is on docs.softsolz.uk.