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POST
Move a deal to a stage, mark it funded, or mark it dead

Authorizations

Authorization
string
header
required

API key (nlmca_live_…) or OAuth access token

Path Parameters

id
string
required

Deal id

Body

application/json
stage_id
string

Move to this stage (ids from GET /v1/pipeline). Board rules apply: stages fed by workflow events cannot be entered manually, the Funded stage needs a funded offer, the Dead stage needs reason. Rule violations are 400 stage_rule with the same message the app shows.

event
enum<string>

Instead of stage_id: mark_funded funds an offer (send funded) and moves the deal to Funded; mark_dead closes the deal out (send reason) and moves it to Dead.

Available options:
mark_funded,
mark_dead
funded
object

Required with event: mark_funded.

reason
string

Why. Required with event: mark_dead and when moving into the Dead stage by stage_id.

Maximum string length: 1000
note
string

Optional note added to the deal timeline alongside the move.

Maximum string length: 10000

Response

OK

data
object
required
meta
object
required