Deals
API Endpoints for Deals
- List Deals
- Retrieve Deal
- Create Deal
- Update Deal
- Delete Deal
- Search Deals
- Attach Associations to Deal
- Detach Associations From Deal
- Sync Associations To Deal
- Change Deal Status
- Deal Products
List Deals
Retrieve Deal
Create Deal
Update Deal
Delete Deal
Search Deals
Attach Associations to Deal
Detach Associations From Deal
Sync Associations To Deal
Change Deal Status
This endpoint is deprecated, use the deal update endpoint and provide the status attribute.
['open', 'won', 'lost']
Deal Products
Use the endpoint to manage the deal products, making HTTP request to the same method, you can add new and update existing products to a deal.
Please note that the products resource is different from deal products, the products resource is used only to create predefined and a list of products so you can easily use the product information when linking products to deals.
When adding deal products, Concord CRM creates a billable object with tax information and products, in this case when adding products to the deal, you are adding products to the deal billable object with help of the predefined products.
Keep in mind that the predefined products are not affected by the products that are managed for the deal, the deal products are maintaning a separate state and using only the product_id attribute to link the deal product to the original product.
See Product Metadata below
['exclusive', 'inclusive', 'no_tax']
If not provided, the default selected tax type in Settings -> Products will be used.