Create Opportunity

This tutorial should help you create the first Opportunity. Before moving forward, make sure your Authentication works and you understand the Key Concepts of the Pipeliner API and make sure you know how to use API parameters

The Opportunity represents existing potential business for a company. Go to the web Application and Opportunities can be located on the Opportunities screen. Opportunity is always part of the Pipeline and pipeline step.

The Pipeline is the list of steps (eg. First Contact, Proposal, Closed/Won), that represents the life cycle of the opportunity. Set up your first Pipeline

Tutorial Assignment

Create Opportunity in the Pipeline within the First Step of the Pipeline. This Opportunity will be Linked with an Account(Company) and multiple Contact that belongs to this Account.

0. Required fields

Required API field Name	Description
name	Name of the opportunity
owner_id	Id of the User in Pipeliner Application
closing_date	Expected Closing date. When the opportunity should be closed
step_id	ID of the Pipeline step where the Opportunity should be created
value	The business value of Opportunity, eg. dollar amount. base_value - The Real Business Value in dollars currency_id - The ID of currency saved in Pipeliner value_foreign - The value for currency_id (Use only with multicurrency setup)

1. Prepare Data

Owner_id

Load an id of the user with the default sales unit. This user will become the owner of the newly created Opportunity.

Returns all defined Clients

get

/entities/Clients

Query parameters

include-deletedboolean

if enabled, deleted Clients are returned as well

firstinteger int32

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger int32

Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.

beforeboolean

Cursor until which to take entities to result set.

afterboolean

Cursor after which to start taking entities to result set.

expandstring

Expand related entity. Use api_names of relation fields. You can use multiple values separated via ',' colon. If not used, URI link will be returned instead. You can use dots '.' to expand nested entities as well.

Example: expand=owner,sales_unit,account_relations.account

order-bystring

Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.

Example: order-by=created,-modified

filterobject

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example

filter-opobject

Filter operator. Specify a way how to filter fields. Supported operators: [eq, ieq, not-eq, not-ieq, contains, starts, ends, icontains, istarts, iends, null, not-null, empty, not-empty, gt, gte, lt, lte, between].

Example: filter-op[name]=eq

load-onlystring

Loads only fields defined within this parameter. You can use multiple values separated via ',' colon. If not used, then all fields are returned. You can use dots '.' to specify load only fields in nested as well.

Example: load-only=id,name,owner.id

Responses

application/json

application / json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --url 'https://us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>/entities/Clients'

200

500

200

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}

list of Clients

{{baseUrl}}/entities/Clients?load-only=id,default_unit_id&filter[email]=[e-mail]

{
            "id": "00000000-0000-0000-0000-000000011a7d",
            "default_unit_id": "aba4a358-f3f8-4f55-b3ed-dd5cf589103b"
}

We don´t necessarily need to load the default unit id. If only owner_id is specified in the final request, Pipeliner will automatically create the opportunity with the default User´s sales unit. (See step 2. of this tutorial)

Step_id

Pull Opportunity Pipelines and their steps. Store the ID of the First Step

Returns all defined Pipelines

get

/entities/Pipelines

Query parameters

include-deletedboolean

if enabled, deleted Pipelines are returned as well

firstinteger int32

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger int32

Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.

beforeboolean

Cursor until which to take entities to result set.

afterboolean

Cursor after which to start taking entities to result set.

expandstring

Expand related entity. Use api_names of relation fields. You can use multiple values separated via ',' colon. If not used, URI link will be returned instead. You can use dots '.' to expand nested entities as well.

Example: expand=owner,sales_unit,account_relations.account

order-bystring

Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.

Example: order-by=created,-modified

filterobject

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example

filter-opobject

Filter operator. Specify a way how to filter fields. Supported operators: [eq, ieq, not-eq, not-ieq, contains, starts, ends, icontains, istarts, iends, null, not-null, empty, not-empty, gt, gte, lt, lte, between].

Example: filter-op[name]=eq

load-onlystring

Loads only fields defined within this parameter. You can use multiple values separated via ',' colon. If not used, then all fields are returned. You can use dots '.' to specify load only fields in nested as well.

Example: load-only=id,name,owner.id

Responses

application/json

application / json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --url 'https://us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>/entities/Pipelines'

200

500

200

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}

list of Pipelines

{{baseUrl}}/entities/Pipelines?expand=steps&filter-op[name]=contains&filter[name]=Test Pipeline

 {
            "is_delete_protected": false,
            "id": "90be8a83-bae8-401d-9e5e-c4564a986270",
            "is_deleted": false,
            "modified": "2020-09-25 10:48:29.825069+00:00",
            "created": "2020-08-12 15:00:21.732550+00:00",
            "color": 16233984,
            "name": "Test Pipeline",
            "revision": 66001,
            "steps": [
                {
                    "is_delete_protected": false,
                    "id": "de115511-5dc1-46c3-86d9-f714457208dd",
                    "is_deleted": false,
                    "modified": "2020-08-12 15:00:21.734413+00:00",
                    "created": "2020-08-12 15:00:21.734454+00:00",
                    "pipeline": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Pipelines/90be8a83-bae8-401d-9e5e-c4564a986270",
                    "name": "First",
                    "percent": 15,
                    "pipeline_id": "90be8a83-bae8-401d-9e5e-c4564a986270",
                    "sort_order": 0,
                    "timeframe": null,
                    "revision": 65654,
                    "documents": [],
                    "step_checklists": []
                }
                
}

Account_id

We are going to search for Accounts by email address. But you can use whatever parameter.

{{baseUrl}}/entities/Accounts?include-deleted=false&filter[email1]=[e-mail]

{
            "is_delete_protected": false,
            "id": "0bc376a4-c579-413a-9221-e86e4a134766",
            "is_deleted": false,
            "modified": "2019-02-01 10:01:23.011709+00:00",
            "created": "2019-01-30 11:44:23.586083+00:00",
            "account_type": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/AccountTypes/a456236f-6f23-0908-abfd-384aa0f62f9e",
            "customer_type": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Data/04444b3a-c669-03bc-2c49-bcd7f047d41a",
            "industry": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Data/acbda72f-2054-0b71-9d42-cb35aaa37600",
            "owner": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Clients/00000000-0000-0000-0000-000000011a3d",
            "parent_account": null,
            "parent_account_relation_type": null,
            "picture": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/CloudObjects/5ddfe953-a569-48e1-86bb-271e6506e7d0",
            "unit": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/SalesUnits/ea33e8fb-9a56-4802-a175-2d1f406af7cf",
            "account_class": 5,
            "account_type_id": "a456236f-6f23-0908-abfd-384aa0f62f9e",
            "address": "7 Lillian Plaza",
            "city": "Coronda",
            "comments": "",
            "country": "Argentina",
            "customer_type_id": "04444b3a-c669-03bc-2c49-bcd7f047d41a",
            "email1": "[e-mail]",
            "email2": "",
            "email3": "",
            "email4": "",
            "email5": "",
            "health_category": null,
            "health_status": null,
            "home_page": "www.ziemannandsons.com",
            "industry_id": "acbda72f-2054-0b71-9d42-cb35aaa37600",
            "name": "Ziemann and Sons",
            "owner_id": "00000000-0000-0000-0000-000000011a3d",
            "parent_account_id": null,
            "parent_account_relation_type_id": null,
            "phone1": "[phone]",
            "..."
        }

Contact_id

We are going to search for Contacts that are linked to the Account. We are going to use Account_id from the previous Step and list all contact_id that exists on the Account

Returns all defined ContactAccountRelations

get

/entities/ContactAccountRelations

Query parameters

include-deletedboolean

if enabled, deleted ContactAccountRelations are returned as well

firstinteger int32

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger int32

Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.

beforeboolean

Cursor until which to take entities to result set.

afterboolean

Cursor after which to start taking entities to result set.

expandstring

Expand related entity. Use api_names of relation fields. You can use multiple values separated via ',' colon. If not used, URI link will be returned instead. You can use dots '.' to expand nested entities as well.

Example: expand=owner,sales_unit,account_relations.account

order-bystring

Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.

Example: order-by=created,-modified

filterobject

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example

filter-opobject

Filter operator. Specify a way how to filter fields. Supported operators: [eq, ieq, not-eq, not-ieq, contains, starts, ends, icontains, istarts, iends, null, not-null, empty, not-empty, gt, gte, lt, lte, between].

Example: filter-op[name]=eq

load-onlystring

Loads only fields defined within this parameter. You can use multiple values separated via ',' colon. If not used, then all fields are returned. You can use dots '.' to specify load only fields in nested as well.

Example: load-only=id,name,owner.id

Responses

application/json

application / json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --url 'https://us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>/entities/ContactAccountRelations'

200

500

200

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}

list of ContactAccountRelations

{{baseUrl}}/entities/ContactAccountRelations?filter[account_id]=0bc376a4-c579-413a-9221-e86e4a134766

{
            "is_delete_protected": false,
            "id": "7bb50668-badb-4c4b-a184-2f2be3df4fd8",
            "is_deleted": false,
            "modified": "2019-01-30 11:54:15.289916+00:00",
            "created": "2019-01-30 11:54:15.289965+00:00",
            "account": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Accounts/0bc376a4-c579-413a-9221-e86e4a134766",
            "contact": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Contacts/02bdc9f6-4dfb-479e-84ba-f6c3b96c39ba",
            "account_id": "0bc376a4-c579-413a-9221-e86e4a134766",
            "comment": "",
            "contact_id": "02bdc9f6-4dfb-479e-84ba-f6c3b96c39ba",
            "is_assistant": false,
            "is_primary": true,
            "is_sibling": false,
            "position": "",
            "relationship": 0,
            "revision": 184,
            "account_roles": []
        }

Value

1. Foreign value (required/optional) - This is the value that the User (SalesPerson) can put into the system. This value is depending on currency_id.

   1. Example: if your salespeople want to have an Opportunity Value in Euro, for currency_id use Euro, into the Foreign value put the amount in Euro

2. currency_id (Required) - the currency for the opportunity (like dollar, euro, etc.). In Pipeliner there are two types of currencies

   1. Base currency - System currency (the main currency)

   2. Multiple currencies (custom currencies) - When your business works with multiple currencies

3. base_value (required/optional) - this value is always calculated according to the Base Currency

You can use one of the foreign values, base_value. It depends on what fits you better.

When you define base value, then Foreign Currency is calculated automatically based on Exchange rates

When you define Foreign Currency, then the base value is calculated automatically based on Exchange rates

Value.currency_id

In this tutorial, we don´t use a multi-currency setup, so we are going to search for the base currency (system currency). To retrieve base currency let´s use the following request. Base currency is flagged as is_base:true

Returns all defined Currencies

get

/entities/Currencies

Query parameters

include-deletedboolean

if enabled, deleted Currencies are returned as well

firstinteger int32

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger int32

Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.

beforeboolean

Cursor until which to take entities to result set.

afterboolean

Cursor after which to start taking entities to result set.

expandstring

Expand related entity. Use api_names of relation fields. You can use multiple values separated via ',' colon. If not used, URI link will be returned instead. You can use dots '.' to expand nested entities as well.

Example: expand=owner,sales_unit,account_relations.account

order-bystring

Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.

Example: order-by=created,-modified

filterobject

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example

filter-opobject

Filter operator. Specify a way how to filter fields. Supported operators: [eq, ieq, not-eq, not-ieq, contains, starts, ends, icontains, istarts, iends, null, not-null, empty, not-empty, gt, gte, lt, lte, between].

Example: filter-op[name]=eq

load-onlystring

Loads only fields defined within this parameter. You can use multiple values separated via ',' colon. If not used, then all fields are returned. You can use dots '.' to specify load only fields in nested as well.

Example: load-only=id,name,owner.id

Responses

application/json

application / json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --url 'https://us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>/entities/Currencies'

200

500

200

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}

list of Currencies

{{baseUrl}}/entities/Currencies?filter[is_base]=true

{
            "is_delete_protected": true,
            "id": "c4ca4238-a0b9-0382-0dcc-509a6f75849b",
            "is_deleted": false,
            "modified": "2019-01-30 11:20:40.481012+00:00",
            "created": "2019-01-11 13:47:33.247720+00:00",
            "code": "USD",
            "is_base": true,
            "symbol": "$",
            "revision": 18,
            "currency_exchange_rates": []
}

2. Create Opportunity

Let´s Take data from Step 1. and use them in the following request to create an Opportunity.

Creates new opportunity

post

/entities/Opportunities

Query parameters

validation-levelinteger int32

Specify validation level of opportunity on create. Use them as bit mask: 0 - validate each field on entity, 2 - validate only changed fields, 4 - validate only system fields, 8 - allows to override readonly fields, 16 - allows to set entity on deleted relationship.

Body

won_datestring date-time

Example: 2019-01-01T00:00:00

lost_datestring date-time

Example: 2019-01-01T00:00:00

modifiedstring date-time

Last modification time.

Example: 2019-01-01T00:00:00

createdstring date-time

Creation time.

Example: 2019-01-01T00:00:00

closing_datestring daterequired

Closing date of the Opportunity.

Example: 2019-01-01

descriptionstring

Multi-line text input field.

Example: string

is_archivedboolean

Boolean value.

Example: false

is_value_auto_calculateboolean

Boolean value.

Example: false

namestringrequired

Name of the entity and its default text representation.

Example: string

oppty_type_idstring uuid

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

owner_idstring uuidrequired

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

product_currency_idstring uuid

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

product_price_list_idstring uuid

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

product_sectionsobject

Product sections on Opportunity in json format

quick_account_emailstring

Simple text input field.

Example: string

quick_account_namestring

Simple text input field.

Example: string

quick_account_phonestring

Simple text input field.

Example: string

quick_contact_namestring

Simple text input field.

Example: string

quick_emailstring

Simple text input field.

Example: string

quick_phonestring

Simple text input field.

Example: string

rankinginteger int32

Qualitative ranking of the opportunity.

Example: 1

reason_of_close_descriptionstring

Multi-line text input field.

Example: string

reason_of_close_idstring uuid

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

step_idstring uuidrequired

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

unit_idstring uuid

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

was_qualifiedboolean

Boolean value.

Example: false

revisioninteger int32

Revision when entity was lastly changed.

Example: 1

label_flagenum

Opportunity label flag.

Options: Priority = 1 (0b001) Hot = 2 (0b010) Stalled = 4 (0b100)

Example: 1

Options: 1, 2, 4

share_modeenum

Integer enum value: 0 - Standard, 1 - Private, 2 - AllView, 3 - AllEdit

Example: 0

Options: 0, 1, 2, 3

oppty_recurrenceobject

Relation to OpptyRecurrence, see: 'createOpptyRecurrenceInput' object for properties.

revenue_scheduleobject

Relation to OpptyRevenueSchedule, see: 'createOpptyRevenueScheduleInput' object for properties.

valueobjectrequired

Monetary value in a foreign currency.

product_relationsobject[]

Relations to Products.

contact_relationsobject[]

Relations to Contacts.

account_relationsobject[]

Relations to Accounts.

documentsobject[]

Relations to CloudObjects.

sharing_unitsobject[]

Relations to SalesUnits.

sharing_clientsobject[]

Relations to Clients.

Responses

application/json

application / json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --request POST \
  --url 'https://us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>/entities/Opportunities' \
  --header 'Content-Type: application / json'

201

500

201

{
  "data": {
    "qualify_date": "2019-01-01T00:00:00",
    "won_date": "2019-01-01T00:00:00",
    "lost_date": "2019-01-01T00:00:00",
    "days_in_step": 1,
    "is_favorite": false,
    "formatted_name": "string",
    "is_delete_protected": false,
    "id": "01234567-abcd-dcba-ffff-000000000000",
    "is_deleted": false,
    "modified": "2019-01-01T00:00:00",
    "created": "2019-01-01T00:00:00",
    "oppty_type": "https://example.com",
    "owner": "https://example.com",
    "product_currency": "https://example.com",
    "product_price_list": "https://example.com",
    "reason_of_close": "https://example.com",
    "step": "https://example.com",
    "unit": "https://example.com",
    "closing_date": "2019-01-01",
    "description": "string",
    "is_archived": false,
    "is_value_auto_calculate": false,
    "name": "string",
    "oppty_type_id": "01234567-abcd-dcba-ffff-000000000000",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_currency_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_price_list_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_sections": {},
    "quick_account_email": "string",
    "quick_account_name": "string",
    "quick_account_phone": "string",
    "quick_contact_name": "string",
    "quick_email": "string",
    "quick_phone": "string",
    "ranking": 1,
    "reason_of_close_description": "string",
    "reason_of_close_id": "01234567-abcd-dcba-ffff-000000000000",
    "step_id": "01234567-abcd-dcba-ffff-000000000000",
    "unit_id": "01234567-abcd-dcba-ffff-000000000000",
    "was_qualified": false,
    "revision": 1,
    "oppty_recurrence": "https://example.com",
    "revenue_schedule": "https://example.com",
    "primary_contact": "https://example.com",
    "primary_account": "https://example.com",
    "label_flag": 1,
    "share_mode": 0,
    "status": 1,
    "product_relations": [
      "https://example.com"
    ],
    "contact_relations": [
      "https://example.com"
    ],
    "account_relations": [
      "https://example.com"
    ],
    "documents": [
      "https://example.com"
    ],
    "sharing_units": [
      "https://example.com"
    ],
    "sharing_clients": [
      "https://example.com"
    ],
    "fitness_description": {
      "is_won": false,
      "is_overdue": false,
      "activities_on_time": 1,
      "scheduled_activity": 1,
      "fitness": 1
    },
    "value": {
      "base_value": "4.32",
      "currency_id": "01234567-abcd-dcba-ffff-000000000000",
      "value_foreign": "4.32"
    }
  },
  "success": true
}

Creation confirmation. Returns created opportunity

{
    "closing_date": "2019-01-01",
    "name": "New Opportunity",
    "owner_id": "00000000-0000-0000-0000-000000011a7d",
    "step_id": "de115511-5dc1-46c3-86d9-f714457208dd",
    "value": {
        "base_value": 100,
        "currency_id": "c4ca4238-a0b9-0382-0dcc-509a6f75849b"
    },
    "account_relations": [
       {
           "account_id": "0bc376a4-c579-413a-9221-e86e4a134766",
           "is_primary": true
           
       }
    ],
    "contact_relations": [
       {
           "contact_id": "02bdc9f6-4dfb-479e-84ba-f6c3b96c39ba",
           "is_primary":true
       }
    ]
}

Opportunity inside the Pipeliner Application

Possible problems

Error description	Resolution
Error on field account_relations. Exactly one 'is_primary' item must be set.	Use is_primary flag for Account/Contact relation object. -When creating account relations at least one Account needs to be primary -When creating contact relations at least one Contact needs to be primary