OnAutomate API V1.1.1

Welcome to onautomate Api docs.

Opportunity

GET /v1/pipelines/:pipelineId/opportunities

https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities?page=1

Get opportunities.

FILTERS

Fetching opportunities api are coming with these filters.

1. title*: Opportunity Title

2. stageId*: Pipeline stage id

3. status*: Opportunity Status. Valid options: open, won, lost and abandoned

4. monetaryValue: Opportunity Lead value.

5. assignedTo: Assigned Opportunity to a specific user.

6. contactId/Email*: Contact Id or email. If you have already contact and just want to create an appointment for the selected contact then just pass contactId. If you want create or find contact and create an opportunity then pass email.

7. name: Contact Name.

8. phone: Contact Phone (required if contactId or email are empty).

9. tags: Contact tags. Will allow array.

10. companyName: Contact company name.

Validation:

1. opportunity: If your contact have already one opportunity in the pipeline and trying to add new one. Then It will be throw error. If you allow duplicate opportunity then it will allow duplicate opportunity.

Pagination:

We will by default return the first matched 20 opportunities. You can fetched next and more by passing the page on the query params. You can see page info and total records count on to the meta

Authorization:

Provide your location api key (Bearer Token).

AUTHORIZATION

Bearer Token

Token

<token>

PARAMS

page

1

Page No

PATH VARIABLES

pipelineId

bCkKGpDsyPP4peuKowkG

(Required) Pipeline Id

Example Request

curl --location --request GET 'https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities?page=1' \

--header 'Authorization: Bearer <token>'

Example Response

Unauthorized

Bad Request. please contact support!

401 Unauthorized

BODY

{

"msg": "Unauthorized"

}

400 Bad Request

BODY

{

"msg": "Bad Request"

}


Headers

Content-Type: application/json

Headers

Content-Type: application/json

Successful response

200 OK

{ "opportunities": [ { "id": "7XExm1wr8gFeZpl6rQny", "name": "First Opp", "monetaryValue": 120, "pipelineId": "bCkKGpDsyPP4peuKowkG", "pipelineStageId": "8b897c8f-b859-49c1-88f2-ed590708a85c", "assignedTo": "hxHGVRb1YJUscrCB8eXK", "status": "open", "source": "form", "lastStatusChangeAt": "2020-10-29T09:39:35.472Z", "createdAt": "2020-10-29T09:31:30.255Z", "updatedAt": "2020-10-29T09:44:02.263Z", "contact": { "id": "byMEV0NQinDhq8ZfiOi2", "name": "John Deo", "companyName": "Tesla Inc", "email": "john@deo.com", "phone": "+1202-555-0107", "tags": [ "ut quis laboris veniam aliquip", "culpa irure commodo sed reprehenderit" ] } }, { "id": "7XExm1wr8gFeZpl6rQny", "name": "First Opp", "monetaryValue": 120, "pipelineId": "bCkKGpDsyPP4peuKowkG", "pipelineStageId": "8b897c8f-b859-49c1-88f2-ed590708a85c", "assignedTo": "hxHGVRb1YJUscrCB8eXK", "status": "open", "source": "form", "lastStatusChangeAt": "2020-10-29T09:39:35.472Z", "createdAt": "2020-10-29T09:31:30.255Z", "updatedAt": "2020-10-29T09:44:02.263Z", "contact": { "id": "byMEV0NQinDhq8ZfiOi2", "name": "John Deo", "companyName": "Tesla Inc", "email": "john@deo.com", "phone": "+1202-555-0107", "tags": [ "incididunt commodo", "quis" ] } } ], "meta": { "total": 250, "currentPage": 2, "nextPage": 3, "prevPage": 1 } }

Headers

Content-Type: application/json

GET /v1/pipelines/:pipelineId/opportunities/:opportunityId

https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities/:opportunityId

Get opportunity by id.

Authorization:

Provide your location api key (Bearer Token).

AUTHORIZATION

Bearer Token

Token

<token>

PATH VARIABLES

pipelineId

bCkKGpDsyPP4peuKowkG

(Required) Pipeline Id

opportunityId

123akv4LFn6C9frZoy3e

(Required) Opportunity Id

Example Request

curl --location --request GET 'https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities/:opportunityId' \

--header 'Authorization: Bearer <token>'

Example Response

Unauthorized

Bad Request. please contact support!

{

"msg": "Unauthorized"

}

{

"msg": "Bad Request"

}

Headers

Content-Type: application/json

Headers

Content-Type: application/json

Successful response

200 OK

BODY

{

"id": "7XExm1wr8gFeZpl6rQny",

"name": "First Opp",

"monetaryValue": 120,

"pipelineId": "bCkKGpDsyPP4peuKowkG",

"pipelineStageId": "8b897c8f-b859-49c1-88f2-ed590708a85c",

"assignedTo": "hxHGVRb1YJUscrCB8eXK",

"status": "open",

"source": "form",

"lastStatusChangeAt": "2020-10-29T09:39:35.472Z",

"createdAt": "2020-10-29T09:31:30.255Z",

"updatedAt": "2020-10-29T09:44:02.263Z",

"contact": {

"id": "byMEV0NQinDhq8ZfiOi2",

"name": "John Deo",

"companyName": "Tesla Inc",

"email": "john@deo.com",

"phone": "+1202-555-0107",

"tags": [

"cillum sunt in enim",

"ea"

]

}

}

Headers

Content-Type: application/json

PUT /v1/pipelines/:pipelineId/opportunities/:opportunityId

https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities/:opportunityId

Update Opportunity.

FIELDS

1. title*: Opportunity Title

2. stageId*: Pipeline stage id

3. status*: Opportunity Status. Valid options: open, won, lost and abandoned

4. monetaryValue: Opportunity Lead value.

5. assignedTo: Assigned Opportunity to a specific user.

6. contactId/Email*: Contact Id or email. If you have already contact and just want to create an appointment for the selected contact then just pass contactId. If you want create or find contact and create an opportunity then pass email.

7. name: Contact Name.

8. phone: Contact Phone (required if contactId or email are empty).

9. tags: Contact tags. Will allow array.

10. companyName: Contact company name.

Authorization:

Provide your location api key (Bearer Token).

AUTHORIZATION

Bearer Token

Token

<token>

HEADERS

Content-Type

application/json

PATH VARIABLES

pipelineId

bCkKGpDsyPP4peuKowkG

(Required) Pipeline Id

opportunityId

123akv4LFn6C9frZoy3e

(Required) Opportunity Id

BODY raw

{

"title": "First Opp",

"status": "open",

"stageId": "7915dedc-8f18-44d5-8bc3-77c04e994a10",

"email": "elon@musk.com",

"phone": "+1202-555-0107",

"assignedTo": "082goXVW3lIExEQPOnd3",

"monetaryValue": 122.22,

"source": "public api",

"contactId": "mTkSCb1UBjb5tk4OvB69",

"name": "Elon Musk",

"companyName": "Tesla",

"tags": [

"Excepteur dolore ut",

"veniam ut occaecat amet pariatur"

]

}

Example Request

curl --location --request PUT 'https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities/:opportunityId' \

--header 'Authorization: Bearer <token>' \

--data-raw '{

"title": "First Opp",

"status": "open",

"stageId": "7915dedc-8f18-44d5-8bc3-77c04e994a10",

"email": "elon@musk.com",

"phone": "+1202-555-0107",

"assignedTo": "082goXVW3lIExEQPOnd3",

"monetaryValue": 122.22,

"source": "public api",

"contactId": "mTkSCb1UBjb5tk4OvB69",

"name": "Elon Musk",

"companyName": "Tesla",

"tags": [

"ea reprehenderit",

"ut Lorem laboris"

]

}'

Example Response

Successful Response

Unprocessable Entity

200 OK

BODY

{

"id": "7XExm1wr8gFeZpl6rQny",

"name": "First Opp",

"monetaryValue": 120,

"pipelineId": "bCkKGpDsyPP4peuKowkG",

"pipelineStageId": "8b897c8f-b859-49c1-88f2-ed590708a85c",

"assignedTo": "hxHGVRb1YJUscrCB8eXK",

"status": "open",

"source": "form",

"lastStatusChangeAt": "2020-10-29T09:39:35.472Z",

"createdAt": "2020-10-29T09:31:30.255Z",

"updatedAt": "2020-10-29T09:44:02.263Z",

"contact": {

"id": "byMEV0NQinDhq8ZfiOi2",

"name": "John Deo",

"companyName": "Tesla Inc",

"email": "john@deo.com",

"phone": "+1202-555-0107",

"tags": [

"incididunt quis veniam Lo",

"mollit nisi dolore proident"

]

}

}

422 Unprocessable Entity (WebDAV) (RFC 4918)

BODY

{

"title": {

"message": "The title field is mandatory.",

"rule": "required"

},

"status": {

"message": "The status field is mandatory.",

"rule": "required"

},

"stageId": {

"message": "The stage id field is mandatory.",

"rule": "required"

},

"contactId or email": {

"message": "The contactId or email field is mandatory.",

"rule": "required"

}

}

Headers

Content-Type: application/json

Headers

Content-Type: application/json

Bad Request. please contact support!

Unauthorized

400 Bad Request

Body

{

"msg": "Bad Request"

}

400 Bad Request

Body

{

"msg": "Unauthorized"

}

Headers

Content-Type: application/json

Headers

Content-Type: application/json

DEL /v1/pipelines/:pipelineId/opportunities/:opportunityId

https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities/:opportunityId

Delete opportunity.

Authorization:

Provide your location api key (Bearer Token).

AUTHORIZATION

Bearer Token

Token

<token>

PATH VARIABLES

pipelineId

bCkKGpDsyPP4peuKowkG

(Required) Pipeline Id

opportunityId

123akv4LFn6C9frZoy3e

(Required) Opportunity Id

Example Request

curl --location --request DELETE 'https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities/:opportunityId' \

--header 'Authorization: Bearer <token>'

Example Response

Successful response

Unauthorized

Bad Request. please contact support!

200 OK

Body

""

200 OK

Body

{

"msg": "Unauthorized"

}

200 OK

Body

{

"msg": "Bad Request"

}

Headers

Content-Type: application/json

Headers

Content-Type: application/json

Headers

Content-Type: application/json

POST /v1/pipelines/:pipelineId/opportunities/

https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities/

Create opportunity.

FIELDS

1. title*: Opportunity Title

2. stageId*: Pipeline stage id

3. status*: Opportunity Status. Valid options: open, won, lost and abandoned

4. monetaryValue: Opportunity Lead value.

5. assignedTo: Assigned Opportunity to a specific user.

6. contactId/Email*: Contact Id or email. If you have already contact and just want to create an appointment for the selected contact then just pass contactId. If you want create or find contact and create an opportunity then pass email.

7. name: Contact Name.

8. phone: Contact Phone (required if contactId or email are empty).

9. tags: Contact tags. Will allow array.

10. companyName: Contact company name.

Authorization:

Provide your location api key (Bearer Token).

AUTHORIZATION

Bearer Token

Token

<token>

HEADERS

Content-Type

application/json

PATH VARIABLES

pipelineId

bCkKGpDsyPP4peuKowkG

(Required) Pipeline Id

BODY raw

{

"title": "First Opp",

"status": "open",

"stageId": "7915dedc-8f18-44d5-8bc3-77c04e994a10",

"email": "elon@musk.com",

"phone": "+1202-555-0107",

"assignedTo": "082goXVW3lIExEQPOnd3",

"monetaryValue": 122.22,

"source": "public api",

"contactId": "mTkSCb1UBjb5tk4OvB69",

"name": "Elon Musk",

"companyName": "Tesla",

"tags": [

"ea reprehenderit",

"ut Lorem laboris"

]

}

Example Request

curl --location --request POST 'https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities/' \

--header 'Authorization: Bearer <token>' \

--data-raw '{

"title": "First Opp",

"status": "open",

"stageId": "7915dedc-8f18-44d5-8bc3-77c04e994a10",

"email": "elon@musk.com",

"phone": "+1202-555-0107",

"assignedTo": "082goXVW3lIExEQPOnd3",

"monetaryValue": 122.22,

"source": "public api",

"contactId": "mTkSCb1UBjb5tk4OvB69",

"name": "Elon Musk",

"companyName": "Tesla",

"tags": [

"ea reprehenderit",

"ut Lorem laboris"

]

}'

Example Response

Successful response

Unprocessable Entity

200 OK

BODY

{

"id": "7XExm1wr8gFeZpl6rQny",

"name": "First Opp",

"monetaryValue": 120,

"pipelineId": "bCkKGpDsyPP4peuKowkG",

"pipelineStageId": "8b897c8f-b859-49c1-88f2-ed590708a85c",

"assignedTo": "hxHGVRb1YJUscrCB8eXK",

"status": "open",

"source": "form",

"lastStatusChangeAt": "2020-10-29T09:39:35.472Z",

"createdAt": "2020-10-29T09:31:30.255Z",

"updatedAt": "2020-10-29T09:44:02.263Z",

"contact": {

"id": "byMEV0NQinDhq8ZfiOi2",

"name": "John Deo",

"companyName": "Tesla Inc",

"email": "john@deo.com",

"phone": "+1202-555-0107",

"tags": [

"incididunt quis veniam Lo",

"mollit nisi dolore proident"

]

}

}

422 Unprocessable Entity (WebDAV) (RFC 4918)

BODY

{

"title": {

"message": "The title field is mandatory.",

"rule": "required"

},

"status": {

"message": "The status field is mandatory.",

"rule": "required"

},

"stageId": {

"message": "The stage id field is mandatory.",

"rule": "required"

},

"contactId or email": {

"message": "The contactId or email field is mandatory.",

"rule": "required"

}

}

Headers

Content-Type: application/json

Headers

Content-Type: application/json

Bad Request. please contact support!

Unauthorized

400 Bad Request

{

"msg": "Bad Request"

}

401 Unauthorized

{

"msg": "Unauthorized"

}

Headers

Content-Type: application/json

Headers

Content-Type: application/json

PUT /v1/pipelines/:pipelineId/opportunities/:opportunityId/status

https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities/:opportunityId/status

Update opportunity status and stage.

Authorization:

Provide your location api key (Bearer Token).

AUTHORIZATION

Bearer Token

Token

<token>

HEADERS

Content-Type

application/json

PATH VARIABLES

pipelineId

bCkKGpDsyPP4peuKowkG

(Required) Pipeline Id

opportunityId

123akv4LFn6C9frZoy3e

(Required) Opportunity Id

BODY raw

{

"status": "open",

"stageId": "7915dedc-8f18-44d5-8bc3-77c04e994a10"

}

Example Request

curl --location --request PUT 'https://link.amtssl.com/v1/pipelines/:pipelineId/opportunities/:opportunityId/status' \

--header 'Authorization: Bearer <token>' \

--data-raw '{

"status": "open",

"stageId": "7915dedc-8f18-44d5-8bc3-77c04e994a10"

}'

Example Response

Unprocessable Entity

Bad Request. please contact support!

Unauthorized

Successful response

422 Unprocessable Entity (WebDAV) (RFC 4918)

Body

{

"status": {

"message": "The status field is invalid.",

"rule": "invalid"

},

"stageId": {

"message": "The stage id field is invalid.",

"rule": "invalid"

}

}

400 Bad Request

Body

{

"msg": "Bad Request"

}

401 Unauthorized

Body

{

"msg": "Unauthorized"

}

200 OK

Body

""

Headers

Content-Type: application/json

Headers

Content-Type: application/json

Headers

Content-Type: application/json

Headers

Content-Type: application/json