Update deal stage

Move a deal to another sales stage or pipeline.

PATCH https://cotlet.dev/api/v1/vtiger/records/{record_id}/deal-stage

write Confirm

Moves one deal like dragging it between columns of the Kanban view. With pipeline, it does what Change Pipeline does: pick the new pipeline and stage, and optionally the probability. A stage name your pipeline does not have fails, and the error lists the stages. Contacts can get emails from your Vtiger workflows when a stage changes. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: update_deal_stage
NameTypeDescription
record_id string required string Deal record id from list_deals.
sales_stage string required string Target sales stage, named as in the pipeline.
pipeline string string Target pipeline, only to move the deal to another pipeline.
probability integer integer Probability in percent, optional.

Request

cURL
curl -X PATCH https://cotlet.dev/api/v1/vtiger/records/2041/deal-stage \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"sales_stage":"Negotiation","probability":75}'
Python
result = client.call("vtiger", "update_deal_stage", {"record_id":"2041","sales_stage":"Negotiation","probability":75})
Node.js
const result = await cotlet.call('vtiger', 'update_deal_stage', {"record_id":"2041","sales_stage":"Negotiation","probability":75});
CLI
cotlet call vtiger update_deal_stage --data '{"record_id":"2041","sales_stage":"Negotiation","probability":75}'

Example response

JSON

{
  "record_id": "2041",
  "name": "Whitfield Dental, 5 seats",
  "sales_stage": "Negotiation",
  "pipeline": "Standard",
  "probability": 75
}

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