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  1. Nexudus
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  3. Crm

Reference

Opportunitytype

The opportunitytype object

Attributes
Id: int required, autogenerated, unique
The unique identifier for this opportunitytype
BusinessId: Id required
Name: string required
NotesTemplate: string optional
UniqueId: Guid required, autogenerated, unique
The globally unique identifier for this opportunitytype
SystemId: string optional api-only
User defined data about this opportunitytype. This property can only be seen and updated using the API.

Json Structure Example 


{
  "Id": 1234567,
  "BusinessId": 12345678,
  "Name": "Name",
  "NotesTemplate": "Notes Template",
  "UniqueId": "bf69fe19-d226-4c14-bd63-96651e17af39",
  "SystemId": "{ metadata: { id: 887766, processed: true } }"
}

Find a OpportunityType

This endpoint allows you to GET a list of opportunitytypes based on one or more filter querystring parameters.

GET https://spaces.nexudus.com/api/crm/opportunitytypes?...

🔒 Requires role "OpportunityType-List"

Pagination querystring parameters
Lets control how many records to return at a time and their order.
page integer optional
?page=1
size integer optional default=25
Sets the maximum number of records to return each page of results.
?size=25
orderby string optional default=Id
Sets the property to use when ordering the results of the search.
?orderby=Id
dir 'ascending' or 'descending' optional default=SortDirection.Ascending
Sets the direction to use when ordering the records.
?sort=ascending

Search querystring parameters
Lets you search opportunitytype records based on their different properties.
Id number
?Id=12345678
OpportunityType_Business Business
?OpportunityType_Business=...
OpportunityType_Name string
?OpportunityType_Name=...
OpportunityType_NotesTemplate string
?OpportunityType_NotesTemplate=...

Range search querystring parameters
Lets you search opportunitytype records based on a range of date or numeric values.
To_OpportunityType_CreatedOn date
?To_OpportunityType_CreatedOn=2010-01-01T20:32
From_OpportunityType_CreatedOn date
?From_OpportunityType_CreatedOn=2010-01-01T20:32
To_OpportunityType_UpdatedOn date
?To_OpportunityType_UpdatedOn=2010-01-01T20:32
From_OpportunityType_UpdatedOn date
?From_OpportunityType_UpdatedOn=2010-01-01T20:32

Example request

GET https://spaces.nexudus.com/api/crm/opportunitytypes?OpportunityType_Name=...
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==

Example response


{
    "Records": [{
        "Id": 1234567,
        "Business": ,
        "Name": "Name",
        "NotesTemplate": "Notes Template",
        "CreatedOn": "2018-07-03T06:23:01Z",
        "UpdatedOn": "2020-01-01T21:57:21Z",
        "UpdatedBy": "System",
        "UniqueId": "021e7f1a-68c3-4f91-a4ed-cc5d58bfa46b",
        "SystemId": "{ metadata: { id: 887766, processed: true } }"
    }],
    "CurrentPageSize": 25,
    "CurrentPage": 1,
    "CurrentOrderField": "Id",
    "CurrentSortDirection": 1,
    "FirstItem": 1,
    "HasNextPage": true,
    "HasPreviousPage": false,
    "LastItem": 25,
    "PageNumber": 1,
    "PageSize": 25,
    "TotalItems": 60,
    "TotalPages": 3
}

Find OpportunityTypes by IDs

Gets one or more opportunitytype records based on their Id. 
GET https://spaces.nexudus.com/api/crm/opportunitytypes?OpportunityType_Id=[:id1,:id2,...]

🔒 Requires role "OpportunityType-List"

Querystring parameters
OpportunityType_Id: array requried
?OpportunityType_Id=[12345678,87654651]

Example request

GET https://spaces.nexudus.com/api/crm/opportunitytypes?OpportunityType_Id=[1234567,9876541]
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==

Example response


{
    "Records": [{
        "Id": 1234567,
        "Business": ,
        "Name": "Name",
        "NotesTemplate": "Notes Template",
        "CreatedOn": "2018-07-03T06:23:01Z",
        "UpdatedOn": "2020-01-01T21:57:21Z",
        "UpdatedBy": "System",
        "UniqueId": "a09c2ea4-6fbc-49d4-8b29-03866441e7e2",
        "SystemId": "{ metadata: { id: 887766, processed: true } }"
    }],
    "CurrentPageSize": 25,
    "CurrentPage": 1,
    "CurrentOrderField": "Id",
    "CurrentSortDirection": 1,
    "FirstItem": 1,
    "HasNextPage": true,
    "HasPreviousPage": false,
    "LastItem": 1,
    "PageNumber": 1,
    "PageSize": 25,
    "TotalItems": 1,
    "TotalPages": 1
}

Get single OpportunityType by Id

Gets one opportunitytype record by its Id. 
GET https://spaces.nexudus.com/api/crm/opportunitytypes/:Id

🔒 Requires role "OpportunityType-Read"

URL parameters
Id: number requried

Example request

GET https://spaces.nexudus.com/api/crm/opportunitytypes/1234567
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==

Example response


{
  "Id": 1234567,
  "BusinessId": 12345678,
  "Name": "Name",
  "NotesTemplate": "Notes Template",
  "CreatedOn": "2018-07-03T06:23:01Z",
  "UpdatedOn": "2020-01-01T21:57:21Z",
  "UpdatedBy": "System",
  "UniqueId": "4a765fd6-2c0d-414c-b799-5b26dce0f3f7",
  "SystemId": "{ metadata: { id: 887766, processed: true } }"
}

Create new OpportunityType

Creates a new opportunitytype. 
POST https://spaces.nexudus.com/api/crm/opportunitytypes

🔒 Requires role "OpportunityType-Create"

Body parameters
BusinessId: number required
Name: string required
NotesTemplate: string optional

Example request

POST https://spaces.nexudus.com/api/crm/opportunitytypes
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==


{
    "BusinessId": 12345678,
    "Name": "Name",
    "NotesTemplate": "Notes Template",
}

Example valid response


{
    "Status": 200,
    "WasSuccessful": true,
    "Message": "Record 'Name of the record' has been succesfully created.",
    "Value": {
        "Id": 12354678
    }
}

Example invalid response


{
    "Status": 500,
    "Message": "Name: may not be null or empty",
    "Value": null,
    "WasSuccessful": false,
    "Errors": [
        {
            "AttemptedValue": null,
            "Message": "may not be null or empty",
            "PropertyName": "Name"
        },
    ]
}

Update OpportunityType

Updates an existing opportunitytype. 
PUT https://spaces.nexudus.com/api/crm/opportunitytypes

PUT requests require ALL record properties to be submitted with every request. Any missing properties will be cleared or set to false.

🔒 Requires role "OpportunityType-Edit"

Body parameters
Id: number required
The unique Id of the opportunitytype to update.
BusinessId: number cleared if missing
Name: string cleared if missing
NotesTemplate: string cleared if missing

Example request

PUT https://spaces.nexudus.com/api/crm/opportunitytypes
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==


{
    "Id": 12345678,
    "BusinessId": 12345678,
    "Name": "Name",
    "NotesTemplate": "Notes Template",
}

Example valid response


{
    "Status": 200,
    "WasSuccessful": true,
    "Message": "Record 'Name of the record' has been succesfully updated.",
    "Value": {
        "Id": 12354678
    }
}

Example invalid response


{
    "Status": 500,
    "Message": "Name: may not be null or empty",
    "Value": null,
    "WasSuccessful": false,
    "Errors": [
        {
            "AttemptedValue": null,
            "Message": "may not be null or empty",
            "PropertyName": "Name"
        },
    ]
}

Delete OpportunityType

Deletes an existing opportunitytype by its Id. 
DELETE https://spaces.nexudus.com/api/crm/opportunitytypes/:Id

🔒 Requires role "OpportunityType-Delete"

URL parameters
Id: number required
The unique Id of the opportunitytype to update.

Example request

DELETE https://spaces.nexudus.com/api/crm/opportunitytypes/12345678
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==

Example valid response


{
    "Status": 200,
    "WasSuccessful": true,
    "Message": "The record was deleted successfully.",
    "Value": null,
    "OpenInDialog": false,
    "RedirectURL": null,
    "JavaScript": null,
    "Errors": null
}

Commands

Commands allow to perform actions against one or more opportunitytype records. Some commands accept only one record while others can run an action for a number of records at the same time. Each command has metadata with information about how it can be used and the amount of records, if any, it needs to run.

Get Commands

Get all commands available to run for opportunitytype records. 
GET https://spaces.nexudus.com/api/crm/opportunitytypes/commands

Example request

GET https://spaces.nexudus.com/api/crm/opportunitytypes/commands
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==

Example valid response


[
	{
		"Key": "COMMAND_KEY_1",
		"Name": "Command 1 english description",
		"AppliesOnlyToMultipleEntities": false,
		"DisplayInDropdown": true,
		"DisplayInDropdownV2": true,
		"AppliesOnlyToOneEntity": false,
		"AppliesOnlyToTwoEntities": false,
		"DisplayInGrid": false,
		"NeedsEntitiesToRun": true,
		"Order": 2,
		"RequiresParameters": []
	},
	{
		"Key": "COMMAND_KEY_2",
		"Name": "Command 2 english description",
		"AppliesOnlyToMultipleEntities": false,
		"DisplayInDropdown": true,
		"DisplayInDropdownV2": true,
		"AppliesOnlyToOneEntity": true,
		"AppliesOnlyToTwoEntities": false,
		"DisplayInGrid": true,
		"NeedsEntitiesToRun": true,
		"Order": 10,
		"RequiresParameters": 
		[
			{
				"Name": "Parameter 1 description",
				"Type": "string",
			},
			{
				"Name": "Parameter 2 description",
				"Type": "Boolean",
			}
		]
	},
	...
]

Run Command

Runs a command based on its Key and one or more opportunitytype record IDs. 
POST https://spaces.nexudus.com/api/crm/opportunitytypes/runacommand
🔒 Requires role "OpportunityType-Edit"

Example request

POST https://spaces.nexudus.com/api/crm/opportunitytypes/runcommand
Content-Type: application/json
Authentication: Basic ZXhhbXBsZUBuZXh1ZHVzLmNvbTpFeGFtcGxlMTIzNA==


{
	"Ids":[1329961649],
	"Parameters": 
	[
		{ 
			"Type": "string"
			"Value":987654321
		},
		{
			"Type": "Boolean",
			"Value":true
		},
		...
	],
	"Key":"COMMAND_KEY_2"
}

Example valid response


{
	"Errors": null
	"JavaScript": null
	"Message": "Result description"
	"OpenInDialog": false
	"OpenInWindow": false
	"RedirectURL": null
	"Status": 200
	"UpdatedBy": "email@example.net"
	"UpdatedOn: "2020-06-04T11:40:20Z"
	"Value: {Id: 12345678}
	"WasSuccessful: true
}

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