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  1. Nexudus
  2. API
  3. Crm

Reference

Crmopportunity

The crmopportunity object

Attributes
Id: int required, autogenerated, unique
The unique identifier for this crmopportunity
AgentId: Id optional
Completed: bool optional
CoworkerId: Id required
CrmBoardColumnId: Id required
DueDate: DateTime? optional
LeadSource: Nexudus.Coworking.Core.Enums.eCrmOpportunitySource? optional
LossReason: Nexudus.Coworking.Core.Enums.eCrmOpportunityLossReason? optional
LostOn: DateTime? optional
Notes: string optional
OpportunityTypeId: Id optional
Position: int required
ReferrerId: Id optional
ResponsibleId: Id optional
Status: Nexudus.Coworking.Core.Enums.eCrmOpportunityStatus optional
TeamId: Id optional
Value: decimal? optional
WonOn: DateTime? optional
UniqueId: Guid required, autogenerated, unique
The globally unique identifier for this crmopportunity
SystemId: string optional api-only
User defined data about this crmopportunity. This property can only be seen and updated using the API.

Json Structure Example 


{
  "Id": 1234567,
  "AgentId": 12345678,
  "Completed": false,
  "CoworkerId": 12345678,
  "CrmBoardColumnId": 12345678,
  "DueDate": ,
  "LeadSource": 1,
  "LossReason": 1,
  "LostOn": ,
  "Notes": "Notes",
  "OpportunityTypeId": 12345678,
  "Position": ,
  "ReferrerId": 12345678,
  "ResponsibleId": 12345678,
  "Status": 1,
  "TeamId": 12345678,
  "Value": ,
  "WonOn": ,
  "UniqueId": "a043e2d1-0301-429e-acb8-56fddf57ef3c",
  "SystemId": "{ metadata: { id: 887766, processed: true } }"
}

Find a CrmOpportunity

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

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

🔒 Requires role "CrmOpportunity-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 crmopportunity records based on their different properties.
Id number
?Id=12345678
CrmOpportunity_Agent Coworker
?CrmOpportunity_Agent=...
CrmOpportunity_Completed bool
?CrmOpportunity_Completed=...
CrmOpportunity_Coworker Coworker
?CrmOpportunity_Coworker=...
CrmOpportunity_CrmBoardColumn CrmBoardColumn
?CrmOpportunity_CrmBoardColumn=...
CrmOpportunity_DueDate DateTime?
?CrmOpportunity_DueDate=...
CrmOpportunity_LeadSource Nexudus.Coworking.Core.Enums.eCrmOpportunitySource?
?CrmOpportunity_LeadSource=...
CrmOpportunity_LossReason Nexudus.Coworking.Core.Enums.eCrmOpportunityLossReason?
?CrmOpportunity_LossReason=...
CrmOpportunity_LostOn DateTime?
?CrmOpportunity_LostOn=...
CrmOpportunity_Notes string
?CrmOpportunity_Notes=...
CrmOpportunity_OpportunityType OpportunityType
?CrmOpportunity_OpportunityType=...
CrmOpportunity_Position int
?CrmOpportunity_Position=...
CrmOpportunity_Referrer Coworker
?CrmOpportunity_Referrer=...
CrmOpportunity_Responsible User
?CrmOpportunity_Responsible=...
CrmOpportunity_Status Nexudus.Coworking.Core.Enums.eCrmOpportunityStatus
?CrmOpportunity_Status=...
CrmOpportunity_Team Team
?CrmOpportunity_Team=...
CrmOpportunity_Value decimal?
?CrmOpportunity_Value=...
CrmOpportunity_WonOn DateTime?
?CrmOpportunity_WonOn=...
CrmOpportunity_CrmBoardColumnName string
?CrmOpportunity_CrmBoardColumnName=...
CrmOpportunity_CrmBoardColumnCrmBoard_Id string
?CrmOpportunity_CrmBoardColumnCrmBoard_Id=...
CrmOpportunity_CrmBoardColumnCrmBoard_Name string
?CrmOpportunity_CrmBoardColumnCrmBoard_Name=...
CrmOpportunity_CrmBoardColumnCrmBoard_Business_Id string
?CrmOpportunity_CrmBoardColumnCrmBoard_Business_Id=...
CrmOpportunity_CrmBoardColumnCrmBoard_Business_Name string
?CrmOpportunity_CrmBoardColumnCrmBoard_Business_Name=...
CrmOpportunity_CrmBoardColumnCrmBoard_Business_Currency_Id string
?CrmOpportunity_CrmBoardColumnCrmBoard_Business_Currency_Id=...
CrmOpportunity_CrmBoardColumnCrmBoard_Business_Currency_Code string
?CrmOpportunity_CrmBoardColumnCrmBoard_Business_Currency_Code=...
CrmOpportunity_CoworkerFullName string
?CrmOpportunity_CoworkerFullName=...
CrmOpportunity_CoworkerCoworkerType string
?CrmOpportunity_CoworkerCoworkerType=...
CrmOpportunity_CoworkerCompanyName string
?CrmOpportunity_CoworkerCompanyName=...
CrmOpportunity_CoworkerEmail string
?CrmOpportunity_CoworkerEmail=...
CrmOpportunity_TeamName string
?CrmOpportunity_TeamName=...
CrmOpportunity_TeamDescription string
?CrmOpportunity_TeamDescription=...
CrmOpportunity_TeamProfileWebsite string
?CrmOpportunity_TeamProfileWebsite=...
CrmOpportunity_OpportunityTypeName string
?CrmOpportunity_OpportunityTypeName=...
CrmOpportunity_ResponsibleFullName string
?CrmOpportunity_ResponsibleFullName=...

Range search querystring parameters
Lets you search crmopportunity records based on a range of date or numeric values.
To_CrmOpportunity_CreatedOn date
?To_CrmOpportunity_CreatedOn=2010-01-01T20:32
From_CrmOpportunity_CreatedOn date
?From_CrmOpportunity_CreatedOn=2010-01-01T20:32
To_CrmOpportunity_UpdatedOn date
?To_CrmOpportunity_UpdatedOn=2010-01-01T20:32
From_CrmOpportunity_UpdatedOn date
?From_CrmOpportunity_UpdatedOn=2010-01-01T20:32
To_CrmOpportunity_DueDate date
?To_CrmOpportunity_DueDate=2010-01-01T20:32
From_CrmOpportunity_DueDate date
?From_CrmOpportunity_DueDate=2010-01-01T20:32
To_CrmOpportunity_Value number
?To_CrmOpportunity_Value=0
From_CrmOpportunity_Value number
?From_CrmOpportunity_Value=10
To_CrmOpportunity_WonOn date
?To_CrmOpportunity_WonOn=2010-01-01T20:32
From_CrmOpportunity_WonOn date
?From_CrmOpportunity_WonOn=2010-01-01T20:32
To_CrmOpportunity_LostOn date
?To_CrmOpportunity_LostOn=2010-01-01T20:32
From_CrmOpportunity_LostOn date
?From_CrmOpportunity_LostOn=2010-01-01T20:32
To_CrmOpportunity_Position number
?To_CrmOpportunity_Position=0
From_CrmOpportunity_Position number
?From_CrmOpportunity_Position=10

Example request

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

Example response


{
    "Records": [{
        "Id": 1234567,
        "CrmBoardColumn": ,
        "Coworker": ,
        "Team": ,
        "OpportunityType": ,
        "Responsible": ,
        "Referrer": ,
        "Agent": ,
        "Notes": "Notes",
        "Completed": false,
        "DueDate": ,
        "Value": ,
        "LeadSource": 1,
        "LossReason": 1,
        "Status": 1,
        "WonOn": ,
        "LostOn": ,
        "Position": ,
        "CrmOpportunityCrmBoardColumnName": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Id": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Name": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Business_Id": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Business_Name": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Business_Currency_Id": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Business_Currency_Code": "...",
        "CrmOpportunityCoworkerFullName": "...",
        "CrmOpportunityCoworkerCoworkerType": "...",
        "CrmOpportunityCoworkerCompanyName": "...",
        "CrmOpportunityCoworkerEmail": "...",
        "CrmOpportunityTeamName": "...",
        "CrmOpportunityTeamDescription": "...",
        "CrmOpportunityTeamProfileWebsite": "...",
        "CrmOpportunityOpportunityTypeName": "...",
        "CrmOpportunityResponsibleFullName": "...",
        "CreatedOn": "2018-07-03T06:23:01Z",
        "UpdatedOn": "2020-01-01T21:57:21Z",
        "UpdatedBy": "System",
        "UniqueId": "0cf10f51-216f-4f9f-ab9a-961eaa7f6f28",
        "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 CrmOpportunities by IDs

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

🔒 Requires role "CrmOpportunity-List"

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

Example request

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

Example response


{
    "Records": [{
        "Id": 1234567,
        "CrmBoardColumn": ,
        "Coworker": ,
        "Team": ,
        "OpportunityType": ,
        "Responsible": ,
        "Referrer": ,
        "Agent": ,
        "Notes": "Notes",
        "Completed": false,
        "DueDate": ,
        "Value": ,
        "LeadSource": 1,
        "LossReason": 1,
        "Status": 1,
        "WonOn": ,
        "LostOn": ,
        "Position": ,
        "CrmOpportunityCrmBoardColumnName": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Id": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Name": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Business_Id": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Business_Name": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Business_Currency_Id": "...",
        "CrmOpportunityCrmBoardColumnCrmBoard_Business_Currency_Code": "...",
        "CrmOpportunityCoworkerFullName": "...",
        "CrmOpportunityCoworkerCoworkerType": "...",
        "CrmOpportunityCoworkerCompanyName": "...",
        "CrmOpportunityCoworkerEmail": "...",
        "CrmOpportunityTeamName": "...",
        "CrmOpportunityTeamDescription": "...",
        "CrmOpportunityTeamProfileWebsite": "...",
        "CrmOpportunityOpportunityTypeName": "...",
        "CrmOpportunityResponsibleFullName": "...",
        "CreatedOn": "2018-07-03T06:23:01Z",
        "UpdatedOn": "2020-01-01T21:57:21Z",
        "UpdatedBy": "System",
        "UniqueId": "0b38cf71-c07c-4073-8ab2-9b5cd8cc81de",
        "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 CrmOpportunity by Id

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

🔒 Requires role "CrmOpportunity-Read"

URL parameters
Id: number requried

Example request

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

Example response


{
  "Id": 1234567,
  "AgentId": 12345678,
  "Completed": false,
  "CoworkerId": 12345678,
  "CrmBoardColumnId": 12345678,
  "DueDate": ,
  "LeadSource": 1,
  "LossReason": 1,
  "LostOn": ,
  "Notes": "Notes",
  "OpportunityTypeId": 12345678,
  "Position": ,
  "ReferrerId": 12345678,
  "ResponsibleId": 12345678,
  "Status": 1,
  "TeamId": 12345678,
  "Value": ,
  "WonOn": ,
  "CreatedOn": "2018-07-03T06:23:01Z",
  "UpdatedOn": "2020-01-01T21:57:21Z",
  "UpdatedBy": "System",
  "UniqueId": "725f4748-da22-4fe0-9a83-c533820ed3b4",
  "SystemId": "{ metadata: { id: 887766, processed: true } }"
}

Create new CrmOpportunity

Creates a new crmopportunity. 
POST https://spaces.nexudus.com/api/crm/crmopportunities

🔒 Requires role "CrmOpportunity-Create"

Body parameters
CrmBoardColumnId: number required
CoworkerId: number required
TeamId: number optional
OpportunityTypeId: number optional
ResponsibleId: number optional
ReferrerId: number optional
AgentId: number optional
Notes: string optional
Completed: bool optional
DueDate: DateTime? optional
Value: decimal? optional
LeadSource: Nexudus.Coworking.Core.Enums.eCrmOpportunitySource? optional
LossReason: Nexudus.Coworking.Core.Enums.eCrmOpportunityLossReason? optional
Status: Nexudus.Coworking.Core.Enums.eCrmOpportunityStatus optional
WonOn: DateTime? optional
LostOn: DateTime? optional
Position: int required

Example request

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


{
    "CrmBoardColumnId": 12345678,
    "CoworkerId": 12345678,
    "TeamId": 12345678,
    "OpportunityTypeId": 12345678,
    "ResponsibleId": 12345678,
    "ReferrerId": 12345678,
    "AgentId": 12345678,
    "Notes": "Notes",
    "Completed": false,
    "DueDate": ,
    "Value": ,
    "LeadSource": 1, //(check Enumerated values section below)
    "LossReason": 1, //(check Enumerated values section below)
    "Status": 1, //(check Enumerated values section below)
    "WonOn": ,
    "LostOn": ,
    "Position": ,
}

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 CrmOpportunity

Updates an existing crmopportunity. 
PUT https://spaces.nexudus.com/api/crm/crmopportunities

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

🔒 Requires role "CrmOpportunity-Edit"

Body parameters
Id: number required
The unique Id of the crmopportunity to update.
CrmBoardColumnId: number cleared if missing
CoworkerId: number cleared if missing
TeamId: number cleared if missing
OpportunityTypeId: number cleared if missing
ResponsibleId: number cleared if missing
ReferrerId: number cleared if missing
AgentId: number cleared if missing
Notes: string cleared if missing
Completed: bool cleared if missing
DueDate: DateTime? cleared if missing
Value: decimal? cleared if missing
LeadSource: Nexudus.Coworking.Core.Enums.eCrmOpportunitySource? cleared if missing
LossReason: Nexudus.Coworking.Core.Enums.eCrmOpportunityLossReason? cleared if missing
Status: Nexudus.Coworking.Core.Enums.eCrmOpportunityStatus cleared if missing
WonOn: DateTime? cleared if missing
LostOn: DateTime? cleared if missing
Position: int cleared if missing

Example request

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


{
    "Id": 12345678,
    "CrmBoardColumnId": 12345678,
    "CoworkerId": 12345678,
    "TeamId": 12345678,
    "OpportunityTypeId": 12345678,
    "ResponsibleId": 12345678,
    "ReferrerId": 12345678,
    "AgentId": 12345678,
    "Notes": "Notes",
    "Completed": false,
    "DueDate": ,
    "Value": ,
    "LeadSource": 1, //(check Enumerated values section below)
    "LossReason": 1, //(check Enumerated values section below)
    "Status": 1, //(check Enumerated values section below)
    "WonOn": ,
    "LostOn": ,
    "Position": ,
}

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 CrmOpportunity

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

🔒 Requires role "CrmOpportunity-Delete"

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

Example request

DELETE https://spaces.nexudus.com/api/crm/crmopportunities/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 crmopportunity 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 crmopportunity records. 
GET https://spaces.nexudus.com/api/crm/crmopportunities/commands

Example request

GET https://spaces.nexudus.com/api/crm/crmopportunities/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 crmopportunity record IDs. 
POST https://spaces.nexudus.com/api/crm/crmopportunities/runacommand
🔒 Requires role "CrmOpportunity-Edit"

Example request

POST https://spaces.nexudus.com/api/crm/crmopportunities/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
}

Enumerated values

LeadSource

GET /api/utils/enums?name=eCrmOpportunitySource

LossReason

GET /api/utils/enums?name=eCrmOpportunityLossReason

Status

GET /api/utils/enums?name=eCrmOpportunityStatus

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