v4

latestOpenAPI 3.1.02026-08-03427198448.4 KB
prospecting

Create Deal Link

Attach a proposal / invoice / booking to a deal.

Promotes a fallback-matched ref to an explicit entity_links row, or swaps in a different target. The kanban resolver picks the most-recent linked entity, so creating a new link with the user's chosen target automatically wins over older links of the same type. Removing stale links is a separate DELETE endpoint.

post/api/prospecting/deals/{deal_id}/links

Query parameters

user_idstring nullable
org_idstring nullable

Request body

link_typestring required

proposal | invoice | booking

target_idstring required

Target entity id (proposal/invoice/booking row).

titlestring nullable

Response

Successful Response

{"stackTrail":"paths:/api/prospecting/deals/{deal_id}/links:post:responses:200:content:application/json:schema","oasType":"schema","type":"unknown"}