v4
latestOpenAPI 3.1.02026-08-03427198448.4 KBpipeline
Make New Plan For Contact
Start a new deal cycle for a known contact.
Inserts a fresh prospecting_deals row (cycle_number = max(prior) + 1) pointing at the contact, stamped with the user-supplied goal, then enqueues a pipeline_deal_replan job seeded with mode_hint='initial_plan'.
First-cycle behavior: if no prior cycles exist, cycle_number=1 and prior_cycle_deal_id=None. The endpoint is idempotent at the cycle level via UNIQUE(org_id, dedupe_key, cycle_number).
post/api/pipeline/deals/by-contact/{contact_id}/make-new-plan
Query parameters
user_idstring nullable
org_idstring nullable
Request body
Response
Successful Response
{"stackTrail":"paths:/api/pipeline/deals/by-contact/{contact_id}/make-new-plan:post:responses:200:content:application/json:schema","oasType":"schema","type":"unknown"}