v1

latestOpenAPI 3.0.12026-07-268028223.9 KB

Opportunities

Get an opportunity

Retrieve an opportunity by ID

get/v1/households/{household_id}/opportunities/{id}

Path parameters

idstring required

The opportunity ID

Response

successful

idstring required

The opportunity ID

namestring required

The name of the opportunity

valueinteger nullable

The monetary value of the opportunity in dollars

probabilityinteger nullable

The probability of closing (0-100)

target_close_datestring date-time nullable

Expected close date

stage_updated_atstring date-time nullable

When the opportunity last moved stages. Useful for stage aging and pipeline reporting.

book_idstring required

The book ID

household_idstring nullable

The household ID (null for unassociated opportunities)

opportunityable_type'Household' | 'Contact' | 'Business' nullable

The related record type for this opportunity

opportunityable_idstring nullable

The related record ID for this opportunity

custom_fieldsobject

Custom field values as key-value pairs

created_atstring date-time

When the opportunity was created

updated_atstring date-time

When the opportunity was last updated

Example response

{
  "id": "abc123xyz",
  "name": "New Investment Opportunity",
  "value": 5000,
  "probability": 75,
  "book_id": "book123xyz",
  "household_id": "household123xyz",
  "pipeline": {
    "id": "pipeline123xyz",
    "name": "Sales Pipeline",
    "pipeline_type": "prospect",
    "book_id": "book123xyz",
    "pipeline_stages": [
      {
        "id": "stage123xyz",
        "name": "Qualified",
        "stage_order": 1,
        "visible": true,
        "default_probability": 50
      }
    ]
  },
  "pipeline_stage": {
    "id": "stage123xyz",
    "name": "Qualified",
    "stage_order": 1,
    "visible": true,
    "default_probability": 50
  },
  "custom_fields": {
    "lead_source": "Referral"
  },
  "assigned_to": {
    "id": "abc123xyz",
    "email": "user@example.com",
    "first_name": "John",
    "last_name": "Doe",
    "api_access": {
      "auth_type": "personal_access_token",
      "scope": "read_write"
    }
  }
}