ActiveCampaign CRM Reporting API

Read-only CRM pipeline reporting and metrics.

Documentation GitHub OpenAPI

Operations 2

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /api/crm-reporting/v1/pipelines Report on each sales pipeline · List sync-enabled pipelines with deal counts, conversion %, revenue, and top… #

Ask an LLM

“Which pipelines brought in the most revenue this quarter?”

“What is the conversion rate and top account for each of my deal pipelines?”

Tell an agent

List pipelines with deal counts and revenue from {start_date} to {end_date}.

Show per-pipeline conversion for {start_date} to {end_date} in timezone {timezone}.

GET /api/crm-reporting/v1/pipelines/summary Summarize deal metrics across pipelines · Aggregate summary metric cards: deal counts, revenue, conversion %, average… #

Ask an LLM

“What is my total deal revenue and average deal size for a period?”

“How many deals did we win overall between two dates?”

Tell an agent

Give me the overall pipeline summary cards from {start_date} to {end_date}.

Summarize total revenue and conversion from {start_date} to {end_date} in {timezone}.

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Partners CRM Reporting API
  description: Partners Hub API documentation
  version: 1.0.0
servers:
- url: https://agency-partner-hub-web.global-aws-use1-p.app-us1.com/
  description: Production
tags:
- name: CRM Reporting
  description: Read-only CRM pipeline reporting and metrics.
paths:
  /api/crm-reporting/v1/pipelines:
    get:
      tags:
      - CRM Reporting
      summary: List sync-enabled pipelines with deal counts, conversion %, revenue, and top…
      operationId: get_crm_reporting_list_pipelines
      parameters:
      - name: start_date
        in: query
        required: true
        schema:
          type: string
          format: date
          example: '2026-03-01'
        example: '2026-03-01'
      - name: end_date
        in: query
        required: true
        schema:
          type: string
          format: date
          example: '2026-03-31'
        example: '2026-03-31'
      - name: timezone
        in: query
        required: false
        schema:
          type: string
          default: UTC
          example: America/New_York
        example: America/New_York
      - name: search
        in: query
        required: false
        schema:
          type:
          - string
          - 'null'
          default: null
      - name: page
        in: query
        required: false
        schema:
          type: integer
          default: 1
          minimum: 1
      - name: limit
        in: query
        required: false
        schema:
          type: integer
          default: 10
          maximum: 100
          minimum: 1
      responses:
        '200':
          description: 'Top Deals: per-pipeline counts, conversion, revenue, and top child account.'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PipelinesListResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiErrorResponse'
              example:
                type: https://tools.ietf.org/html/rfc2616#section-10
                title: An error occurred
                status: 400
                detail: Bad Request
        '401':
          description: Authorization error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedResponse'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiErrorResponse'
              example:
                type: https://tools.ietf.org/html/rfc2616#section-10
                title: An error occurred
                status: 404
                detail: Not Found
      security:
      - PartnerApiKey: []
      - PartnerJwtBearerAuth: []
  /api/crm-reporting/v1/pipelines/summary:
    get:
      tags:
      - CRM Reporting
      summary: 'Aggregate summary metric cards: deal counts, revenue, conversion %, average…'
      operationId: get_crm_reporting_pipelines_summary
      parameters:
      - name: start_date
        in: query
        required: true
        schema:
          type: string
          format: date
          example: '2026-03-01'
        example: '2026-03-01'
      - name: end_date
        in: query
        required: true
        schema:
          type: string
          format: date
          example: '2026-03-31'
        example: '2026-03-31'
      - name: timezone
        in: query
        required: false
        schema:
          type: string
          default: UTC
          example: America/New_York
        example: America/New_York
      - name: search
        in: query
        required: false
        schema:
          type:
          - string
          - 'null'
          default: null
      responses:
        '200':
          description: 'Top Deals: aggregate summary rolled up across all sync-enabled pipelines.'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PipelinesSummaryResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiErrorResponse'
              example:
                type: https://tools.ietf.org/html/rfc2616#section-10
                title: An error occurred
                status: 400
                detail: Bad Request
        '401':
          description: Authorization error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedResponse'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiErrorResponse'
              example:
                type: https://tools.ietf.org/html/rfc2616#section-10
                title: An error occurred
                status: 404
                detail: Not Found
      security:
      - PartnerApiKey: []
      - PartnerJwtBearerAuth: []
components:
  schemas:
    RangeInfo:
      required:
      - start_date
      - end_date
      - timezone
      properties:
        start_date:
          type: string
          format: date
          example: '2026-03-01'
        end_date:
          type: string
          format: date
          example: '2026-03-31'
        timezone:
          type: string
          example: America/New_York
      type: object
      additionalProperties: false
    DealsBucket:
      required:
      - count
      - revenue_cents
      properties:
        count:
          type: integer
          example: 40
        revenue_cents:
          type: integer
          example: 20340000
      type: object
      additionalProperties: false
    PipelinesSummary:
      required:
      - average_deal_revenue_cents
      - deals_open
      - deals_won
      - deals_lost
      - conversion_rate_percent
      properties:
        average_deal_revenue_cents:
          type: integer
          example: 423500
        deals_open:
          $ref: '#/components/schemas/DealsBucket'
        deals_won:
          $ref: '#/components/schemas/DealsBucket'
        deals_lost:
          $ref: '#/components/schemas/DealsBucket'
        conversion_rate_percent:
          type: number
          format: float
          example: 60
      type: object
      additionalProperties: false
    PipelinesSummaryResponse:
      required:
      - range
      - currency
      - summary
      properties:
        range:
          $ref: '#/components/schemas/RangeInfo'
        currency:
          type: string
          example: USD
        summary:
          $ref: '#/components/schemas/PipelinesSummary'
      type: object
      additionalProperties: false
    UnauthorizedResponse:
      description: Unauthorized
      example:
        error: Unauthorized
        message: Invalid credentials
    ApiViolation:
      required:
      - propertyPath
      - title
      - template
      - parameters
      properties:
        propertyPath:
          type: string
        title:
          type: string
        template:
          type: string
        parameters:
          oneOf:
          - oneOf:
            - type: array
              items: {}
            - type: object
              additionalProperties: {}
          - type: object
            additionalProperties:
              type: string
      type: object
      additionalProperties: true
    ApiErrorResponse:
      required:
      - type
      - title
      - status
      - detail
      properties:
        type:
          type: string
        title:
          type: string
        status:
          type: integer
        detail:
          type: string
        violations:
          default: null
          oneOf:
          - type:
            - array
            - 'null'
            items:
              $ref: '#/components/schemas/ApiViolation'
          - type:
            - object
            - 'null'
            additionalProperties:
              $ref: '#/components/schemas/ApiViolation'
      type: object
      additionalProperties: true
    Pagination:
      required:
      - total
      - page
      - limit
      - total_pages
      properties:
        total:
          type: integer
          example: 42
        page:
          type: integer
          example: 1
        limit:
          type: integer
          example: 10
        total_pages:
          type: integer
          example: 5
      type: object
      additionalProperties: false
    PipelineSummary:
      required:
      - id
      - name
      - deals_open
      - deals_won
      - deals_lost
      - conversion_rate_percent
      - total_revenue_cents
      properties:
        id:
          type: integer
          example: 42
        name:
          type: string
          example: Dog Bday Party
        deals_open:
          type: integer
          example: 10
        deals_won:
          type: integer
          example: 2
        deals_lost:
          type: integer
          example: 1
        conversion_rate_percent:
          type: number
          format: float
          example: 66.67
        total_revenue_cents:
          type: integer
          example: 64000
        top_account:
          oneOf:
          - $ref: '#/components/schemas/TopAccount'
          type:
          - object
          - 'null'
      type: object
      additionalProperties: false
    PipelinesListResponse:
      required:
      - range
      - currency
      - pipelines
      - pagination
      properties:
        range:
          $ref: '#/components/schemas/RangeInfo'
        currency:
          type: string
          example: USD
        pipelines:
          type: array
          items:
            $ref: '#/components/schemas/PipelineSummary'
        pagination:
          $ref: '#/components/schemas/Pagination'
      type: object
      additionalProperties: false
    TopAccount:
      required:
      - id
      - name
      properties:
        id:
          type: integer
          example: 101
        name:
          type: string
          example: Labor Finders - Chicago
      type: object
      additionalProperties: false
  securitySchemes:
    PartnerApiKey:
      type: apiKey
      description: API Token Authorization from Partner Portal
      name: api-key
      in: header
    PartnerJwtBearerAuth:
      type: http
      description: JWT Authorization header using the Partner JWT token.
      bearerFormat: JWT
      scheme: bearer