ActiveCampaign Deals API

The Deals API from ActiveCampaign — 25 operation(s) for deals.

Documentation

Specifications

Schemas & Data

Other Resources

OpenAPI Specification

activecampaign-deals-api-openapi.yml Raw ↑
openapi: 3.0.3
info:
  title: ActiveCampaign SMS Broadcast Accounts Deals API
  description: API for managing SMS broadcasts, lists, metrics, and AI-powered content generation in ActiveCampaign
  version: 3.0.0
  contact:
    name: ActiveCampaign Support
    url: https://www.activecampaign.com
  x-generated-from: documentation
servers:
- url: https://{yourAccountName}.api-us1.com/api/3
  description: US-based Users
  variables:
    yourAccountName:
      default: yourAccountName
security:
- ApiToken: []
tags:
- name: Deals
paths:
  /deals:
    post:
      summary: ActiveCampaign Create a Deal
      description: Create a new deal
      operationId: create-a-deal-new
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                deal:
                  properties:
                    title:
                      type: string
                      description: Deal's title.
                    description:
                      type: string
                      description: Deal's description
                    account:
                      type: string
                      description: Deal’s account id. Required if `deal.contact` is not provided.
                    contact:
                      type: string
                      description: Deal's primary contact's id. Required if `deal.account` is not provided.
                    value:
                      type: integer
                      description: Deal's value in cents. (i.e. $456.78 => 45678). Must be greater than or equal to zero.
                      format: int32
                    currency:
                      type: string
                      description: Deal's currency in 3-digit ISO format, lowercased.
                    group:
                      type: string
                      description: Deal's pipeline id. Required if `deal.stage` is not provided. If `deal.group` is not provided, the stage's pipeline will be assigned to the deal automatically.
                    stage:
                      type: string
                      description: Deal's stage id. Required if `deal.group` is not provided. If `deal.stage` is not provided, the deal will be assigned with the first stage in the pipeline provided in `deal.group`.
                    owner:
                      type: string
                      description: Deal's owner id. Required if pipeline's auto-assign option is disabled.
                    percent:
                      type: integer
                      description: Deal's percentage.
                      format: int32
                    status:
                      type: integer
                      description: Deal's status. See [available values](ref:deal).
                      default: 0
                      format: int32
                    fields:
                      type: array
                      description: 'Deal''s custom field values `{customFieldId: string, fieldValue: string, fieldCurrency?:string}[]`'
                      items:
                        properties:
                          customFieldId:
                            type: integer
                            description: Field ID, ID of the Custom Field Meta Data
                            format: int32
                          fieldValue:
                            type: string
                            description: Updated field value. For `currency` field, this needs to be in cents not dollars (or 100 x Base Unit).
                          fieldCurrency:
                            type: string
                            description: Required only for the `currency` field type. The three letter currency code for the currency value
                        required:
                        - customFieldId
                        - fieldValue
                        type: object
                  required:
                  - title
                  - account
                  - contact
                  - value
                  - currency
                  - group
                  - stage
                  - owner
                  type: object
              required:
              - deal
            examples:
              POST /deals (Example REQUEST):
                value:
                  deal:
                    contact: '51'
                    account: '45'
                    description: This deal is an important deal
                    currency: usd
                    group: '1'
                    owner: '1'
                    percent: null
                    stage: '1'
                    status: 0
                    title: AC Deal
                    value: 45600
                    fields:
                    - customFieldId: 1
                      fieldValue: First field value
                    - customFieldId: 2
                      fieldValue: '2008-01-20'
                    - customFieldId: 3
                      fieldValue: 5500
                      fieldCurrency: EUR
      responses:
        '201':
          description: '201'
          content:
            application/json:
              examples:
                Result:
                  value:
                    contacts:
                    - adate: '2017-02-06 15:50:11'
                      bounced_date: '0000-00-00'
                      bounced_hard: '0'
                      bounced_soft: '0'
                      cdate: '2017-02-03T11:26:41-06:00'
                      deleted: '0'
                      edate: '0000-00-00 00:00:00'
                      email: johndoe@example.com
                      email_domain: ''
                      email_local: ''
                      firstName: ''
                      gravatar: '1'
                      hash: e1705a92f24edf5313ed21df44d6ff5f
                      id: '51'
                      ip: '0'
                      lastName: ''
                      links:
                        bounceLogs: /api/3/contacts/51/bounceLogs
                        contactAutomations: /api/3/contacts/51/contactAutomations
                        contactData: /api/3/contacts/51/contactData
                        contactDeals: /api/3/contacts/51/contactDeals
                        contactGoals: /api/3/contacts/51/contactGoals
                        contactLists: /api/3/contacts/51/contactLists
                        contactLogs: /api/3/contacts/51/contactLogs
                        contactTags: /api/3/contacts/51/contactTags
                        deals: /api/3/contacts/51/deals
                        fieldValues: /api/3/contacts/51/fieldValues
                        geoIps: /api/3/contacts/51/geoIps
                        notes: /api/3/contacts/51/notes
                        organization: /api/3/contacts/51/organization
                        plusAppend: /api/3/contacts/51/plusAppend
                        scoreValues: /api/3/contacts/51/scoreValues
                        trackingLogs: /api/3/contacts/51/trackingLogs
                      organization: null
                      orgid: '0'
                      phone: ''
                      rating_tstamp: '0000-00-00'
                      segmentio_id: ''
                      sentcnt: '0'
                      socialdata_lastcheck: '0000-00-00 00:00:00'
                      ua: ''
                      udate: '2017-02-03T11:26:41-06:00'
                    deal:
                      description: This deal is an important deal
                      currency: usd
                      percent: null
                      status: 0
                      title: AC Deal
                      value: 45600
                      organization: 45
                      contact: 1
                      group: '1'
                      owner: '1'
                      stage: '1'
                      cdate: '2019-12-09T12:29:33-06:00'
                      mdate: '2019-12-09T12:29:33-06:00'
                      nextdate: null
                      hash: c3a5497c
                      winProbability: null
                      winProbabilityMdate: null
                      links:
                        dealActivities: /api/3/deals/51/dealActivities
                        contact: /api/3/deals/51/contact
                        contactDeals: /api/3/deals/51/contactDeals
                        group: /api/3/deals/51/group
                        nextTask: /api/3/deals/51/nextTask
                        notes: /api/3/deals/51/notes
                        account: /api/3/deals/51/account
                        customerAccount: /api/3/deals/51/customerAccount
                        organization: /api/3/deals/51/organization
                        owner: /api/3/deals/51/owner
                        scoreValues: /api/3/deals/51/scoreValues
                        stage: /api/3/deals/51/stage
                        tasks: /api/3/deals/51/tasks
                        dealCustomFieldData: /api/3/deals/51/dealCustomFieldData
                      fields:
                      - customFieldId: 1
                        fieldValue: First field value
                        dealId: '51'
                      - customFieldId: 2
                        fieldValue: '2008-01-20'
                        dealId: '51'
                      - customFieldId: 3
                        fieldValue: 5500
                        fieldCurrency: EUR
                        dealId: '51'
                      id: '51'
                      isDisabled: false
                      account: 45
                      customerAccount: 45
                    dealStages:
                    - cardRegion1: title
                      cardRegion2: next-action
                      cardRegion3: show-avatar
                      cardRegion4: contact-fullname-orgname
                      cardRegion5: value
                      cdate: '2017-01-20T09:27:32-06:00'
                      color: C481DF
                      dealOrder: next-action DESC
                      group: '1'
                      id: '1'
                      links:
                        group: /api/3/dealStages/1/group
                      order: '1'
                      title: To Contact
                      udate: '2017-01-20T09:27:32-06:00'
                      width: '280'
        '400':
          description: '400'
          content:
            application/json:
              examples:
                Result:
                  value: '{}'
              schema:
                type: object
                properties: {}
      deprecated: false
      tags:
      - Deals
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    get:
      summary: ActiveCampaign List All Deals
      description: Retrieve all existing deals
      operationId: list-all-deals
      parameters:
      - name: filters[search]
        in: query
        description: Search text to use with `search_field` parameter.
        schema:
          type: string
      - name: filters[search_field]
        in: query
        description: Field to search for. See [available values](https://developers.activecampaign.com/reference/deal#deals-parameters-available-values).
        schema:
          type: string
      - name: filters[title]
        in: query
        description: Filter by deal's title
        schema:
          type: string
      - name: filters[stage]
        in: query
        description: Filter by deal's stage
        schema:
          type: integer
          format: int32
      - name: filters[group]
        in: query
        description: Filter by deal's pipeline
        schema:
          type: integer
          format: int32
      - name: filters[status]
        in: query
        description: Filter by deal's status.  See [available values](https://developers.activecampaign.com/reference/deal#deals-parameters-available-values)
        schema:
          type: integer
          format: int32
      - name: filters[owner]
        in: query
        description: Filter by deal's owner
        schema:
          type: integer
          format: int32
      - name: filters[nextdate_range]
        in: query
        description: Filter by deal's tasks due dates. See [available values](https://developers.activecampaign.com/reference/deal#deals-parameters-available-values)
        schema:
          type: string
      - name: filters[tag]
        in: query
        description: Filter by tag names associated with deal's primary contact. See [available values](https://developers.activecampaign.com/reference/deal#deals-parameters-available-values).
        schema:
          type: string
      - name: filters[tasktype]
        in: query
        description: Filter by deals that have tasks with given type
        schema:
          type: string
      - name: filters[created_before]
        in: query
        description: Returns deals that are created less than given date
        schema:
          type: string
          format: date
      - name: filters[created_after]
        in: query
        description: Returns deals that are created greater than or equal to given date
        schema:
          type: string
          format: date
      - name: filters[updated_before]
        in: query
        description: Returns deals that are updated less than given date
        schema:
          type: string
          format: date
      - name: filters[updated_after]
        in: query
        description: Returns deals that are updated greater than or equal to given date
        schema:
          type: string
          format: date
      - name: filters[organization]
        in: query
        description: Filter by deal's primary contact's organization's id
        schema:
          type: integer
          format: int32
      - name: filters[minimum_value]
        in: query
        description: In USD with dollar portion. Returns deals whose values are greater than or equal to given value
        schema:
          type: integer
          format: int32
      - name: filters[maximum_value]
        in: query
        description: In USD with dollar portion. Returns deals whose values are less than or equal to given value
        schema:
          type: integer
          format: int32
      - name: filters[score_greater_than]
        in: query
        description: In a format of `<score_id>:<score_value>`. Returns deals whose score value is greater than given value
        schema:
          type: string
      - name: filters[score_less_than]
        in: query
        description: In a format of `<score_id>:<score_value>`. Returns deals whose score value is less than given value
        schema:
          type: string
      - name: filters[score]
        in: query
        description: In a format of `<score_id>:<score_value>`. Returns deals whose score value is equal to given value
        schema:
          type: string
      - name: orders[title]
        in: query
        description: Order by deal's title.
        schema:
          type: string
          default: ASC
      - name: orders[value]
        in: query
        description: Order by deal's value.
        schema:
          type: string
          default: ASC
      - name: orders[cdate]
        in: query
        description: Order by deal's created date.
        schema:
          type: string
          default: ASC
      - name: orders[contact_name]
        in: query
        description: Order by deal's primary contact's first name.
        schema:
          type: string
          default: ASC
      - name: orders[contact_orgname]
        in: query
        description: Order by deal's primary contact's organization name.
        schema:
          type: string
          default: ASC
      - name: orders[next-action]
        in: query
        description: Order by deal's next task's due date first. Then append deals with no next task. Lastly append deals with overdue tasks. If dates are the same, order by deal's id.
        schema:
          type: string
          default: ASC
      responses:
        '200':
          description: '200'
          content:
            application/json:
              examples:
                Result:
                  value: "{\n  \"deals\": [\n    {\n      \"owner\": \"1\",\n      \"contact\": \"39\",\n      \"organization\": \"20\",\n      \"group\": \"1\",\n      \"stage\": \"2\",\n      \"title\": \"Able Hyena\",\n      \"description\": \"Article do skill hope.\",\n      \"percent\": \"0\",\n      \"cdate\": \"2019-09-06T11:29:48-05:00\",\n      \"mdate\": \"2019-09-06T11:29:48-05:00\",\n      \"nextdate\": null,\n      \"nexttaskid\": null,\n      \"value\": \"1872151\",\n      \"currency\": \"usd\",\n      \"winProbability\": 44,\n      \"winProbabilityMdate\": \"2019-10-05T12:27:22-05:00\",\n      \"status\": \"0\",\n      \"activitycount\": \"1\",\n      \"nextdealid\": \"46\",\n      \"edate\": \"2019-11-22 14:15:37\",\n      \"links\": {\n      \"dealActivities\": \"/api/3/deals/46/dealActivities\",\n      \"contact\":\"/api/3/deals/46/contact\",\n      \"contactDeals\": \"/api/3/deals/46/contactDeals\",\n      \"group\": \"/api/3/deals/46/group\",\n      \"nextTask\": \"/api/3/deals/46/nextTask\",\n      \"notes\": \"/api/3/deals/46/notes\",\n      \"account\": \"/api/3/deals/46/account\",\n      \"customerAccount\": \"/api/3/deals/46/customerAccount\",\n      \"organization\": \"/api/3/deals/46/organization\",\n      \"owner\": \"/api/3/deals/46/owner\",\n      \"scoreValues\": \"/api/3/deals/46/scoreValues\",\n      \"stage\": \"/api/3/deals/46/stage\",\n      \"tasks\": \"api/3/deals/46/tasks\",\n      \"dealCustomFieldData\": \"/api/3/deals/46/dealCustomFieldData\"\n\t\t},\n    \"id\": \"46\",\n    \"isDisabled\": false,\n    \"account\": \"20\",\n    \"customerAccount\": \"20\"\n\t\t},\n    {\n      \"activitycount\": \"62\",\n      \"cdate\": \"2017-01-20T09:28:02-06:00\",\n      \"contact\": \"44\",\n      \"currency\": \"usd\",\n      \"edate\": \"0000-00-00 00:00:00\",\n      \"group\": \"2\",\n      \"hash\": \"d6ca7d0b\",\n      \"id\": \"1\",\n      \"links\": {\n        \"dealActivities\": \"/api/3/deals/1/dealActivities\",\n        \"contact\": \"/api/3/deals/1/contact\",\n        \"contactDeals\": \"/api/3/deals/1/contactDeals\",\n        \"group\": \"/api/3/deals/1/group\",\n        \"nextTask\": \"/api/3/deals/1/nextTask\",\n        \"notes\": \"/api/3/deals/1/notes\",\n        \"organization\": \"/api/3/deals/1/organization\",\n        \"owner\": \"/api/3/deals/1/owner\",\n        \"scoreValues\": \"/api/3/deals/1/scoreValues\",\n        \"stage\": \"/api/3/deals/1/stage\",\n        \"tasks\": \"/api/3/deals/1/tasks\"\n      },\n      \"mdate\": \"2017-02-06T12:21:12-06:00\",\n      \"nextTask\": \"2\",\n      \"nextdate\": \"2017-02-06T12:00:00-06:00\",\n      \"nextdealid\": \"1\",\n      \"nexttaskid\": \"2\",\n      \"organization\": null,\n      \"owner\": \"1\",\n      \"percent\": \"0\",\n      \"stage\": \"3\",\n      \"status\": \"1\",\n      \"title\": \"Test Deal\",\n      \"description\": \"A deal that will make a big difference\",\n      \"value\": \"10000\"\n    },\n    {\n        \"id\": \"2\",\n        \"isDisabled\": 1,\n        \"title\": \"Demo Requested\"\n    }\n  ],\n  \"meta\": {\n    \"currencies\": {\n      \"USD\": {\n        \"currency\": \"USD\",\n        \"total\": \"3\",\n        \"value\": \"30000\"\n      }\n    },\n    \"total\": 3\n  }\n}"
              schema:
                type: object
                properties:
                  deals:
                    type: array
                    items:
                      type: object
                      properties:
                        owner:
                          type: string
                          example: '1'
                        contact:
                          type: string
                          example: '39'
                        organization:
                          type: string
                          example: '20'
                        group:
                          type: string
                          example: '1'
                        stage:
                          type: string
                          example: '2'
                        title:
                          type: string
                          example: Able Hyena
                        description:
                          type: string
                          example: Article do skill hope.
                        percent:
                          type: string
                          example: '0'
                        cdate:
                          type: string
                          example: '2019-09-06T11:29:48-05:00'
                        mdate:
                          type: string
                          example: '2019-09-06T11:29:48-05:00'
                        nextdate: {}
                        nexttaskid: {}
                        value:
                          type: string
                          example: '1872151'
                        currency:
                          type: string
                          example: usd
                        winProbability:
                          type: integer
                          example: 44
                          default: 0
                        winProbabilityMdate:
                          type: string
                          example: '2019-10-05T12:27:22-05:00'
                        status:
                          type: string
                          example: '0'
                        activitycount:
                          type: string
                          example: '1'
                        nextdealid:
                          type: string
                          example: '46'
                        edate:
                          type: string
                          example: '2019-11-22 14:15:37'
                        links:
                          type: object
                          properties:
                            dealActivities:
                              type: string
                              example: /api/3/deals/46/dealActivities
                            contact:
                              type: string
                              example: /api/3/deals/46/contact
                            contactDeals:
                              type: string
                              example: /api/3/deals/46/contactDeals
                            group:
                              type: string
                              example: /api/3/deals/46/group
                            nextTask:
                              type: string
                              example: /api/3/deals/46/nextTask
                            notes:
                              type: string
                              example: /api/3/deals/46/notes
                            account:
                              type: string
                              example: /api/3/deals/46/account
                            customerAccount:
                              type: string
                              example: /api/3/deals/46/customerAccount
                            organization:
                              type: string
                              example: /api/3/deals/46/organization
                            owner:
                              type: string
                              example: /api/3/deals/46/owner
                            scoreValues:
                              type: string
                              example: /api/3/deals/46/scoreValues
                            stage:
                              type: string
                              example: /api/3/deals/46/stage
                            tasks:
                              type: string
                              example: api/3/deals/46/tasks
                            dealCustomFieldData:
                              type: string
                              example: /api/3/deals/46/dealCustomFieldData
                        id:
                          type: string
                          example: '46'
                        isDisabled:
                          type: boolean
                          example: false
                          default: true
                        account:
                          type: string
                          example: '20'
                        customerAccount:
                          type: string
                          example: '20'
                  meta:
                    type: object
                    properties:
                      currencies:
                        type: object
                        properties:
                          USD:
                            type: object
                            properties:
                              currency:
                                type: string
                                example: USD
                              total:
                                type: string
                                example: '3'
                              value:
                                type: string
                                example: '30000'
                      total:
                        type: integer
                        example: 3
                        default: 0
        '400':
          description: '400'
          content:
            application/json:
              examples:
                Result:
                  value: '{}'
              schema:
                type: object
                properties: {}
      deprecated: false
      tags:
      - Deals
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
  /deals/{id}:
    get:
      summary: ActiveCampaign Retrieve a Deal
      description: Retrieve an existing deal
      operationId: retrieve-a-deal
      parameters:
      - name: id
        in: path
        description: The Deal's id
        schema:
          type: integer
          format: int32
        required: true
      responses:
        '200':
          description: '200'
          content:
            application/json:
              examples:
                with pipeline permission:
                  value: "{\n  \"deal\": {\n    \"owner\": \"1\",\n    \"contact\": \"39\",\n    \"organization\": \"20\",\n    \"group\": \"1\",\n    \"stage\": \"2\",\n    \"title\": \"Able Hyena\",\n    \"description\": \"Article do skill hope.\",\n    \"percent\": \"0\",\n    \"cdate\": \"2019-09-06T11:29:48-05:00\",\n    \"mdate\": \"2019-09-06T11:29:48-05:00\",\n    \"nextdate\": null,\n    \"nexttaskid\": null,\n    \"value\": \"1872151\",\n    \"currency\": \"usd\",\n    \"winProbability\": 44,\n    \"winProbabilityMdate\": \"2019-10-05T12:27:22-05:00\",\n    \"status\": \"0\",\n    \"activitycount\": \"1\",\n    \"nextdealid\": \"46\",\n    \"edate\": \"2019-11-22 14:15:37\",\n    \"links\": {\n    \t\"dealActivities\": \"/api/3/deals/46/dealActivities\",\n    \t\"contact\":/api/3/deals/46/contact\",\n    \t\"contactDeals\": \"/api/3/deals/46/contactDeals\",\n    \t\"group\": \"/api/3/deals/46/group\",\n    \t\"nextTask\": \"/api/3/deals/46/nextTask\",\n    \t\"notes\": \"/api/3/deals/46/notes\",\n    \t\"account\": \"/api/3/deals/46/account\",\n    \t\"customerAccount\": \"/api/3/deals/46/customerAccount\",\n    \t\"organization\": \"/api/3/deals/46/organization\",\n    \t\"owner\": \"/api/3/deals/46/owner\",\n    \t\"scoreValues\": \"/api/3/deals/46/scoreValues\",\n    \t\"stage\": \"/api/3/deals/46/stage\",\n    \t\"tasks\": \"api/3/deals/46/tasks\",\n    \t\"dealCustomFieldData\": \"/api/3/deals/46/dealCustomFieldData\"\n    },\n    \"id\": \"46\",\n    \"isDisabled\": false,\n    \"account\": \"20\",\n    \"customerAccount\": \"20\"\n    }\n}"
                without pipeline permission:
                  value: "{\n  \"deal\": {\n    \"id\": \"2\",\n    \"isDisabled\": true,\n    \"title\": \"Demo Requested\"\n  }\n}"
              schema:
                type: object
                properties:
                  deal:
                    type: object
                    properties:
                      id:
                        type: string
                        example: '2'
                      isDisabled:
                        type: boolean
                        example: true
                        default: true
                      title:
                        type: string
                        example: Demo Requested
      deprecated: false
      tags:
      - Deals
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    put:
      summary: ActiveCampaign Update a Deal
      description: Update an existing deal
      operationId: update-a-deal-new
      parameters:
      - name: id
        in: path
        description: The Deal's id
        schema:
          type: integer
          format: int32
        required: true
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                deal:
                  properties:
                    title:
                      type: string
                      description: Deal's title.
                    description:
                      type: string
                      description: Deal's description
                    account:
                      type: string
                      description: Deal's account id
                    contact:
                      type: string
                      description: Deal's primary contact id.
                    value:
                      type: integer
                      description: Deal's value in cents. (i.e. $456.78 => 45678). Must be greater than or equal to zero.
                      format: int32
                    currency:
                      type: string
                      description: Deal's currency in 3-digit ISO format, lowercased.
                    group:
                      type: string
                      description: Deal's pipeline id. Deal's stage or `deal.stage` should belong to `deal.group`.
                    stage:
                      type: string
                      description: Deal's stage id. `deal.stage` should belong to Deal's pipeline or `deal.group`.
                      default: '0'
                    owner:
                      type: string
                      description: Deal's owner id.
                    percent:
                      type: integer
                      description: Deal's percentage.
                      format: int32
                    status:
                      type: integer
                      description: Deal's status (0="open", 1="won", or 2="lost")
                      default: 0
                      format: int32
                    fields:
                      type: array
                      description: 'Deal''s custom field values `{customFieldId: string, fieldValue: string, fieldCurrency?:string}[]`'
                      items:
                        properties:
                          customFieldId:
                            type: integer
                            description: Field ID, ID of the Custom Field Meta Data
                            format: int32
                          fieldValue:
                            type: string
                            description: Updated field value. For `currency` field, this needs to be in cents not dollars (or 100 x Base Unit).
                          fieldCurrency:
                            type: string
                            description: Required only for the `currency` field type. The three letter currency code for the currency value
                        required:
                        - customFieldId
                        - fieldValue
                        type: object
                  required: []
                  type: object
            examples:
              Request Example:
                value:
                  deal:
                    contact: '51'
                    account: '45'
                    description: This deal is an important deal
                    currency: usd
                    group: '1'
                    owner: '1'
                    percent: null
                    stage: '1'
                    status: 0
                    title: AC Deal
                    value: 45600
                    fields:
                    - customFieldId: 1
                      f

# --- truncated at 32 KB (242 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/activecampaign/refs/heads/main/openapi/activecampaign-deals-api-openapi.yml