Clevergy

Clevergy Sales Opportunities API

The Sales Opportunities API from Clevergy — 3 operation(s) for sales opportunities.

Documentation GitHub OpenAPI

Operations 4

GET /sales-opportunities List sales opportunities #

GET /sales-opportunities/contract/{id} Get contract sales opportunity details #

PATCH /sales-opportunities/contract/{id} Update contract sales opportunity status #

DELETE /sales-opportunities/{id} Delete a sales opportunity #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Clevergy Connect Sales Opportunities API
  description: Connect enables Clevergy customers to build integrations with the Clevergy platform. To request access please write to soporte.clientes@clever.gy
  version: 1.0.0
servers:
- url: https://connect.clever.gy
security:
- key: []
tags:
- name: Sales Opportunities
paths:
  /sales-opportunities:
    get:
      summary: List sales opportunities
      description: 'Returns a paginated list of sales opportunities for the tenant.

        Currently only CONTRACT opportunities are returned.

        Results are sorted by createdAt descending.

        '
      tags:
      - Sales Opportunities
      operationId: getSalesOpportunities
      parameters:
      - name: page
        in: query
        description: Number of the page starting at 1
        required: false
        schema:
          type: integer
          format: int32
          default: 1
      - name: size
        in: query
        description: Size of the page (max 100)
        required: false
        schema:
          type: integer
          format: int32
          default: 10
      - name: status
        in: query
        description: Filter by status. Multiple values can be comma-separated.
        required: false
        schema:
          type: string
          enum:
          - STARTED
          - POTENTIAL
          - FORMALIZED
          - CONVERTED
          - REJECTED
      - name: product
        in: query
        description: 'Filter by product. Currently only CONTRACT is supported; other values return 400.

          '
        required: false
        schema:
          type: string
          enum:
          - CONTRACT
      responses:
        '200':
          description: Paginated list of sales opportunities
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SalesOpportunitiesPage'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HttpErrorBadRequest'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HttpErrorUnauthorized'
        default:
          description: Unexpected error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
  /sales-opportunities/contract/{id}:
    get:
      summary: Get contract sales opportunity details
      description: 'Returns the details of a CONTRACT sales opportunity, including contracting

        payload fields (contact data, CUPS, IBAN, invoice references, etc.).

        Returns 404 if the opportunity does not exist or is not a CONTRACT product.

        '
      tags:
      - Sales Opportunities
      operationId: getContractSalesOpportunity
      parameters:
      - name: id
        in: path
        description: Sales opportunity ID
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Contract sales opportunity details
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ContractSalesOpportunity'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HttpErrorUnauthorized'
        '404':
          description: Not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HttpErrorNotFound'
        default:
          description: Unexpected error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
    patch:
      summary: Update contract sales opportunity status
      description: 'Partially updates a CONTRACT sales opportunity. Currently only the status

        field is supported. Returns the updated opportunity.

        Returns 404 if the opportunity does not exist or is not a CONTRACT product.

        '
      tags:
      - Sales Opportunities
      operationId: patchContractSalesOpportunity
      parameters:
      - name: id
        in: path
        description: Sales opportunity ID
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Updated contract sales opportunity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ContractSalesOpportunity'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HttpErrorBadRequest'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HttpErrorUnauthorized'
        '404':
          description: Not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HttpErrorNotFound'
        default:
          description: Unexpected error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PatchContractSalesOpportunityRequest'
        description: Fields to update
        required: true
  /sales-opportunities/{id}:
    delete:
      summary: Delete a sales opportunity
      description: 'Hard-deletes a sales opportunity. Currently only CONTRACT opportunities are

        supported; other products return 404. Related notes are removed by cascade.

        Emits a Pub/Sub DELETE event (tenant webhooks are not notified for DELETE).

        '
      tags:
      - Sales Opportunities
      operationId: deleteSalesOpportunity
      parameters:
      - name: id
        in: path
        description: Sales opportunity ID
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Deleted contract sales opportunity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ContractSalesOpportunity'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HttpErrorUnauthorized'
        '404':
          description: Not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HttpErrorNotFound'
        default:
          description: Unexpected error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
components:
  schemas:
    HttpErrorNotFound:
      type: object
      properties:
        timestamp:
          description: Request date and time
          type: string
          example: '2023-12-26T10:23:19.508+00:00'
        status:
          description: Http error code
          type: integer
          format: int32
          example: 404
        error:
          description: Http error description
          type: string
          example: Not Found
        path:
          description: Request path
          type: string
          example: /auth/alice.smith@gmail.com/token
    PatchContractSalesOpportunityRequest:
      type: object
      description: Partial update for a CONTRACT sales opportunity
      properties:
        status:
          type: string
          enum:
          - STARTED
          - POTENTIAL
          - FORMALIZED
          - CONVERTED
          - REJECTED
      required:
      - status
    HttpErrorUnauthorized:
      type: object
      properties:
        timestamp:
          description: Request date and time
          type: string
          example: '2023-12-26T10:23:19.508+00:00'
        status:
          description: Http error code
          type: integer
          format: int32
          example: 401
        error:
          description: Http error description
          type: string
          example: Unauthorized
        path:
          description: Request path
          type: string
          example: /auth/john.doe@gmail.com/token
    HttpErrorBadRequest:
      type: object
      properties:
        timestamp:
          description: Request date and time
          type: string
          example: '2023-12-26T10:23:19.508+00:00'
        status:
          description: Http error code
          type: integer
          format: int32
          example: 400
        error:
          description: Http error description
          type: string
          example: Bad Request
        path:
          description: Request path
          type: string
          example: /users
    SalesOpportunitySummary:
      type: object
      description: Summary of a sales opportunity
      properties:
        id:
          type: string
        product:
          type: string
          enum:
          - CONTRACT
          - SOLAR
          - HEATPUMP
          - BATTERY
          - DEVICES
          - EV
          - OTHER
        status:
          type: string
          enum:
          - STARTED
          - POTENTIAL
          - FORMALIZED
          - CONVERTED
          - REJECTED
        userId:
          type: string
        holder:
          type: string
        email:
          type: string
        phoneNumber:
          type: string
        nif:
          type: string
        houseId:
          type: string
        address:
          type: string
        createdAt:
          type: string
          format: date-time
        updatedAt:
          type: string
          format: date-time
      required:
      - id
      - product
      - status
      - createdAt
      - updatedAt
    Error:
      type: object
      required:
      - code
      - message
      properties:
        code:
          type: integer
          format: int32
        message:
          type: string
    ContractSalesOpportunity:
      type: object
      description: CONTRACT sales opportunity details including contracting payload fields
      properties:
        id:
          type: string
        product:
          type: string
          enum:
          - CONTRACT
        status:
          type: string
          enum:
          - STARTED
          - POTENTIAL
          - FORMALIZED
          - CONVERTED
          - REJECTED
        userId:
          type: string
        holder:
          type: string
        nif:
          type: string
        email:
          type: string
        phoneNumber:
          type: string
        houseId:
          type: string
        address:
          type: string
        tariffId:
          type: string
        createdAt:
          type: string
          format: date-time
        updatedAt:
          type: string
          format: date-time
        referralCode:
          type: string
        invoiceId:
          type: string
        invoiceAnalysisId:
          type: string
        contractedPower:
          type: array
          items:
            type: number
            format: double
        contactEmail:
          type: string
        contactName:
          type: string
        contactSurname:
          type: string
        contactPhone:
          type: string
        contactNif:
          type: string
        cups:
          type: string
        addressBlockNumber:
          type: string
        addressFloor:
          type: string
        addressStaircase:
          type: string
        addressDoor:
          type: string
        addressPostalCode:
          type: string
        addressAdditionalInfo:
          type: string
        bankAccountHolder:
          type: string
        iban:
          type: string
        submitted:
          type: boolean
      required:
      - id
      - product
      - status
      - createdAt
      - updatedAt
    SalesOpportunitiesPage:
      type: object
      description: Paginated list of sales opportunities
      properties:
        size:
          type: integer
          description: Number of elements in the page requested
        page:
          type: integer
          description: Number of the page requested
        totalPages:
          type: integer
          description: Number of total pages
        totalElements:
          type: integer
          description: Number of total elements in the list
        elements:
          type: array
          description: List of sales opportunities
          items:
            $ref: '#/components/schemas/SalesOpportunitySummary'
      required:
      - size
      - page
      - totalPages
      - totalElements
      - elements
  securitySchemes:
    key:
      type: apiKey
      in: header
      name: clevergy-api-key
x-google-endpoints:
- name: connect.clever.gy
  allowCors: true
x-google-backend:
  address: https://public-front-back-tl56gypzra-ew.a.run.app