freshworks Deals API

Manage sales deals and their pipeline progression.

OpenAPI Specification

freshworks-deals-api-openapi.yml Raw ↑
openapi: 3.1.0
info:
  title: Freshworks Freshcaller Accounts Deals API
  description: The Freshcaller API provides access to cloud-based phone system functionality for contact center operations. It allows developers to export call data, call recordings, user information, and agent team details stored in the Freshcaller system. The API supports integration of voice and telephony workflows into broader business applications, enabling organizations to automate call center reporting, synchronize agent data, and build custom dashboards around their phone operations.
  version: '1.0'
  contact:
    name: Freshworks Support
    url: https://support.freshcaller.com/
  termsOfService: https://www.freshworks.com/terms/
servers:
- url: https://{domain}.freshcaller.com/api/v1
  description: Freshcaller Production Server
  variables:
    domain:
      default: yourdomain
      description: Your Freshcaller subdomain
security:
- apiKeyAuth: []
tags:
- name: Deals
  description: Manage sales deals and their pipeline progression.
paths:
  /deals:
    get:
      operationId: listDeals
      summary: List all deals
      description: Retrieves a paginated list of all deals in the CRM pipeline.
      tags:
      - Deals
      parameters:
      - $ref: '#/components/parameters/PageParam'
      - $ref: '#/components/parameters/SortParam'
      - $ref: '#/components/parameters/SortTypeParam'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                type: object
                properties:
                  deals:
                    type: array
                    items:
                      $ref: '#/components/schemas/Deal'
                  meta:
                    $ref: '#/components/schemas/Meta'
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      operationId: createDeal
      summary: Create a deal
      description: Creates a new deal in the sales pipeline.
      tags:
      - Deals
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/DealCreate'
      responses:
        '200':
          description: Deal created successfully
          content:
            application/json:
              schema:
                type: object
                properties:
                  deal:
                    $ref: '#/components/schemas/Deal'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /deals/{deal_id}:
    get:
      operationId: getDeal
      summary: View a deal
      description: Retrieves the details of a specific deal by its ID.
      tags:
      - Deals
      parameters:
      - $ref: '#/components/parameters/DealIdParam'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                type: object
                properties:
                  deal:
                    $ref: '#/components/schemas/Deal'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
    put:
      operationId: updateDeal
      summary: Update a deal
      description: Updates the properties of an existing deal.
      tags:
      - Deals
      parameters:
      - $ref: '#/components/parameters/DealIdParam'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/DealCreate'
      responses:
        '200':
          description: Deal updated successfully
          content:
            application/json:
              schema:
                type: object
                properties:
                  deal:
                    $ref: '#/components/schemas/Deal'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
    delete:
      operationId: deleteDeal
      summary: Delete a deal
      description: Deletes a deal from the CRM.
      tags:
      - Deals
      parameters:
      - $ref: '#/components/parameters/DealIdParam'
      responses:
        '204':
          description: Deal deleted successfully
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
components:
  schemas:
    DealCreate:
      type: object
      required:
      - name
      - amount
      properties:
        name:
          type: string
          description: Name of the deal.
        amount:
          type: number
          description: Deal value amount.
        expected_close:
          type: string
          format: date
          description: Expected close date.
        deal_stage_id:
          type: integer
          description: ID of the deal stage.
        deal_pipeline_id:
          type: integer
          description: ID of the pipeline.
        probability:
          type: integer
          description: Probability of closing.
        sales_account_id:
          type: integer
          description: ID of the associated account.
        owner_id:
          type: integer
          description: ID of the owning agent.
        custom_field:
          type: object
          additionalProperties: true
          description: Custom field values.
    Error:
      type: object
      properties:
        description:
          type: string
          description: Human-readable error message.
        errors:
          type: array
          items:
            type: object
            properties:
              field:
                type: string
                description: Field that caused the error.
              message:
                type: string
                description: Error message.
              code:
                type: string
                description: Error code.
    Meta:
      type: object
      properties:
        total_pages:
          type: integer
          description: Total number of pages.
        total:
          type: integer
          description: Total number of records.
    Deal:
      type: object
      properties:
        id:
          type: integer
          description: Unique ID of the deal.
        name:
          type: string
          description: Name of the deal.
        amount:
          type: number
          description: Deal value amount.
        expected_close:
          type: string
          format: date
          description: Expected close date.
        deal_stage_id:
          type: integer
          description: ID of the current deal stage.
        deal_pipeline_id:
          type: integer
          description: ID of the deal pipeline.
        probability:
          type: integer
          description: Probability of closing (0-100).
          minimum: 0
          maximum: 100
        sales_account_id:
          type: integer
          description: ID of the associated account.
        owner_id:
          type: integer
          description: ID of the owning sales agent.
        currency_id:
          type: integer
          description: ID of the currency.
        custom_field:
          type: object
          additionalProperties: true
          description: Custom field values.
        created_at:
          type: string
          format: date-time
          description: Timestamp when created.
        updated_at:
          type: string
          format: date-time
          description: Timestamp when last updated.
  parameters:
    SortTypeParam:
      name: sort_type
      in: query
      description: Sort order direction.
      schema:
        type: string
        enum:
        - asc
        - desc
    PageParam:
      name: page
      in: query
      description: Page number for pagination.
      schema:
        type: integer
        minimum: 1
        default: 1
    SortParam:
      name: sort
      in: query
      description: Field to sort by.
      schema:
        type: string
    DealIdParam:
      name: deal_id
      in: path
      required: true
      description: The ID of the deal.
      schema:
        type: integer
  responses:
    NotFound:
      description: The requested resource was not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    Unauthorized:
      description: Authentication credentials are missing or invalid.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    BadRequest:
      description: The request body or parameters are invalid.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  securitySchemes:
    apiKeyAuth:
      type: apiKey
      in: header
      name: X-Api-Auth
      description: API key authentication. The API key can be found in your Freshcaller admin settings.
externalDocs:
  description: Freshcaller API Documentation
  url: https://developers.freshcaller.com/api/