Proton.ai

Proton.ai Opportunities API

The Opportunities API from Proton.ai — 8 operation(s) for opportunities.

Documentation GitHub OpenAPI

Operations 10

POST /{company}/opportunities Create Opportunity #

GET /{company}/opportunities/{opportunity_id} Get Opportunity #

PATCH /{company}/opportunities/{opportunity_id} Update Opportunity #

DELETE /{company}/opportunities/{opportunity_id} Delete Opportunity #

GET /{company}/opportunities/{opportunity_id}/activity_feed Get Opportunity Activity Feed #

POST /{company}/opportunities/search Search Opportunities #

POST /{company}/pipelines/{pipeline_id}/export Export Opportunities #

POST /{company}/pipelines/{pipeline_id}/metrics Calculate Pipeline Metrics #

POST /{company}/pipelines/metrics Calculate Pipeline Metrics All #

GET /{company}/pipelines/{pipeline_id}/mock_users Get Pipeline Mockable Users #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Proton Call Notes Opportunities API
  version: 1.0.0
  description: The Proton API is an AI-powered suite of REST endpoints for product recommendations and CRM actions (customers, contacts, opportunities, quotes, leads, call notes, tasks, tracking) for B2B distributors. Requests require a static API key in the X-Api-Key header, supplied by Proton at the start of an integration. Derived by API Evangelist from the provider's published public Postman documentation at https://api.proton.ai/.
  contact:
    name: Proton.ai
    url: https://www.proton.ai/
servers:
- url: https://api.proton.ai
  description: 'Production (tenant path: /{company}/...)'
security:
- ApiKeyAuth: []
tags:
- name: Opportunities
paths:
  /{company}/opportunities:
    post:
      operationId: createOpportunity
      summary: Create Opportunity
      tags:
      - Opportunities
      description: 'We think of an opportunity which could be in serveral possible discreet stages as defined initially.

        Request Body fields


        pipeline_id: The uid of the pipline in which this opportunity gets created.

        stage_id: The id of the stage in which this opportunity is created.

        title : Title of the opportunity

        owner : List of user ids (generally emails) for the owners of the opportunities

        customer_id : Customer or Account id for which this opportunity is meant to be

        contact_id: The id of the contact associat'
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
  /{company}/opportunities/{opportunity_id}:
    get:
      operationId: getOpportunity
      summary: Get Opportunity
      tags:
      - Opportunities
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: opportunity_id
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
    patch:
      operationId: updateOpportunity
      summary: Update Opportunity
      tags:
      - Opportunities
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: opportunity_id
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
    delete:
      operationId: deleteOpportunity
      summary: Delete Opportunity
      tags:
      - Opportunities
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: opportunity_id
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
  /{company}/opportunities/{opportunity_id}/activity_feed:
    get:
      operationId: getOpportunityActivityFeed
      summary: Get Opportunity Activity Feed
      tags:
      - Opportunities
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: opportunity_id
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
  /{company}/opportunities/search:
    post:
      operationId: searchOpportunities
      summary: Search Opportunities
      tags:
      - Opportunities
      description: 'The search route allows users to query opportunities based on various attributes using a structured filtering syntax. Each attribute can be filtered using specific operators that act on the values of the fields within an opportunity. The operators define conditions such as equality, inequality, containment, and comparisons.

        Constructing Queries

        Query Syntax

        Queries are constructed as JSON objects where each key corresponds to an opportunity attribute, and the value is another JSON object specify'
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
  /{company}/pipelines/{pipeline_id}/export:
    post:
      operationId: exportOpportunities
      summary: Export Opportunities
      tags:
      - Opportunities
      description: 'The search route allows users to query opportunities based on various attributes using a structured filtering syntax. Each attribute can be filtered using specific operators that act on the values of the fields within an opportunity. The operators define conditions such as equality, inequality, containment, and comparisons.

        Constructing Queries

        Query Syntax

        Queries are constructed as JSON objects where each key corresponds to an opportunity attribute, and the value is another JSON object specify'
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: pipeline_id
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
  /{company}/pipelines/{pipeline_id}/metrics:
    post:
      operationId: calculatePipelineMetrics
      summary: Calculate Pipeline Metrics
      tags:
      - Opportunities
      description: 'Given a search query (like the /search endpoint), this API endpoint calculates and returns the total count, total value, and forecasted value of opportunities within a specific pipeline and satisfying the search query. The calculation takes into account the stages of opportunities and their respective probabilities of closing.


        Total Count: The aggregate number of opportunities within the pipeline.

        Total Value: The total financial value of the pipeline.

        Forecast Value: A predictive metric estima'
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: pipeline_id
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
  /{company}/pipelines/metrics:
    post:
      operationId: calculatePipelineMetricsAll
      summary: Calculate Pipeline Metrics All
      tags:
      - Opportunities
      description: 'Given a search query (like the /search endpoint), this API endpoint calculates and returns the total count, total value, and forecasted value of opportunities for all pipelines and satisfying the search query. The calculation takes into account the stages of opportunities and their respective probabilities of closing. A pipeline_id filter can be added to narrow the results.


        Total Count: The aggregate number of opportunities within the pipeline.


        Total Value: The total financial value of the pip'
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
  /{company}/pipelines/{pipeline_id}/mock_users:
    get:
      operationId: getPipelineMockableUsers
      summary: Get Pipeline Mockable Users
      tags:
      - Opportunities
      parameters:
      - name: company
        in: path
        required: true
        schema:
          type: string
      - name: pipeline_id
        in: path
        required: true
        schema:
          type: string
      - name: X-User-Id
        in: header
        required: false
        schema:
          type: string
        description: Acting user id
      - name: X-Company
        in: header
        required: true
        schema:
          type: string
        description: Tenant company slug
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
components:
  securitySchemes:
    ApiKeyAuth:
      type: apiKey
      in: header
      name: X-Api-Key
      description: Static API key supplied by Proton at integration onboarding.