AddDeal

Overview

Adds a deal to the database via an http form post.

Post Url

https://www.allclients.com/api/2/AddDeal.aspx
  • SSL is requred
  • White Label CRM Customers: Replace www.allclients.com with your White Label CRM domain name.

Form Fields

Field Max Length* Required Notes
response_type No Default results will be returned in XML. Set this field value to json to return results in JSON format
accountid Yes Must be numeric. Account ID for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel
apikey Yes API Key for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel
teammemberid No Must be numeric. Team Member ID. Defaults to 0 (Account Owner).
dealname No Name of the deal / description
dealtype Yes Must match a Deal Type by string value
dealstage Yes Must match a Deal Stage (for the selected Deal Type) by string value
dealstatus Yes Possible Values:
Active, Won, Lost, Back Burner
probability No Numberic, from 0 to 100, in increments of 5.
showonstagescreen 1 No Show on Deals By Stage Screen
1: Yes
0: No
amount No decimal value.  do not use commas or currency symbols
commission No decimal value.  do not use commas or currency symbols
openeddate No US Date format
mm/dd/yyyy
expectedclosedate No US Date format
mm/dd/yyyy
actualcloseddate No US Date format
mm/dd/yyyy
nextstep 40 No
note No Creates a Deal Note for this new deal
primarycontactid No Creates a link to a contact
customtext# 30 No # 1 through #6
customdropdown# 30 No # 1 through #6
custommemo# No # 1 through #2
customcheckbox# No # 1 through #6
Value must be true or false
customdate# No # 1 through #3
Must be in US date format MM/DD/YYYY
customnumber# No # 1 through #3
Must be numeric, no decimals
customcurrency# No # 1 through #3
Must be numeric up to 2 decimal places
custominterest1 No Must be numeric up to 3 decimal places

* An error will not result if Max Length is exceeded. Data will be trimmed to this length. 

Sample Results

Success Message

<?xml version="1.0"?>
<results>
    <message>Success</message>
    <dealid>15631</dealid>
</results>

Sample Failure Message

<?xml version="1.0"?>
<results>
    <error>Authentication failed</error>
</results>