UpdateDeal

Overview

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

Post Url

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

Important Note

Submitting a blank field (for all non-required fields) will result in clearing the data for that field out of the database. If you don’t want to change a field, do not submit it with the form.

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
dealid Yes ID of deal to update
teammemberid No Must be numeric. Team Member ID. Defaults to 0 (Account Owner).
dealname No Name of the deal / description
dealstage No Must match a Deal Stage (for the selected Deal Type) by string value
dealstatus No 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

* 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>