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 | |
| lostreason | 50 | 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>
