List of available methods
Instructions for uploading deals from CRM
Sales funnels
| Method | Description |
|---|---|
| "create.sales_funnel" | Creating a Sales Funnel |
| "delete.sales_funnel" | Removing a sales funnel |
| "get.sales_funnel" | Getting a list of sales funnels |
| "update.sales_funnel" | Editing a Sales Funnel |
Stages of sales funnels
| Method | Description |
|---|---|
| "create.sales_funnel_stages" | Creating a sales funnel stage |
| "delete.sales_funnel_stages" | Removing a sales funnel stage |
| "update.sales_funnel_stages" | Editing a Sales Funnel Stage |
Contacts for deals
| Method | Description |
|---|---|
| "create.deal_contacts" | Create a contact |
| "delete.deal_contacts" | Delete a contact |
| "get.deal_contacts" | Getting a list of contacts |
| "update.deal_contacts" | Editing a contact |
Responsible employee
| Method | Description |
|---|---|
| "create.deal_employees" | Create an employee |
| "delete.deal_employees" | Removing an employee |
| "get.deal_employees" | Getting a list of employees |
| "update.deal_employees" | Editing an employee |
Deals
| Method | Description |
|---|---|
| "upload.deals_history" | Loading deals |
| "get.deals_processing" | Getting the number of transactions being processed |
| "get.deals_history" | Getting a list of deals |
Custom fields for "Other CRM" transactions
| Method | Description |
|---|---|
| "create.deal_user_field" | Loading custom deal fields |
| "update.deal_user_field" | Editing custom deal fields |
| "get.deal_user_fields" | Getting custom deal fields |
| "delete.deal_user_field" | Removing custom deal fields |