Pipelines

Tenant-level sales pipeline catalog management. Pipelines are prospect funnels with user-defined kanban stages and no pricing/proposal concerns. Provides CRUD operations with filtering by archived status, stages, kanban visibility, and search, plus library access for importing pre-built pipelines.

GET List Pipelines
Lists all Pipelines for the given tenant.
/tenants/{tenant}/pipelines
POST Create Pipeline
Creates a new Pipeline for the specified tenant.
/tenants/{tenant}/pipelines
GET Get Pipeline
Gets a Pipeline for the specified tenant.
/tenants/{tenant}/pipelines/{code}
PUT Update Pipeline
Updates a Pipeline for the specified tenant.
/tenants/{tenant}/pipelines/{code}
DELETE Delete Pipeline
Deletes a Pipeline for the specified tenant.
/tenants/{tenant}/pipelines/{code}
GET List Library Pipelines
List all Pipelines available in the library as templates. Use optional 'search' query parameter to filter by Code, Name, or Description.
/tenants/{tenant}/pipelines/library
GET Get Library Pipeline
Get details of a specific Pipeline template from the library
/tenants/{tenant}/pipelines/library/{code}
PUT Revert Pipeline to Library
Reverts the Pipeline to the current library template version, overwriting any local edits. The Pipeline's code is preserved so it remains addressable ...
/tenants/{tenant}/pipelines/{code}/library-version
POST Import Pipelines from Library
Imports one or more pipelines from the library, cascading their stages, intake task templates, recurring tasks and referenced workflows into the tenan...
/tenants/{tenant}/pipelines/library/import