Get the deal control room — one aggregated read of deal, linked documents, client financial panel, and recent activity
X-Api-Key<token>
Business API key, e.g. vuz_ab12cdef... Created via Settings → Integrations → API Keys. Unlike partner keys, a public API key's STRING does not encode its environment — isolation instead comes from a completely separate sandbox database: a key minted on the Sandbox server (above) only ever reads/writes sandbox data and can never see or affect production, regardless of what the key looks like.
In: header
Path Parameters
id*string
Deal UUID
Response Body
application/json
curl -X GET "https://example.com/crm/deals/string/control-room"{ "deal": { "id": "string", "businessId": "string", "pipelineId": "string", "pipelineName": "string", "stageId": "string", "stageName": "string", "title": "string", "clientId": "string", "clientName": "string", "client": { "id": "string", "name": "string", "phone": "string", "email": "string" }, "assignedToUserId": "string", "assignedToUserName": "string", "description": "string", "status": "open", "value": 0, "probability": 0, "currency": "string", "expectedCloseDate": "string", "source": "string", "lostReason": "string", "closedAt": "2019-08-24T14:15:22Z", "lineItems": [ { "id": "string", "dealId": "string", "productId": "string", "description": "string", "quantity": 0, "unitPrice": 0, "discountType": "PERCENT", "discountValue": 0, "vatRate": 0, "itemVatMode": "exempt", "lineSubTotal": 0, "lineVatTotal": 0, "lineGrandTotal": 0, "sortOrder": 0, "createdAt": "2019-08-24T14:15:22Z", "updatedAt": "2019-08-24T14:15:22Z" } ], "primaryQuoteStatus": "created", "primaryQuoteViewCount": 0, "primaryQuoteDocNumber": "string", "createdAt": "2019-08-24T14:15:22Z", "updatedAt": "2019-08-24T14:15:22Z" }, "documents": [ { "linkId": "string", "role": "string", "isPrimary": true, "originEvent": "string", "documentId": "string", "docType": "order", "docNumber": "string", "grandTotal": 0, "paymentStatus": "UNPAID", "documentBalance": 0, "publicViewCount": 0 } ], "clientPanel": { "balance": { "customerId": "550e8400-e29b-41d4-a716-446655440000", "customerName": "ABC Company Ltd", "currentBalance": 2500, "currency": "ILS", "summary": { "totalDebit": 15000, "totalCredit": 12500, "openInvoicesCount": 3, "overdueAmount": 1200, "creditAvailable": 0 }, "aging": { "current": 1300, "days1to30": 800, "days31to60": 400, "days61to90": 0, "over90": 0 }, "lastActivity": { "lastInvoiceDate": "2025-01-15", "lastPaymentDate": "2025-01-20", "lastActivityDate": "2025-01-20" } }, "openItems": { "data": [ { "documentId": "550e8400-e29b-41d4-a716-446655440000", "docNumber": "INV-60001", "docType": "TAX_INVOICE", "issueDate": "2025-01-15", "dueDate": "2025-02-15", "originalAmount": 1180, "paidAmount": 500, "remainingAmount": 680, "daysOverdue": 5, "status": "PARTIALLY_PAID", "currency": "ILS", "client": {} } ], "summary": {} }, "aggregates": { "clientId": "string", "totalRevenue": 0, "revenueCurrentYear": 0, "revenuePreviousYear": 0, "revenueLast12Months": 0, "yoyGrowth": 0, "outstandingBalance": 0, "overdueBalance": 0, "creditBalance": 0, "totalInvoices": 0, "paidInvoices": 0, "openInvoices": 0, "overdueInvoices": 0, "paymentRate": 0, "totalQuotes": 0, "convertedQuotes": 0, "quoteConversionRate": 0, "totalCreditNotes": 0, "creditNotesAmount": 0, "avgDaysToPayment": 0, "onTimePaymentRate": 0, "bouncedChecks": 0, "firstTransactionDate": "2019-08-24T14:15:22Z", "lastTransactionDate": "2019-08-24T14:15:22Z", "lastPaymentDate": "2019-08-24T14:15:22Z", "daysSinceLastActivity": 0, "activeMonthsLast12": 0, "avgInvoiceAmount": 0, "largestInvoice": 0, "lastFullRecalculation": "2019-08-24T14:15:22Z", "lastIncrementalUpdate": "2019-08-24T14:15:22Z" } }, "recentActivities": [ { "id": "string", "dealId": "string", "userId": "string", "activityType": "string", "description": "string", "oldValue": {}, "newValue": {}, "createdAt": "2019-08-24T14:15:22Z", "updatedAt": "2019-08-24T14:15:22Z" } ], "nextBestAction": { "ruleId": "unpaid_invoice_no_payment_link", "message": "שלח קישור תשלום", "reason": "אין שום פעולה מתוכננת על העסקה הזו — עסקאות בלי צעד הבא נוטות להיתקע. קבע משימה או תזכורת.", "actionType": "send_payment_link", "actionLabel": "שלח קישור תשלום", "actionUrl": "/app/crm/deals/550e8400-e29b-41d4-a716-446655440000" }}
