Introduction Quickstart Build with AI

Accounting - Financial Reports Accounting - VAT Reports Addresses Bank Reconciliation Banking Billing Business Analytics Business Meta Businesses Card Clearing Certificates Client Branches Client Contacts Client Payment Cards Client Statistics Clients CRM - Call Logs CRM - Client Profile CRM - Communication CRM - Dashboard CRM - Deals CRM - Lifecycle CRM - Meetings CRM - Notes CRM - Pipelines CRM - Reminders CRM - Tasks CRM - Templates CRM - Timeline Customer Ledger Document Finalization & Payments Document PDFs Document Templates Document Types Documents Expense Exports Expense Inbox Expense Management Expense OCR Expenses Inventory - Counts Inventory - Product Categories Inventory - Stock Inventory - Stock Movements Inventory - Warehouses Mandates (Standing Orders)Notification Preferences Notifications Partner — API Keys Partner — Branding Partner — Clients Partner — Cross-Merchant Partner — Documents Partner — Email Settings Partner — Me Partner — Merchants Partner — Webhooks Payment Links Payment Pages Payment Pages Analytics Payment Terminals Payment Terms Product Import Products Projects reports SMS Supplier Advances Suppliers Tags Tax Authority - VAT Report 874 Tax Authority Export Tax Authority Integration Transaction Fees Tranzila Registration Webhooks

CRM - Pipelines

CRM - Pipelines — 9 endpoints.

List all pipelines for the business

GET /crm/pipelines

Create a new CRM pipeline

POST /crm/pipelines

Get a pipeline by ID

GET /crm/pipelines/id

Update a pipeline

PATCH /crm/pipelines/id

Delete a pipeline (soft delete)

DELETE /crm/pipelines/id

Add a stage to a pipeline

POST /crm/pipelines/id/stages

Update a stage within a pipeline

PATCH /crm/pipelines/id/stages/stageId

Remove a stage from a pipeline (soft delete)

DELETE /crm/pipelines/id/stages/stageId

Reorder pipeline stages

POST /crm/pipelines/id/stages/reorder

CRM - Notes

CRM - Notes — 6 endpoints.

CRM - Reminders

CRM - Reminders — 7 endpoints.