openapi: 3.2.0 info: description: Close CRM REST API title: Close Leads API version: 1.0.0 servers: - url: https://api.close.com/api/v1 security: - ApiKeyAuth: [] - OAuth2: [] tags: - name: leads externalDocs: url: https://developer.close.com/api/resources/leads paths: /lead/: get: operationId: leads_list tags: - leads summary: List Leads parameters: - $ref: '#/components/parameters/LimitParam' - $ref: '#/components/parameters/SkipParam' - $ref: '#/components/parameters/FieldsParam' responses: '200': content: application/json: example: data: - addresses: [] contact_ids: - cont_o0kP3Nqyq0wxr5DLWIEm8mVr6ZpI0AhonKLDG0V5Qjh contacts: - created_by: null custom.cf_j0P7kHmgFTZZnYBFtyPSZ3uQw4dpW8xKcW7Krps8atj: CEO date_created: '2013-02-01T00:54:51.331000+00:00' date_updated: '2013-02-06T20:53:01.954000+00:00' display_name: Bruce Wayne emails: - email: thedarkknight@close.com is_unsubscribed: false type: office id: cont_o0kP3Nqyq0wxr5DLWIEm8mVr6ZpI0AhonKLDG0V5Qjh name: Bruce Wayne organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH phones: - phone: '+16503334444' phone_formatted: +1 650-333-4444 type: office title: The Dark Knight updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA created_by: null custom.cf_ORxgoOQ5YH1p7lDQzFJ88b4z0j7PLLTRaG66m8bmcKv: Website contact form custom.cf_nenE344jkwrjyRRezwsf8b4V1MCoXWIDHIStmFavZks: - Choice 1 - Choice 2 date_created: '2013-02-01T00:54:51.333000+00:00' date_updated: '2013-02-06T20:53:01.977000+00:00' description: '' display_name: Wayne Enterprises (Sample Lead) html_url: https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/ id: lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O name: Wayne Enterprises (Sample Lead) opportunities: - annualized_expected_value: 37500 annualized_value: 50000 confidence: 75 contact_id: null created_by: null date_created: '2013-02-01T00:54:51.337000+00:00' date_lost: null date_updated: '2013-02-01T00:54:51.337000+00:00' date_won: null expected_value: 37500 id: oppo_8eB77gAdf8FMy6GsNHEy84f7uoeEWv55slvUjKQZpJt lead_id: lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O lead_name: Wayne Enterprises (Sample Lead) note: Bruce needs new software for the Bat Cave. note_html:
Bruce needs new software for the Bat Cave.
organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH pipeline_id: pipe_04fC628PVB0HjK2Qq5EqEf pipeline_name: Sales status_id: stat_4ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk status_label: Active status_type: active updated_by: null user_id: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA user_name: John Doe value: 50000 value_currency: USD value_formatted: $500 value_period: one_time - annualized_expected_value: 45000 annualized_value: 60000 confidence: 75 contact_id: null created_by: null date_created: '2013-02-01T00:54:51.337000+00:00' date_lost: null date_updated: '2013-02-01T00:54:51.337000+00:00' date_won: null expected_value: 3750 id: oppo_klajsdflf8FMy6GsNHEy84f7uoeEWv55slvUjKQZpJt lead_id: lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O lead_name: Wayne Enterprises (Sample Lead) note: Bat Cave monthly maintenance cost note_html:Bat Cave monthly maintenance cost
organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH pipeline_id: pipe_04fC628PVB0HjK2Qq5EqEf pipeline_name: Sales status_id: stat_4ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk status_label: Active status_type: active updated_by: null user_id: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA user_name: John Doe value: 5000 value_currency: USD value_formatted: $50 monthly value_period: monthly organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH status_id: stat_1ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk status_label: Potential tasks: [] updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA url: null has_more: false total_results: 1 schema: type: object properties: data: items: $ref: '#/components/schemas/Lead' type: array has_more: type: boolean required: - data - has_more description: Successful response '400': description: Bad request '401': description: Unauthorized '404': description: Not found post: operationId: leads_create tags: - leads summary: Create a new lead description: 'Contacts, addresses, and custom fields can all be nested in the lead. Activities, tasks, and opportunities must be posted separately. **status / status_id** (optional): Post either `status` or `status_id` (but not both). If neither is provided, the organization''s default (first) status will be used. Using `status_id` is recommended so that users can rename statuses in the UI without breaking your implementation. **custom.FIELD_ID** (optional): Set custom fields by setting `custom.FIELD_ID` to the field value, where FIELD_ID is the ID of the custom field, e.g.: ```json { "custom.cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c": "value", "custom.cf_8wtBWsdRU2Fur7GDnEeXQ7ra2Vu7R4hG1SNYdiEhh0F": "other value" } ``` If a custom field has `accepts_multiple_values: true`, the entire value will be replaced. For example, given a Lead has a Custom Choice Field with value `["A", "B"]`, adding choice `"C"` would mean setting the value to `["A", "B", "C"]`. Note that using the `custom` field dict or the `custom.FIELD_NAME` syntax (instead of custom field IDs) is deprecated and will be removed from the API. See [Custom Fields](https://developer.close.com/api/resources/custom-fields) for more details.' requestBody: content: application/json: example: addresses: - address_1: 747 Howard St address_2: Room 3 city: San Francisco country: US label: business state: CA zipcode: '94103' contacts: - emails: - email: gob@example.com type: office name: Gob phones: - phone: '8004445555' type: office title: Sr. Vice President custom.cf_FSYEbxYJFsnY9tN1OTAPIF33j7Sw5Lb7Eawll7JzoNh: Segway custom.cf_ORxgoOQ5YH1p7lDQzFJ88b4z0j7PLLTRaG66m8bmcKv: Website contact form custom.cf_bA7SU4vqaefQLuK5UjZMVpbfHK4SVujTJ9unKCIlTvI: Real Estate custom.cf_nenE344jkwrjyRRezwsf8b4V1MCoXWIDHIStmFavZks: - Choice 1 - Choice 2 description: Best. Show. Ever. name: Bluth Company status_id: stat_1ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk url: http://thebluthcompany.tumblr.com/ required: true responses: '200': content: application/json: example: addresses: - address_1: 747 Howard St address_2: Room 3 city: San Francisco country: US label: business state: CA zipcode: '94103' contact_ids: - cont_qpjDKxbN3WWsuhaJjg2Qr9pkqHqe1yviZ5BS0dEyz05 contacts: - created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA date_created: '2013-02-20T05:30:24.844000+00:00' date_updated: '2013-02-20T05:30:24.844000+00:00' display_name: Gob emails: - email: gob@example.com is_unsubscribed: false type: office id: cont_qpjDKxbN3WWsuhaJjg2Qr9pkqHqe1yviZ5BS0dEyz05 name: Gob organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH phones: - phone: '+18004445555' phone_formatted: +1 800-444-5555 type: office title: sr. vice president updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA custom.cf_FSYEbxYJFsnY9tN1OTAPIF33j7Sw5Lb7Eawll7JzoNh: Segway custom.cf_ORxgoOQ5YH1p7lDQzFJ88b4z0j7PLLTRaG66m8bmcKv: Website contact form custom.cf_bA7SU4vqaefQLuK5UjZMVpbfHK4SVujTJ9unKCIlTvI: Real Estate custom.cf_nenE344jkwrjyRRezwsf8b4V1MCoXWIDHIStmFavZks: - Choice 1 - Choice 2 date_created: '2013-02-20T05:30:24.854000+00:00' date_updated: '2013-02-20T05:30:24.854000+00:00' description: Best. Show. Ever. display_name: Bluth Company html_url: https://app.close.com/lead/lead_70jZ5hiVt5X31MZ3vJ0R0GJMqJEihkoF7TtSVFbN2ty/ id: lead_70jZ5hiVt5X31MZ3vJ0R0GJMqJEihkoF7TtSVFbN2ty name: Bluth Company opportunities: [] organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH status_id: stat_1ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk status_label: Potential tasks: [] updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA url: http://thebluthcompany.tumblr.com/ schema: $ref: '#/components/schemas/Lead' description: Successful response '400': description: Bad request '401': description: Unauthorized '404': description: Not found /lead/merge/: post: operationId: leads_merge tags: - leads summary: Merge two leads description: For details and definitions of 'source' and 'destination', see the Merge Leads feature in the UI. requestBody: content: application/json: example: destination: lead_6ivpsIOFYDEwCUz8sdftdoWqlKpLSNOAg9glZSLvZEG source: lead_JCTqyXSXD42eGO6PlWOe5ase8VRDCpE7ITYti8Th2Ei required: true responses: '200': description: Successful response '400': description: Bad request '401': description: Unauthorized '404': description: Not found /lead/{id}/: get: operationId: leads_get tags: - leads summary: Get a single Lead parameters: - in: path name: id required: true schema: type: string - $ref: '#/components/parameters/FieldsParam' responses: '200': content: application/json: example: addresses: [] contact_ids: - cont_o0kP3Nqyq0wxr5DLWIEm8mVr6ZpI0AhonKLDG0V5Qjh contacts: - created_by: null custom.cf_j0P7kHmgFTZZnYBFtyPSZ3uQw4dpW8xKcW7Krps8atj: CEO date_created: '2013-02-01T00:54:51.331000+00:00' date_updated: '2013-02-06T20:53:01.954000+00:00' display_name: Bruce Wayne emails: - email: thedarkknight@close.com is_unsubscribed: false type: office id: cont_o0kP3Nqyq0wxr5DLWIEm8mVr6ZpI0AhonKLDG0V5Qjh name: Bruce Wayne organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH phones: - phone: '+16503334444' phone_formatted: +1 650-333-4444 type: office title: The Dark Knight updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA created_by: null custom.cf_ORxgoOQ5YH1p7lDQzFJ88b4z0j7PLLTRaG66m8bmcKv: Website contact form custom.cf_nenE344jkwrjyRRezwsf8b4V1MCoXWIDHIStmFavZks: - Choice 1 - Choice 2 date_created: '2013-02-01T00:54:51.333000+00:00' date_updated: '2013-02-06T20:53:01.977000+00:00' description: '' display_name: Wayne Enterprises (Sample Lead) html_url: https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/ id: lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O name: Wayne Enterprises (Sample Lead) opportunities: - annualized_expected_value: 37500 annualized_value: 50000 confidence: 75 contact_id: null created_by: null date_created: '2013-02-01T00:54:51.337000+00:00' date_lost: null date_updated: '2013-02-01T00:54:51.337000+00:00' date_won: null expected_value: 37500 id: oppo_8eB77gAdf8FMy6GsNHEy84f7uoeEWv55slvUjKQZpJt lead_id: lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O lead_name: Wayne Enterprises (Sample Lead) note: Bruce needs new software for the Bat Cave. note_html:Bruce needs new software for the Bat Cave.
organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH pipeline_id: pipe_04fC628PVB0HjK2Qq5EqEf pipeline_name: Sales status_id: stat_4ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk status_label: Active status_type: active updated_by: null user_id: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA user_name: John Doe value: 50000 value_currency: USD value_formatted: $500 value_period: one_time - annualized_expected_value: 45000 annualized_value: 60000 confidence: 75 contact_id: null created_by: null date_created: '2013-02-01T00:54:51.337000+00:00' date_lost: null date_updated: '2013-02-01T00:54:51.337000+00:00' date_won: null expected_value: 3750 id: oppo_klajsdflf8FMy6GsNHEy84f7uoeEWv55slvUjKQZpJt lead_id: lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O lead_name: Wayne Enterprises (Sample Lead) note: Bat Cave monthly maintenance cost note_html:Bat Cave monthly maintenance cost
organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH pipeline_id: pipe_04fC628PVB0HjK2Qq5EqEf pipeline_name: Sales status_id: stat_4ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk status_label: Active status_type: active updated_by: null user_id: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA user_name: John Doe value: 5000 value_currency: USD value_formatted: $50 monthly value_period: monthly organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH status_id: stat_1ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk status_label: Potential tasks: [] updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA url: null schema: $ref: '#/components/schemas/Lead' description: Successful response '400': description: Bad request '401': description: Unauthorized '404': description: Not found put: operationId: leads_update tags: - leads summary: Update an existing lead description: 'Supports non-destructive patches. Nested `contacts` cannot be updated through this endpoint -- use the Contacts API instead. **status**: See `status` and `status_id` guidance on the create endpoint. **custom.FIELD_ID** (optional): See `custom.FIELD_ID` guidance on the create endpoint. You can also unset a single field, e.g.: ```json { "custom.cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c": null } ``` If the custom field accepts multiple values, you can specify `.add` or `.remove` as part of the field key to add/remove a single value to/from a list of values, e.g.: ```json { "custom.cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c.add": "Wednesday" } ``` adds "Wednesday" to the list of values which already exist on the given lead.' parameters: - in: path name: id required: true schema: type: string requestBody: content: application/json: example: description: Best show ever canceled. Sad. required: true responses: '200': content: application/json: example: addresses: [] contact_ids: - cont_qpjDKxbN3WWsuhaJjg2Qr9pkqHqe1yviZ5BS0dEyz05 contacts: - created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA date_created: '2013-02-20T05:30:24.844000+00:00' date_updated: '2013-02-20T05:43:41.611000+00:00' display_name: Gob emails: - email: gob@example.com is_unsubscribed: false type: office id: cont_qpjDKxbN3WWsuhaJjg2Qr9pkqHqe1yviZ5BS0dEyz05 name: Gob organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH phones: - phone: '+18004445555' phone_formatted: +1 800-444-5555 type: office title: sr. vice president updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA date_created: '2013-02-20T05:30:24.854000+00:00' date_updated: '2013-02-20T05:43:41.622000+00:00' description: Best show ever canceled. Sad. display_name: Bluth Company html_url: https://app.close.com/lead/lead_70jZ5hiVt5X31MZ3vJ0R0GJMqJEihkoF7TtSVFbN2ty/ id: lead_70jZ5hiVt5X31MZ3vJ0R0GJMqJEihkoF7TtSVFbN2ty name: Bluth Company opportunities: [] organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH status_id: stat_1ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk status_label: Potential tasks: [] updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA url: http://thebluthcompany.tumblr.com/ schema: $ref: '#/components/schemas/Lead' description: Successful response '400': description: Bad request '401': description: Unauthorized '404': description: Not found delete: operationId: leads_delete tags: - leads summary: Delete a lead parameters: - in: path name: id required: true schema: type: string responses: '200': description: Successful response '400': description: Bad request '401': description: Unauthorized '404': description: Not found components: schemas: StalledOpportunityActionTypeV1: title: StalledOpportunityActionTypeV1 type: string enum: - mark_as_lost - change_status - follow_up - adjust_close_date - ask_someone_else_to_reach_out - change_communication_method BasicSubscriptionInfoForContact: title: BasicSubscriptionInfoForContact type: object properties: contact_email: title: Contact Email anyOf: - type: string - type: 'null' date_created: title: Date Created type: string format: date-time initial_email_id: title: Initial Email ID anyOf: - type: string - type: 'null' sequence_id: title: Sequence ID type: string sequence_name: title: Sequence Name type: string sequence_status: $ref: '#/components/schemas/WorkflowStatus' start_date: title: Start Date anyOf: - type: string format: date-time - type: 'null' subscription_id: title: Subscription ID type: string subscription_status: $ref: '#/components/schemas/WorkflowRunStatus' subscription_status_reason: anyOf: - $ref: '#/components/schemas/StatusReason' - type: 'null' required: - contact_email - date_created - initial_email_id - sequence_id - sequence_name - sequence_status - start_date - subscription_id - subscription_status - subscription_status_reason Opportunity: title: Opportunity type: object properties: annualized_expected_value: title: Annualized Expected Value anyOf: - type: integer - type: 'null' annualized_value: title: Annualized Value anyOf: - type: integer - type: 'null' attachments: title: Attachments type: array items: $ref: '#/components/schemas/Attachment' comment_summary: title: Comment Summary anyOf: - $ref: '#/components/schemas/CommentSummary' - type: 'null' confidence: title: Confidence type: integer contact_id: title: Contact ID anyOf: - type: string - type: 'null' contact_name: title: Contact Name anyOf: - type: string - type: 'null' created_by: title: Created By anyOf: - type: string - type: 'null' created_by_name: title: Created By Name anyOf: - type: string - type: 'null' date_created: title: Date Created type: string format: date-time date_lost: title: Date Lost anyOf: - type: string format: date-time - type: 'null' date_updated: title: Date Updated type: string format: date-time date_won: title: Date Won anyOf: - type: string format: date - type: 'null' expected_value: title: Expected Value anyOf: - type: integer - type: 'null' id: title: ID type: string integration_links: title: Integration Links type: array items: $ref: '#/components/schemas/RenderedIntegrationLink' is_stalled: title: Is Stalled type: boolean lead_id: title: Lead ID type: string lead_name: title: Lead Name anyOf: - type: string - type: 'null' lead_primary_email: title: Lead Primary Email anyOf: - $ref: '#/components/schemas/ContactEmail' - type: 'null' lead_primary_phone: title: Lead Primary Phone anyOf: - type: array items: $ref: '#/components/schemas/ContactPhone' - type: 'null' note: title: Note anyOf: - type: string - type: 'null' note_html: title: Note Html anyOf: - type: string - type: 'null' organization_id: title: Organization ID type: string pipeline_id: title: Pipeline ID anyOf: - type: string - type: 'null' pipeline_name: title: Pipeline Name anyOf: - type: string - type: 'null' stall_status: title: Stall Status anyOf: - $ref: '#/components/schemas/StalledOpportunityActionItems' - type: 'null' status_display_name: title: Status Display Name type: string status_id: title: Status ID type: string status_label: title: Status Label type: string status_type: title: Status Type $ref: '#/components/schemas/OpportunityStatusType' suggested_action: title: Suggested Action anyOf: - $ref: '#/components/schemas/OpportunitySuggestedAction' - type: 'null' updated_by: title: Updated By anyOf: - type: string - type: 'null' updated_by_name: title: Updated By Name anyOf: - type: string - type: 'null' user_id: title: User ID type: string user_name: title: User Name anyOf: - type: string - type: 'null' value: title: Value anyOf: - type: integer - type: 'null' value_currency: title: Value Currency anyOf: - type: string - type: 'null' value_formatted: title: Value Formatted anyOf: - type: string - type: 'null' value_period: $ref: '#/components/schemas/OpportunityValuePeriod' required: - annualized_expected_value - annualized_value - confidence - contact_id - created_by - date_created - date_lost - date_updated - date_won - expected_value - id - lead_id - note - note_html - organization_id - status_id - updated_by - user_id - value - value_period OpportunityStatusType: title: OpportunityStatusType type: string enum: - won - lost - active Lead: title: Lead type: object properties: addresses: title: Addresses type: array items: $ref: '#/components/schemas/LeadAddress' contact_ids: title: Contact IDs type: array items: type: string contacts: title: Contacts deprecated: true type: array items: $ref: '#/components/schemas/Contact' contacts_summary: title: Contacts Summary type: string created_by: title: Created By anyOf: - type: string - type: 'null' created_by_name: title: Created By Name anyOf: - type: string - type: 'null' date_created: title: Date Created type: string format: date-time date_updated: title: Date Updated type: string format: date-time description: title: Description anyOf: - type: string - type: 'null' display_name: title: Display Name type: string html_url: title: HTML URL type: string id: title: ID type: string integration_links: title: Integration Links type: array items: $ref: '#/components/schemas/RenderedIntegrationLink' localtime: title: Localtime anyOf: - type: string format: date-time - type: 'null' name: title: Name anyOf: - type: string - type: 'null' opportunities: title: Opportunities deprecated: true type: array items: $ref: '#/components/schemas/Opportunity' organization_id: title: Organization ID type: string primary_address_full: title: Primary Address Full anyOf: - type: string - type: 'null' primary_address_summary: title: Primary Address Summary anyOf: - type: string - type: 'null' primary_email: title: Primary Email anyOf: - $ref: '#/components/schemas/ContactEmail' - type: 'null' primary_phone: title: Primary Phone anyOf: - $ref: '#/components/schemas/ContactPhone' - type: 'null' recent_calls: title: Recent Calls type: array items: type: object additionalProperties: true source: title: Source anyOf: - type: string - type: 'null' status_id: title: Status ID type: string status_label: title: Status Label type: string summaries: title: Summaries type: array items: type: object additionalProperties: true tasks: title: Tasks type: array items: type: object additionalProperties: true updated_by: title: Updated By anyOf: - type: string - type: 'null' updated_by_name: title: Updated By Name anyOf: - type: string - type: 'null' url: title: URL anyOf: - type: string - type: 'null' required: - contact_ids - created_by - date_created - date_updated - description - html_url - id - name - organization_id - status_id - updated_by - url OpportunityFollowUpCallActionDetails: title: OpportunityFollowUpCallActionDetails type: object properties: call_plan: title: Call Plan type: string contact_id: title: Contact ID type: string required: - call_plan - contact_id CallStatus: title: CallStatus description: Current status of the call. type: string enum: - created - in-progress - completed - cancel - no-answer - busy - failed - timeout CommentSummary: title: CommentSummary type: object properties: comment_count: title: Comment Count type: integer thread_id: title: Thread ID type: string required: - comment_count - thread_id StatusReason: title: StatusReason description: Reason for each higher level status on a Workflow run. type: string enum: - manual - pending-call-timed-out - bulk-action - rate-limited - sequence-deleted - workflow-paused - filter-not-matched - insufficient-ai-credit-balance - reply-received - call-answered - meeting-booked - lead-status-changed - outcome-met - account-invalid - account-failures - sending-throttled-too-long - membership-inactive - send-as-error - email-bounced - call-failed - sms-failed - no-user-phone - billing-error - assignment-field-invalid - lead-status-field-invalid - assignees-missing - run-as-disabled - lead-not-visible - internal-error - field-mapping-error - filter-config-invalid - email-ai-generation-failed WorkflowStatus: title: WorkflowStatus type: string enum: - active - paused - draft StalledOpportunityActionItems: title: StalledOpportunityActionItems deprecated: true type: object properties: communication_issue: description: The communication issue that is causing the stalled opportunity. If there is no issue, set to NoIssue. $ref: '#/components/schemas/StalledOpportunityCommunicationIssue' next_action: description: An action item recommended to progress or resolve the stalled opportunity. $ref: '#/components/schemas/ActionItem' required: - communication_issue - next_action LeadAddress: title: LeadAddress type: object properties: address_1: title: Address 1 anyOf: - type: string - type: 'null' address_2: title: Address 2 anyOf: - type: string - type: 'null' city: title: City anyOf: - type: string - type: 'null' country: title: Country anyOf: - type: string - type: 'null' label: title: Label anyOf: - type: string - type: 'null' state: title: State anyOf: - type: string - type: 'null' tz_ids: title: TZ IDs type: array items: type: string zipcode: title: Zipcode anyOf: - type: string - type: 'null' required: - address_1 - address_2 - city - country - label - state - zipcode ContactRecentCall: title: ContactRecentCall type: object properties: dialer_id: title: Dialer ID anyOf: - type: string - type: 'null' duration: title: Duration type: integer finish_timestamp: title: Finish Timestamp type: string format: date-time id: title: ID type: string status: $ref: '#/components/schemas/CallStatus' required: - dialer_id - duration - finish_timestamp - id - status ActionItem: title: ActionItem deprecated: true type: object properties: action: description: The recommended next step to progress or resolve the stalled opportunity $ref: '#/components/schemas/StalledOpportunityActionTypeV1' justification: title: Justification description: A short justification for the recommended action in the sales pipeline. Maximum 2 sentences. type: string required: - action - justification StalledOpportunityActionTypeV2: title: StalledOpportunityActionTypeV2 type: string enum: - change_status - adjust_close_date - follow_up_email - follow_up_call - follow_up_sms ContactEmail: title: ContactEmail type: object properties: email: title: Email type: string is_unsubscribed: title: Is Unsubscribed type: boolean type: title: Type type: string required: - email - is_unsubscribed - type OpportunityAdjustCloseDateActionDetails: title: OpportunityAdjustCloseDateActionDetails type: object properties: close_date: title: Close Date type: string format: date required: - close_date OpportunityFollowUpEmailActionDetails: title: OpportunityFollowUpEmailActionDetails type: object properties: contact_id: title: Contact ID type: string message_draft: title: Message Draft type: string subject_draft: title: Subject Draft type: string required: - contact_id - message_draft - subject_draft RenderedIntegrationLink: title: RenderedIntegrationLink type: object properties: name: title: Name type: string url: title: Url type: string required: - name - url ContactUrl: title: ContactUrl type: object properties: type: title: Type type: string url: title: URL type: string required: - type - url ContactPhone: title: ContactPhone type: object properties: country: title: Country anyOf: - type: string - type: 'null' outbound_sms_blocked: title: Outbound SMS Blocked type: boolean phone: title: Phone type: string phone_formatted: title: Phone Formatted type: string type: title: Type type: string tz_ids: title: TZ IDs type: array items: type: string required: - phone - type WorkflowRunStatus: title: WorkflowRunStatus type: string enum: - active - paused - finished - goal - error Contact: title: Contact type: object properties: created_by: title: Created By anyOf: - type: string - type: 'null' date_created: title: Date Created type: string format: date-time date_updated: title: Date Updated type: string format: date-time display_name: title: Display Name type: string emails: title: Emails type: array items: $ref: '#/components/schemas/ContactEmail' id: title: ID type: string integration_links: title: Integration Links type: array items: $ref: '#/components/schemas/RenderedIntegrationLink' lead_id: title: Lead ID default: null anyOf: - type: string - type: 'null' lead_suggestions_operation_id: title: Lead Suggestions Operation ID anyOf: - type: string - type: 'null' name: title: Name anyOf: - type: string - type: 'null' organization_id: title: Organization ID type: string phones: title: Phones type: array items: $ref: '#/components/schemas/ContactPhone' recent_calls: title: Recent Calls type: array items: $ref: '#/components/schemas/ContactRecentCall' subscriptions: title: Subscriptions type: array items: $ref: '#/components/schemas/BasicSubscriptionInfoForContact' timezone: title: Timezone anyOf: - type: string - type: 'null' timezone_source: title: Timezone Source anyOf: - type: string - type: 'null' title: title: Title anyOf: - type: string - type: 'null' updated_by: title: Updated By anyOf: - type: string - type: 'null' urls: title: URLs type: array items: $ref: '#/components/schemas/ContactUrl' required: - created_by - date_created - date_updated - display_name - id - name - organization_id - title - updated_by OpportunityValuePeriod: title: OpportunityValuePeriod type: string enum: - one_time - monthly - annual StalledOpportunityCommunicationIssue: title: StalledOpportunityCommunicationIssue type: string enum: - no_issue - cant_get_in_touch - no_communication_attempts OpportunityChangeStatusActionDetails: title: OpportunityChangeStatusActionDetails type: object properties: status_id: title: Status ID type: string required: - status_id OpportunitySuggestedAction: title: OpportunitySuggestedAction type: object properties: action: $ref: '#/components/schemas/StalledOpportunityActionTypeV2' details: title: Details anyOf: - $ref: '#/components/schemas/OpportunityChangeStatusActionDetails' - $ref: '#/components/schemas/OpportunityFollowUpEmailActionDetails' - $ref: '#/components/schemas/OpportunityFollowUpSMSActionDetails' - $ref: '#/components/schemas/OpportunityFollowUpCallActionDetails' - $ref: '#/components/schemas/OpportunityAdjustCloseDateActionDetails' - type: 'null' justification: title: Justification type: string required: - action - details - justification OpportunityFollowUpSMSActionDetails: title: OpportunityFollowUpSMSActionDetails type: object properties: contact_id: title: Contact ID type: string message_draft: title: Message Draft type: string required: - contact_id - message_draft Attachment: title: Attachment type: object properties: content_type: title: Content Type anyOf: - type: string - type: 'null' filename: title: Filename anyOf: - type: string - type: 'null' size: title: Size anyOf: - type: integer - type: 'null' thumbnail_url: title: Thumbnail URL anyOf: - type: string - type: 'null' url: title: URL type: string required: - content_type - filename - size - url parameters: LimitParam: description: Number of results to return. in: query name: _limit required: false schema: default: 100 type: integer SkipParam: description: Number of results to skip before returning, for pagination. in: query name: _skip required: false schema: default: 0 type: integer FieldsParam: description: Comma-separated list of fields to include in the response. in: query name: _fields required: false schema: type: string securitySchemes: ApiKeyAuth: description: Use your API key as the username and leave the password empty. scheme: basic type: http OAuth2: flows: authorizationCode: authorizationUrl: https://app.close.com/oauth2/authorize/ scopes: all.full_access: Full access to all resources offline_access: Request a refresh token tokenUrl: https://api.close.com/oauth2/token/ type: oauth2