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Update opportunity pipeline status (OPEN/WON/LOST)

PATCH 
/api/v2/records/update-pipeline/:recordId

Updates the status of a business record directly (distinct from moving between pipeline stages). Primarily used to mark an Opportunity as WON or LOST.

Required Fields:

  • recordId: ID of the record, sent as a path parameter
  • moduleId: One of ["LM", "OM", "CM", "AM"], or a custom module ID (e.g. CO1, CO2, CO12)
  • status: One of ["OPEN", "WON", "LOST"]
  • reason: Required when status is LOST

Required Permissions:

  • Module-specific Update permissions

Request​

Responses​

Pipeline status updated successfully