Deals

Assert a deal record

Use this endpoint to create or update deal records, using a unique attribute to search for existing deals. By default, deals do not have a unique attribute, so you should add your own attribute with a unique constraint to use this API. If a deal is found with the same value for the matching attribute, that deal will be updated, otherwise a new deal will be created instead. If the matching attribute is a multiselect attribute, new values will be added and existing values will not be deleted. For any other multiselect attribute, all values will be either created or deleted as necessary to match the list of supplied values.

Required scopes: record_permission:read-write, object_configuration:read.

PUT

objects

deals

records

curl --request PUT \
  --url https://api.attio.com/v2/objects/deals/records \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{
  "data": {
    "values": {
      "name": "Contract with Fundstack",
      "stage": "In Progress",
      "owner": "person@company.com",
      "value": 4200,
      "associated_people": [
        {
          "target_object": "people",
          "email_addresses": [
            {
              "email_address": "person@company.com"
            }
          ]
        }
      ],
      "associated_company": {
        "target_object": "companies",
        "domains": [
          {
            "domain": "company.com"
          }
        ]
      }
    }
  }
}'

{
  "data": {
    "id": {
      "workspace_id": "14beef7a-99f7-4534-a87e-70b564330a4c",
      "object_id": "97052eb9-e65e-443f-a297-f2d9a4a7f795",
      "record_id": "bf071e1f-6035-429d-b874-d83ea64ea13b"
    },
    "created_at": "2022-11-21T13:22:49.061281000Z",
    "values": {
      "name": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "value": "Contract with Fundstack",
          "attribute_type": "text"
        }
      ],
      "stage": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "status": {
            "title": "In Progress",
            "id": {
              "workspace_id": "14beef7a-99f7-4534-a87e-70b564330a4c",
              "object_id": "97052eb9-e65e-443f-a297-f2d9a4a7f795",
              "attribute_id": "41252299-f8c7-4b5e-99c9-4ff8321d2f96",
              "status_id": "11f07f01-c10f-4e05-a522-33e050bc52ee"
            },
            "is_archived": false,
            "celebration_enabled": false,
            "target_time_in_status": null
          },
          "attribute_type": "status"
        }
      ],
      "owner": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "referenced_actor_type": "workspace-member",
          "referenced_actor_id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b",
          "attribute_type": "actor-reference"
        }
      ],
      "value": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "currency_value": 4200,
          "currency_code": "USD",
          "attribute_type": "currency"
        }
      ],
      "associated_people": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "target_object": "people",
          "target_record_id": "bf071e1f-6035-429d-b874-d83ea64ea13b",
          "attribute_type": "record-reference"
        }
      ],
      "associated_company": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "target_object": "companies",
          "target_record_id": "bf071e1f-6035-429d-b874-d83ea64ea13b",
          "attribute_type": "record-reference"
        }
      ]
    }
  }
}

Authorizations

Authorization

string

header

required

This API uses OAuth 2.0 with the authorization code grant flow.

Query Parameters

matching_attribute

string

required

The ID or slug of the attribute to use to check if a deal already exists. The attribute must be unique. There is no unique attribute on deals by default, so you should add your own.

Example:

"custom_deal_attribute"

Body

application/json

data

object

required

data.values

object

required

This object's keys should be the slugs or IDs of the attributes you wish to update. Below, you'll find documentation for the value types of each standard deal attribute. For information on potential custom attributes, refer to our attribute type docs.

Example:

{
  "name": "Contract with Fundstack",
  "stage": "In Progress",
  "owner": "person@company.com",
  "value": 4200,
  "associated_people": [
    {
      "target_object": "people",
      "email_addresses": [{ "email_address": "person@company.com" }]
    }
  ],
  "associated_company": {
    "target_object": "companies",
    "domains": [{ "domain": "company.com" }]
  }
}

Response

200

application/json

Success

data

object

required

data.id

object

required

data.created_at

string

required

When this record was created.

Example:

"2022-11-21T13:22:49.061281000Z"

data.values

object

required

An object with attribute_slug keys, and an array of value objects as the values. Attributes slugs (for example name or stage) can be used, including custom attribute slugs.

data.values.name

object[]

data.values.name.active_from

string

required

The point in time at which this value was made "active". active_from can be considered roughly analogous to created_at.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.name.active_until

string | null

required

The point in time at which this value was deactivated. If null, the value is active.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.name.created_by_actor

object

required

The actor that created this value.

Example:

{
  "type": "workspace-member",
  "id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b"
}

data.values.name.value

string

required

A raw text field. Values are limited to 10MB.

Example:

"Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua."

data.values.name.attribute_type

enum<string>

required

The attribute type of the value.

Available options:

text

Example:

"text"

data.values.stage

object[]

data.values.stage.active_from

string

required

The point in time at which this value was made "active". active_from can be considered roughly analogous to created_at.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.stage.active_until

string | null

required

The point in time at which this value was deactivated. If null, the value is active.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.stage.created_by_actor

object

required

The actor that created this value.

Example:

{
  "type": "workspace-member",
  "id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b"
}

data.values.stage.status

object

required

data.values.stage.attribute_type

enum<string>

required

The attribute type of the value.

Available options:

status

Example:

"status"

data.values.owner

object[]

data.values.owner.active_from

string

required

The point in time at which this value was made "active". active_from can be considered roughly analogous to created_at.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.owner.active_until

string | null

required

The point in time at which this value was deactivated. If null, the value is active.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.owner.created_by_actor

object

required

The actor that created this value.

Example:

{
  "type": "workspace-member",
  "id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b"
}

data.values.owner.referenced_actor_type

enum<string>

required

The type of the referenced actor. Read more information on actor types here.

Available options:

api-token,

workspace-member,

system,

app

Example:

"workspace-member"

data.values.owner.referenced_actor_id

string | null

required

The ID of the referenced actor.

Example:

"50cf242c-7fa3-4cad-87d0-75b1af71c57b"

data.values.owner.attribute_type

enum<string>

required

The attribute type of the value.

Available options:

actor-reference

Example:

"actor-reference"

data.values.value

object[]

data.values.value.active_from

string

required

The point in time at which this value was made "active". active_from can be considered roughly analogous to created_at.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.value.active_until

string | null

required

The point in time at which this value was deactivated. If null, the value is active.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.value.created_by_actor

object

required

The actor that created this value.

Example:

{
  "type": "workspace-member",
  "id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b"
}

data.values.value.currency_value

number

required

A numerical representation of the currency value. A decimal with a max of 4 decimal places.

Example:

99

data.values.value.attribute_type

enum<string>

required

The attribute type of the value.

Available options:

currency

Example:

"currency"

data.values.value.currency_code

enum<string> | null

The ISO4217 currency code representing the currency that the value is stored in.

Available options:

AUD,

BRL,

BEL,

CAD,

CNY,

COP,

CZK,

DKK,

EUR,

HKD,

ISK,

INR,

ILS,

JPY,

KRW,

MYR,

MXN,

NTD,

NZD,

NGN,

NOK,

XPF,

PEN,

PHP,

PLN,

GBP,

SAR,

SGD,

ZAR,

SEK,

CHF,

AED,

USD

Example:

"USD"

data.values.associated_people

object[]

data.values.associated_people.active_from

string

required

The point in time at which this value was made "active". active_from can be considered roughly analogous to created_at.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.associated_people.active_until

string | null

required

The point in time at which this value was deactivated. If null, the value is active.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.associated_people.created_by_actor

object

required

The actor that created this value.

Example:

{
  "type": "workspace-member",
  "id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b"
}

data.values.associated_people.target_object

string

required

A slug identifying the object that the referenced record belongs to.

Example:

"people"

data.values.associated_people.target_record_id

string

required

A UUID to identify the referenced record.

Example:

"891dcbfc-9141-415d-9b2a-2238a6cc012d"

data.values.associated_people.attribute_type

enum<string>

required

The attribute type of the value.

Available options:

record-reference

Example:

"record-reference"

data.values.associated_company

object[]

data.values.associated_company.active_from

string

required

The point in time at which this value was made "active". active_from can be considered roughly analogous to created_at.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.associated_company.active_until

string | null

required

The point in time at which this value was deactivated. If null, the value is active.

Example:

"2023-01-01T15:00:00.000000000Z"

data.values.associated_company.created_by_actor

object

required

The actor that created this value.

Example:

{
  "type": "workspace-member",
  "id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b"
}

data.values.associated_company.target_object

string

required

A slug identifying the object that the referenced record belongs to.

Example:

"people"

data.values.associated_company.target_record_id

string

required

A UUID to identify the referenced record.

Example:

"891dcbfc-9141-415d-9b2a-2238a6cc012d"

data.values.associated_company.attribute_type

enum<string>

required

The attribute type of the value.

Available options:

record-reference

Example:

"record-reference"

Example:

{
  "name": [
    {
      "active_from": "2023-01-01T15:00:00.000000000Z",
      "active_until": null,
      "created_by_actor": { "type": "system", "id": null },
      "value": "Contract with Fundstack",
      "attribute_type": "text"
    }
  ],
  "stage": [
    {
      "active_from": "2023-01-01T15:00:00.000000000Z",
      "active_until": null,
      "created_by_actor": { "type": "system", "id": null },
      "status": {
        "title": "In Progress",
        "id": {
          "workspace_id": "14beef7a-99f7-4534-a87e-70b564330a4c",
          "object_id": "97052eb9-e65e-443f-a297-f2d9a4a7f795",
          "attribute_id": "41252299-f8c7-4b5e-99c9-4ff8321d2f96",
          "status_id": "11f07f01-c10f-4e05-a522-33e050bc52ee"
        },
        "is_archived": false,
        "celebration_enabled": false,
        "target_time_in_status": null
      },
      "attribute_type": "status"
    }
  ],
  "owner": [
    {
      "active_from": "2023-01-01T15:00:00.000000000Z",
      "active_until": null,
      "created_by_actor": { "type": "system", "id": null },
      "referenced_actor_type": "workspace-member",
      "referenced_actor_id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b",
      "attribute_type": "actor-reference"
    }
  ],
  "value": [
    {
      "active_from": "2023-01-01T15:00:00.000000000Z",
      "active_until": null,
      "created_by_actor": { "type": "system", "id": null },
      "currency_value": 4200,
      "currency_code": "USD",
      "attribute_type": "currency"
    }
  ],
  "associated_people": [
    {
      "active_from": "2023-01-01T15:00:00.000000000Z",
      "active_until": null,
      "created_by_actor": { "type": "system", "id": null },
      "target_object": "people",
      "target_record_id": "bf071e1f-6035-429d-b874-d83ea64ea13b",
      "attribute_type": "record-reference"
    }
  ],
  "associated_company": [
    {
      "active_from": "2023-01-01T15:00:00.000000000Z",
      "active_until": null,
      "created_by_actor": { "type": "system", "id": null },
      "target_object": "companies",
      "target_record_id": "bf071e1f-6035-429d-b874-d83ea64ea13b",
      "attribute_type": "record-reference"
    }
  ]
}

List user record entries Create a deal record

curl --request PUT \
  --url https://api.attio.com/v2/objects/deals/records \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{
  "data": {
    "values": {
      "name": "Contract with Fundstack",
      "stage": "In Progress",
      "owner": "person@company.com",
      "value": 4200,
      "associated_people": [
        {
          "target_object": "people",
          "email_addresses": [
            {
              "email_address": "person@company.com"
            }
          ]
        }
      ],
      "associated_company": {
        "target_object": "companies",
        "domains": [
          {
            "domain": "company.com"
          }
        ]
      }
    }
  }
}'

{
  "data": {
    "id": {
      "workspace_id": "14beef7a-99f7-4534-a87e-70b564330a4c",
      "object_id": "97052eb9-e65e-443f-a297-f2d9a4a7f795",
      "record_id": "bf071e1f-6035-429d-b874-d83ea64ea13b"
    },
    "created_at": "2022-11-21T13:22:49.061281000Z",
    "values": {
      "name": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "value": "Contract with Fundstack",
          "attribute_type": "text"
        }
      ],
      "stage": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "status": {
            "title": "In Progress",
            "id": {
              "workspace_id": "14beef7a-99f7-4534-a87e-70b564330a4c",
              "object_id": "97052eb9-e65e-443f-a297-f2d9a4a7f795",
              "attribute_id": "41252299-f8c7-4b5e-99c9-4ff8321d2f96",
              "status_id": "11f07f01-c10f-4e05-a522-33e050bc52ee"
            },
            "is_archived": false,
            "celebration_enabled": false,
            "target_time_in_status": null
          },
          "attribute_type": "status"
        }
      ],
      "owner": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "referenced_actor_type": "workspace-member",
          "referenced_actor_id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b",
          "attribute_type": "actor-reference"
        }
      ],
      "value": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "currency_value": 4200,
          "currency_code": "USD",
          "attribute_type": "currency"
        }
      ],
      "associated_people": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "target_object": "people",
          "target_record_id": "bf071e1f-6035-429d-b874-d83ea64ea13b",
          "attribute_type": "record-reference"
        }
      ],
      "associated_company": [
        {
          "active_from": "2023-01-01T15:00:00.000000000Z",
          "active_until": null,
          "created_by_actor": {
            "type": "system",
            "id": null
          },
          "target_object": "companies",
          "target_record_id": "bf071e1f-6035-429d-b874-d83ea64ea13b",
          "attribute_type": "record-reference"
        }
      ]
    }
  }
}

People

Companies

Users

Deals

Workspaces

Assert a deal record

Authorizations

Query Parameters

Body

Response