Creating deals using v3 api specifying a custom pipeline and stage

ELH — Mon, 22 Jul 2024 20:59:07 GMT

I'm trying to create a deal under a pipeline using the v3 api and it works using the default pipeline with a payload like this:

properties: { pipeline: 'default', dealstage: '111111111', // example dealStageId from the default pipeline }

but as soon as I try to create the deal under a different pipeline, I get an error:

properties: { pipeline: '6661342', // another pipelineId dealstage: '2222222', // another dealstage from that pipelineId }

I get the message:

Property values were not valid: { "isValid": false, "message": "2222222 is not a valid pipeline stage ID. Valid options are: pipelineId=default : [1111111, .... ]", "category":"VALIDATION_ERROR" }

Like if I were trying to create it in the default pipeline.
Trying to list them trough this endpoint (v3):

crm
.pipelines
.pipelineApi
.getAll('deal')

I only see the the default one with all the stages. But using the interface I have multiple pipelines crated.

Additional notes:

I'm migrating the versions and in the v1 works
Using the replica environment for our prod

Can someone point me what I maight be doing wrong?

I've tried to list all ticket pipelines but it tells me that I d not have permissions to do that, how can I seeif that is not the mistake?

Re: Creating deals using v3 api specifying a custom pipeline and stage

coldrickjack — Tue, 23 Jul 2024 09:59:23 GMT

Hi @ELH,

When you create a deal in HubSpot using the API you are required to specify the "pipeline" and "dealstage" in your request body. You can retrieve all of the deal pipelines (and their stages) by calling this endpoint. This will then show you the possible values you can use when creating your deal via this endpoint.

For instance, when I retreieve all of the deal pipelines in my portal I receive the below:

GET https://api.hubapi.com/crm/v3/pipelines/deals Headers: Authorization Bearer {{token}} Response: { "results": [ { "label": "Renewals Pipeline", "displayOrder": 1, "id": "457553644", "stages": [ { "label": "Appointment Scheduled", "displayOrder": 0, "metadata": { "isClosed": "false", "probability": "0.2" }, "id": "701459927", "createdAt": "2024-07-23T09:40:52.693Z", "updatedAt": "2024-07-23T09:40:52.693Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Qualified To Buy", "displayOrder": 1, "metadata": { "isClosed": "false", "probability": "0.4" }, "id": "701459928", "createdAt": "2024-07-23T09:40:52.693Z", "updatedAt": "2024-07-23T09:40:52.693Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Presentation Scheduled", "displayOrder": 2, "metadata": { "isClosed": "false", "probability": "0.6" }, "id": "701459929", "createdAt": "2024-07-23T09:40:52.693Z", "updatedAt": "2024-07-23T09:40:52.693Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Decision Maker Bought-In", "displayOrder": 3, "metadata": { "isClosed": "false", "probability": "0.8" }, "id": "701459930", "createdAt": "2024-07-23T09:40:52.693Z", "updatedAt": "2024-07-23T09:40:52.693Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Contract Sent", "displayOrder": 4, "metadata": { "isClosed": "false", "probability": "0.9" }, "id": "701459931", "createdAt": "2024-07-23T09:40:52.693Z", "updatedAt": "2024-07-23T09:40:52.693Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Closed Won", "displayOrder": 5, "metadata": { "isClosed": "true", "probability": "1.0" }, "id": "701459932", "createdAt": "2024-07-23T09:40:52.693Z", "updatedAt": "2024-07-23T09:40:52.693Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Closed Lost", "displayOrder": 6, "metadata": { "isClosed": "true", "probability": "0.0" }, "id": "701459933", "createdAt": "2024-07-23T09:40:52.693Z", "updatedAt": "2024-07-23T09:40:52.693Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" } ], "createdAt": "2024-07-23T09:40:52.693Z", "updatedAt": "2024-07-23T09:40:52.693Z", "archived": false }, { "label": "Sales Pipeline", "displayOrder": 0, "id": "default", "stages": [ { "label": "Appointment Scheduled", "displayOrder": 0, "metadata": { "isClosed": "false", "probability": "0.2" }, "id": "appointmentscheduled", "createdAt": "1970-01-01T00:00:00Z", "updatedAt": "1970-01-01T00:00:00Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Qualified To Buy", "displayOrder": 1, "metadata": { "isClosed": "false", "probability": "0.4" }, "id": "qualifiedtobuy", "createdAt": "1970-01-01T00:00:00Z", "updatedAt": "1970-01-01T00:00:00Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Presentation Scheduled", "displayOrder": 2, "metadata": { "isClosed": "false", "probability": "0.6" }, "id": "presentationscheduled", "createdAt": "1970-01-01T00:00:00Z", "updatedAt": "1970-01-01T00:00:00Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Decision Maker Bought-In", "displayOrder": 3, "metadata": { "isClosed": "false", "probability": "0.8" }, "id": "decisionmakerboughtin", "createdAt": "1970-01-01T00:00:00Z", "updatedAt": "1970-01-01T00:00:00Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Contract Sent", "displayOrder": 4, "metadata": { "isClosed": "false", "probability": "0.9" }, "id": "contractsent", "createdAt": "1970-01-01T00:00:00Z", "updatedAt": "1970-01-01T00:00:00Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Closed Won", "displayOrder": 5, "metadata": { "isClosed": "true", "probability": "1.0" }, "id": "closedwon", "createdAt": "1970-01-01T00:00:00Z", "updatedAt": "1970-01-01T00:00:00Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" }, { "label": "Closed Lost", "displayOrder": 6, "metadata": { "isClosed": "true", "probability": "0.0" }, "id": "closedlost", "createdAt": "1970-01-01T00:00:00Z", "updatedAt": "1970-01-01T00:00:00Z", "archived": false, "writePermissions": "CRM_PERMISSIONS_ENFORCEMENT" } ], "createdAt": "1970-01-01T00:00:00Z", "updatedAt": "1970-01-01T00:00:00Z", "archived": false } ] }

Notice the "id" attribute returned for the various pipelines and the stages they contain. I can use these to

create a deal as per the following request:

POST https://api.hubapi.com/crm/v3/objects/deals Headers: Authorization Bearer {{token}} Body: { "properties": { "amount": 500, "dealname": "Deal X", "pipeline": "457553644", "dealstage": "701459928" } }

I've recorded a video walkthrough of how you can achieve this:

Create a deal in a custom deal pipeline

I hope this helps!

Jack

Re: Creating deals using v3 api specifying a custom pipeline and stage

ELH — Tue, 23 Jul 2024 12:41:43 GMT

@coldrickjack Thanks for the help!

I ended up figuring the problem (and some other that I had). It was related with few things:

permissions: checking the permissions of the Integration Token.
sync: As we had different environments, some of the attributes giving problems were not synced in the replica environments.
envs token: make sure you are pointing to the right environment.

Re: Creating deals using v3 api specifying a custom pipeline and stage

Jaycee_Lewis — Tue, 23 Jul 2024 21:01:26 GMT

Hey, @ELH 👋 Thank you very much for taking the time to let us know what worked for you. — Jaycee

topic Re: Creating deals using v3 api specifying a custom pipeline and stage in APIs & Integrations

Creating deals using v3 api specifying a custom pipeline and stage

Re: Creating deals using v3 api specifying a custom pipeline and stage

Re: Creating deals using v3 api specifying a custom pipeline and stage

Re: Creating deals using v3 api specifying a custom pipeline and stage