Sales CRM
Update a sales opportunity
Requires crm:sales:write. Edit one field or stage, or restore AI control. Requires current revision; conflicts return 409. Closed opportunities cannot reopen. Uses the published sales CRM, not legacy lead-stage classification.
PATCH
/
crm
/
sales
/
opportunities
/
{opportunityId}
Update a sales opportunity
curl --request PATCH \
--url https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"revision": 1,
"fieldId": "<string>",
"value": "<unknown>",
"stageId": "<string>",
"restoreAi": true
}
'import requests
url = "https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}"
payload = {
"revision": 1,
"fieldId": "<string>",
"value": "<unknown>",
"stageId": "<string>",
"restoreAi": True
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PATCH',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
revision: 1,
fieldId: '<string>',
value: '<unknown>',
stageId: '<string>',
restoreAi: true
})
};
fetch('https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PATCH",
CURLOPT_POSTFIELDS => json_encode([
'revision' => 1,
'fieldId' => '<string>',
'value' => '<unknown>',
'stageId' => '<string>',
'restoreAi' => true
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}"
payload := strings.NewReader("{\n \"revision\": 1,\n \"fieldId\": \"<string>\",\n \"value\": \"<unknown>\",\n \"stageId\": \"<string>\",\n \"restoreAi\": true\n}")
req, _ := http.NewRequest("PATCH", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.patch("https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"revision\": 1,\n \"fieldId\": \"<string>\",\n \"value\": \"<unknown>\",\n \"stageId\": \"<string>\",\n \"restoreAi\": true\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"revision\": 1,\n \"fieldId\": \"<string>\",\n \"value\": \"<unknown>\",\n \"stageId\": \"<string>\",\n \"restoreAi\": true\n}"
response = http.request(request)
puts response.read_body{
"opportunity": {
"opportunityId": "<string>",
"revision": 123,
"leadId": "<string>",
"conversationId": "<string>",
"displayName": "<string>",
"channel": "<string>",
"version": 123,
"stageId": "<string>",
"stageLocked": true,
"status": "open",
"summary": "<string>",
"values": {},
"createdAt": "<string>",
"updatedAt": "<string>",
"closedAt": "<string>"
},
"activity": [
{}
]
}{
"error": {
"code": "M2M_AUTH_INSUFFICIENT_SCOPE",
"message": "M2M credential does not have required scope.",
"details": {
"requiredScopes": [
"conversations:write"
],
"missingScopes": [
"conversations:write"
]
}
}
}Authorizations
Server-side tenant-scoped credential created from Build > API Keys.
Path Parameters
Body
application/json
⌘I
Update a sales opportunity
curl --request PATCH \
--url https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"revision": 1,
"fieldId": "<string>",
"value": "<unknown>",
"stageId": "<string>",
"restoreAi": true
}
'import requests
url = "https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}"
payload = {
"revision": 1,
"fieldId": "<string>",
"value": "<unknown>",
"stageId": "<string>",
"restoreAi": True
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PATCH',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
revision: 1,
fieldId: '<string>',
value: '<unknown>',
stageId: '<string>',
restoreAi: true
})
};
fetch('https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PATCH",
CURLOPT_POSTFIELDS => json_encode([
'revision' => 1,
'fieldId' => '<string>',
'value' => '<unknown>',
'stageId' => '<string>',
'restoreAi' => true
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}"
payload := strings.NewReader("{\n \"revision\": 1,\n \"fieldId\": \"<string>\",\n \"value\": \"<unknown>\",\n \"stageId\": \"<string>\",\n \"restoreAi\": true\n}")
req, _ := http.NewRequest("PATCH", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.patch("https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"revision\": 1,\n \"fieldId\": \"<string>\",\n \"value\": \"<unknown>\",\n \"stageId\": \"<string>\",\n \"restoreAi\": true\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://platform-api.visitoai.com/m2m/v1/crm/sales/opportunities/{opportunityId}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"revision\": 1,\n \"fieldId\": \"<string>\",\n \"value\": \"<unknown>\",\n \"stageId\": \"<string>\",\n \"restoreAi\": true\n}"
response = http.request(request)
puts response.read_body{
"opportunity": {
"opportunityId": "<string>",
"revision": 123,
"leadId": "<string>",
"conversationId": "<string>",
"displayName": "<string>",
"channel": "<string>",
"version": 123,
"stageId": "<string>",
"stageLocked": true,
"status": "open",
"summary": "<string>",
"values": {},
"createdAt": "<string>",
"updatedAt": "<string>",
"closedAt": "<string>"
},
"activity": [
{}
]
}{
"error": {
"code": "M2M_AUTH_INSUFFICIENT_SCOPE",
"message": "M2M credential does not have required scope.",
"details": {
"requiredScopes": [
"conversations:write"
],
"missingScopes": [
"conversations:write"
]
}
}
}