The Deal Resource
A deal represents a potential business opportunity.
Deals are used to track sales opportunities and potential revenue as they move through different stages of a department's workflow.
Each deal belongs to a department and a step, and can optionally be assigned to an employee.
The Deal Object
A deal object represents a single opportunity within the system.
- Name
name- Type
- string
- Description
Name or title of the deal.
- Name
volume- Type
- integer
- Description
Monetary value of the deal.
- Name
note- Type
- string
- Description
Optional note attached to the deal.
- Name
customers- Type
- array
- Description
List of customers associated with the deal. Each customer object should include:
last_name(string, required)
- Name
id- Type
- uuid
- Description
Unique identifier of the deal, generated by the server.
- Name
employee_id- Type
- uuid
- Description
Assigned employee responsible for the deal, can be null if unassigned.
- Name
step_id- Type
- uuid
- Description
Identifier of the pipeline step the deal belongs to, generated by the server.
- Name
department_id- Type
- uuid
- Description
Department the deal belongs to, generated by the server.
- Name
created_at- Type
- datetime
- Description
Timestamp when the deal was created, generated by the server.
- Name
updated_at- Type
- datetime
- Description
Timestamp of the last update to the deal, generated by the server.
Required Attributes
Optional Attributes
Server-managed attributes
Request
curl -X POST https://studio.countertop.app/api/v1/integration/deals \
-H "X-Api-Key: {your-secret}" \
-H "X-Department-Id: {department-id}" \
-H "Content-Type: application/json" \
-d '{
"name": "Example Dealname",
"volume": 15000,
"note": "Important enterprise customer",
"customers":
[
{
"last_name": "Doe",
"first_name": "John"
},
{
"last_name": "Doe",
"first_name": "Jane"
}
]
}'
Response
{
"id": "019cbd8b-dd90-7119-b13e-f99dc519c4ad",
"name": "Example Dealname",
"volume": 15000,
"employee_id": null,
"employee_name": null,
"step_id": "019c19a9-4350-71f1-9027-8ebbbc5cd4fd",
"department_id": "019c19a9-34be-71d1-9152-100d38b983ab",
"note": "Important enterprise customer",
"created_at": "2026-03-05T10:29:46.000000Z",
"updated_at": "2026-03-05T10:29:46.000000Z",
"customers": [
{
"id": "019cbd8b-dd89-7267-b306-ee2b7796de53",
"company": null,
"website": null,
"title": null,
"first_name": "John",
"last_name": "Doe",
// ... other customer attributes
},
{
"id": "019cbd8b-dd8c-7129-8673-23bbd595c344",
"company": null,
"website": null,
"title": null,
"first_name": "Jane",
"last_name": "Doe",
// ... other customer attributes
}
]
}
Resource Relationships
Tenant
└ Departments
└ Steps
└ Deals
This means:
- a deal belongs to a department
- a deal belongs to a step
- a step defines the deal's current stage