Pipelines and Stages of Sales
Adding and updating pipelines and stages of sales
The stages of sales are the sequence of steps that a potential customer (lead) passes through the sales pipeline before buying. In amoCRM, you can create multiple sales cranes in one account and set your own milestones to track the progress of the lead in each pipeline. In amoCRM, you can configure up to 10 pipelines in your account. Each pipeline can contain up to 100 stages (including successful and unsuccessful statuses). Configure pipelines and stages of sales can administrator account on the Settings -> Sales stages page.
Methods for working with the settings of the stages of sales of the account. These methods are only available to the account administrator. The method allows you to add pipelines and stages of sales one at a time or in batches, and also update data on existing pipelines and stages. When you change the pipeline, you must submit a complete list of steps, including those already existing.
Method URL
POST / private / api / v2 / json / pipelines / set
Parameters
| Parameter | Type | Description |
|---|---|---|
| add | array | The list of added pipelines, if an error occurs, this key will be specified in the error description |
| update | array | Updating an existing hopper All the parameters that are described in add also work in the update |
| add/name require |
string | Pipeline name |
| add/sort | int | Pipeline ordinal number when displayed |
| add/is_main | string | Is the pipeline “main” (it is necessary to pass the value “on” if it is) |
| add/statuses | array | Stages of the pipeline, you must pass at least one step, except successfully / unsuccessfully completed. As the key, you must pass the ID of the step, if it exists. For stages successfully / unsuccessfully completed (id 142/143 respectively) it is possible to transfer only the field name |
| add/statuses// | array | Inside it will be a description of each step |
| add/statuses//name | string | The name of the stage |
| add/statuses//sort | int | Sequence number of the stage when displayed (automatically recomputed after adding) |
| add/statuses//color | string | The color of the stage (you can learn more here) |
| update/id require |
int | The unique identifier of the pipeline, which is indicated for the purpose of updating it |
| update/statuses//id require |
int | The unique identifier of the step, which is specified for the purpose of updating it |
Example response
{
"request": {
"pipelines": {
"add": [
{
"name": "Test Pipeline",
"statuses": {
"0": {
"color": "#fffeb2",
"name": "Status #0",
"sort": 0
},
"1": {
"color": "#fffeb2",
"name": "Status #1",
"sort": 10
},
"2": {
"color": "#d6eaff",
"name": "Status #2",
"sort": 20
},
"3": {
"color": "#f3beff",
"name": "Status #3",
"sort": 30
},
"142": {
"name": "Success"
},
"143": {
"name": "Failed"
}
},
"is_main": "false"
}
]
},
"update": {
"2521": {
"id": 2521,
"name": "Retest Pipeline",
"sort": 12,
"is_main": "on",
"statuses": {
"10223179": {
"id": 10223179,
"name": "Status #0",
"sort": 10,
"color": "#fffeb2"
},
"10223183": {
"id": 10223183,
"name": "Status #4",
"sort": 50,
"color": "#deff81"
},
"10223184": {
"id": 10223184,
"name": "Status #5",
"sort": 60,
"color": "#d6eaff"
},
"10223185": {
"id": 10223185,
"name": "Status #6",
"sort": 70,
"color": "#fffd7f"
}
}
}
}
}
}Response parameters
| Parameter | Description |
|---|---|
| add/pipelines//id | The unique identifier of the pipeline |
| add/pipelines//value | The unique identifier of the pipeline |
| add/pipelines//label | Pipeline name |
| add/pipelines//name | Pipeline name |
| add/pipelines//sort | Ordinal number of the pipeline when displayed |
| add/pipelines//is_main | Is the pipeline the “main” |
| add/pipelines//statuses//id | The unique identifier of the step |
| add/pipelines//statuses//name | The name of the stage |
| add/pipelines//statuses//pipeline_id | The unique identifier of the pipeline |
| add/pipelines//statuses//sort | Sequence number of the stage when displaying |
| add/pipelines//statuses//color | The color of the stage (you can learn more here) |
| add/pipelines//statuses//editable | Is it possible to change or delete this stage, the possible values are “Y” or “N” |
| add/pipelines//leads | The number of leads in this pipeline |
| update// | Associative array where the key is the pipeline ID, and the value – whether the change was applied to the pipeline with this identifier |
| server_time | Time stamp of the current server time with offset to the time zone of the account (transmitted in timestamp format) |
Example response
{
"response": {
"pipelines": {
"add": {
"pipelines":{
"2116":{
"id":2116,
"value":2116,
"label":"Pipeline",
"name":"Pipeline",
"sort":1,
"is_main":true,
"statuses":{
"142":{
"id":142,
"name":"Closed - won",
"color":"#CCFF66",
"sort":10000,
"editable":"N",
"pipeline_id":2116
},
"143":{
"id":143,
"name":"Closed - lost",
"color":"#D5D8DB",
"sort":11000,
"editable":"N",
"pipeline_id":2116
},
"10216993":{
"id":10216993,
"name":"Initial Contact",
"pipeline_id":2116,
"sort":10,
"color":"#99ccff",
"editable":"Y"
},
"10216994":{
"id":10216994,
"name":"Offer made",
"pipeline_id":2116,
"sort":20,
"color":"#ffff99",
"editable":"Y"
},
"10216995":{
"id":10216995,
"name":"Negotiation",
"pipeline_id":2116,
"sort":30,
"color":"#ffcc66",
"editable":"Y"
},
"10216996":{
"id":10216996,
"name":"Contract Negotiation",
"pipeline_id":2116,
"sort":40,
"color":"#ffcccc",
"editable":"Y"
}
},
"leads":14
}
}
},
"update": {
"2521": true
}
}
}
}Adding a pipeline
To add a pipeline, you need to describe an array containing information about the pipeline and put it into an array of the following form: $ pipelines [‘request’] [‘pipelines’] [‘add’] Our API also supports the simultaneous addition of several pipelines. To do this, we put several arrays into the $ pipelines [‘request’] [‘pipelines’] [‘add’] array, each of which describes the necessary data to create the appropriate pipeline.
Example integration
$pipelines['request']['pipelines']['add'] = array(
array(
'name' => 'Test Pipeline',
'statuses' => array(
array(
'color' => '#deff81',
'name' => 'Status #0',
'sort' => 0,
),
array(
'color' => '#ffeab2',
'name' => 'Status #1',
'sort' => 10,
),
array(
'color' => '#ffdc7f',
'name' => 'Status #2',
'sort' => 20,
),
array(
'color' => '#deff81',
'name' => 'Status #3',
'sort' => 30,
),
array(
'color' => '#ebffb1',
'name' => 'Status #4',
'sort' => 40,
),
array(
'color' => '#fffeb2',
'name' => 'Status #5',
'sort' => 50,
),
array(
'color' => '#ffc8c8',
'name' => 'Status #6',
'sort' => 60,
),
array(
'color' => '#c1e0ff',
'name' => 'Status #7',
'sort' => 70,
),
array(
'color' => '#f3beff',
'name' => 'Status #8',
'sort' => 80,
),
array(
'color' => '#ccc8f9',
'name' => 'Status #9',
'sort' => 90,
),
),
'is_main' => 'on',
),
);
/* Now prepare the data needed to query the server */
$subdomain='test'; #Our account is a subdomain
#Generate a link for the request
$link='https://'.$subdomain.'.amocrm.com/private/api/v2/json/pipelines/set';
/* We need to initiate a request to the server. We use the cURL library (supplied as part of PHP). More about work with this library you can read in the manual. */
$curl=curl_init(); #Save the cURL session descriptor
#Set the necessary parameters for the cURL session
curl_setopt($curl,CURLOPT_RETURNTRANSFER,true);
curl_setopt($curl,CURLOPT_USERAGENT,'amoCRM-API-client/1.0');
curl_setopt($curl,CURLOPT_URL,$link);
curl_setopt($curl,CURLOPT_CUSTOMREQUEST,'POST');
curl_setopt($curl,CURLOPT_POSTFIELDS,json_encode($pipelines));
curl_setopt($curl,CURLOPT_HTTPHEADER,array('Content-Type: application/json'));
curl_setopt($curl,CURLOPT_HEADER,false);
curl_setopt($curl,CURLOPT_COOKIEFILE,dirname(__FILE__).'/cookie.txt'); #PHP>5.3.6 dirname(__FILE__) -> __DIR__
curl_setopt($curl,CURLOPT_COOKIEJAR,dirname(__FILE__).'/cookie.txt'); #PHP>5.3.6 dirname(__FILE__) -> __DIR__
curl_setopt($curl,CURLOPT_SSL_VERIFYPEER,0);
curl_setopt($curl,CURLOPT_SSL_VERIFYHOST,0);
$out=curl_exec($curl); #Initiate a request to the API and save the response to a variable
$code=curl_getinfo($curl,CURLINFO_HTTP_CODE);
/* Now we can process the response received from the server. This is an example. You can process the data in your own way. */
$code=(int)$code;
$errors=array(
301=>'Moved permanently',
400=>'Bad request',
401=>'Unauthorized',
403=>'Forbidden',
404=>'Not found',
500=>'Internal server error',
502=>'Bad gateway',
503=>'Service unavailable'
);
try
{
#If the response code is not 200 or 204, we return an error message
if($code!=200 && $code!=204)
throw new Exception(isset($errors[$code]) ? $errors[$code] : 'Undescribed error',$code);
}
catch(Exception $E)
{
die('Error: '.$E->getMessage().PHP_EOL.'Error code: '.$E->getCode());
}
/**
* The data is obtained in the JSON format, therefore, to obtain readable data,
* We will have to translate the response into a format that PHP understands
*/
$Response=json_decode($out,true);
$Response=$Response['response']['pipelines']['add'];
$output='The ID of the pipelines added:'.PHP_EOL;
$output .= implode(PHP_EOL, array_keys($Response));
return $output;
Updating pipelines
To update the pipeline information, you need to describe an array containing information about the pipeline and put it into an array of the following form: $ pipelines [‘request’] [‘pipelines’] [‘update’] Our API also supports the simultaneous updating of several pipelines simultaneously. To do this, we put several arrays in the $ pipelines [‘request’] [‘pipelines’] [‘update’ array, each of which describes the necessary data for updating the corresponding pipeline.
Example of integration
$pipelines['request']['pipelines']['update'] = array(
2116 => array(
'id' => 2116,
'name' => 'Renamed Pipeline',
'sort' => 1,
'is_main' => FALSE,
'statuses' => array(
10216993 => array(
'id' => 10216993,
'name' => 'Initial Contact',
'sort' => 10,
'color' => '#99ccff',
),
10216994 => array(
'id' => 10216994,
'name' => 'Offer made',
'sort' => 20,
'color' => '#ffff99',
),
10216995 => array(
'id' => 10216995,
'name' => 'Negotiation',
'sort' => 30,
'color' => '#ffcc66',
),
array(
'name' => 'New status#1',
'sort' => 40,
'color' => '#ffff99',
),
array(
'name' => 'New status#2',
'sort' => 50,
'color' => '#99ccff',
),
array(
'name' => 'New status#3',
'sort' => 60,
'color' => '#ffcccc',
),
142 => array(
'name' => 'Closed_won',
),
143 => array(
'name' => 'Closed_lost',
),
),
'leads' => 14,
),
);
/* Now prepare the data needed to query the server */
$subdomain='test'; #Our account is a subdomain
#Generate a link for the request
$link='https://'.$subdomain.'.amocrm.com/private/api/v2/json/pipelines/set';
/* We need to initiate a request to the server. We use the cURL library (supplied as part of PHP). More about work with this library you can read in the manual. */
$curl=curl_init(); #Save the cURL session descriptor
#Set the necessary parameters for the cURL session
curl_setopt($curl,CURLOPT_RETURNTRANSFER,true);
curl_setopt($curl,CURLOPT_USERAGENT,'amoCRM-API-client/1.0');
curl_setopt($curl,CURLOPT_URL,$link);
curl_setopt($curl,CURLOPT_CUSTOMREQUEST,'POST');
curl_setopt($curl,CURLOPT_POSTFIELDS,json_encode($pipelines));
curl_setopt($curl,CURLOPT_HTTPHEADER,array('Content-Type: application/json'));
curl_setopt($curl,CURLOPT_HEADER,false);
curl_setopt($curl,CURLOPT_COOKIEFILE,dirname(__FILE__).'/cookie.txt'); #PHP>5.3.6 dirname(__FILE__) -> __DIR__
curl_setopt($curl,CURLOPT_COOKIEJAR,dirname(__FILE__).'/cookie.txt'); #PHP>5.3.6 dirname(__FILE__) -> __DIR__
curl_setopt($curl,CURLOPT_SSL_VERIFYPEER,0);
curl_setopt($curl,CURLOPT_SSL_VERIFYHOST,0);
$out=curl_exec($curl); #Initiate a request to the API and save the response to a variable
$code=curl_getinfo($curl,CURLINFO_HTTP_CODE);
/* Now we can process the response received from the server. This is an example. You can process the data in your own way. */
$code=(int)$code;
$errors=array(
301=>'Moved permanently',
400=>'Bad request',
401=>'Unauthorized',
403=>'Forbidden',
404=>'Not found',
500=>'Internal server error',
502=>'Bad gateway',
503=>'Service unavailable'
);
try
{
#If the response code is not 200 or 204, we return an error message
if($code!=200 && $code!=204)
throw new Exception(isset($errors[$code]) ? $errors[$code] : 'Undescribed error',$code);
}
catch(Exception $E)
{
die('Error: '.$E->getMessage().PHP_EOL.'Error code: '.$E->getCode());
}Removing pipelines
The method allows you to remove pipelines one by one or batch.
Removing one pipeline in your account is not possible, if you delete the last pipeline, you get an error “Impossible to delete last pipeline”
Method URL
POST / private / api / v2 / json / pipelines / delete
Parameters
| Parameter | Type | Description |
|---|---|---|
| id | array | The ID of the pipelines you want to delete. You can pass both a single number and an array of numbers. |
Example response
{"request":{"id":123}}
{"request":{"id":[123,456]}}Response parameters
| Parameter | Description |
|---|---|
| response// | Associative array, where the key is the id of the pipeline, and the value is whether it was possible to remove the pipeline |
| response//errors | If you can not delete the pipeline, the reason will be written here. |
| server_time | Time stamp of the current server time with offset to the time zone of the account (transmitted in timestamp format) |
Example response
{
"response": {
123: true,
456: {"errors": "Impossible to delete last pipeline"}
}
}Removing the pipeline
To delete a pipeline, you need to describe the array containing the identifier (s) of the pipeline to be removed and put it into an array of the form: $ pipelines [‘request’] [‘id’]
Example integration
$pipelines['request']['id'] = array(123);
/* Now prepare the data needed to query the server */
$subdomain='test'; #Our account is a subdomain
#Generate a link for the request
$link='https://'.$subdomain.'.amocrm.com/private/api/v2/json/pipelines/delete';
/* We need to initiate a request to the server. We use the cURL library (supplied as part of PHP). More about
work with this
library you can read in the manual. */
$curl=curl_init(); #Save the cURL session descriptor
#Set the necessary parameters for the cURL session
curl_setopt($curl,CURLOPT_RETURNTRANSFER,true);
curl_setopt($curl,CURLOPT_USERAGENT,'amoCRM-API-client/1.0');
curl_setopt($curl,CURLOPT_URL,$link);
curl_setopt($curl,CURLOPT_CUSTOMREQUEST,'POST');
curl_setopt($curl,CURLOPT_POSTFIELDS,json_encode($pipelines));
curl_setopt($curl,CURLOPT_HTTPHEADER,array('Content-Type: application/json'));
curl_setopt($curl,CURLOPT_HEADER,false);
curl_setopt($curl,CURLOPT_COOKIEFILE,dirname(__FILE__).'/cookie.txt'); #PHP>5.3.6 dirname(__FILE__) -> __DIR__
curl_setopt($curl,CURLOPT_COOKIEJAR,dirname(__FILE__).'/cookie.txt'); #PHP>5.3.6 dirname(__FILE__) -> __DIR__
curl_setopt($curl,CURLOPT_SSL_VERIFYPEER,0);
curl_setopt($curl,CURLOPT_SSL_VERIFYHOST,0);
$out=curl_exec($curl); #Initiate a request to the API and save the response to a variable
$code=curl_getinfo($curl,CURLINFO_HTTP_CODE);
/* Now we can process the response received from the server. This is an example. You can process the data in your own way. */
$code=(int)$code;
$errors=array(
301=>'Moved permanently',
400=>'Bad request',
401=>'Unauthorized',
403=>'Forbidden',
404=>'Not found',
500=>'Internal server error',
502=>'Bad gateway',
503=>'Service unavailable'
);
try
{
#If the response code is not 200 or 204, we return an error message
if($code!=200 && $code!=204)
throw new Exception(isset($errors[$code]) ? $errors[$code] : 'Undescribed error',$code);
}
catch(Exception $E)
{
die('Error: '.$E->getMessage().PHP_EOL.'Error code: '.$E->getCode());
}
/**
* The data is obtained in the JSON format, therefore, to obtain readable data,
* We will have to translate the response into a format that PHP understands
*/
$Response=json_decode($out,true);
$Response=$Response['response'];
$output = 'Query result:' . PHP_EOL;
foreach ($Response as $pipeline_id => $result) {
if (isset($result['errors'])) {
$output .= 'Pipeline "' . $pipeline_id . '" not removed, reason: "' . $result['errors'] . '"' . PHP_EOL;
} else {
$output .= 'Pipeline "' . $pipeline_id . '" removed' . PHP_EOL;
}
}
return $output;The list of pipelines and stages of sales
Method for obtaining a list of pipelines and stages of sales.
Method URL
GET / api / v2 / pipelines
GET parameters
| Parameter | Description |
|---|---|
| id | Select the pipeline with the given ID |
Response parameters
| Parameter | Type | Description |
|---|---|---|
| id | int | The unique pipeline identifier |
| name | string | Pipeline name |
| sort | int | Pipeline number for display |
| is_main | bool | Is the pipeline the “main” |
| statuses | array | An array containing information about the stages of sales |
| statuses//id | int | The unique identifier of the step |
| statuses//name | string | The name of the phase |
| statuses//color | string | Stage color |
| statuses//sort | int | Sequence number of the stage when displayed |
| statuses//is_editable | bool | Is it possible to change or delete this step |
| _links | array | Array containing information about the request |
| _links/self | array | An array containing information about the current request |
| _links/self/href | string | Relative URL of the current request |
| _links/self/method | string | Method of the current request |
| _embedded | array | An array containing information adjacent to the query |
| _embedded/items | array | An array containing information for each individual element |
| Code | Example |
|---|---|
| #fffeb2 | color example |
| #fffd7f | color example |
| #fff000 | color example |
| #ffeab2 | color example |
| #ffdc7f | color example |
| #ffce5a | color example |
| #ffdbdb | color example |
| #ffc8c8 | color example |
| #ff8f92 | color example |
| #d6eaff | color example |
| #c1e0ff | color example |
| #98cbff | color example |
| #ebffb1 | color example |
| #deff81 | color example |
| #87f2c0 | color example |
| #f9deff | color example |
| #f3beff | color example |
| #ccc8f9 | color example |
| #eb93ff | color example |
| #f2f3f4 | color example |
| #e6e8ea | color example |
Example response
{
_links: {
self: {
href: "/api/v2/pipelines",
method: "get"
}
},
_embedded: {
items: {
10104: {
id: 10104,
name: "Pipeline",
sort: 1,
is_main: true,
statuses: {
142: {
id: 142,
name: "Closed - Won",
color: "#CCFF66",
sort: 10000,
is_editable: false
},
143: {
id: 143,
name: "Closed - Lost",
color: "#D5D8DB",
sort: 11000,
is_editable: false
},
13667501: {
id: 13667501,
name: "Initial Contact",
color: "#99ccff",
sort: 10,
is_editable: true
},
13667502: {
id: 13667502,
name: "Negotiations",
color: "#ffff99",
sort: 20,
is_editable: true
},
13667503: {
id: 13667503,
name: "Make a decision",
color: "#ffcc66",
sort: 30,
is_editable: true
},
13667504: {
id: 13667504,
name: "Contract Negotiation",
color: "#ffcccc",
sort: 40,
is_editable: true
}
}
}
}
}
}Example integration
$subdomain='test'; #Our account is a subdomain
#Generate a link for the request
$link='https://'.$subdomain.'.amocrm.com/api/v2/pipelines';
/* We need to initiate a request to the server. We use the cURL library (supplied as part of PHP). More about work with this library you can read in the manual. */
$curl=curl_init(); #Save the cURL session descriptor
#Set the necessary parameters for the cURL session
curl_setopt($curl,CURLOPT_RETURNTRANSFER,true);
curl_setopt($curl,CURLOPT_USERAGENT,'amoCRM-API-client/1.0');
curl_setopt($curl,CURLOPT_HTTPHEADER,['Accept: application/json']);
curl_setopt($curl,CURLOPT_URL,$link);
curl_setopt($curl,CURLOPT_HEADER,false);
curl_setopt($curl,CURLOPT_SSL_VERIFYPEER,0);
curl_setopt($curl,CURLOPT_SSL_VERIFYHOST,0);
$out=curl_exec($curl); #Initiate a request to the API and save the response to a variable
$code=curl_getinfo($curl,CURLINFO_HTTP_CODE);
curl_close($curl);
/* Now we can process the response received from the server. This is an example. You can process the data in your own way. */
$code=(int)$code;
$errors=array(
301=>'Moved permanently',
400=>'Bad request',
401=>'Unauthorized',
403=>'Forbidden',
404=>'Not found',
500=>'Internal server error',
502=>'Bad gateway',
503=>'Service unavailable'
);
try
{
#If the response code is not 200 or 204, we return an error message
if($code!=200 && $code!=204)
throw new Exception(isset($errors[$code]) ? $errors[$code] : 'Undescribed error',$code);
}
catch(Exception $E)
{
die('Error: '.$E->getMessage().PHP_EOL.'Error code: '.$E->getCode());
}
/**
* The data is obtained in the JSON format, therefore, to obtain readable data,
* We will have to translate the response into a format that PHP understands
*/
$Response=json_decode($out,true);
$Response=$Response['_embedded']['items'];