CrmBoardColumns
Update CrmBoardColumn
Update an existing CrmBoardColumn record.
PUT
Update CrmBoardColumn
Updates an existing CrmBoardColumn record. You must include theDocumentation Index
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Id of the record to update along with all required fields.
Authentication
This endpoint requires OAuth2 authentication. Include a valid bearer token in the
Authorization header.
The authenticated user must be a full unrestricted administrator or have the CrmBoardColumn-Edit role.Request Body
Required Fields
The Id of the CrmBoardColumn record to update.
Crm Board Id.
Stage name (e.g. ‘Contract Signature’, ‘Keys Handout’, ‘Office Tour’).
Display order of this stage within the board (0-based).
Optional Fields
Auto-assign: add anyone completing a tour request form to this stage.
Auto-assign: add anyone confirming a tour to this stage.
Auto-assign: add anyone completing a tour to this stage.
Auto-action: mark opportunity as won when added to this stage.
Auto-action: mark opportunity as lost when added to this stage.
Auto-assign: add anyone completing a sign-up form to this stage.
Auto-assign: add anyone placing a booking to this stage.
Auto-assign: add anyone cancelling their contract to this stage.
Auto-assign: add anyone sent a proposal to this stage.
Auto-assign: add anyone accepting a proposal to this stage.
Auto-assign: add anyone e-signing a document to this stage.
Auto-assign: add anyone registering for an event to this stage.
Auto-assign: add anyone sending a contact message to this stage.
Auto-action: message macro to send when an opportunity reaches this stage.
Auto-action: task list to create when an opportunity reaches this stage.
Assign the task list’s own responsible users instead of the opportunity owner.
Auto-action: activate the account of opportunities added to this stage.
Auto-action: permanently delete the account and all customer details of opportunities added to this stage.
Auto-action: deactivate the account of opportunities added to this stage.
Auto-action: confirm the tour of opportunities added to this stage.
Auto-assign: add anyone purchasing a specific product to this stage. Requires Products list.
Product IDs that trigger auto-assignment when ProductPurchased is enabled.
Added Products.
Removed Products.
Auto-assign: add anyone placing a booking for a specific resource to this stage. Requires Resources list.
Resource IDs that trigger auto-assignment when ResourceBooked is enabled.
Added Resources.
Removed Resources.
Auto-assign: add any event attendee who checks in for an event to this stage.
Code Examples
Response
200
HTTP status code.
200 on success.A human-readable message confirming the update.
Contains the
Id of the updated record.true if the crmboardcolumn was updated successfully.null on success.Example Response
400
A summary of the validation error(s), in the format
PropertyName: error message.null on validation failure.Array of validation errors.
false when the request fails validation.Example Response
Update CrmBoardColumn