Pipelines API
Pipelines group stages for deals, conversations, or support tickets in your organization. The same pipelines and pipeline-stages services power the deal board, conversation pipeline view, ticket kanban, automations, and filters.
Pipeline types
type value | Used for |
|---|---|
deal | Sales pipelines and deal kanban |
conversation | Conversation inbox pipelines |
ticket | Support ticket pipelines |
Always filter find with organization_id and the correct type unless you intend to load every pipeline type.
Related resources
- List pipelines
- Get pipeline
- Create pipeline
- Update pipeline
- Delete pipeline
- Pipeline stages API (stages belong to a pipeline)
- Deals API —
pipeline_id,pipeline_stage_idon each deal - Conversations API —
pipeline_id,pipeline_stage_idon each conversation - Support tickets API — tickets use ticket-type pipelines for board columns
Deal-specific configuration
For type: "deal", the app may store config.defaultDealStatus (open, won, lost, or all) when creating or updating a pipeline. Other types typically omit config or use an empty object.
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