Transfer and Delete a Pipeline

Purpose

To delete a pipeline and transfer the associated stages to another pipeline.

Endpoints

Request Details

Request URL

{api-domain}/crm/{version}/settings/pipeline/actions/transfer?layout_id={layout_id}

Header

Authorization: Zoho-oauthtoken <access_token>

Scope

scope=ZohoCRM.settings.pipeline.CREATE
(or)
scope=ZohoCRM.settings.pipeline.ALL

Parameters
  • layout_idstring, mandatory

    The unique ID of the layout that the pipeline was created in.

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v6/settings/pipeline/actions/transfer?layout_id=3652397000000091023"
-X POST
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-d "@input.json"
Request JSON
  • pipelineJSON object, mandatory

    The IDs of the pipelines that you want to transfer the deals from and to, respectively. This object contains the following keys:

    • from - string, mandatory - The ID of the pipeline you want to delete and transfer the associated deals from.
    • to - string, mandatory - The ID of the pipeline you want to transfer deals to from another pipeline.
  • stagesJSON array, mandatory

    The stages in the pipeline you want to map to the new one. This array contains the following keys:

    • from - string, mandatory - The ID of the stage in the pipeline you want to delete.
    • to - string, mandatory - The ID of the stage in the new pipeline you want to map the old one with.

Sample Input

Copied{
    "transfer_pipeline": [
        {
            "pipeline": {
                "from": "3652397000003712004",
                "to": "3652397000003097007"
            },
            "stages": [
                {
                    "from": "3652397000000006817",
                    "to": "3652397000000006819"
                }
            ]
        }
    ]
}

Possible Errors

  • MANDATORY_NOT_FOUNDHTTP 400

    You have not included either the JSON object "pipeline" or the "stages" array in the input.
    Resolution: Include the "pipeline" JSON object and the "stages" array with the required keys and their values.

  • INVALID_DATAHTTP 400

    The ID of the layout is invalid.
    Resolution: Provide a valid layout ID.

  • INVALID_DATAHTTP 400

    Either the "from" or "to" ID is invalid in the input.
    Resolution: Refer to the "details" key int he response for the API name of the invalid key, and provide a valid input.

  • REQUIRED_PARAM_MISSINGHTTP 400

    You have not included the mandatory parameter "layout_id" in your request.
    Resolution: Specify valid layout ID in the request.

Sample Response

Copied{
    "transfer_pipeline": [
        {
            "code": "SUCCESS",
            "details": {
                "job_id": "3652397000003737002"
            },
            "message": "transfer pipeline scheduled successfully",
            "status": "success"
        }
    ]
}