Create a Pipeline

Purpose

To create a pipeline with various stages that a deal passes through.

Endpoints

POST /settings/pipeline?layout_id={layout_ID}

Request Details

Request URL

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

Header

Authorization: Zoho-oauthtoken <access_token>

Scope

scope=ZohoCRM.settings.pipeline.CREATE

Parameters

layout_idstring, mandatory
The unique ID of the layout in which the pipeline must be created.

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v8/settings/pipeline?layout_id=3652397000000091023"
-X POST
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-d "@input.json"

Request JSON

display_valueString, mandatory
The name of the pipeline you want to create. This key accepts an alphanumeric value.
mapsJSON array, mandatory
The different stages that a deal has to pass through in the sales pipeline. Thi array contains the following keys:
- sequence_number - integer, mandatory - The order in which the stage must be displayed. If the value of this key is "1", then this stage will be displayed first.
- id - string, mandatory - The unique ID of the stage. Use the Fields Metadata API to obtain the unique ID of the field.

Sample Input

Copied{
    "pipeline": [
        {
            "display_value": "Pipeline2",
            "default": true,
            "maps": [
                {
                    "sequence_number": 1,
                    "id": "3652397000000006815",
                    "display_value": "Closed Won"
                },
                {
                    "sequence_number": 2,
                    "id": "3652397000000006817",
                    "display_value": "Closed Lost"
                }
            ]
        }
    ]
}

Possible Errors

MANDATORY_NOT_FOUNDHTTP 400
You have not included the key "display_value" (name of the pipeline) in the input.
Resolution: "display_value" is a mandatory key in the input.
INVALID_DATAHTTP 400
The ID of the stage in the "maps" object is invalid.
Resolution: Use the Fields Metadata API to obtain the unique IDs of the stages.
DUPLICATE_DATAHTTP 400
A pipeline with the same name already exists.
Resolution: The name of the pipeline must be unique.
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{
    "pipeline": [
        {
            "code": "SUCCESS",
            "details": {
                "id": "3652397000003712004"
            },
            "message": "Pipeline created",
            "status": "success"
        }
    ]
}