Update a Pipeline

Purpose

To update a pipeline in a layout.

Endpoints

PUT /settings/pipeline/{pipeline_ID}?layout_id={layout_ID}

Request Details

Request URL

{api-domain}/crm/{version}/settings/pipeline/{pipeline_ID}?layout_id={layout_id}
You can also send the pipeline ID in the input body.

Header

Authorization: Zoho-oauthtoken <access_token>

Scope

scope=ZohoCRM.settings.pipeline.UPDATE

Parameters

layout_idstring, mandatory
The unique ID of the layout the pipeline is created in.

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v8/settings/pipeline/3652397000003097007?layout_id=3652397000000091023"
-X PUT
-d input.json
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Request JSON

display_valueString, mandatory
The name of the pipeline you want to update. This key accepts an alphanumeric value.
mapsJSON array, mandatory
The different stages that a deal has to pass through in the sales pipeline. This 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": "Pipeline1",
            "default": false,
            "maps": [
                {
                    "display_value": "Qualification",
                    "sequence_number": 2,
                    "actual_value": "Qualification",
                    "id": "3652397000000006801"
                },
                {
                    "display_value": "Needs Analysis",
                    "sequence_number": 1,
                    "actual_value": "Needs Analysis",
                    "id": "3652397000000006803"
                },
                {
                    "display_value": "Value Proposition",
                    "sequence_number": 3,
                    "actual_value": "Value Proposition",
                    "id": "3652397000000006805"
                },
                {
                    "display_value": "Proposal/Price Quote",
                    "sequence_number": 4,
                    "actual_value": "Proposal/Price Quote",
                    "id": "3652397000000006811"
                }
            ]
        }
    ]
}

Possible Errors

MANDATORY_NOT_FOUNDHTTP 400
You have not included the pipeline ID in the request URL.
Resolution: You must include the ID of the pipeline you want to update in the URL.
INVALID_DATAHTTP 400
The ID of the pipeline in the request body is invalid.
Resolution: Use the Fields Metadata API to obtain the unique IDs of the stages.
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.
INVALID_DATAHTTP 400
The pipeline's ID in the request URL is invalid.
Resolution: Provide a valid pipeline ID. Use the Get Pipelines API to obtain the pipeline's ID.
CANNOT_DELETEHTTP 400
You cannot delete the last stage of the pipeline.
Resolution: Add another stage to the pipeline before deleting the last one.
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": "3652397000003097007"
            },
            "message": "Pipeline updated",
            "status": "success"
        }
    ]
}