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AlterEstate

Pipelines and stages

Returns the agency’s pipelines and the stages inside each one. Use the stage uid when you filter or move a deal.

A pipeline is a funnel (Sales, Rentals, Prospects). A stage is a column inside that funnel. List pipelines first, then list stages with the pipeline uid. The list of pipelines does not embed its stages.

List pipelines

GEThttps://secure.alterestate.com/api/v1/deals/pipeline/

Authentication

Send Authorization: Token your_api_key_here. Account token. Keep it on your server.


Query parameters

pipe_typestring
deals, prospects, won, accounting or properties. Omit it to return every type.Example: deals
is_activeboolean
true returns only active pipelines.Example: true

Example request

GET
curl --request GET \
  --url 'https://secure.alterestate.com/api/v1/deals/pipeline/?pipe_type=deals' \
  --header 'Authorization: Token your_api_key_here' \
  --header 'Accept: application/json'

Example response

200 OK
[
  {
    "id": 12,
    "uid": "PIPE01SALE",
    "name": "Sales",
    "pipe_type": "deals",
    "default": true,
    "is_active": true,
    "totalDeals": 42
  }
]

List stages

GEThttps://secure.alterestate.com/api/v1/deals/stages/

Authentication

Send Authorization: Token your_api_key_here. Account token. Keep it on your server.


Query parameters

pipelinestring
Pipeline uid from List pipelines. Returns that funnel’s stages, active ones only, in column order.Example: PIPE01SALE
pipe_typestring
deals, prospects, won, accounting or properties. Use it instead of pipeline to list stages across funnels of that type.Example: deals

Example request

GET
curl --request GET \
  --url 'https://secure.alterestate.com/api/v1/deals/stages/?pipeline=PIPE01SALE' \
  --header 'Authorization: Token your_api_key_here' \
  --header 'Accept: application/json'

Example response

200 OK
[
  {
    "uid": "STGNEW001",
    "name": "New",
    "order": 0,
    "pipeline": "PIPE01SALE",
    "pipeline_string": "Sales",
    "is_active": true,
    "closing_probability": 10,
    "conversion_rate": "0.00",
    "max_days_on_stage": null,
    "deals_count": 18
  },
  {
    "uid": "STGVISIT01",
    "name": "Showing",
    "order": 2,
    "pipeline": "PIPE01SALE",
    "pipeline_string": "Sales",
    "is_active": true,
    "closing_probability": 40,
    "conversion_rate": "0.00",
    "max_days_on_stage": 14,
    "deals_count": 7
  }
]

Retrieve a pipeline with its stages

GEThttps://secure.alterestate.com/api/v1/deals/funnels/{uid}/

Authentication

Send Authorization: Token your_api_key_here. Account token. Keep it on your server.


Path parameters

uidstringrequired
Pipeline uid.Example: PIPE01SALE

Example request

GET
curl --request GET \
  --url 'https://secure.alterestate.com/api/v1/deals/funnels/PIPE01SALE/' \
  --header 'Authorization: Token your_api_key_here' \
  --header 'Accept: application/json'

Example response

200 OK
{
  "id": 12,
  "uid": "PIPE01SALE",
  "name": "Sales",
  "pipe_type": "deals",
  "default": true,
  "pipeline": [
    {
      "uid": "STGNEW001",
      "name": "New",
      "order": 0,
      "is_active": true,
      "closing_probability": 10,
      "deals": []
    },
    {
      "uid": "STGVISIT01",
      "name": "Showing",
      "order": 2,
      "is_active": true,
      "closing_probability": 40,
      "deals": []
    }
  ]
}
404 Not Found
{
  "detail": "Not found."
}

How the three calls fit together

  • List pipelines returns one object per funnel. totalDeals is the number of non-prospect deals on that pipeline.
  • List stages is the call to use before you filter or move a deal. Pass pipeline={uid}. order is the column order, starting at 0.
  • Retrieve a pipeline with its stages returns the same funnel in one response. The stages array is named pipeline. deals on each stage is always empty; load deals with List deals and stage={uid}.

pipe_type

ValueFunnel
dealsSales pipeline. This is the one List deals uses.
prospectsProspect statuses.
wonStages after a deal is won.
accountingAccounting statuses on a closing sheet.
propertiesProperty pipeline.

Status codes

StatusMeaning
200The request succeeded.
400A parameter or the body is invalid. The response names the field.
401The token is missing, invalid, or the user cannot open this deal.
404The resource or route does not exist.
429Too many requests. Wait and retry.
500Server error while processing the request.

Frequently asked questions

Does the pipeline list include stages?

No. GET /api/v1/deals/pipeline/ returns funnels only. GET /api/v1/deals/stages/?pipeline={uid} returns their stages, or GET /api/v1/deals/funnels/{uid}/ returns one funnel with stages nested under pipeline.

Which uid do I send when I edit a deal’s stage?

The stage uid from List stages or from the nested pipeline array. The stage has to belong to the deal’s current pipeline.

Last updated . Questions? Emailengineering@alterestate.com.