Find deals
crm_find_dealsDeals by pipeline, stage, status (open, won, lost), company or contact, or by filters on any field, tag or custom field, or by a saved segment; most recently changed first unless sort says otherwise. Deals that have not moved in 14 days: filters [{"field": "status", "op": "eq", "value": "open"}, {"field": "stage_entered_at", "op": "lt", "value": "today-14"}]. Free.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tag | No | Only records with this tag. | |
| sort | No | Field to sort by, "-" first for descending, e.g. "-amount" or "renewal_date". | |
| limit | No | ||
| query | No | ||
| stage | No | ||
| offset | No | ||
| status | No | ||
| filters | No | Conditions that must all match, e.g. [{"field": "lifecycle_stage", "op": "eq", "value": "customer"}, {"field": "renewal_date", "op": "lte", "value": "today+30"}]. field: a standard field, "tag", or a custom field key (crm_list_fields lists them all). op: eq, ne, contains, starts_with, in (value is a list), gt, gte, lt, lte, is_empty, is_set. Dates take YYYY-MM-DD or today, today+N, today-N. | |
| segment | No | A saved segment (crm_save_segment), by name or id. | |
| pipeline | No | ||
| company_id | No | ||
| contact_id | No |