manage_whatsapp_pipelines
Comprehensive sales pipeline management tool for the WhatsApp sales funnel (CRM). A pipeline is a sales board: an ordered list of stages that deals move through, optionally fed by specific WhatsApp numbers. Use it to set up sales boards, inspect their configuration and read their headline numbers.
Available actions:
list: Retrieve all sales pipelines of the account, optionally only those fed by one device
get: Retrieve a single pipeline with its full stage configuration
create: Create a new pipeline with stages, entry rules and behaviour settings
update: Update pipeline properties, stages, lost reasons or settings
delete: Remove a pipeline (refused with 409 while it still holds open deals)
summary: Per-stage deal counts and open amount totals for the board, plus won and lost totals for the last 30 days
Stage ordering matters: a pipeline requires at least one open, one won and one lost stage, and the won and lost stages must come AFTER all the open ones, because a deal advances to the next open stage by position. When no stages are supplied on create, a sensible default ladder is seeded.
Note: the sales funnel is available on the Platform Professional subscription and above. Write operations answer 403 on a plan without it, while reads stay available so an account that downgrades keeps access to its funnel data.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| icon | No | Pipeline icon identifier. Defaults to funnel-dollar | |
| name | No | Pipeline name (required for create action) | |
| color | No | Pipeline color name used for quick identification | |
| entry | No | Entry rule configuration: how chats enter this pipeline | |
| action | Yes | Action to perform on WhatsApp sales pipelines | |
| device | No | WhatsApp device ID: only return pipelines fed by this device (for list action) | |
| stages | No | Pipeline stages, in order. At least one open, one won and one lost stage are required, and the won and lost stages must come after all the open ones | |
| devices | No | WhatsApp device IDs that feed this pipeline. An empty array means all the account devices | |
| currency | No | ISO 4217 currency code for deal amounts. Defaults to the account currency; on update, pass null to clear it back to that default | |
| settings | No | Pipeline behaviour settings | |
| pipelineId | No | Pipeline ID (required for get, update, delete and summary actions) | |
| description | No | Pipeline description | |
| lostReasons | No | Preset lost reasons offered when a deal is lost | |
| confirmDeletion | No | Confirm pipeline deletion (required for delete action) |