List Deals
ploomes_deals_listSearch and list CRM deals with OData filters, sorting, and pagination. Supports field selection and expanding related entities like contacts and stages.
Instructions
Search and list deals (opportunities) in Ploomes CRM. Supports OData filtering, sorting, field selection, and pagination. Common filters: ContactId eq 123, StageId eq 456, StatusId eq 1, OwnerId eq 789, Amount gt 1000. StatusId values: typically 1=Open, 2=Won, 3=Lost — use ploomes_deals_status_list to confirm the exact mapping for your account. Use ploomes_stages_list to find valid StageId values. Use ploomes_users_list to find valid OwnerId values. Available $expand options: Contact, Person, Stage, Status, Tags, Tasks, Products, Quotes, Origin, InteractionRecords, Orders, OtherProperties, Documents.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| filter | No | OData $filter expression. Examples: "ContactId eq 123", "StatusId eq 1" (open deals), "StageId eq 456 and OwnerId eq 789", "Amount gt 5000", "contains(Title,'Acme')", "CreateDate gt 2025-01-01T00:00:00Z". Filter by custom field: "OtherProperties/any(o: o/FieldId eq 12345 and o/StringValue eq 'value')". | |
| select | No | Comma-separated fields to return. E.g.: "Id,Title,Amount,ContactId,StageId,StatusId,OwnerId,DealNumber" | |
| expand | No | Related entities to include. Available: Contact, Person, Stage, Status, Tags, Tasks, Products, Quotes, Origin, InteractionRecords, Orders, OtherProperties, Documents. E.g.: "Contact,Stage,OtherProperties" or "Contact,Stage,Status,Tags,OtherProperties". | |
| orderby | No | Sort expression. E.g.: "Amount desc", "CreateDate desc", "Title asc" | |
| top | No | Max items to return (default 50, max 300) | |
| skip | No | Items to skip for pagination |