Quotes.update - PipelinerCRM

Modifies Quote or Quotes with given id(s)

Request

Path Params

string <uuid>

required

ID of Quote to update

Query Params

validation-level

integer <int32>

optional

Specify validation level of Quote on update. Use them as bit mask: 0 - validate each field on entity,
2 - validate only changed fields, 4 - validate only system fields, 8 - allows to override readonly fields,
16 - allows to set entity on deleted relationship.

Body Params application/json

currency_exchange_rates_list_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

description

string

optional

Multi-line text input field.

Example:

string

expiration_date

string <date>

optional

Date information.

Example:

2019-01-01

is_archived

boolean

optional

Boolean value.

Example:

false

name

string

optional

Name of the entity and its default text representation.

Example:

string

oppty_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

owner_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

product_currency_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

product_price_list_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

product_sections

object

optional

Product sections on Opportunity in json format

quick_account_email

string

optional

Simple text input field.

Example:

string

quick_account_name

string

optional

Simple text input field.

Example:

string

quick_account_phone

string

optional

Simple text input field.

Example:

string

quick_contact_name

string

optional

Simple text input field.

Example:

string

quick_email

string

optional

Simple text input field.

Example:

string

quick_phone

string

optional

Simple text input field.

Example:

string

quote_type_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

reason_of_close_description

string

optional

Multi-line text input field.

Example:

string

reason_of_close_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

share_mode

enum<integer>

optional

Integer enum value: 0 - Standard, 1 - Private, 2 - AllView, 3 - AllEdit

Allowed values:

0123

Example:

step_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

unit_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

version

integer <int32>

optional

Whole natural number.

Example:

revision

integer <int32>

optional

Revision when entity was lastly changed.

Example:

total_amount

object

optional

Monetary value in a foreign currency.

base_value

number <double>

required

Currency.

Example:

4.32

currency_id

string <uuid>

required

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

value_foreign

number <double>

required

Decimal number.

Example:

4.32

product_relations

array [object {1}]

optional

Relations to Products.

string <uri>

optional

contact_relations

array [object {1}]

optional

Relations to Contacts.

string <uri>

optional

account_relations

array [object {1}]

optional

Relations to Accounts.

string <uri>

optional

documents

array [object {1}]

optional

Relations to CloudObjects.

string <uri>

optional

sharing_units

array [object {1}]

optional

Relations to SalesUnits.

string <uri>

optional

sharing_clients

array [object {1}]

optional

Relations to Clients.

string <uri>

optional

is_active_in_opportunity

boolean

optional

If quote is set as active in opportunity.

Example:

false

static_profiles

array [object {1}]

optional

Relations to Profiles.

string <uri>

optional

Example

{
    "currency_exchange_rates_list_id": "01234567-abcd-dcba-ffff-000000000000",
    "description": "string",
    "expiration_date": "2019-01-01",
    "is_archived": false,
    "name": "string",
    "oppty_id": "01234567-abcd-dcba-ffff-000000000000",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_currency_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_price_list_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_sections": {},
    "quick_account_email": "string",
    "quick_account_name": "string",
    "quick_account_phone": "string",
    "quick_contact_name": "string",
    "quick_email": "string",
    "quick_phone": "string",
    "quote_type_id": "01234567-abcd-dcba-ffff-000000000000",
    "reason_of_close_description": "string",
    "reason_of_close_id": "01234567-abcd-dcba-ffff-000000000000",
    "share_mode": 0,
    "step_id": "01234567-abcd-dcba-ffff-000000000000",
    "unit_id": "01234567-abcd-dcba-ffff-000000000000",
    "version": 1,
    "revision": 1,
    "total_amount": {
        "base_value": "4.32",
        "currency_id": "01234567-abcd-dcba-ffff-000000000000",
        "value_foreign": "4.32"
    },
    "product_relations": [
        {
            "id": "http://example.com"
        }
    ],
    "contact_relations": [
        {
            "id": "http://example.com"
        }
    ],
    "account_relations": [
        {
            "id": "http://example.com"
        }
    ],
    "documents": [
        {
            "id": "http://example.com"
        }
    ],
    "sharing_units": [
        {
            "id": "http://example.com"
        }
    ],
    "sharing_clients": [
        {
            "id": "http://example.com"
        }
    ],
    "is_active_in_opportunity": false,
    "static_profiles": [
        {
            "id": "http://example.com"
        }
    ]
}

Request samples

Shell

JavaScript

Java

Swift

PHP

Python

HTTP

Objective-C

Ruby

OCaml

Dart

curl --location --request PATCH '/entities/Quotes/' \
--header 'Content-Type: application/json' \
--data-raw '{
    "currency_exchange_rates_list_id": "01234567-abcd-dcba-ffff-000000000000",
    "description": "string",
    "expiration_date": "2019-01-01",
    "is_archived": false,
    "name": "string",
    "oppty_id": "01234567-abcd-dcba-ffff-000000000000",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_currency_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_price_list_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_sections": {},
    "quick_account_email": "string",
    "quick_account_name": "string",
    "quick_account_phone": "string",
    "quick_contact_name": "string",
    "quick_email": "string",
    "quick_phone": "string",
    "quote_type_id": "01234567-abcd-dcba-ffff-000000000000",
    "reason_of_close_description": "string",
    "reason_of_close_id": "01234567-abcd-dcba-ffff-000000000000",
    "share_mode": 0,
    "step_id": "01234567-abcd-dcba-ffff-000000000000",
    "unit_id": "01234567-abcd-dcba-ffff-000000000000",
    "version": 1,
    "revision": 1,
    "total_amount": {
        "base_value": "4.32",
        "currency_id": "01234567-abcd-dcba-ffff-000000000000",
        "value_foreign": "4.32"
    },
    "product_relations": [
        {
            "id": "http://example.com"
        }
    ],
    "contact_relations": [
        {
            "id": "http://example.com"
        }
    ],
    "account_relations": [
        {
            "id": "http://example.com"
        }
    ],
    "documents": [
        {
            "id": "http://example.com"
        }
    ],
    "sharing_units": [
        {
            "id": "http://example.com"
        }
    ],
    "sharing_clients": [
        {
            "id": "http://example.com"
        }
    ],
    "is_active_in_opportunity": false,
    "static_profiles": [
        {
            "id": "http://example.com"
        }
    ]
}'

Responses

🟢200OK

application/json

Modification confirmation. Returns resulting Quote

Body

success

boolean

optional

True when response succeeded, false on error.

Example:

true

data

object (Quote)

optional

is_delete_protected

boolean

read-onlyrequired

Tells if the entity instance is protected against delete (Entities that need to be present in the system at any time). Delete action still may fail if entity is deletable, due some other additional validations.

Example:

false

string <uuid>

read-onlyrequired

Unique identifier of entity.

Example:

01234567-abcd-dcba-ffff-000000000000

is_deleted

boolean

read-onlyoptional

Specifies if the entity is considered deleted.

Example:

false

modified

string <date-time>

read-onlyoptional

Last modification time.

Example:

2019-01-01T00:00:00

created

string <date-time>

read-onlyoptional

Creation time.

Example:

2019-01-01T00:00:00

currency_exchange_rates_list

string <uri>

optional

Relation to CurrencyExchangeRatesList. By default it is returned as URI to related resource. Using parameter 'expand', it will return full entity. See: 'CurrencyExchangeRatesList' object for properties.

oppty

string <uri>

optional

Relation to Opportunity. By default it is returned as URI to related resource. Using parameter 'expand', it will return full entity. See: 'Opportunity' object for properties.

owner

string <uri>

required

Relation to Client. By default it is returned as URI to related resource. Using parameter 'expand', it will return full entity. See: 'Client' object for properties.

product_currency

string <uri>

required

Relation to Currency. By default it is returned as URI to related resource. Using parameter 'expand', it will return full entity. See: 'Currency' object for properties.

product_price_list

string <uri>

optional

Relation to ProductPriceList. By default it is returned as URI to related resource. Using parameter 'expand', it will return full entity. See: 'ProductPriceList' object for properties.

quote_type

string <uri>

required

Relation to QuoteType. By default it is returned as URI to related resource. Using parameter 'expand', it will return full entity. See: 'QuoteType' object for properties.

reason_of_close

string <uri>

optional

Relation to Data. By default it is returned as URI to related resource. Using parameter 'expand', it will return full entity. See: 'Data' object for properties.

step

string <uri>

required

Relation to Step. By default it is returned as URI to related resource. Using parameter 'expand', it will return full entity. See: 'Step' object for properties.

unit

string <uri>

required

Relation to SalesUnit. By default it is returned as URI to related resource. Using parameter 'expand', it will return full entity. See: 'SalesUnit' object for properties.

currency_exchange_rates_list_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

description

string

optional

Multi-line text input field.

Example:

string

expiration_date

string <date>

optional

Date information.

Example:

2019-01-01

is_archived

boolean

optional

Boolean value.

Example:

false

name

string

required

Name of the entity and its default text representation.

Example:

string

oppty_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

owner_id

string <uuid>

required

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

product_currency_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

product_price_list_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

product_sections

object

optional

Product sections on Opportunity in json format

quick_account_email

string

optional

Simple text input field.

Example:

string

quick_account_name

string

optional

Simple text input field.

Example:

string

quick_account_phone

string

optional

Simple text input field.

Example:

string

quick_contact_name

string

optional

Simple text input field.

Example:

string

quick_email

string

optional

Simple text input field.

Example:

string

quick_phone

string

optional

Simple text input field.

Example:

string

quote_number

string

read-onlyrequired

Auto-generated sequence.

Example:

string

quote_type_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

reason_of_close_description

string

optional

Multi-line text input field.

Example:

string

reason_of_close_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

share_mode

enum<integer>

optional

Integer enum value: 0 - Standard, 1 - Private, 2 - AllView, 3 - AllEdit

Allowed values:

0123

Example:

step_id

string <uuid>

required

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

unit_id

string <uuid>

optional

Relation to single entity instance.

Example:

01234567-abcd-dcba-ffff-000000000000

version

integer <int32>

optional

Whole natural number.

Example:

revision

integer <int32>

optional

Revision when entity was lastly changed.

Example:

total_amount

object

required

Monetary value in a foreign currency.

product_relations

array[string <uri>]

optional

Relations to Products.

primary_contact

string <uri>

optional

Relation to Contact. By default it is returned as URI to related resource. Using parameter 'expand', it will return full entity. See: 'Contact' object for properties.

primary_account

string <uri>

optional

Relation to Account. By default it is returned as URI to related resource. Using parameter 'expand', it will return full entity. See: 'Account' object for properties.

contact_relations

array[string <uri>]

optional

Relations to Contacts.

account_relations

array[string <uri>]

optional

Relations to Accounts.

documents

array[string <uri>]

optional

Relations to CloudObjects.

sharing_units

array[string <uri>]

optional

Relations to SalesUnits.

sharing_clients

array[string <uri>]

optional

Relations to Clients.

status

enum<integer>

read-onlyrequired

Integer enum value: 1 - Open, 2 - Lost, 3 - Accepted

Allowed values:

123

Example:

formatted_name

string

required

Example:

string

is_favorite

boolean

required

Example:

false

is_active_in_opportunity

boolean

optional

If quote is set as active in opportunity.

Example:

false

modified_by_user

string <date-time>

optional

Example:

2019-01-01T00:00:00

static_profiles

array[string <uri>]

optional

Relations to Profiles.

Example

{
    "success": true,
    "data": {
        "is_delete_protected": false,
        "id": "01234567-abcd-dcba-ffff-000000000000",
        "is_deleted": false,
        "modified": "2019-01-01T00:00:00",
        "created": "2019-01-01T00:00:00",
        "currency_exchange_rates_list": "http://example.com",
        "oppty": "http://example.com",
        "owner": "http://example.com",
        "product_currency": "http://example.com",
        "product_price_list": "http://example.com",
        "quote_type": "http://example.com",
        "reason_of_close": "http://example.com",
        "step": "http://example.com",
        "unit": "http://example.com",
        "currency_exchange_rates_list_id": "01234567-abcd-dcba-ffff-000000000000",
        "description": "string",
        "expiration_date": "2019-01-01",
        "is_archived": false,
        "name": "string",
        "oppty_id": "01234567-abcd-dcba-ffff-000000000000",
        "owner_id": "01234567-abcd-dcba-ffff-000000000000",
        "product_currency_id": "01234567-abcd-dcba-ffff-000000000000",
        "product_price_list_id": "01234567-abcd-dcba-ffff-000000000000",
        "product_sections": {},
        "quick_account_email": "string",
        "quick_account_name": "string",
        "quick_account_phone": "string",
        "quick_contact_name": "string",
        "quick_email": "string",
        "quick_phone": "string",
        "quote_number": "string",
        "quote_type_id": "01234567-abcd-dcba-ffff-000000000000",
        "reason_of_close_description": "string",
        "reason_of_close_id": "01234567-abcd-dcba-ffff-000000000000",
        "share_mode": 0,
        "step_id": "01234567-abcd-dcba-ffff-000000000000",
        "unit_id": "01234567-abcd-dcba-ffff-000000000000",
        "version": 1,
        "revision": 1,
        "total_amount": {
            "base_value": "4.32",
            "currency_id": "01234567-abcd-dcba-ffff-000000000000",
            "value_foreign": "4.32"
        },
        "product_relations": [
            "http://example.com"
        ],
        "primary_contact": "http://example.com",
        "primary_account": "http://example.com",
        "contact_relations": [
            "http://example.com"
        ],
        "account_relations": [
            "http://example.com"
        ],
        "documents": [
            "http://example.com"
        ],
        "sharing_units": [
            "http://example.com"
        ],
        "sharing_clients": [
            "http://example.com"
        ],
        "status": 1,
        "formatted_name": "string",
        "is_favorite": false,
        "is_active_in_opportunity": false,
        "modified_by_user": "2019-01-01T00:00:00",
        "static_profiles": [
            "http://example.com"
        ]
    }
}

🟠404Record Not Found

🔴500Server Error