Access & visibility
Allow customers.UpsertSalesPipeline on your API key. Resource read permissions: core:SalesPipeline. Resource write permissions: core:SalesPipeline.
Workspace access by default. Private member data requires approved member delegation through Brigg-Act-As; the key supplies permissions while private ownership and project boundaries remain enforced.
Request fields
Send a JSON object with the following fields. Required fields must be included; omit optional fields you do not need.
dataSalesPipelineRequiredThe record's fields.
SalesPipeline
Pipeline2 fields
namestringRequiredName of the sales pipeline.
is_defaultbooleanOptionalWhether this is the workspace's default sales pipeline.
Ordered stages1 fields
stagesarray of objectOptionalSales stages in funnel order. Keep stage IDs stable: deals refer to them. Exactly one won and one lost stage appear last; probability is an integer percentage from 0 to 100 for weighted sales value.
Item fields
idstringRequiredStable stage ID referenced by deals. Keep it when changing the label.
labelstringRequiredHuman-readable stage name.
kindstringRequiredWhether this stage is open, won or lost.
Allowed: "open", "won", "lost".
probabilitynumberOptionalInteger percentage from 0 to 100 used for weighted sales value.
tonestringOptionalDisplay color token for the stage.
Allowed: "gray", "blue", "violet", "peach", "soon", "accent", "warn".
privatebooleanOptionalDefaults to false: the record is shared with the workspace. True assigns private ownership to the approved acting member and requires member delegation. This is independent of created_by provenance.
external_refobjectRequiredPermanent, case-sensitive source identity within this workspace, resource type and private/workspace scope. It is independent of API key rotation and retry receipt expiry.
Nested fields
namespacestringRequiredA stable name for the source system, such as crm-production.
At least 1 character.
idstringRequiredThe record ID in that source system.
At least 1 character.
Sync with a permanent external reference
Choose a stable external_ref.namespace for your source system and put its record ID in external_ref.id. Matching is case-sensitive and scoped to this workspace, resource type and private/workspace ownership. The reference survives API key replacement and the 30-day retry receipt window. It does not match records by email or name.
Send the required create fields each time. A missing reference creates a record; an existing reference updates only supplied fields and preserves everything else. created tells you which happened. Use the same idempotency key when retrying a lost response and a new key for a later source change. Concurrent calls cannot create duplicate records. A deleted or inaccessible match is refused; the operation does not restore it or make a replacement.
Use the returned item.id with the regular update operation when you need unset or a conditional expected edit. Changing private chooses a different ownership scope; it does not transfer an existing record.
Response
Returns 200 OK with a JSON body.
Record metadata sits outside data. Timestamps created_at and updated_at are Unix milliseconds. Optional business fields may be absent; absence does not mean false or zero. A field accepts null only when its type includes null.
itemSalesPipelineRecordRequiredThe requested record, including its metadata and data fields.
SalesPipelineRecord
idstringRequiredStable core:SalesPipeline record ID. Keep this top-level value when reading or referring to this record. Available actions are linked under Next steps; an ID does not imply the resource can be edited.
created_atnumberRequiredTime the record was created, in Unix milliseconds.
updated_atnumberRequiredTime the record most recently changed, in Unix milliseconds. Use with overlapping windows for incremental reads.
created_bystring or nullRequiredAccount that originally created the record, or null for a workspace/system-originated record. This is provenance, not its current owner or a Person record ID.
privatebooleanRequiredTrue for a member-owned private record. An API key needs approved delegation to that owner; false alone does not bypass resource grants or other access rules.
dataSalesPipelineRequiredThe record's fields.
SalesPipeline
Pipeline2 fields
namestringRequiredName of the sales pipeline.
is_defaultbooleanOptionalWhether this is the workspace's default sales pipeline.
Ordered stages1 fields
stagesarray of objectOptionalSales stages in funnel order. Keep stage IDs stable: deals refer to them. Exactly one won and one lost stage appear last; probability is an integer percentage from 0 to 100 for weighted sales value.
Item fields
idstringRequiredStable stage ID referenced by deals. Keep it when changing the label.
labelstringRequiredHuman-readable stage name.
kindstringRequiredWhether this stage is open, won or lost.
Allowed: "open", "won", "lost".
probabilitynumberOptionalInteger percentage from 0 to 100 used for weighted sales value.
tonestringOptionalDisplay color token for the stage.
Allowed: "gray", "blue", "violet", "peach", "soon", "accent", "warn".
createdbooleanRequiredTrue when this external reference created a record; false when it matched an existing record.
Errors & retries
Set BRIGG_REQUEST_ID once for each logical action. The samples send it as Idempotency-Key. Reuse the same value and body on retries, including after a timeout; a missing response does not prove the action failed.
For rate limits, follow the server’s retry guidance and back off. See HTTP errors and safe retries and limits.
| HTTP status | Code | What to do |
|---|---|---|
| 400 | invalid_json |
Send a JSON object with Content-Type: application/json. |
| 400 | invalid_input |
Check the request fields and types. Supply a stable Idempotency-Key containing 1–200 characters. |
| 401 | invalid_key |
The workspace API key is missing, invalid or revoked. |
| 403 | forbidden |
Check the key’s operation and resource grants. If Brigg-Act-As is supplied, the key must be authorized to delegate to that member. |
| 404 | not_found |
The requested operation or resource is not available to this credential. |
| 429 | rate_limited |
Wait for Retry-After before retrying. Reuse the original Idempotency-Key. |
Next steps
JSON schemas
Use the complete schemas for validation or client generation.
Full request JSON schema
{
"type": "object",
"properties": {
"data": {
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Name of the sales pipeline."
},
"stages": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Stable stage ID referenced by deals. Keep it when changing the label."
},
"label": {
"type": "string",
"description": "Human-readable stage name."
},
"kind": {
"type": "string",
"enum": [
"open",
"won",
"lost"
],
"description": "Whether this stage is open, won or lost."
},
"probability": {
"type": "number",
"description": "Integer percentage from 0 to 100 used for weighted sales value."
},
"tone": {
"type": "string",
"enum": [
"gray",
"blue",
"violet",
"peach",
"soon",
"accent",
"warn"
],
"description": "Display color token for the stage."
}
},
"required": [
"id",
"label",
"kind"
],
"additionalProperties": false
},
"description": "Sales stages in funnel order. Keep stage IDs stable: deals refer to them. Exactly one won and one lost stage appear last; probability is an integer percentage from 0 to 100 for weighted sales value."
},
"is_default": {
"type": "boolean",
"description": "Whether this is the workspace's default sales pipeline."
}
},
"required": [
"name"
],
"additionalProperties": false,
"description": "The record's fields.",
"title": "SalesPipeline"
},
"private": {
"type": "boolean",
"description": "Defaults to false: the record is shared with the workspace. True assigns private ownership to the approved acting member and requires member delegation. This is independent of created_by provenance."
},
"external_ref": {
"type": "object",
"description": "Permanent, case-sensitive source identity within this workspace, resource type and private/workspace scope. It is independent of API key rotation and retry receipt expiry.",
"properties": {
"namespace": {
"type": "string",
"minLength": 1,
"description": "A stable name for the source system, such as crm-production."
},
"id": {
"type": "string",
"minLength": 1,
"description": "The record ID in that source system."
}
},
"required": [
"namespace",
"id"
],
"additionalProperties": false
}
},
"required": [
"external_ref",
"data"
],
"additionalProperties": false,
"examples": [
{
"external_ref": {
"namespace": "crm-production",
"id": "customer-1042"
},
"data": {
"name": "Sales pipeline",
"is_default": true,
"stages": [
{
"id": "lead",
"label": "Lead",
"kind": "open",
"probability": 10
},
{
"id": "won",
"label": "Won",
"kind": "won",
"probability": 100
},
{
"id": "lost",
"label": "Lost",
"kind": "lost",
"probability": 0
}
]
}
}
]
}Full response JSON schema
{
"type": "object",
"properties": {
"item": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Stable core:SalesPipeline record ID. Keep this top-level value when reading or referring to this record. Available actions are linked under Next steps; an ID does not imply the resource can be edited."
},
"created_at": {
"type": "number",
"description": "Time the record was created, in Unix milliseconds."
},
"updated_at": {
"type": "number",
"description": "Time the record most recently changed, in Unix milliseconds. Use with overlapping windows for incremental reads."
},
"created_by": {
"type": [
"string",
"null"
],
"description": "Account that originally created the record, or null for a workspace/system-originated record. This is provenance, not its current owner or a Person record ID."
},
"private": {
"type": "boolean",
"description": "True for a member-owned private record. An API key needs approved delegation to that owner; false alone does not bypass resource grants or other access rules."
},
"data": {
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Name of the sales pipeline."
},
"stages": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Stable stage ID referenced by deals. Keep it when changing the label."
},
"label": {
"type": "string",
"description": "Human-readable stage name."
},
"kind": {
"type": "string",
"enum": [
"open",
"won",
"lost"
],
"description": "Whether this stage is open, won or lost."
},
"probability": {
"type": "number",
"description": "Integer percentage from 0 to 100 used for weighted sales value."
},
"tone": {
"type": "string",
"enum": [
"gray",
"blue",
"violet",
"peach",
"soon",
"accent",
"warn"
],
"description": "Display color token for the stage."
}
},
"required": [
"id",
"label",
"kind"
],
"additionalProperties": false
},
"description": "Sales stages in funnel order. Keep stage IDs stable: deals refer to them. Exactly one won and one lost stage appear last; probability is an integer percentage from 0 to 100 for weighted sales value."
},
"is_default": {
"type": "boolean",
"description": "Whether this is the workspace's default sales pipeline."
}
},
"required": [
"name"
],
"additionalProperties": false,
"description": "The record's fields.",
"title": "SalesPipeline"
}
},
"required": [
"id",
"created_at",
"updated_at",
"created_by",
"private",
"data"
],
"additionalProperties": false,
"description": "The requested record, including its metadata and data fields.",
"title": "SalesPipelineRecord"
},
"created": {
"type": "boolean",
"description": "True when this external reference created a record; false when it matched an existing record."
}
},
"required": [
"item",
"created"
],
"additionalProperties": false,
"examples": [
{
"item": {
"id": "e_salespipeline_example",
"created_at": 1791276900000,
"updated_at": 1791280800000,
"created_by": "a_jamie",
"private": false,
"data": {
"name": "Sales pipeline",
"is_default": true,
"stages": [
{
"id": "lead",
"label": "Lead",
"kind": "open",
"probability": 10
},
{
"id": "won",
"label": "Won",
"kind": "won",
"probability": 100
},
{
"id": "lost",
"label": "Lost",
"kind": "lost",
"probability": 0
}
]
}
},
"created": true
}
]
}