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Opportunity → Update
AI-generatedSummary
Update an existing opportunity identified by its Opportunity ID by specifying any combination of title, type, status, confidence score, estimated value, currency, description, signals, and expected close date.
Inputs
- Opportunity ID (required) — The unique identifier of the opportunity to update.
- Title — New title of the opportunity.
- Type — Type of opportunity, selectable from New Sale, Upselling, Renewal/Retention, or Cross Sell.
- Status — Current status of the opportunity, such as Pending, Approved, Rejected, or Converted.
- Confidence — Confidence score for the opportunity expressed as a number between 0 and 1.
- Estimated Value — Monetary estimated value of the opportunity.
- Currency — Currency code for the estimated value, e.g., USD or EUR.
- Description — Text description detailing the opportunity.
- Signals — Comma-separated list of signals or indicators related to the opportunity.
- Expected Close Date — The date and time when the opportunity is expected to close.
Output shape
a single updated opportunity record
Returns the updated opportunity data after the update operation completes. The response includes all opportunity fields as returned by the API. No pagination or envelopes apply in this context.
Examples
Example 1: Update opportunity's status and confidence
Provide Opportunity ID and update fields Status to 'approved' and Confidence to 0.8.