Deals

Usage information for the operation Deals.rsd.

Table Specific Information

Select

The connector uses the ActiveCampaign API to process some of the filters.

For example, the following queries are processed server side:

SELECT * FROM Deals WHERE Id = 10

SELECT * FROM Deals WHERE GroupId = 1

SELECT * FROM Deals WHERE OwnerId = 1

SELECT * FROM Deals WHERE Stage = 1 AND Title = 'title'

As a note, due to server-side performance issues, even when the property IncludeCustomFields is set to TRUE, the custom fields will appear only in the table schema with null values. To retrieve the values of the custom fields, please refer to the DealCustomFieldData table.

Insert

Inserting a deal requires specifying a value for the GroupId, Stage, OwnerId, Title, Value, Currency columns and a value for AccountId or ContactId column.

INSERT INTO Deals (AccountId, GroupId, Stage, OwnerId, Title, Value, Currency) VALUES (1, 1, 1, 1, 'title', 100, 'USD')

INSERT INTO Deals (Email, FirstName, LastName, Phone) VALUES ('[email protected]', 'test', 'test', 'dealphonenumber')

Additionally, the connector supports inserting deal and deal custom fields data from the Deals table. All custom field columns start with CF_.

INSERT INTO Deals (AccountId, GroupId, Stage, OwnerId, Title, Value, Currency, CF_CustomField1, CF_CustomField2, CF_CustomField3) VALUES (1, 1, 1, 1, 'title', 100, 'USD', 'value', 'value', 'value')

Update

The connector supports updating deal information.

Additionally, it is possible to update deal custom fields data from the Deals table.

UPDATE Deals SET Title = 'updatedTitle' WHERE Id = 1

UPDATE Deals SET CF_CustomField1 = 'custom field value', CF_CustomField2 = 'custom field value' WHERE Id = 1

Delete

Remove all deals or a deal by specifying the Id of the deal.

DELETE FROM Deals

DELETE FROM Deals WHERE Id = 10003

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	The Id column of the Deals table.
AccountId	String	False	The AccountId column of the Deals table.
ActivityCount	String	True	The ActivityCount column of the Deals table.
Cdate	Datetime	True	The Cdate column of the Deals table.
ContactId	String	False	Deal's primary contact's Id.
Currency	String	False	Deal's currency in 3-digit ISO format, lowercased.
CustomerAccount	String	True	The CustomerAccount column of the Deals table.
Description	String	False	The Description column of the Deals table.
Edate	String	True	The Edate column of the Deals table.
Group	String	False	Deal's pipeline Id. Required if deal.stage is not provided. If deal.group is not provided, the stage's pipeline will be assigned to the deal automatically.
Hash	String	True	The Hash column of the Deals table.
IsDisabled	String	True	The IsDisabled column of the Deals table.
AccountLink	String	True	The AccountLink column of the Deals table.
ContactLink	String	True	The ContactLink column of the Deals table.
ContactDealsLink	String	True	The ContactDealsLink column of the Deals table.
CustomerAccountLink	String	True	The CustomerAccountLink column of the Deals table.
DealActivitiesLink	String	True	The DealActivitiesLink column of the Deals table.
DealCustomFieldDataLink	String	True	The DealCustomFieldDataLink column of the Deals table.
GroupLink	String	True	The GroupLink column of the Deals table.
NextTaskLink	String	True	The NextTaskLink column of the Deals table.
NotesLink	String	True	The NotesLink column of the Deals table.
OrganizationLink	String	True	The OrganizationLink column of the Deals table.
OwnerLink	String	True	The OwnerLink column of the Deals table.
ScoreValuesLink	String	True	The ScoreValuesLink column of the Deals table.
StageLink	String	True	The StageLink column of the Deals table.
TasksLink	String	True	The TasksLink column of the Deals table.
Mdate	Datetime	True	The Mdate column of the Deals table.
NextTask	String	True	The NextTask column of the Deals table.
NextDate	Datetime	True	The NextDate column of the Deals table.
NextDealId	String	True	The NextDealId column of the Deals table.
NextTaskId	String	True	The NextTaskId column of the Deals table.
Organization	String	True	The Organization column of the Deals table.
Owner	String	False	Deal's owner Id. Required if pipeline's auto-assign option is disabled.
Percent	String	False	The Percent column of the Deals table.
Stage	String	False	Deal's stage Id. Required if deal.group is not provided. If deal.stage is not provided, the deal will be assigned with the first stage in the pipeline provided in deal.group.
Status	String	False	The Status column of the Deals table.
Title	String	False	The Title column of the Deals table.
Value	String	False	Deal's value in cents.
WinProbability	Integer	True	The WinProbability column of the Deals table.
WinProbabilityMdate	Datetime	True	The WinProbabilityMdate column of the Deals table.