Add or Update a Sales Opportunity

Should be used in conjunction with the add sales opportunity financial line service.

Query String Parameters

Name	Type	Description	Required
Action	String	SalesOpportunity	Required
SalesOpportunityContactId	Int	ContactId to associate the sales opportunity with. ContactId’s can be retrieved using services described in the Contacts section.	Required
SalesOpportunitySOStageId	Int	StageId to set against sales opportunity. StageId’s can be retrieved using the SalesOpStages service.	Required
SalesOpportunityProbabilityId	Int	Probability Id to set against sales opportunity. Probability Id’s can be retrieved using the SalesOpProbabilities service.	Required
SalesOpportunityTitle	String(50)	Title of the sales opportunity.	Required
SalesOpportunityStatus	String	Status to set against sales opportunity. Statuses can be retrieved using the SalesOpStatuses service.	Required
SalesOpportunityId	Int	Id of the sales opportunity to update. If the SalesOpportunityId does not exist a new sales opportunity will not be added.	Required, when updating
SalesOpportunityReference	String	The reference of the sales opportunity to update. Only required if SalesOpportunityId is not supplied	Required, when updating
SalesOpportunityNote	String	The description of the sales opportunity.	Optional
SalesOpportunityCompletionNote	String	Sales Opportunity completion details.	Optional
SalesOpportunityCloseDateTime	DateTime	Due Date for the sales opportunity. Format: yyyy-MM-dd	Optional
SalesOpportunityCurrency	String	A valid currency code. If none passed defaults to "GBP".	Optional
SalesOpportunityCost	Double	Cost of the sales opportunity. Generally calculated from financial lines added when a document is created.	Optional
SalesOpportunityTotalExclTax	Double	Total, before tax, payable on the sales opportunity. Generally calculated from financial lines added when a document is created.	Optional
SalesOpportunityTotalInclTax	Double	Total, including tax, payable on the sales opportunity. Generally calculated from financial lines added when a document is created.	Optional
cust_custom field name	String(500)	Pass cust_ followed by the caption of an existing custom field.	Optional
SalesOpportunityOwnerId	Int	Id of an existing user. Assigns the Id and name to this opportunity. If no user exists with the specified Id, the details will be taken from the credentials of used for the web service.	Optional
SalesOpportunityContactUserId	Int	Id of an existing contact user. Assigns a contact user to the opportunity.	Optional
SalesOpportunityContactReference	String	Reference of contact to associate Sales opportunity with.	Optional

Response Codes

Code	Message	Information
0	Response Data	See 'Response' example tab

Example

Request

Request URL

https://webservice.bigchange.com/v01/services.ashx?action=SalesOpportunity&SalesOpportunityContactId=30966833&SalesOpportunitySOStageId=26&SalesOpportunityProbabilityId=19&SalesOpportunityTitle=Test Sales Opp&SalesOpportunityStatus=1&SalesOpportunityCloseDateTime=2024-09-30

Response

Response Data

{
  "Code": 0,
  "Result": 2135467
}