Create and manage deal records in Essal Sales, log activities, and use the revenue forecasting API.
Deals are the core records in Essal Sales. A deal represents a potential business opportunity, linked to one or more contacts and progressing through a pipeline. This guide covers creating deals, logging activity, and reading deal summaries.
Track all deal-related interactions in the activity log:
POST /v1/sales/deals/deal_01HXYZAAA/activities{ "type": "call", "note": "Spoke with Jane re: pricing. She wants a revised proposal by EOW.", "occurred_at": "2026-07-10T14:30:00Z"}
Mark a deal as won or lost. Both transitions require a close_reason:
# Mark as wonPOST /v1/sales/deals/deal_01HXYZAAA/close{ "outcome": "won", "close_reason": "Signed contract received"}# Mark as lostPOST /v1/sales/deals/deal_01HXYZAAA/close{ "outcome": "lost", "close_reason": "Budget frozen until next fiscal year"}
Closing fires either a sales.deal.won or sales.deal.lost event, which can trigger downstream automation — for example, kicking off project creation in Essal Project.
Link a deal to an Essal Project at close-time using the linked_resources field on the project object. This gives your delivery team direct context on the business opportunity they are delivering.
Get a structured summary of a deal suitable for embedding in dashboards:
GET /v1/sales/deals/deal_01HXYZAAA/summary
The summary response includes the deal’s current stage, weighted value, activity count, days since last activity, and next scheduled task.
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