Gathering opportunities that belong to a specific owner

[Bryan O'Neil]

Hi all,

I was wondering if anyone can point me in the right direction here. I'm trying to build a fairly simple script that imports opportunities from Capsule.

However, I'd like the API result to only include opportunities that have one specific owner and was wondering if this can somehow be done?

I realise it's possible to grab all opportunities and do the filtering on my side but this would be a huge resource drain, plus it doesn't help that the API only returns 100 results per page as the maximum.

Thanks in advance!
Bryan

[Ben Dale]

Hi Bryan,

Thanks for getting in touch! We have a new filtering API which sounds like it would be suitable for your needs. This part of the API isn't documented yet, but I can share some details with you directly for now.

curl -i \

-H 'Authorization: Bearer [TOKEN]' \

-H 'Accept: application/json' \

-H 'Content-Type: application/json' \

-d '{

  "filter": {

    "conditions": [

      {

        "field": "owner",

        "operator": "is",

        "value": "[USERNAME]"

      }

    ]

  }

}' \

-X POST https://api.capsulecrm.com/api/v2/opportunities/filters/results?page=1&perPage=50

The above request will return the first 50 opportunities owned by a particular user, where [USERNAME] is the username of the user. Hopefully this is all you need to get going. Let me know how you get on.

Thanks!

Ben

[Bryan O'Neil]

Ben,

Actually - just another quick question if you don't mind.

Does this filtering also work on fields that are nester deeper and if so, what would the syntax be?

For example, let's say that I'd like to filter out opportunities where mileston -> name = X

Thanks again!

On Tue, Nov 13, 2018 at 2:12 AM Bryan O'Neil <br...@bryanoneil.com> wrote:

Thanks Ben! This is exactly what I was looking for.

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Kind Regards,

Bryan O'Neil

http://BryanONeil.com/ - Industry insights and uncensored information about brokers, marketplaces and due diligence.

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Kind Regards,

Bryan O'Neil

http://BryanONeil.com/ - Industry insights and uncensored information about brokers, marketplaces and due diligence.

[Ben Dale]

Hi Bryan,

Great question. You can add another condition object the array of existing conditions, for example:

curl -i \

-H 'Authorization: Bearer [TOKEN]' \

-H 'Accept: application/json' \

-H 'Content-Type: application/json' \

-d '{

  "filter": {

    "conditions": [

      {

        "field": "owner",

        "operator": "is",

        "value": "[USERNAME]"

      },

      {

        "field": "milestone",

        "operator": "is",

        "value": [MILESTONE_ID]

      }

    ]

  }

}' \

-X POST https://api.capsulecrm.com/api/v2/opportunities/filters/results?page=1&perPage=50

The above request will filter opportunities where the owner is [USERNAME] and the milestone is [MILESTONE_ID]. Let me know if you have any more questions!

Thanks,

Ben

To unsubscribe from this group and all its topics, send an email to capsule_api+unsubscribe@googlegroups.com.

For more options, visit https://groups.google.com/d/optout.

--

Kind Regards,

Bryan O'Neil

http://BryanONeil.com/ - Industry insights and uncensored information about brokers, marketplaces and due diligence.