Create deal
Create a new deal and associate roles on it for existing partners.
Body parameters
| Parameter | Type | Description |
|---|---|---|
contactId | integer | ID of an existing contact to link to this deal. Mutually exclusive with contact. |
stage | string | The deal pipeline stage name. Must match an existing stage configured in your Kiflo account (e.g. New, Qualified, Closed Won). |
closeDate | string | Expected close date of the deal. ISO 8601 UTC format (e.g. 2025-12-31T00:00:00Z). |
properties | object | Dictionary of custom deal properties defined in your Kiflo account. Keys are the property API names. |
partners | array | List of partner roles on the deal. Each entry links a partner with a specific role type. See partners[] below. |
contact | object | Inline contact to create and associate with the deal. Mutually exclusive with contactId. See contact below. |
source | string | Origin of the deal data. Accepted values: Unknown, Website, Partner, Api, Zapier, Tenant, System, HubSpot, Stripe, PartnerDirectory. |
contractStartDate | string | Contract start date. ISO 8601 UTC format. |
contractEndDate | string | Contract end date. ISO 8601 UTC format. |
currency | string | ISO 4217 currency code (e.g. USD, EUR). |
sourcePartnerId | integer | ID of the partner that sourced this deal. Required when source is set to Partner. |
status | string | Initial deal status. Accepted values: Pending, Accepted, Refused, Expired. Defaults to Pending. |
ownerUserId | integer | ID of the internal user to set as deal owner. Leave null to rely on the assignToPartnerOwner logic instead. |
assignToPartnerOwner | boolean | When true, automatically assigns the deal owner from the source partner’s owner. Only applied when ownerUserId is not set. Defaults to true. |
partners[]
| Parameter | Type | Description |
|---|---|---|
partnerId | integer | Required. ID of the partner to associate with the deal. |
partnerType | string | The partner role name (e.g. Reseller, Business Introducer). Must match an existing partner type in your account. |
userPartnerOwnerId | integer | ID of the partner’s user to set as deal contact on the partner side. Leave null to use the partner’s default owner. |
contact
| Parameter | Type | Description |
|---|---|---|
properties | object | Contact properties. Must include at minimum firstName, lastName, and email. |
source | string | Origin of the contact data. Accepted values: Unknown, Website, Partner, Api, Zapier, Tenant, System, HubSpot, Stripe, PartnerDirectory. |
Body
ID of an existing contact to link to this deal.
42
The deal pipeline stage name.
"Qualified"
Expected close date of the deal.
"2025-12-31T00:00:00Z"
Dictionary of custom deal properties defined in your Kiflo account.
List of partner roles on the deal.
Inline contact to create and associate with the deal.
Unknown, Website, Partner, Api, Zapier, Tenant, System, HubSpot, Stripe, PartnerDirectory Contract start date.
"2025-01-01T00:00:00Z"
Contract end date.
"2025-12-31T00:00:00Z"
ISO 4217 currency code for the deal value.
"USD"
ID of the partner that sourced this deal.
7
Unknown, Pending, Accepted, Refused, Expired ID of the internal user to set as deal owner.
3
When true, automatically assigns the deal owner from the source partner's owner.
true
Response
Deal created
Unknown, Pending, Accepted, Refused, Expired 