Opportunity Search

Search for opportunities

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See the search filtering documentation for details about the query syntax. The searchable attributes and the operators each one accepts are listed in the request body below.

Opportunity-specific notes

  • state takes one of open, won, suspended, abandoned or lost:
    { "state": { "any": ["open", "suspended"] } }
  • total is compared in whole currency units, and decimals in the operand are dropped:
    { "total": { "greater_than_equal": 1000 } }
  • probability (0 to 100) and priority (0 to 10) are numbers and must be sent as JSON numbers:
    { "probability": { "in_range": [50, 75] } }
  • category and type match by name, e.g. { "type": { "equal": "New Business" } }.
  • Contacts and companies take a search filter for that record type with any, so you can match by reference or by any of its attributes:
    { "companies": { "any": { "company": { "equal": "/v1/companies/1000" } } } }
    { "contacts": { "any": { "last_name": { "equal": "Smith" } } } }
  • Linked records (appointments, notes, tasks, groups, forms, email_messages) work the same way, using the linked record's reference:
    { "tasks": { "any": { "task": { "equal": "/v1/tasks/1000" } } } }
  • role matches the name of a role a contact or company has on the opportunity, e.g. { "role": { "equal": "Decision Maker" } }.
  • opportunity and opportunity_id match the opportunity itself, by reference or by numeric ID.
Query Params
int32
≤ 250
Defaults to 50

Maximum number of results per page (max 250). Defaults to 50, or 10 when full-records is true.

boolean

Return every attribute of each result instead of the short list form.

int32

Return results whose ID is greater than or equal to this value. Use the next URL from the previous page rather than building this yourself.

Body Params
name
object

Example: Sell Sea Shells

state
object

Opportunity state

type
object

Opportunity type name, e.g. New Business

probability
object

Percentage from 0 to 100, e.g. {"in_range": [50, 75]}

priority
object

Priority from 0 to 10

total
object

Total value in whole currency units, e.g. {"greater_than": 1000}. Decimals in the operand are dropped

forecasted
object

Expected closing date

start
object

Start date

end
object

End (closing) date

category
object

Category name, e.g. Client Prospect

keywords
object

Keyword names, e.g. {"any": ["Shells"]}

extra_fields
object

Filter on extra (custom) fields. Each operator takes an object keyed by the field's default identifier (even if it has been renamed), e.g. {"equal": {"com.marketcircle.daylite/extra1": {"value": "Gold"}}}. Several operators can be combined. Text operators (starts_with, contains, …) only work on text fields and range operators (less_than, greater_than, …) only on date fields.

contacts
object

Contacts with a role on the opportunity. The operand is a contact search filter, e.g. {"any": {"contact": {"equal": "/v1/contacts/1000"}}}.

companies
object

Companies with a role on the opportunity. The operand is a company search filter.

role
object

Name of a role a contact or company has on the opportunity, e.g. Decision Maker

appointments
object

Records linked to appointments. The operand is a search filter on appointments, for example {"any": {"appointment": {"equal": "/v1/appointments/1000"}}}.

notes
object

Records linked to notes. The operand is a search filter on notes, for example {"any": {"note": {"equal": "/v1/notes/1000"}}}.

tasks
object

Records linked to tasks. The operand is a search filter on tasks, for example {"any": {"task": {"equal": "/v1/tasks/1000"}}}.

groups
object

Records linked to groups. The operand is a search filter on groups, for example {"any": {"group": {"equal": "/v1/groups/1000"}}}.

forms
object

Records linked to forms. The operand is a search filter on forms, for example {"any": {"form": {"equal": "/v1/forms/1000"}}}.

email_messages
object

Records linked to emails. The operand is a search filter on emails, for example {"any": {"email_message": {"equal": "/v1/emails/1000"}}}.

opportunity
object

The opportunity itself, by reference, e.g. /v1/opportunities/1000

opportunity_id
object

The opportunity's numeric ID

owner
object

Owner reference, e.g. /v1/users/1000

creator
object

Creator reference, e.g. /v1/users/1000

create_date
object

Example: 2025-03-04T17:45:57.550Z

modify_date
object

Example: 2025-03-04T17:45:57.550Z

Responses

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