Create stage template
Create a sub-step definition for a (entityType, status) stage. status and stepKey normalize to slug keys. entityType picks the transition that fires it: issue.status, deal.stage, or the customer’s status name.
POST
/workspaces/{organizationId}/stage-templatesPath parameters
organizationIdstringrequiredRequest body
application/jsonentityTypestringAllowed:
issuedealcustomerstatusstringrequiredmin length 1
stepKeystringrequiredmin length 1
titlestringrequiredmin length 1
requiredbooleanownerAgentstring | nullconditionobject | nullOptional gate — {field} creates the step only when the record's field (column or custom field) is truthy; {field, equals} compares for equality. Field names normalize: "Hardware needed" == "hardware_needed".
Show propertiesHide properties
fieldstringrequiredmin length 1
equalsstring | number | booleanShow propertiesHide properties
Any of:
string
stringnumber
numberboolean
booleanpositionintegerteamIdstring | nullResponses
201
Stage template created
templateStageTemplaterequiredShow propertiesHide properties
idstringrequiredorganizationIdstringrequiredentityTypestringrequiredAllowed:
issuedealcustomerstatusstringrequiredstepKeystringrequiredtitlestringrequiredrequiredbooleanrequiredownerAgentstring | nullrequiredconditionobject | nullrequiredOptional gate — {field} creates the step only when the record's field (column or custom field) is truthy; {field, equals} compares for equality. Field names normalize: "Hardware needed" == "hardware_needed".
Show propertiesHide properties
fieldstringrequiredmin length 1
equalsstring | number | booleanShow propertiesHide properties
Any of:
string
stringnumber
numberboolean
booleanpositionintegerrequiredteamIdstring | nullrequiredcreatedBystring | nullrequiredcreatedAtstringrequiredupdatedAtstringrequired