APIs

Enhancement Request: API Filter for Opportunities too include new custom values
Proposal: We propose an enhancement to GoHighLevel's API to include a filter for opportunities by date (and other custom fields, but specifically date for this request), similar to the existing calendar view filtering. This feature will significantly improve user flexibility when managing and tracking sales opportunities, aligning with the powerful date-filtering capabilities already available in appointments. Detail: Currently, the GoHighLevel API allows users to filter appointments by date, using parameters such as startDate, endDate, and calendarId in the endpoint: https://rest.gohighlevel.com/v1/appointments/?startDate=${startDateValue}&endDate=${endDateValue}&calendarId=${calendarId}&includeAll=true This structure could be similarly applied to opportunities, allowing users to filter opportunities by specific date ranges. The proposed endpoint could look like: https://rest.gohighlevel.com/v1/opportunities/?startDate=${startDateValue}&endDate=${endDateValue}&pipelineId=${pipelineId}&includeAll=true Parameters: startDate: Filters opportunities that were created or last updated after this date. endDate: Filters opportunities that were created or last updated before this date. pipelineId: Filters opportunities by specific pipelines, allowing more focused data retrieval. includeAll: Option to include opportunities from all pipelines, regardless of pipelineId. Why It’s Important: Data Accuracy: Filtering opportunities by date allows users to focus on relevant data, improving reporting and forecasting accuracy. Efficiency: Sales teams can quickly view opportunities from a specific period, streamlining workflow and prioritizing the most recent or time-sensitive opportunities. Consistency: Aligning this functionality with the appointment date filtering creates a uniform API experience, reducing the learning curve for developers using GoHighLevel. Enhanced Reporting: Businesses can generate time-specific sales reports and analyses, enabling better decision-making and performance reviews. Implementing date filters for opportunities will provide users with more control and make the API more versatile, aligning opportunities management with the same flexibility offered in appointments.
0
Load More