Documents upload

Upload the real file onto a deal (multipart: file, kind, title): a proposal or agreement PDF, a Word file, a deck. It is kept and shown as itself.

Parameters

Path

Body

A multipart/form-data body with two fields: file, the CSV or XLSX, and kind, either leads or companies.

Example

curl -X POST "https://crm.ashwanth.dev/api/v1/deals/{id}/documents/upload" \
  -H "Authorization: Bearer $SALES_ENGINE_API_KEY" \
  -F "file=@leads.csv" -F "kind=leads"

sales-engine documents upload <id> --file "..."

Response

A 200 with the result under data, on creation too. Errors come back as an error object with a stable code; see Errors.

{
  "data": { ... }
}

Run it below to see the live shape for your workspace.

Also in Clients