Sales Engine
API documentation
ProjectsOperation projects.update

Projects update

Edit any field of a project.

PATCH/api/v1/projects/{id}
Scope write: Create and edit lists, research, sequences, campaigns, memory, signals and learning; queue jobs.

Parameters

Path

NameInDescription
idrequiredpathThe record's id.

Body

A JSON object. Fields not listed are ignored.

NameInDescription
namebodyProject name.
identifierbodyShort key for work item numbers, 2 to 10 capitals or digits (ACME); derived from the name when left out.
descriptionbodyWhat the project is.
client_namebodyClient it is for.
statusbodyplanned, active, paused, completed or cancelled. One of planned, active, paused, completed, cancelled.
lead_idbodyThe lead it came from.
owner_idbodyOwner, a workspace member; the creator by default.
start_datebodyYYYY-MM-DD.
target_datebodyYYYY-MM-DD.

Example

curl
curl -X PATCH "https://crm.ashwanth.dev/api/v1/projects/{id}" \
  -H "Authorization: Bearer $SALES_ENGINE_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "",
  "identifier": "",
  "description": "",
  "client_name": "",
  "status": "planned",
  "lead_id": "",
  "owner_id": "",
  "start_date": "",
  "target_date": ""
}'
CLI
sales-engine projects update <id>

The JSON above lists every documented field with a typed placeholder; send only the ones you mean.

Response

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

Shape
{
  "data": { ... }
}

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

Try it

Runs against this server, as the workspace behind the key.
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Path
required
The record's id.
Every documented field is listed above; leave out the ones you do not need.
Request
PATCH /api/v1/projects/%7Bid%7D
Fill the path first.

Also in Projects