Update an opportunity

Update an opportunity — only the fields you send change. Changing the stage fires your “pipeline stage changed” workflows.

PATCH https://api.centerfy.ai/webhooks/inbound/opportunities/:id

Headers

HeaderRequiredValueDescription
x-api-keyYesyour sub-account API key (cfy_…)Authenticates the request; or use Authorization: Bearer <key>.

Path parameters

NameTypeRequiredDescription
idstring (uuid)YesThe opportunity id.

Body parameters

NameTypeRequiredDefaultDescription
namestringNo—Opportunity name.
pipeline_idstring (uuid)No—Move to another pipeline. Without stage_id the opportunity lands in that pipeline’s first stage.
stage_idstring (uuid)No—Stage within that pipeline.
contact_idstring (uuid) | nullNo—Linked contact; must be in this sub-account.
company_idstring (uuid) | nullNo—Linked company; must be in this sub-account.
monetary_valuenumberNo—Deal value; minimum 0. Defaults to 0.
sourcestring | nullNo—Free-text lead source label.
statusstringNo—One of open, won, lost, abandoned. Defaults to open.
assigned_tostring (uuid) | nullNo—User id of a member of this sub-account.

Request body

{
  "status": "won",
  "monetary_value": 1500
}

Example

curl -X PATCH "https://api.centerfy.ai/webhooks/inbound/opportunities/{id}" \
  -H "x-api-key: $CENTERFY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "status": "won",
  "monetary_value": 1500
}'
import { CenterfyClient } from "@centerfy/sdk";

const centerfy = new CenterfyClient({ apiKey: process.env.CENTERFY_API_KEY! });

const result = await centerfy.opportunities.update("<opportunityId>", {
  "status": "won",
  "monetary_value": 1500
});
console.log(result);
centerfy opportunities update <opportunityId> '{"status":"won","monetary_value":1500}'

MCP tool: centerfy_opportunities_update (see MCP server)

Response

{
  "status": "success",
  "opportunity": {
    "id": "9e4c5f61-7d8a-4b92-8c3d-4e5f6a7b8c93",
    "name": "Acme — annual plan",
    "contact_id": "3f1c2a9e-7b4d-4c8a-9e2f-1a2b3c4d5e6f",
    "company_id": null,
    "pipeline_id": "7d2e9f10-4b3c-4a1d-9e8f-2a3b4c5d6e7f",
    "stage_id": "0b6f2c1e-3a4d-4e5f-8a9b-1c2d3e4f5a60",
    "monetary_value": 1200,
    "source": "website",
    "status": "open",
    "assigned_to": null,
    "created_at": "2026-10-03T12:00:00.000Z",
    "updated_at": "2026-10-03T12:00:00.000Z"
  }
}

Errors

  • 400 — if stage_id isn’t in the (new) pipeline or a linked id isn’t in this sub-account; 404 if the opportunity is not in this sub-account.

Notes

Send at least one field.

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