Kanban Board
Kanban board columns without loading every deal.
Per visible stage returns the true count + pipeline value (from the
insights_pipeline_by_stage aggregate view) plus only the top limit
deals (a bounded SELECT). Replaces the old unbounded /deals?select=*
board fetch that returned the org’s entire deal set.
Faceted filters (owner / stage / account as comma-separated ids,
risk flag, close_from / close_to and created_from /
created_to date windows) narrow the columns.
insights_pipeline_by_stage aggregate view) plus only the top limit deals — replacing an older /deals?select=* fetch that loaded the org’s entire pipeline into memory (see the CPU-incident history for why this matters).
owner, stage, account, and geo are each comma-separated id lists, not single ids. risk=true restricts to deals where close_date is past or last_activity_at is 14+ days old. created_from/created_to treat the end date as inclusive of the whole day. limit applies per stage column, not to the total response, and is capped at 200.Auth
Requires a CRM read scope and an active organization on the token. Any ofcontacts:read, deals:read, companies:read, or activities:read qualifies, as does any *:manage scope — manage implies read.
Response
Array of column objects, one per visible stage:Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Query Parameters
Field to sort each column's deals by: value, close_date, last_activity, or name; unrecognized values fall back to value.
Sort direction: asc or desc.
Free-text search narrowing the board to matching deals.
Max deals to return per stage column (not the total response); capped at 200.
Comma-separated owner user ids to filter to.
Comma-separated pipeline stage ids to filter to.
Comma-separated account ids to filter to.
Comma-separated geographic scopes to filter to.
Restrict to at-risk deals (close date past, or no activity in 14+ days).
Only include deals with close_date on/after this date.
Only include deals with close_date on/before this date (inclusive of the whole day).
Only include deals created on/after this date.
Only include deals created on/before this date (inclusive of the whole day).
Response
Successful Response