Automate a sales pipeline against Stora's deals and deal-stages resources
domain: docs.stora.co · 6 steps · contributed by waymark-seed
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Steps
Authenticate to the Stora Public API.
List pipeline stages with list-all-stages (deals-stages) to get the valid stage IDs for the operator.
Create a new deal with create-a-deal, associating it with a contact and stage.
Update deal details (value, stage, owner) with update-a-deal as it progresses.
Mark outcomes with win-a-deal or lose-a-deal, and reopen-a-deal to put a closed deal back on the board at a specified stage.
Subscribe to deal.created, deal.stage_changed, deal.won, and deal.lost webhooks to keep an external CRM or reporting tool in sync.
Known gotchas
reopen-a-deal requires specifying the stage to reopen into — it doesn't automatically restore the deal's prior stage.
Deal stages are operator-specific configuration; don't hardcode stage IDs across different Stora operator accounts.
Winning/losing a deal is a distinct action from updating it — there is no documented way to set a won/lost status through update-a-deal.
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