Update Opportunity
Set a warm intro’s owner or notes
Two different owners
Read what you wrote back with Get Opportunity.notes
REPLACES whatever note is there, so to add to an existing note, fetch it first and send
the combined text.
The owner here is the opportunity’s own owner: whoever owns working this
intro, which is what the People table shows and filters on. Setting it changes
this intro and nothing else.
The connector’s owner is a separate one. Set Connector
Owner sets who is accountable for a
connector, and moves every opportunity that connector has to them. Use that one
when someone takes over a relationship; use this one when a single intro is
handed to a colleague.
These changes stay in Clustr, because CRMs have no object for a warm intro, so
this endpoint has no push_to_crm.
Send owner_id or owner_email, not both, and neither together with
unassign_owner.
To record where an intro stands with your team, tag it with
Set An Opportunity’s Tags.
Authorizations
The API key you created on the API settings page of the Clustr app.
Path Parameters
The opportunity's Clustr ID (opp_…), from search results. The id from earlier responses also
works.
Body
Updates one warm intro: its owner and its notes. This owner is the one the People table shows and filters on. To change the connector's owner instead, use PUT /network/connectors/{linkedinId}/owner, which also moves every opportunity the connector has. Changes to a warm intro stay in Clustr.
An owner's Clustr ID (own_…) from List Owners. Send either this or owner_email. The id from
earlier responses also works.
The owner's email address, looked up in your owner directory. An address no owner holds returns 400, unless you also send create_owner_if_missing.
Adds owner_email to the owner directory when no owner holds it, instead of returning 400. It adds a name to the directory only, so it uses no seat, sends no email and grants no access. See Owners are a directory, not a seat.
The display name for an owner that create_owner_if_missing creates. Used only when the owner is created.
Set true to remove the warm intro's owner. It cannot be combined with owner_id or owner_email.
Set true to delete the note. The same as sending an empty notes.
The Clustr ID (tag_…) of an Intro tag, since a status is an Intro tag. The write replaces
the path's Intro tags with that one tag. PUT /record-tags/path sets any tags on the path.
The id from earlier responses also works.
Removes the path's Intro tags. It cannot be combined with status_id. PUT /record-tags/path with mode remove does the same for any tag.