Skip to main content
PUT
Updates one opportunity (a warm intro), using the opportunity ID from search results.

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

Authorization
string
header
required

The API key you created on the API settings page of the Clustr app.

Path Parameters

id
string
required

The opportunity's Clustr ID (opp_…), from search results. The id from earlier responses also works.

Body

application/json

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.

owner_id
string

An owner's Clustr ID (own_…) from List Owners. Send either this or owner_email. The id from earlier responses also works.

owner_email
string<email>

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.

create_owner_if_missing
boolean
default:false

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.

owner_name
string

The display name for an owner that create_owner_if_missing creates. Used only when the owner is created.

unassign_owner
boolean

Set true to remove the warm intro's owner. It cannot be combined with owner_id or owner_email.

notes
string

The warm intro's note. It replaces any existing note; an empty or whitespace-only string clears it. Any member can edit it, and it stays in Clustr.

clear_notes
boolean

Set true to delete the note. The same as sending an empty notes.

status_id
string

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.

clear_status
boolean

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.

Response

Opportunity updated

success
boolean
required
data
object
required