Merge Deal
POST /deals/{deal_id}/merge
Merge secondary_id into this deal. NOT REVERSIBLE.
The secondary deal stops existing; its contacts, notes and activity move
onto the survivor. field_overrides is the only way to keep a value from
the deal being merged away.
Preview it first. There is no unmerge.
Authorizations
Parameters
Path Parameters
The deal that SURVIVES.
The deal that SURVIVES.
Header Parameters
Request Body required
Merge one deal into another. THE SECONDARY DEAL STOPS EXISTING.
secondary_id is the deal merged AWAY; the deal in the path survives.
Preview it first with GET /deals/{deal_id}/merge/preview - that call
says exactly which field values change and which records move.
object
Decide individual fields yourself instead of taking the app’s rules.
Which side of the merge wins one field.
Without an override the app picks per its own rules. Name a field here to decide it yourself - the only way to keep a value from the deal that is being merged AWAY.
object
The deal to merge AWAY. Must be a UUID; the path deal survives.
What prompted the merge. Recorded on the audit row.
Responses
200
Successful Response
object
An open envelope for a deal, a merge preview or a column result.
Open because the crossfire and merge-preview payloads are computed shapes that grow with the product, and a closed model would drop a field from an ADVISORY read - where a missing signal reads as “nothing to worry about” rather than “we did not tell you”.
object
422
Validation Error