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Progressions allow your team to intelligently move records between statuses. The Public API currently supports automatic progressions, which skip over details requiring user interaction. The API current currently supports the following progression resources:

  1. tasks
  2. companies
  3. jobs
  4. prospects
  5. issues
  6. milestones
  7. affiliations
  8. contracts
  9. contacts
Info
titleProgression Permissions
For a user to perform an interaction on a progression they MUST have the process permission or be a manager (or assignee for tasks) of the object. The list progression actions endpoint will NOT return progressions on objects that do not meet these requirements.

Endpoints

METHODENDPOINTDESCRIPTION
GET/:resource/:resource_id/progressionsReturns an array of available progression actions. An ID from this response can be used to progress the object to the specified status.
[PUT|POST]/:resource/:resource_id/progressions/:progression_id/autoAutomatically progresses the resource to the progressions next status if applicable. The updated resource is returned upon success.

For more information, please click on the endpoint's links. Tasks also offer special progression endpoints that can be used in conjunction with these.

Sample

To perform an automatic progression you should:

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