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Reference

Deal sources

Name where a deal came from, and turn that source on or off.

A deal source is the named origin of a deal, such as a conference or a network. It is not the catalog type Source. These routes are the sources screen.

A token needs records:read or records:write. The call also needs investments.deal.manage.

MethodPathWhat it does
GET/api/v1/x/sourcesActive and inactive sources
GET/api/v1/x/sources/{id}One source
POST/api/v1/x/sourcesCreate
PUT/api/v1/x/sources/{id}Change name, type, or notes. Absent keys stay
POST/api/v1/x/sources/{id}/activateMark it active
POST/api/v1/x/sources/{id}/deactivateMark it inactive. Deals that already use it keep the link
DELETE/api/v1/x/sources/{id}Delete. 409 conflict when a deal still references it

sourceType is Database, WebScraper, MailboxIntegration, Network, Inbound, Conference, Accelerator, CoInvestor, ProprietaryResearch, or Other.

{
"name": "Harbor Lane network",
"sourceType": "Network",
"notes": "Introductions from the partnership."
}

capsure sources push source.json creates it.