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.
| Method | Path | What it does |
|---|---|---|
| GET | /api/v1/x/sources | Active and inactive sources |
| GET | /api/v1/x/sources/{id} | One source |
| POST | /api/v1/x/sources | Create |
| PUT | /api/v1/x/sources/{id} | Change name, type, or notes. Absent keys stay |
| POST | /api/v1/x/sources/{id}/activate | Mark it active |
| POST | /api/v1/x/sources/{id}/deactivate | Mark 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.