A CrmBoardColumn represents a stage (step) within a CRM board. In the Nexudus UI these are called CRM Stages.
Each stage has two main components:
- Auto assignment — controls which opportunities are automatically added to this stage. Enable one of the boolean triggers (e.g.
TourRequests, SignUps, Cancellations, ProductPurchased) to auto-populate the stage when the corresponding event occurs.
- Auto actions — controls what happens when an opportunity reaches this stage. Assign a message macro (
CannedResponseId), a task list (TaskListId), and/or an account action (ActivateAccount, DeactivateAccount, DeleteAccount, ConfirmTour, WinOpportunity, LoseOpportunity).
Stages are ordered by Position within their parent board. Opportunities move through stages either automatically (when conditions are met) or manually.
Authentication
This endpoint requires OAuth2 authentication. Include a valid bearer token in the Authorization header.
The authenticated user must be a full unrestricted administrator or have the CrmBoardColumn-List role.
Query Parameters
The page number to retrieve.
The number of records per page.
The property name to sort results by (e.g. Name, CreatedOn).
Sort direction. 1 for ascending, -1 for descending.
Filters
CrmBoardColumn_CrmBoard_Name
Filter by parent CRM board name.
CrmBoardColumn_CrmBoard_Business_Id
Filter by business ID of the parent CRM board.
CrmBoardColumn_CrmBoard_Business_Name
Filter by business name of the parent CRM board.
CrmBoardColumn_CrmBoard_Business_Currency_Id
Filter by currency ID of the parent CRM board’s business.
CrmBoardColumn_CrmBoard_Business_Currency_Code
Filter by currency code of the parent CRM board’s business.
Filter by stage name (e.g. ‘Contract Signature’, ‘Keys Handout’, ‘Office Tour’).
Filter by display order of this stage within the board (0-based).
CrmBoardColumn_TourRequests
Filter by auto-assign: add anyone completing a tour request form to this stage.
CrmBoardColumn_ToursConfirmed
Filter by auto-assign: add anyone confirming a tour to this stage.
CrmBoardColumn_TourCompleted
Filter by auto-assign: add anyone completing a tour to this stage.
CrmBoardColumn_WinOpportunity
Filter by auto-action: mark opportunity as won when added to this stage.
CrmBoardColumn_LoseOpportunity
Filter by auto-action: mark opportunity as lost when added to this stage.
Filter by auto-assign: add anyone completing a sign-up form to this stage.
Filter by auto-assign: add anyone placing a booking to this stage.
CrmBoardColumn_Cancellations
Filter by auto-assign: add anyone cancelling their contract to this stage.
CrmBoardColumn_ProposalsSent
Filter by auto-assign: add anyone sent a proposal to this stage.
CrmBoardColumn_ProposalsAccepted
Filter by auto-assign: add anyone accepting a proposal to this stage.
CrmBoardColumn_DocumentsSigned
Filter by auto-assign: add anyone e-signing a document to this stage.
CrmBoardColumn_EventRegistrations
Filter by auto-assign: add anyone registering for an event to this stage.
CrmBoardColumn_ContactMessages
Filter by auto-assign: add anyone sending a contact message to this stage.
CrmBoardColumn_CannedResponse
Filter by auto-action: message macro to send when an opportunity reaches this stage.
Filter by auto-action: task list to create when an opportunity reaches this stage.
CrmBoardColumn_UseTaskListAsResponsible
Filter by assign the task list’s own responsible users instead of the opportunity owner.
CrmBoardColumn_ActivateAccount
Filter by auto-action: activate the account of opportunities added to this stage.
CrmBoardColumn_DeleteAccount
Filter by auto-action: permanently delete the account and all customer details of opportunities added to this stage.
CrmBoardColumn_DeactivateAccount
Filter by auto-action: deactivate the account of opportunities added to this stage.
CrmBoardColumn_ConfirmTour
Filter by auto-action: confirm the tour of opportunities added to this stage.
CrmBoardColumn_ProductPurchased
Filter by auto-assign: add anyone purchasing a specific product to this stage. Requires Products list.
CrmBoardColumn_ResourceBooked
Filter by auto-assign: add anyone placing a booking for a specific resource to this stage. Requires Resources list.
CrmBoardColumn_EventCheckins
Filter by auto-assign: add any event attendee who checks in for an event to this stage.
Range Filters
from_CrmBoardColumn_CrmBoardBusinessId
Filter by business ID of the parent CRM board greater than or equal to this value.
to_CrmBoardColumn_CrmBoardBusinessId
Filter by business ID of the parent CRM board less than or equal to this value.
from_CrmBoardColumn_CrmBoardBusinessCurrencyId
Filter by currency ID of the parent CRM board’s business greater than or equal to this value.
to_CrmBoardColumn_CrmBoardBusinessCurrencyId
Filter by currency ID of the parent CRM board’s business less than or equal to this value.
from_CrmBoardColumn_Position
Filter by display order of this stage within the board (0-based) greater than or equal to this value.
to_CrmBoardColumn_Position
Filter by display order of this stage within the board (0-based) less than or equal to this value.
from_CrmBoardColumn_CreatedOn
Filter records created on or after this date. Format: YYYY-MM-DDTHH:mm.
to_CrmBoardColumn_CreatedOn
Filter records created on or before this date. Format: YYYY-MM-DDTHH:mm.
from_CrmBoardColumn_UpdatedOn
Filter records updated on or after this date. Format: YYYY-MM-DDTHH:mm.
to_CrmBoardColumn_UpdatedOn
Filter records updated on or before this date. Format: YYYY-MM-DDTHH:mm.
Code Examples
Simple listing
curl -X GET \
"https://spaces.nexudus.com/api/crm/crmboardcolumns?page=1&size=15&orderBy=Name&dir=1" \
-H "Authorization: Bearer YOUR_TOKEN"
Filtering by Name
curl -X GET \
"https://spaces.nexudus.com/api/crm/crmboardcolumns?CrmBoardColumn_Name=example-value&orderBy=Name&dir=1" \
-H "Authorization: Bearer YOUR_TOKEN"
Range filters
curl -X GET \
"https://spaces.nexudus.com/api/crm/crmboardcolumns?from_CrmBoardColumn_UpdatedOn=2025-01-01T00:00&to_CrmBoardColumn_UpdatedOn=2025-12-31T23:59&orderBy=UpdatedOn&dir=-1" \
-H "Authorization: Bearer YOUR_TOKEN"
Response
200
The list of CrmBoardColumn records matching the query. See the Get one CrmBoardColumn endpoint for the full list of properties returned for each record.
Partial records — The listing endpoint returns a summary representation of each CrmBoardColumn. The following fields are not populated in the Records[] response: TourRequests, ToursConfirmed, TourCompleted, WinOpportunity, LoseOpportunity, SignUps, Bookings, Cancellations, ProposalsSent, ProposalsAccepted, DocumentsSigned, EventRegistrations, ContactMessages, UseTaskListAsResponsible, ActivateAccount, DeleteAccount, DeactivateAccount, ConfirmTour, ProductPurchased, ResourceBooked, EventCheckins.To get all fields, fetch the full record using the Get one CrmBoardColumn endpoint.Important for updates: When updating a record via PUT, always retrieve the full record with a GET request first, apply your changes to that complete data, and then send the updated record. Do not use data from a listing response as the base for a PUT request, as missing fields may be unintentionally cleared.
Number of records per page.
The field used for sorting.
The sort direction (1 = ascending, -1 = descending).
Index of the first item on the current page.
Index of the last item on the current page.
Total number of matching records across all pages.
Whether there is a next page of results.
Whether there is a previous page of results.
{
"Records": [
{
"CrmBoardId": 0,
"CrmBoardName": null,
"CrmBoardBusinessId": null,
"CrmBoardBusinessName": null,
"CrmBoardBusinessCurrencyId": null,
"CrmBoardBusinessCurrencyCode": null,
"Name": "",
"Position": 0,
"CannedResponseId": null,
"TaskListId": null,
"Products": [],
"Resources": [],
"Id": 87654321,
"UpdatedOn": "2025-01-15T10:30:00Z",
"CreatedOn": "2025-01-10T08:00:00Z",
"UniqueId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
"UpdatedBy": "admin@example.com",
"IsNew": false,
"SystemId": null,
"ToStringText": "CrmBoardColumn Example",
"LocalizationDetails": null,
"CustomFields": null
}
],
"CurrentPageSize": 15,
"CurrentPage": 1,
"CurrentOrderField": "Name",
"CurrentSortDirection": 1,
"FirstItem": 1,
"HasNextPage": false,
"HasPreviousPage": false,
"LastItem": 1,
"PageNumber": 1,
"PageSize": 15,
"TotalItems": 1,
"TotalPages": 1
}