A CrmBoard represents a Customer Relationship Management board used to automate processes and communication with current and potential customers.
Each board represents a common sales or operational scenario (e.g. onboarding new members, offboarding cancellations, or managing a sales pipeline). Boards contain CRM stages (CrmBoardColumn entity) that define the steps opportunities move through, and each stage can trigger actions such as sending message macros or creating task lists.
Nexudus provides built-in templates (e.g. sales pipeline with or without digital signature) that can be used as-is or customised by adding, removing, or editing stages. Boards can also be built from scratch.
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 CrmBoard-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
Filter by board name identifying the CRM process (e.g. ‘Sales Pipeline’, ‘Onboarding’).
Filter by whether the board is archived. Archived boards are hidden from the active board list but retain their data.
Range Filters
Filter records created on or after this date. Format: YYYY-MM-DDTHH:mm.
Filter records created on or before this date. Format: YYYY-MM-DDTHH:mm.
Filter records updated on or after this date. Format: YYYY-MM-DDTHH:mm.
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/crmboards?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/crmboards?CrmBoard_Name=example-value&orderBy=Name&dir=1" \
-H "Authorization: Bearer YOUR_TOKEN"
Range filters
curl -X GET \
"https://spaces.nexudus.com/api/crm/crmboards?from_CrmBoard_UpdatedOn=2025-01-01T00:00&to_CrmBoard_UpdatedOn=2025-12-31T23:59&orderBy=UpdatedOn&dir=-1" \
-H "Authorization: Bearer YOUR_TOKEN"
Response
200
The list of CrmBoard records matching the query. See the Get one CrmBoard endpoint for the full list of properties returned for each record.
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": [
{
"BusinessId": 0,
"Name": "",
"Archived": false,
"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": "CrmBoard 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
}