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-Read role.
Path Parameters
The Id of the CrmBoard record to retrieve.
Code Examples
curl -X GET \
"https://spaces.nexudus.com/api/crm/crmboards/87654321" \
-H "Authorization: Bearer YOUR_TOKEN"
Response
200
Board name identifying the CRM process (e.g. ‘Sales Pipeline’, ‘Onboarding’).
Whether the board is archived. Archived boards are hidden from the active board list but retain their data.
Unique record identifier.
Date and time the record was created (ISO 8601).
Date and time the record was last updated (ISO 8601).
Email of the user who last updated this record.
Whether the record was recently created.
External system identifier.
{
"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
}