curl --request POST \
--url https://api.olie.ai/api/management/project-funnel \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"id": null,
"name": "Nome do funil",
"prefix": "PREFIX",
"steps": [
{
"name": "Backlog",
"step_forward": null,
"step_backward": null,
"show_contact_form": false,
"hide_contact_form_when_linked": false,
"show_customer_form": false,
"hide_customer_form_when_linked": false,
"sensation_amount": 50,
"checklists": [
{
"name": "Checklist 1",
"info": "Texto informativo da checklist",
"required": true,
"order": 0
},
{
"name": "Checklist 2",
"info": "",
"required": true,
"order": 1
},
{
"name": "Checklist 3",
"info": "",
"required": false,
"order": 2
}
],
"attachments": [
{
"id": 1
},
{
"id": 2
}
],
"restrictions": [],
"sort_config": null,
"allow_execution": true,
"form": {
"id": 7,
"title": "Formulário para funil"
},
"help_text": "Texto de ajuda da etapa"
},
{
"name": "Em andamento",
"step_forward": null,
"step_backward": null,
"show_contact_form": true,
"hide_contact_form_when_linked": false,
"show_customer_form": true,
"hide_customer_form_when_linked": false,
"sensation_amount": 0,
"checklists": [],
"attachments": [],
"restrictions": [],
"sort_config": null,
"allow_execution": true
},
{
"name": "Concluído",
"step_forward": null,
"step_backward": null,
"show_contact_form": false,
"hide_contact_form_when_linked": false,
"show_customer_form": false,
"hide_customer_form_when_linked": false,
"sensation_amount": 0,
"checklists": [],
"attachments": [],
"restrictions": [],
"sort_config": null,
"allow_execution": true
}
],
"tags": [
{
"name": "Nova etiqueta 1",
"color": "#5e4ff8",
"funnel_step_blockings": []
},
{
"name": "Nova etiqueta 2",
"color": "#7fd87d",
"funnel_step_blockings": []
},
{
"name": "Nova etiqueta 3",
"color": "#5e4ff8",
"funnel_step_blockings": []
}
],
"project_term": {
"key": "called",
"en": {
"project_term": {
"singular": "called",
"plural": "calls"
}
},
"pt_br": {
"project_term": {
"singular": "chamado",
"plural": "chamados"
}
}
},
"dynamic_form": null,
"business_area": {
"id": 19,
"name": "Área de negócio",
"frame_id": "019c75de-532c-7047-9563-daf1448ca963"
},
"allow_multi_step": true,
"show_cost_info": true,
"form": {
"id": 7,
"title": "Formulário para funil"
},
"attachments": [
{
"id": 3
}
],
"access": [
{
"id": "019c75de-509e-711a-8933-175cb2514cc5",
"name": "Test User",
"avatar_url": "https://via.placeholder.com/124x124.png/00aa99?text=quas",
"index_all": false,
"index_assigned": true,
"index_created": false
},
{
"id": "019c75de-50f0-7366-a948-b8cbdd1841be",
"name": "Cotestr User",
"avatar_url": null,
"index_all": true,
"index_assigned": false,
"index_created": false
}
],
"funnel_status": [
{
"name": "Novo status 1",
"color": "#b59ef6",
"is_conclusive": false,
"funnel_step_blockings": []
},
{
"name": "Novo status 2",
"color": "#7fd87d",
"is_conclusive": false,
"funnel_step_blockings": []
},
{
"name": "Novo status 3",
"color": "#b59ef6",
"is_conclusive": false,
"funnel_step_blockings": []
}
],
"condition": "active",
"allow_execution": true,
"template_projects": [
{
"id": "019c75de-7fcf-70af-b840-1340626e2764"
}
]
}
'{
"response": true,
"project_funnel": {
"order": 11,
"name": "Nome do funil",
"condition": "active",
"allow_multi_step": true,
"show_cost_info": true,
"frame_id": "019c75de-532c-7047-9563-daf1448ca963",
"allow_execution": true,
"prefix": "PREFIX2",
"form_id": 7,
"updated_at": "2026-03-16T16:34:43.000000Z",
"created_at": "2026-03-16T16:34:43.000000Z",
"id": 54,
"business_area_id": 19,
"business_area": {
"id": 19,
"name": "Área de negócio",
"order": 0,
"frame_id": "019c75de-532c-7047-9563-daf1448ca963",
"deleted_at": null
},
"steps": [
{
"id": 240,
"name": "Backlog",
"project_funnel_id": 54,
"sensation_amount": 50,
"step_forward_id": null,
"step_backward_id": null,
"show_contact_form": false,
"hide_contact_form_when_linked": false,
"show_customer_form": false,
"hide_customer_form_when_linked": false,
"order": 1,
"help_text": "Texto de ajuda da etapa",
"form_id": 7,
"sort_config": null,
"allow_execution": true,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null,
"checklists": [
{
"id": 4,
"name": "Checklist 1",
"info": "Texto informativo da checklist",
"funnel_step_id": 240,
"required": true,
"order": 0
},
{
"id": 5,
"name": "Checklist 2",
"info": null,
"funnel_step_id": 240,
"required": true,
"order": 1
},
{
"id": 6,
"name": "Checklist 3",
"info": null,
"funnel_step_id": 240,
"required": false,
"order": 2
}
],
"attachments": [
{
"id": 1,
"name": "Captura de tela de 2026-02-12 09-34-45.png",
"technical_name": "",
"extension": "png",
"file_url": "https://olie-main-dev.s3.amazonaws.com/app/frames/019c75de-532c-7047-9563-daf1448ca963/funnel_attachments/EUCnLFRPVhJkpyq6GKDcmXNgI2S1j9HWs0AZ-captura-de-tela-de-2026-02-12-09-34-45.png",
"popup_video": 0,
"watch": false,
"user_id": "019c75de-509e-711a-8933-175cb2514cc5",
"frame_id": "019c75de-532c-7047-9563-daf1448ca963",
"created_at": "2026-03-16T13:23:06.000000Z",
"updated_at": "2026-03-16T13:23:06.000000Z",
"deleted_at": null,
"pivot": {
"funnel_step_id": 240,
"step_attachment_id": 1
}
},
{
"id": 2,
"name": "Link Vídeo",
"technical_name": "link_technical_name",
"extension": "link",
"file_url": "https://youtu.be/JOopR4MKbhI?si=HNIGI1bcPNXUuTVy",
"popup_video": 1,
"watch": true,
"user_id": "019c75de-509e-711a-8933-175cb2514cc5",
"frame_id": "019c75de-532c-7047-9563-daf1448ca963",
"created_at": "2026-03-16T13:24:05.000000Z",
"updated_at": "2026-03-16T13:25:13.000000Z",
"deleted_at": null,
"pivot": {
"funnel_step_id": 240,
"step_attachment_id": 2
}
}
],
"form": {
"id": 7,
"title": "Formulário para funil",
"frame_id": "019c75de-532c-7047-9563-daf1448ca963",
"created_at": "2026-03-16T13:12:12.000000Z",
"updated_at": "2026-03-16T13:12:12.000000Z",
"deleted_at": null
},
"restrictions": []
},
{
"id": 241,
"name": "Em andamento",
"project_funnel_id": 54,
"sensation_amount": 0,
"step_forward_id": null,
"step_backward_id": null,
"show_contact_form": false,
"hide_contact_form_when_linked": false,
"show_customer_form": false,
"hide_customer_form_when_linked": false,
"order": 2,
"help_text": null,
"form_id": null,
"sort_config": null,
"allow_execution": true,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null,
"checklists": [],
"attachments": [],
"form": null,
"restrictions": []
},
{
"id": 242,
"name": "Concluído",
"project_funnel_id": 54,
"sensation_amount": 0,
"step_forward_id": null,
"step_backward_id": null,
"show_contact_form": false,
"hide_contact_form_when_linked": false,
"show_customer_form": false,
"hide_customer_form_when_linked": false,
"order": 3,
"help_text": null,
"form_id": null,
"sort_config": null,
"allow_execution": true,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null,
"checklists": [],
"attachments": [],
"form": null,
"restrictions": []
}
],
"tags": [
{
"id": 6,
"name": "Nova etiqueta 1",
"color": "#5e4ff8",
"project_funnel_id": 54,
"deleted_at": null
},
{
"id": 7,
"name": "Nova etiqueta 2",
"color": "#7fd87d",
"project_funnel_id": 54,
"deleted_at": null
},
{
"id": 8,
"name": "Nova etiqueta 3",
"color": "#5e4ff8",
"project_funnel_id": 54,
"deleted_at": null
}
],
"attachments": [],
"funnel_status": [
{
"id": 6,
"name": "Novo status 1",
"color": "#b59ef6",
"project_funnel_id": 54,
"is_conclusive": false,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null
},
{
"id": 7,
"name": "Novo status 2",
"color": "#7fd87d",
"project_funnel_id": 54,
"is_conclusive": false,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null
},
{
"id": 8,
"name": "Novo status 3",
"color": "#b59ef6",
"project_funnel_id": 54,
"is_conclusive": false,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null
}
]
},
"objects_above_limit": []
}Criar ou atualizar um funil de projeto
Criar ou atualizar funil de projeto.
curl --request POST \
--url https://api.olie.ai/api/management/project-funnel \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"id": null,
"name": "Nome do funil",
"prefix": "PREFIX",
"steps": [
{
"name": "Backlog",
"step_forward": null,
"step_backward": null,
"show_contact_form": false,
"hide_contact_form_when_linked": false,
"show_customer_form": false,
"hide_customer_form_when_linked": false,
"sensation_amount": 50,
"checklists": [
{
"name": "Checklist 1",
"info": "Texto informativo da checklist",
"required": true,
"order": 0
},
{
"name": "Checklist 2",
"info": "",
"required": true,
"order": 1
},
{
"name": "Checklist 3",
"info": "",
"required": false,
"order": 2
}
],
"attachments": [
{
"id": 1
},
{
"id": 2
}
],
"restrictions": [],
"sort_config": null,
"allow_execution": true,
"form": {
"id": 7,
"title": "Formulário para funil"
},
"help_text": "Texto de ajuda da etapa"
},
{
"name": "Em andamento",
"step_forward": null,
"step_backward": null,
"show_contact_form": true,
"hide_contact_form_when_linked": false,
"show_customer_form": true,
"hide_customer_form_when_linked": false,
"sensation_amount": 0,
"checklists": [],
"attachments": [],
"restrictions": [],
"sort_config": null,
"allow_execution": true
},
{
"name": "Concluído",
"step_forward": null,
"step_backward": null,
"show_contact_form": false,
"hide_contact_form_when_linked": false,
"show_customer_form": false,
"hide_customer_form_when_linked": false,
"sensation_amount": 0,
"checklists": [],
"attachments": [],
"restrictions": [],
"sort_config": null,
"allow_execution": true
}
],
"tags": [
{
"name": "Nova etiqueta 1",
"color": "#5e4ff8",
"funnel_step_blockings": []
},
{
"name": "Nova etiqueta 2",
"color": "#7fd87d",
"funnel_step_blockings": []
},
{
"name": "Nova etiqueta 3",
"color": "#5e4ff8",
"funnel_step_blockings": []
}
],
"project_term": {
"key": "called",
"en": {
"project_term": {
"singular": "called",
"plural": "calls"
}
},
"pt_br": {
"project_term": {
"singular": "chamado",
"plural": "chamados"
}
}
},
"dynamic_form": null,
"business_area": {
"id": 19,
"name": "Área de negócio",
"frame_id": "019c75de-532c-7047-9563-daf1448ca963"
},
"allow_multi_step": true,
"show_cost_info": true,
"form": {
"id": 7,
"title": "Formulário para funil"
},
"attachments": [
{
"id": 3
}
],
"access": [
{
"id": "019c75de-509e-711a-8933-175cb2514cc5",
"name": "Test User",
"avatar_url": "https://via.placeholder.com/124x124.png/00aa99?text=quas",
"index_all": false,
"index_assigned": true,
"index_created": false
},
{
"id": "019c75de-50f0-7366-a948-b8cbdd1841be",
"name": "Cotestr User",
"avatar_url": null,
"index_all": true,
"index_assigned": false,
"index_created": false
}
],
"funnel_status": [
{
"name": "Novo status 1",
"color": "#b59ef6",
"is_conclusive": false,
"funnel_step_blockings": []
},
{
"name": "Novo status 2",
"color": "#7fd87d",
"is_conclusive": false,
"funnel_step_blockings": []
},
{
"name": "Novo status 3",
"color": "#b59ef6",
"is_conclusive": false,
"funnel_step_blockings": []
}
],
"condition": "active",
"allow_execution": true,
"template_projects": [
{
"id": "019c75de-7fcf-70af-b840-1340626e2764"
}
]
}
'{
"response": true,
"project_funnel": {
"order": 11,
"name": "Nome do funil",
"condition": "active",
"allow_multi_step": true,
"show_cost_info": true,
"frame_id": "019c75de-532c-7047-9563-daf1448ca963",
"allow_execution": true,
"prefix": "PREFIX2",
"form_id": 7,
"updated_at": "2026-03-16T16:34:43.000000Z",
"created_at": "2026-03-16T16:34:43.000000Z",
"id": 54,
"business_area_id": 19,
"business_area": {
"id": 19,
"name": "Área de negócio",
"order": 0,
"frame_id": "019c75de-532c-7047-9563-daf1448ca963",
"deleted_at": null
},
"steps": [
{
"id": 240,
"name": "Backlog",
"project_funnel_id": 54,
"sensation_amount": 50,
"step_forward_id": null,
"step_backward_id": null,
"show_contact_form": false,
"hide_contact_form_when_linked": false,
"show_customer_form": false,
"hide_customer_form_when_linked": false,
"order": 1,
"help_text": "Texto de ajuda da etapa",
"form_id": 7,
"sort_config": null,
"allow_execution": true,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null,
"checklists": [
{
"id": 4,
"name": "Checklist 1",
"info": "Texto informativo da checklist",
"funnel_step_id": 240,
"required": true,
"order": 0
},
{
"id": 5,
"name": "Checklist 2",
"info": null,
"funnel_step_id": 240,
"required": true,
"order": 1
},
{
"id": 6,
"name": "Checklist 3",
"info": null,
"funnel_step_id": 240,
"required": false,
"order": 2
}
],
"attachments": [
{
"id": 1,
"name": "Captura de tela de 2026-02-12 09-34-45.png",
"technical_name": "",
"extension": "png",
"file_url": "https://olie-main-dev.s3.amazonaws.com/app/frames/019c75de-532c-7047-9563-daf1448ca963/funnel_attachments/EUCnLFRPVhJkpyq6GKDcmXNgI2S1j9HWs0AZ-captura-de-tela-de-2026-02-12-09-34-45.png",
"popup_video": 0,
"watch": false,
"user_id": "019c75de-509e-711a-8933-175cb2514cc5",
"frame_id": "019c75de-532c-7047-9563-daf1448ca963",
"created_at": "2026-03-16T13:23:06.000000Z",
"updated_at": "2026-03-16T13:23:06.000000Z",
"deleted_at": null,
"pivot": {
"funnel_step_id": 240,
"step_attachment_id": 1
}
},
{
"id": 2,
"name": "Link Vídeo",
"technical_name": "link_technical_name",
"extension": "link",
"file_url": "https://youtu.be/JOopR4MKbhI?si=HNIGI1bcPNXUuTVy",
"popup_video": 1,
"watch": true,
"user_id": "019c75de-509e-711a-8933-175cb2514cc5",
"frame_id": "019c75de-532c-7047-9563-daf1448ca963",
"created_at": "2026-03-16T13:24:05.000000Z",
"updated_at": "2026-03-16T13:25:13.000000Z",
"deleted_at": null,
"pivot": {
"funnel_step_id": 240,
"step_attachment_id": 2
}
}
],
"form": {
"id": 7,
"title": "Formulário para funil",
"frame_id": "019c75de-532c-7047-9563-daf1448ca963",
"created_at": "2026-03-16T13:12:12.000000Z",
"updated_at": "2026-03-16T13:12:12.000000Z",
"deleted_at": null
},
"restrictions": []
},
{
"id": 241,
"name": "Em andamento",
"project_funnel_id": 54,
"sensation_amount": 0,
"step_forward_id": null,
"step_backward_id": null,
"show_contact_form": false,
"hide_contact_form_when_linked": false,
"show_customer_form": false,
"hide_customer_form_when_linked": false,
"order": 2,
"help_text": null,
"form_id": null,
"sort_config": null,
"allow_execution": true,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null,
"checklists": [],
"attachments": [],
"form": null,
"restrictions": []
},
{
"id": 242,
"name": "Concluído",
"project_funnel_id": 54,
"sensation_amount": 0,
"step_forward_id": null,
"step_backward_id": null,
"show_contact_form": false,
"hide_contact_form_when_linked": false,
"show_customer_form": false,
"hide_customer_form_when_linked": false,
"order": 3,
"help_text": null,
"form_id": null,
"sort_config": null,
"allow_execution": true,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null,
"checklists": [],
"attachments": [],
"form": null,
"restrictions": []
}
],
"tags": [
{
"id": 6,
"name": "Nova etiqueta 1",
"color": "#5e4ff8",
"project_funnel_id": 54,
"deleted_at": null
},
{
"id": 7,
"name": "Nova etiqueta 2",
"color": "#7fd87d",
"project_funnel_id": 54,
"deleted_at": null
},
{
"id": 8,
"name": "Nova etiqueta 3",
"color": "#5e4ff8",
"project_funnel_id": 54,
"deleted_at": null
}
],
"attachments": [],
"funnel_status": [
{
"id": 6,
"name": "Novo status 1",
"color": "#b59ef6",
"project_funnel_id": 54,
"is_conclusive": false,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null
},
{
"id": 7,
"name": "Novo status 2",
"color": "#7fd87d",
"project_funnel_id": 54,
"is_conclusive": false,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null
},
{
"id": 8,
"name": "Novo status 3",
"color": "#b59ef6",
"project_funnel_id": 54,
"is_conclusive": false,
"created_at": "2026-03-16T16:34:43.000000Z",
"updated_at": "2026-03-16T16:34:43.000000Z",
"deleted_at": null
}
]
},
"objects_above_limit": []
}Documentation Index
Fetch the complete documentation index at: https://docs.olie.ai/llms.txt
Use this file to discover all available pages before exploring further.
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Body
Payload utilizado para criação ou atualização de um funil com etapas, etiquetas, status, acessos e templates.
Nome do funil. Campo obrigatório na criação.
"Nome do funil"
Lista de etapas que do funil.
Show child attributes
Show child attributes
ID do funil. Deve ser null na criação e preenchido em operações de atualização.
null
Prefixo utilizado para geração automática de códigos dos projetos criados dentro do funil.
20"PREFIX"
Lista de etiquetas disponíveis no funil.
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Formulário dinâmico associado ao funil.
Área de negócio vinculada ao funil.
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Permite que um projeto esteja em múltiplas etapas simultaneamente.
true
Configuração dos termos de projeto por idioma.
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Define se informações de custo devem ser exibidas no funil.
true
Formulário principal associado ao funil.
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Lista de anexos vinculados ao funil.
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Lista de usuários com acesso ao funil.
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Lista de status possíveis dentro do funil.
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Condição do funil. Exemplo: active, inactive.
"active"
Define se o funil permite execução de projetos.
true
Lista de projetos modelo vinculados ao funil.
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