> ## Documentation Index
> Fetch the complete documentation index at: https://docs.evolutionfoundation.com.br/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a new pipeline

> Create a pipeline with optional custom stages or default stages based on pipeline type



## OpenAPI

````yaml /api-reference/openapi/EvoAI-CRM-Service/pipelines.yaml post /api/v1/pipelines
openapi: 3.0.4
info:
  title: Evolution Foundation - CRM Service - Pipelines
  description: Management of contacts, conversations, inboxes, labels and macros
  version: 1.1.0
servers:
  - url: https://api.evoai.app
    description: Production server
  - url: http://localhost:3000
    description: Development server
    variables:
      port:
        default: '3000'
  - url: '{customUrl}'
    description: Custom server
    variables:
      customUrl:
        default: https://your-instance.com
        description: Enter your server URL
security: []
paths:
  /api/v1/pipelines:
    post:
      summary: Create a new pipeline
      description: >-
        Create a pipeline with optional custom stages or default stages based on
        pipeline type
      operationId: create-pipeline
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
                - pipeline
              properties:
                pipeline:
                  type: object
                  required:
                    - name
                    - pipeline_type
                  properties:
                    name:
                      type: string
                      example: Sales Pipeline Q1
                    description:
                      type: string
                      example: Q1 sales tracking pipeline
                    pipeline_type:
                      type: string
                      enum:
                        - sales
                        - support
                        - onboarding
                        - custom
                        - marketing
                      example: sales
                    visibility:
                      type: string
                      enum:
                        - private
                        - team
                        - public
                      default: private
                    custom_fields:
                      type: object
                      properties:
                        attributes:
                          type: array
                          items:
                            type: string
                          example:
                            - deal_value
                            - closing_probability
                stages:
                  type: array
                  description: >-
                    Optional custom stages (if not provided, use
                    create_default_stages)
                  items:
                    type: object
                    required:
                      - name
                    properties:
                      name:
                        type: string
                      color:
                        type: string
                        pattern: ^#([A-Fa-f0-9]{6}|[A-Fa-f0-9]{3})$
                        default: '#60A5FA'
                      position:
                        type: integer
                      description:
                        type: string
                create_default_stages:
                  type: boolean
                  description: If true, creates default stages based on pipeline_type
                  default: false
      responses:
        '200':
          description: Pipeline created successfully
          content:
            application/json:
              schema:
                type: object
                required:
                  - success
                  - data
                  - meta
                  - message
                properties:
                  success:
                    type: boolean
                    example: true
                  data:
                    $ref: '#/components/schemas/pipeline'
                  meta:
                    type: object
                    properties:
                      timestamp:
                        type: string
                        format: date-time
                        description: Response timestamp
                        example: '2024-01-15T10:30:00Z'
                  message:
                    type: string
                    description: Success message
                    example: Pipeline created successfully
              example:
                success: true
                data:
                  id: 550e8400-e29b-41d4-a716-446655440000
                  name: Sales Pipeline Q1
                  pipeline_type: sales
                meta:
                  timestamp: '2024-01-15T10:30:00Z'
                message: Pipeline created successfully
        '400':
          description: Bad Request (invalid data)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              examples:
                bad_request:
                  summary: Invalid request data
                  value:
                    success: false
                    error:
                      code: BAD_REQUEST
                      message: Invalid request data
                    meta:
                      timestamp: '2024-01-15T10:30:00Z'
                      path: /api/v1/pipelines
                      method: POST
        '401':
          description: Unauthorized (invalid or missing token)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              examples:
                unauthorized:
                  summary: Unauthorized
                  value:
                    success: false
                    error:
                      code: UNAUTHORIZED
                      message: Unauthorized
                    meta:
                      timestamp: '2024-01-15T10:30:00Z'
                      path: /api/v1/pipelines
                      method: POST
        '403':
          description: Forbidden (insufficient permissions)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              examples:
                forbidden:
                  summary: Forbidden
                  value:
                    success: false
                    error:
                      code: FORBIDDEN
                      message: Forbidden
                    meta:
                      timestamp: '2024-01-15T10:30:00Z'
                      path: /api/v1/pipelines
                      method: POST
        '422':
          description: Unprocessable Entity (validation error)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              examples:
                validation_error:
                  summary: Validation error
                  value:
                    success: false
                    error:
                      code: VALIDATION_ERROR
                      message: Validation error
                      details:
                        name: Name is required
                        pipeline_type: Pipeline type is required
                    meta:
                      timestamp: '2024-01-15T10:30:00Z'
                      path: /api/v1/pipelines
                      method: POST
        '500':
          description: Internal Server Error (server error)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              examples:
                internal_error:
                  summary: Internal server error
                  value:
                    success: false
                    error:
                      code: INTERNAL_ERROR
                      message: An internal server error occurred
                    meta:
                      timestamp: '2024-01-15T10:30:00Z'
                      path: /api/v1/pipelines
                      method: POST
      security:
        - userApiKey: []
components:
  schemas:
    pipeline:
      type: object
      properties:
        id:
          type: string
          format: uuid
        name:
          type: string
        description:
          type: string
          nullable: true
        pipeline_type:
          type: string
          enum:
            - sales
            - support
            - onboarding
            - custom
            - marketing
        visibility:
          type: string
          enum:
            - private
            - team
            - public
        is_active:
          type: boolean
        custom_fields:
          type: object
          properties:
            attributes:
              type: array
              items:
                type: string
        created_by_id:
          type: string
          format: uuid
        account_id:
          type: string
          format: uuid
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        item_count:
          type: integer
          description: Total number of items in the pipeline
        conversations_count:
          type: integer
          description: Total number of conversations associated with the pipeline
        stages:
          type: array
          description: List of pipeline stages
          items:
            $ref: '#/components/schemas/pipeline_stage'
        pipeline_stages:
          type: array
          items:
            $ref: '#/components/schemas/pipeline_stage'
        pipeline_items:
          type: array
          items:
            $ref: '#/components/schemas/pipeline_item'
    ErrorResponse:
      type: object
      required:
        - success
        - error
        - meta
      properties:
        success:
          type: boolean
          example: false
        error:
          type: object
          required:
            - code
            - message
          properties:
            code:
              type: string
              example: VALIDATION_ERROR
            message:
              type: string
              example: Validation failed
            details:
              type: object
              additionalProperties: true
              nullable: true
        meta:
          type: object
          required:
            - timestamp
            - path
            - method
          properties:
            timestamp:
              type: string
              format: date-time
              example: '2024-01-15T10:30:00Z'
            path:
              type: string
              example: /public/api/v1/inboxes/{inbox_identifier}/contacts
            method:
              type: string
              example: POST
    pipeline_stage:
      type: object
      properties:
        id:
          type: string
          format: uuid
        pipeline_id:
          type: string
          format: uuid
        name:
          type: string
        color:
          type: string
          pattern: ^#([A-Fa-f0-9]{6}|[A-Fa-f0-9]{3})$
        position:
          type: integer
        stage_type:
          type: integer
        automation_rules:
          type: object
        custom_fields:
          type: object
          properties:
            attributes:
              type: array
              items:
                type: string
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        item_count:
          type: integer
          description: Number of items in this stage
        items:
          type: array
          description: List of pipeline items in this stage
          items:
            $ref: '#/components/schemas/pipeline_item'
    pipeline_item:
      type: object
      properties:
        id:
          type: string
          format: uuid
        pipeline_id:
          type: string
          format: uuid
        pipeline_stage_id:
          type: string
          format: uuid
        conversation_id:
          type: string
          format: uuid
          nullable: true
        contact_id:
          type: string
          format: uuid
          nullable: true
        assigned_by_id:
          type: string
          format: uuid
          nullable: true
        custom_fields:
          type: object
          description: Custom field values including services, currency, etc.
        entered_at:
          type: string
          format: date-time
        completed_at:
          type: string
          format: date-time
          nullable: true
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        is_lead:
          type: boolean
          description: True if contact-based (lead), false if conversation-based (deal)
        pipeline_stage:
          $ref: '#/components/schemas/pipeline_stage'
        conversation:
          $ref: '#/components/schemas/conversation'
          nullable: true
        contact:
          $ref: '#/components/schemas/contact'
          nullable: true
        tasks:
          type: array
          items:
            $ref: '#/components/schemas/pipeline_task'
        pending_tasks_count:
          type: integer
        overdue_tasks_count:
          type: integer
        completed_tasks_count:
          type: integer
        services_total_value:
          type: number
          description: Sum of all service values
    conversation:
      type: object
      properties:
        id:
          type: string
          format: uuid
        display_id:
          type: string
          format: uuid
        status:
          type: string
          enum:
            - open
            - resolved
            - pending
            - snoozed
        contact_id:
          type: string
          format: uuid
        inbox_id:
          type: string
          format: uuid
        assignee_id:
          type: string
          format: uuid
          nullable: true
        team_id:
          type: string
          format: uuid
          nullable: true
        account_id:
          type: string
          format: uuid
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        last_activity_at:
          type: string
          format: date-time
        contact:
          $ref: '#/components/schemas/contact'
        assignee:
          $ref: '#/components/schemas/user'
          nullable: true
        inbox:
          type: object
          properties:
            id:
              type: string
              format: uuid
            channel_id:
              type: string
              format: uuid
            name:
              type: string
            channel_type:
              type: string
            enable_auto_assignment:
              type: boolean
            greeting_enabled:
              type: boolean
            greeting_message:
              type: string
              nullable: true
            working_hours_enabled:
              type: boolean
            out_of_office_message:
              type: string
              nullable: true
            timezone:
              type: string
            enable_email_collect:
              type: boolean
            csat_survey_enabled:
              type: boolean
            allow_messages_after_resolved:
              type: boolean
            auto_assignment_config:
              type: object
              additionalProperties: true
            lock_to_single_conversation:
              type: boolean
            csat_config:
              type: object
              additionalProperties: true
            sender_name_type:
              type: string
            business_name:
              type: string
              nullable: true
            display_name:
              type: string
            default_conversation_status:
              type: string
              nullable: true
            avatar_url:
              type: string
            working_hours:
              type: array
              items:
                type: object
                properties:
                  day_of_week:
                    type: integer
                  closed_all_day:
                    type: boolean
                  open_hour:
                    type: integer
                    nullable: true
                  open_minutes:
                    type: integer
                    nullable: true
                  close_hour:
                    type: integer
                    nullable: true
                  close_minutes:
                    type: integer
                    nullable: true
                  open_all_day:
                    type: boolean
            created_at:
              type: integer
            updated_at:
              type: integer
            provider:
              type: string
    contact:
      type: object
      properties:
        id:
          type: string
          format: uuid
        name:
          type: string
        email:
          type: string
          nullable: true
        phone_number:
          type: string
          nullable: true
        account_id:
          type: string
          format: uuid
        custom_attributes:
          type: object
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
    pipeline_task:
      type: object
      properties:
        id:
          type: string
          format: uuid
        pipeline_item_id:
          type: string
          format: uuid
        account_id:
          type: string
          format: uuid
        title:
          type: string
          maxLength: 255
        description:
          type: string
          nullable: true
        task_type:
          type: string
          enum:
            - call
            - email
            - meeting
            - follow_up
            - note
            - other
        status:
          type: string
          enum:
            - pending
            - completed
            - cancelled
            - overdue
        priority:
          type: string
          enum:
            - low
            - medium
            - high
            - urgent
        due_date:
          type: string
          format: date-time
          nullable: true
        completed_at:
          type: string
          format: date-time
          nullable: true
        created_by_id:
          type: string
          format: uuid
        assigned_to_id:
          type: string
          format: uuid
          nullable: true
        parent_task_id:
          type: string
          format: uuid
          nullable: true
        position:
          type: integer
          description: Position among siblings
        depth:
          type: integer
          description: Hierarchy depth (0=root, 1=subtask, 2=sub-subtask)
        metadata:
          type: object
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        created_by:
          $ref: '#/components/schemas/user'
        assigned_to:
          $ref: '#/components/schemas/user'
          nullable: true
        parent_task:
          $ref: '#/components/schemas/pipeline_task'
          nullable: true
        subtasks:
          type: array
          items:
            $ref: '#/components/schemas/pipeline_task'
        subtask_count:
          type: integer
        overdue:
          type: boolean
        due_soon:
          type: boolean
        days_until_due:
          type: integer
          nullable: true
        hours_until_due:
          type: number
          nullable: true
    user:
      type: object
      properties:
        id:
          type: string
          format: uuid
        name:
          type: string
        email:
          type: string
        avatar_url:
          type: string
          nullable: true
        available_name:
          type: string
          description: Display name for the user
  securitySchemes:
    userApiKey:
      type: apiKey
      in: header
      name: api_access_token

````

This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.