update-opportunity

Update Opportunity in Qobrix CRM

Modify an existing opportunity/deal in the Qobrix CRM pipeline — change stage, add notes, update amount, set next actions, or reassign.

API Access

bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" METHOD "/api/v2/ENDPOINT" '[BODY]'

If the script returns "error":"not_configured", tell the user to run /setup to configure their API credentials.

Workflow

1. Identify the opportunity. If the user mentions a customer name or property, search:

   By customer name:

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/contacts?search=first_name%20contains%20%22{name}%22&limit=10"
   

   Then filter opportunities by contact:

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/opportunities?search=contact_id%20%3D%3D%20%22{contact_id}%22&limit=10"
   

   By stage:

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/opportunities?search=stage%20%3D%3D%20%22{stage}%22&limit=25"
   

   If multiple matches, present a numbered list and ask the user to choose.

2. Fetch current state.

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/opportunities/{id}"
   

   Show current details: stage, amount, contact, property, notes, last activity.

3. Determine changes. Based on the user's request, identify what needs updating. Common updates:

   • Stage change: new > contacted > viewing > offer > negotiation > closed_won / closed_lost
   • Amount: update the deal value
   • Notes: add notes about what happened
   • Next action: set what needs to happen next and when

4. Confirm and update. Show the user what will change (before > after) and get confirmation.

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" PUT "/api/v2/opportunities/{id}" \
     '{"stage":"{new_stage}","notes":"{updated_notes}"}'
   

5. Create follow-up task if needed.

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" POST "/api/v2/tasks" \
     '{"title":"{next_action}","due_date":"{date}","opportunity_id":"{id}","type":"follow_up"}'
   

Stage Definitions

Stage	Description	Typical Next Actions
new	Fresh lead/inquiry	Contact customer, qualify interest
contacted	Initial contact made	Schedule viewing, send properties
viewing	Viewing scheduled or completed	Get feedback, send more options
offer	Offer submitted	Wait for response, negotiate
negotiation	Active negotiation	Counter-offer, legal review
closed_won	Deal completed	Process paperwork
closed_lost	Deal lost	Record reason, follow up later

Important Notes

• Always show current state before applying changes so the user can verify the right opportunity.
• When moving to "closed_lost", prompt for a reason.
• When moving to "closed_won", confirm the final amount.
• Log meaningful notes — these become the deal history for the team.

Reference Files

• references/qobrix-search-expressions.md — Search expression syntax reference