Creating Deals

Listing Categories and Subcategories

Before creating a deal, you need to retrieve the category and subcategory information. Categories broadly classify deals, while subcategories offer more specific classifications. You'll need the subcategory ID when creating a deal.

Creating a New Deal

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Once a deal is created, it cannot be updated via the API. Therefore, ensure all information, including the contractor, subcategory, title, description, budget, and deadline, is accurate before creating the deal.
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To create a deal, you need to specify the contractor, and subcategory, and fill in the necessary details describing the deal. The contractor is identified by their email, which serves as a unique identifier in our system. If the specified contractor email is not found in our system, an error will be returned. Make sure to provide the correct subcategory ID, as it determines the type of your deal.

After your successful request, we'll create a deal and a deal stage in our system. The deal stage ID is a unique identifier for the current stage of the deal. It's important to store this ID for future reference, as you'll need it to add files to the deal. Without the deal stage ID, you won't be able to upload files and complete the deal.

Uploading Files

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Before you proceed with this step, make sure you’ve received a file from your contractor.
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Closing the deal requires uploading a file provided by the contractor. This file is crucial for finalizing the deal and ensuring that both parties have met their obligations. Uploading the file signals that the work has been completed successfully and allows us to create an invoice for you.

To add a file, you'll need the deal stage ID. This ID is a unique identifier for the current stage of the deal and will be provided in the payload after a successful deal creation.