API Reference
  1. B2 Systems API
  2. Deals

Create a deal

post
https://api.b2systems.io/v1/deals

Create a deal owned by the authenticated organization from application and/or financial data. Use InFlow when PDFs must be parsed. This endpoint does not submit the deal to funders.

Body Params

Create a dashboard-owned deal from application and/or financial data. Documents are parsed through InFlow, not uploaded to this endpoint.

application
object

Merchant and application data for a B2 Systems deal. Requested terms are stored on a deal when present, but TrueSight matching does not require them.

financials
object

Financial metrics used by TrueSight matching. This is the same MCA-focused financial shape populated by InFlow parsing.

string

Optional CRM or system id supplied by the customer for reconciliation.

string
enum

Broker deals use auto to inherit dashboard auto-submit settings. Use disabled to prevent auto-submit for this deal.

Allowed:
Headers
string

Optional idempotency key for safe request retries.

Responses

Updated 9 days ago

Did this page help you?
Language
Credentials
Bearer
API key
LoadingLoading…
Response
Click Try It! to start a request and see the response here! Or choose an example:
application/json

Updated 9 days ago

Did this page help you?