> ## Documentation Index > Fetch the complete documentation index at: https://docs.sagescreen.dev/llms.txt > Use this file to discover all available pages before exploring further. # Advance Pipedrive deal stage > WP calls this endpoint for two stage-change events. **Event: demo_complete** Fired the first time a candidate views their demo results page. `email` is the candidate's email (no WP user). If the demo_user post has company and website data, those are included. No stored Pipedrive IDs are passed (no WP user to look them up from). **Event: trial_complete** Fired when a council completes Stripe checkout to convert from trial to paid. Looks up the council_admin user. Stored PD IDs are read from user meta and council post meta and passed as top-level fields. ## OpenAPI ````yaml /openapi/private/specs/services/services-integrations.yml post /quote-sync openapi: 3.1.0 info: title: SageScreen — Intake & Pipedrive Integrations version: 1.0.0 servers: - url: https://{domain}/wp-json/sagescreen/v1 description: WordPress REST API variables: domain: default: sagescreen.app security: [] tags: - name: Intake description: Sales intake item endpoints - name: Account Created description: | Find-or-create person, org, and deal in Pipedrive. Fired for four WP events: - Demo signup (candidate, no WP user) - Trial account created (council_admin, new council) - Paid account created (council_admin, new council) - Council user added (any role added to existing council) - name: Quote Sync description: | Advance the Pipedrive deal stage. Fired for two WP events: - Demo completed (candidate views results for first time) - Trial complete (council upgrades from trial to paid) paths: /quote-sync: post: tags: - Quote Sync summary: Advance Pipedrive deal stage description: | WP calls this endpoint for two stage-change events. **Event: demo_complete** Fired the first time a candidate views their demo results page. `email` is the candidate's email (no WP user). If the demo_user post has company and website data, those are included. No stored Pipedrive IDs are passed (no WP user to look them up from). **Event: trial_complete** Fired when a council completes Stripe checkout to convert from trial to paid. Looks up the council_admin user. Stored PD IDs are read from user meta and council post meta and passed as top-level fields. operationId: quoteSync requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/QuoteSyncRequest' examples: demoComplete: summary: demo_complete — candidate views results value: email: john@example.com first_name: John last_name: Doe phone: 555-1234 company: ACME Corp stage: demo_complete deal_fields: wp_website: https://acme.com demoCompleteMinimal: summary: demo_complete — no company or website data value: email: anon@example.com first_name: Anonymous last_name: User stage: demo_complete trialComplete: summary: trial_complete — council upgrades from trial to paid value: email: admin@acme.com first_name: Jane last_name: Smith company: ACME Corp stage: trial_complete pd_contact_id: 1234 pd_org_id: 4001 pd_deal_id: 5001 responses: '200': description: Stage change result content: application/json: schema: $ref: '#/components/schemas/QuoteSyncResponse' examples: success: summary: Stage advanced value: ok: true pd_contact_id: 1234 pd_org_id: 4001 pd_deal_id: 5001 authFailure: summary: Bad or missing secret value: ok: false error: Unauthorized security: - doFunctionSecret: [] components: schemas: QuoteSyncRequest: type: object required: - email - first_name - stage properties: email: type: string format: email description: Primary lookup key for the Pipedrive person record examples: - john@example.com first_name: type: string examples: - John last_name: type: string examples: - Doe phone: type: string description: Included on demo_complete if available from the demo signup form examples: - 555-1234 company: type: string description: | demo_complete: value of `company` field from the demo_user post. trial_complete: council name from `get_the_title($council_post_id)`. examples: - ACME Corp stage: type: string enum: - demo_complete - trial_complete description: Pipedrive deal stage to advance to examples: - demo_complete deal_fields: $ref: '#/components/schemas/DealFields' description: | demo_complete only: includes `wp_website` when the demo signup form had a URL. Omitted on trial_complete. pd_contact_id: type: integer description: | trial_complete only: stored Pipedrive person ID from `user_meta.pipedrive_contact_id` on the council_admin user. Omitted if not yet stored or on demo_complete. examples: - 1234 pd_org_id: type: integer description: | trial_complete only: stored Pipedrive org ID from `post_meta.pipedrive_company_id` on the `ss_council` post. examples: - 4001 pd_deal_id: type: integer description: | trial_complete only: stored Pipedrive deal ID from `post_meta.pipedrive_deal_id` on the `ss_council` post. examples: - 5001 QuoteSyncResponse: type: object properties: ok: type: boolean description: | true on success. WP uses the same guard as account-created: checks `ok === true` AND `pd_contact_id` before persisting IDs. examples: - true pd_contact_id: type: integer description: Pipedrive person ID resolved during stage change examples: - 1234 pd_org_id: type: integer description: Pipedrive org ID resolved during stage change examples: - 4001 pd_deal_id: type: integer description: Pipedrive deal ID advanced to new stage examples: - 5001 error: type: string description: Human-readable error when ok is false examples: - Unauthorized DealFields: type: object description: Custom Pipedrive deal fields. properties: wp_deal_type: type: string enum: - trial - paid description: | Deal type for new council accounts. Omitted for demo signups and user_added events (deal already exists for the council). examples: - trial wp_website: type: string format: uri description: | Website URL from demo user's signup form. Sent on demo_complete if the `url` field was provided during demo signup. examples: - https://acme.com securitySchemes: doFunctionSecret: type: apiKey in: query name: k description: | Secret key appended by WP as `?k=`. Account-created uses `ss_pipedrive_sync_secret`. Quote-sync uses `ss_pipedrive_quote_sync_secret`. ````