Capvant

Push a deal status change

post
https://sandbox.capvant.com/v1/inbound/status/{token}
POST
/inbound/status/{token}

Our deal reference (for example 4F2A9C81D0), the Capvant lead id you received as partnerLeadId, or your own lead id. Send dealRef or id.

Your own lead id: the id you returned when we created the lead (for Salesforce, the 18 or 15 character Lead Id). Also read from leadId, externalId or salesforceId, or from a field you name in the mapping. Send dealRef or id.

A stage (received, contacted, documents_requested, in_underwriting, approved, offer_made, offer_accepted, contracts_sent, contracts_signed, funded, declined, not_proceeding, duplicate), an earlier value (in_review, offer_made, declined, funded), or your CRM stage name. Also read from stage, outcome or StageName when status is absent.

Why the deal ended. Required with declined and not_proceeding unless reason is sent or the stage name is itself the reason. Why a deal ended without funding. Your reasons: insufficient_revenue, time_in_business, credit_score, adverse_history, affordability, existing_debt, negative_balance_days, industry, location_not_served, amount_out_of_range, pricing_not_viable, does_not_meet_criteria, no_business_bank_account, identity_or_fraud, invalid_lead. Either side: statements_insufficient, documents_missing, other (reason_note required). The client’s: merchant_unresponsive, merchant_withdrew, merchant_declined_offer. A duplicate: duplicate_or_existing_customer. After declined or duplicate the request goes on to the other lenders it suits, unless the reason is identity_or_fraud or invalid_lead; after not_proceeding it does not. The client and any referral partner only ever see a neutral sentence for the reason, never your note.

Your own words. Also read from reason_note, decline_reason or note. Required, as the note, when reason_code is other. Kept as the note; when no reason_code is sent, the code is derived from it (text we cannot place is recorded as other).

Funded amount. Required when the stage is funded (also read from funded_amount or data.fundedAmount).

ISO 4217 code of amount. Optional: recorded with the update; the deal keeps its own currency.

data

Optional facts you verified on your side. Stored with the deal so Capvant does not re-collect them.

Product you are offering or funded, e.g. MCA, term_loan, line_of_credit.

Your own stage name, unmapped, for our records.

Commission due to Capvant on this funding.

Send this whenever a deal you received from Capvant changes stage. Find the deal with dealRef (our reference) or id (your own lead id, the one you returned when we created the lead); either is enough. status takes a stage (see LenderStage), one of the earlier values (in_review, offer_made, declined, funded) or your own CRM stage name: common names are understood as they are (Working - Application Out is documents_requested, DNQ is declined for does_not_meet_criteria), and any other name can be mapped to a stage in the Lender Hub. declined and not_proceeding need a reason: reason_code, or free text in reason that we classify (unless your stage name is itself the reason, like DNQ, Not a Lead, Deal Lost or Closed - Not Converted). funded needs amount. Anything else is refused with 400 and a message saying what to send.

Path Parameters

token*string

Your personal inbound secret, part of the URL shown in the Lender Hub.

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

application/json

application/json

application/json

Shell
curl -X POST "https://sandbox.capvant.com/inbound/status/string" \  -H "Content-Type: application/json" \  -d '{    "id": "00Q5g00000AbCdEFGH",    "status": "Working - Application Out",    "data": {      "stage": "Application Out"    }  }'
JSON
{  "ok": true,  "dealRef": "4F2A9C81D0",  "status": "documents_requested"}

Inbound status

Push deal status changes to Capvant from your own system. One URL per lender, one JSON shape for everyone, and your own lead id is enough to find the deal. No API key: the secret in the URL identifies you. Copy the URL from your Lender Hub, Integration page.

Partner API

The Partner API is for introducers: accountants, brokers, platforms and embedded partners who send a business to Capvant and want to follow what happens next without leaving their own product.