Skip to main content

September 14, 2026

· 4 min read

This release adds two new endpoints and enhances CRM status condition capabilities. Clients can now preview discount codes before checkout and retrieve available membership plan change options for customers. Additionally, CRM status conditions now support lead source filtering and an existence check for completed membership packs.

  • GET /crm/statuses - CRM statuses can now include lead source conditions to filter by how leads were acquired, and can check whether a customer has completed a specific membership pack
  • GET /crm/statuses/{id} - CRM status retrieval now returns lead source conditions and completed membership pack existence checks
  • PUT /crm/statuses/{id} - CRM statuses can now be configured with lead source conditions and completed membership pack existence checks when updating
  • GET /crm/statuses/{id}/defaults - Default CRM status configurations now include lead source conditions and completed membership pack existence checks
  • POST /checkouts/preview-discount-code - Preview and validate discount codes before applying them to a checkout, allowing clients to show discount amounts and eligibility to customers upfront
  • GET /customer_memberships/{id}/plan_change_options - Retrieve available membership plan change options for a specific customer membership, enabling clients to present valid upgrade, downgrade, or plan switch choices

GET /crm/statuses

  • added subschema #9: LeadSourceCondition to the results/items/conditions/items/ response property oneOf list for the response status 200 (media type: application/json)
  • added the optional property results/items/conditions/items/oneOf[subschema #8: CompletedMembershipPackExistsCondition]/exists to the response with the 200 status (media type: application/json)
View updated docs

GET /crm/statuses/{id}

  • added subschema #9: LeadSourceCondition to the conditions/items/ response property oneOf list for the response status 200 (media type: application/json)
  • added the optional property conditions/items/oneOf[subschema #8: CompletedMembershipPackExistsCondition]/exists to the response with the 200 status (media type: application/json)
View updated docs

PUT /crm/statuses/{id}

  • added subschema #9: LeadSourceCondition to the conditions/items/ response property oneOf list for the response status 200 (media type: application/json)
  • added the new optional request property conditions/items/oneOf[subschema #8: CompletedMembershipPackExistsCondition]/exists (media type: application/json)
  • added subschema #9: LeadSourceCondition to the conditions/items/ request property oneOf list (media type: application/json)
  • added the optional property conditions/items/oneOf[subschema #8: CompletedMembershipPackExistsCondition]/exists to the response with the 200 status (media type: application/json)
View updated docs

GET /crm/statuses/{id}/defaults

  • added subschema #9: LeadSourceCondition to the conditions/items/ response property oneOf list for the response status 200 (media type: application/json)
  • added the optional property conditions/items/oneOf[subschema #8: CompletedMembershipPackExistsCondition]/exists to the response with the 200 status (media type: application/json)
View updated docs

POST /checkouts/preview-discount-code

  • endpoint added
View updated docs

GET /customer_memberships/{id}/plan_change_options

  • endpoint added
View updated docs