Refresh Health
Deals
Refresh Health Score
POST
Refresh Health
No feature flag — always available, unlike the other AI-generation endpoints on this router.
Synchronous and purely rule-based, no LLM involved. Applies a base-50-point, 10-factor model to the deal (champion seniority, communication recency, recent meetings, email activity, stakeholder-role coverage, contact count, stage velocity, close-date proximity, task status, and a keyword-based buying-intent/silence scan), clamped to 0–100. Looks up the org’s connected calendar/email integrations first so it doesn’t penalize meeting/email factors it has no way to measure, and classifies a trend by comparing the new score against the deal’s current denormalized
deals.health_score — i.e. whatever the last refresh wrote, however long ago that was, not a fixed lookback (a swing of more than 3 points is improving/declining; otherwise stable, as it is when the deal has no score yet). Inserts a new snapshot (deal_health_scores + deal_health_factors) and updates the denormalized deals.health_score.
Auth
Requires a CRM manage scope and an active organization on the token. Any*:manage scope qualifies — in practice contacts:manage, deals:manage, companies:manage, or activities:manage.