---
title: "Gestion des transactions | Tajo"
description: "Gérez les transactions commerciales et les opportunités du pipeline dans le CRM Brevo pour suivre le chiffre d’affaires e-commerce de Tajo"
url: https://tajo.io/fr/docs/sales-crm/deals/
markdown: https://tajo.io/fr/docs/sales-crm/deals.md
lang: fr-FR
author: "Set Noa"
author_url: https://tajo.io/fr/set-noa/
robots: noindex
---

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# Gestion des transactions

[Set Noa](https://tajo.io/fr/set-noa/)

L’API Deals du CRM Brevo vous permet de gérer votre pipeline commercial, de suivre l’avancement des transactions et d’automatiser les workflows liés au chiffre d’affaires au sein de la plateforme Tajo.

## Vue d’ensemble

La gestion des transactions est essentielle pour :

- **Suivi du pipeline commercial** avec une progression par étapes et des prévisions
- **Attribution du chiffre d’affaires** en reliant les transactions à l’activité e-commerce des clients
- **Relances automatisées** déclenchées par les changements d’étape des transactions
- **Analyse de la performance de l’équipe** avec le suivi des affaires gagnées ou perdues et des taux de conversion
- **Intégration du programme de fidélité** avec l’attribution de points à la conclusion d’une transaction

## Démarrage rapide

### Créer une transaction

```http
POST https://api.brevo.com/v3/crm/deals
Content-Type: application/json
api-key: YOUR_API_KEY

{
  "name": "Acme Corp - Enterprise Loyalty Package",
  "attributes": {
    "deal_stage": "Qualified",
    "amount": 75000,
    "close_date": "2026-06-30",
    "pipeline": "Enterprise Sales",
    "deal_owner": "sarah.johnson@tajo.io",
    "deal_type": "new_business",
    "probability": 60,
    "company_id": "comp_123456789",
    "contact_id": "contact_987654321",
    "source": "inbound_lead",
    "loyalty_points_bonus": 5000,
    "contract_length_months": 12
  }
}
```

### Réponse

```json
{
  "id": "deal_abc123def456",
  "name": "Acme Corp - Enterprise Loyalty Package",
  "created_at": "2026-01-25T14:30:00Z",
  "updated_at": "2026-01-25T14:30:00Z"
}
```

## Récupérer les transactions

### Lister toutes les transactions

Récupérez les transactions avec filtrage et pagination :

```http
GET https://api.brevo.com/v3/crm/deals?limit=50&offset=0&sort=desc
Content-Type: application/json
api-key: YOUR_API_KEY
```

### Réponse

```json
{
  "items": [
    {
      "id": "deal_abc123def456",
      "name": "Acme Corp - Enterprise Loyalty Package",
      "attributes": {
        "deal_stage": "Qualified",
        "amount": 75000,
        "close_date": "2026-06-30",
        "pipeline": "Enterprise Sales",
        "deal_owner": "sarah.johnson@tajo.io"
      },
      "created_at": "2026-01-25T14:30:00Z",
      "updated_at": "2026-01-25T14:30:00Z"
    }
  ],
  "total": 1
}
```

### Filtrer les transactions par étape

```http
GET https://api.brevo.com/v3/crm/deals?filters[attributes.deal_stage]=Negotiation&sort=attributes.amount:desc
```

### Récupérer une transaction

```http
GET https://api.brevo.com/v3/crm/deals/{deal_id}
Content-Type: application/json
api-key: YOUR_API_KEY
```

## Mettre à jour une transaction

### Mettre à jour les attributs d’une transaction

```http
PATCH https://api.brevo.com/v3/crm/deals/{deal_id}
Content-Type: application/json
api-key: YOUR_API_KEY

{
  "attributes": {
    "deal_stage": "Negotiation",
    "amount": 82000,
    "probability": 75,
    "next_activity_date": "2026-02-15"
  }
}
```

### Réponse

```json
{
  "id": "deal_abc123def456",
  "updated_at": "2026-02-01T10:15:00Z"
}
```

## Gestion du pipeline de transactions

### Configuration des étapes du pipeline

Mettez en place une progression structurée des transactions pour les ventes e-commerce :

```javascript
class TajoDealPipeline {
  constructor() {
    this.dealsApi = new DealsApi();
    this.stages = [
      { name: 'Lead', probability: 10, actions: ['qualify_lead'] },
      { name: 'Qualified', probability: 25, actions: ['schedule_demo'] },
      { name: 'Demo', probability: 40, actions: ['send_proposal'] },
      { name: 'Proposal', probability: 60, actions: ['negotiate_terms'] },
      { name: 'Negotiation', probability: 80, actions: ['finalize_contract'] },
      { name: 'Closed Won', probability: 100, actions: ['onboard_customer', 'award_loyalty_points'] },
      { name: 'Closed Lost', probability: 0, actions: ['analyze_loss', 'schedule_followup'] }
    ];
  }

  async advanceDealStage(dealId, newStage) {
    const deal = await this.dealsApi.getDeal(dealId);
    const stageConfig = this.stages.find(s => s.name === newStage);

    if (!stageConfig) {
      throw new Error(`Invalid stage: ${newStage}`);
    }

    // Update deal with new stage
    await this.dealsApi.updateDeal(dealId, {
      attributes: {
        deal_stage: newStage,
        probability: stageConfig.probability,
        stage_changed_at: new Date().toISOString(),
        previous_stage: deal.attributes.deal_stage
      }
    });

    // Execute stage-specific actions
    for (const action of stageConfig.actions) {
      await this.executeStageAction(dealId, action, deal);
    }

    return { dealId, newStage, probability: stageConfig.probability };
  }

  async executeStageAction(dealId, action, deal) {
    switch (action) {
      case 'award_loyalty_points':
        if (deal.attributes.loyalty_points_bonus > 0) {
          await loyaltyService.awardCorporatePoints(
            deal.attributes.company_id,
            deal.attributes.loyalty_points_bonus,
            { reason: 'Deal closure bonus', dealId }
          );
        }
        break;

      case 'onboard_customer':
        await this.triggerOnboardingWorkflow(deal);
        break;

      case 'analyze_loss':
        await this.logDealLoss(dealId, deal);
        break;

      case 'schedule_followup':
        await this.createFollowUpTask(dealId, deal);
        break;
    }
  }
}
```

### Prévision des transactions

Générez des prévisions de chiffre d’affaires à partir des données du pipeline :

```javascript
class DealForecasting {
  async generateForecast(pipeline, timeframe) {
    const deals = await this.dealsApi.getDeals({
      filters: {
        'attributes.pipeline': pipeline,
        'attributes.close_date': `<${timeframe.end}`,
        'attributes.deal_stage': '!Closed Lost'
      }
    });

    const forecast = {
      pipeline,
      timeframe,
      totalPipeline: 0,
      weightedPipeline: 0,
      byStage: {},
      byOwner: {},
      byMonth: {}
    };

    for (const deal of deals.items) {
      const amount = deal.attributes.amount || 0;
      const probability = deal.attributes.probability || 0;
      const weighted = amount * (probability / 100);
      const stage = deal.attributes.deal_stage;
      const owner = deal.attributes.deal_owner;
      const month = new Date(deal.attributes.close_date).toISOString().slice(0, 7);

      forecast.totalPipeline += amount;
      forecast.weightedPipeline += weighted;

      // Aggregate by stage
      if (!forecast.byStage[stage]) {
        forecast.byStage[stage] = { count: 0, total: 0, weighted: 0 };
      }
      forecast.byStage[stage].count++;
      forecast.byStage[stage].total += amount;
      forecast.byStage[stage].weighted += weighted;

      // Aggregate by owner
      if (!forecast.byOwner[owner]) {
        forecast.byOwner[owner] = { count: 0, total: 0, weighted: 0 };
      }
      forecast.byOwner[owner].count++;
      forecast.byOwner[owner].total += amount;
      forecast.byOwner[owner].weighted += weighted;

      // Aggregate by month
      if (!forecast.byMonth[month]) {
        forecast.byMonth[month] = { count: 0, total: 0, weighted: 0 };
      }
      forecast.byMonth[month].count++;
      forecast.byMonth[month].total += amount;
      forecast.byMonth[month].weighted += weighted;
    }

    return forecast;
  }
}
```

## Automatisation des transactions e-commerce

### Création automatisée de transactions à partir des commandes

Créez des transactions automatiquement à partir de l’activité e-commerce à forte valeur :

```javascript
class EcommerceDealAutomation {
  async createDealFromOrder(order) {
    // Only create deals for high-value or B2B orders
    if (order.total < 5000 && !order.isB2B) return null;

    const deal = {
      name: `${order.customerName} - Order #${order.id}`,
      attributes: {
        deal_stage: order.isB2B ? 'Qualified' : 'Proposal',
        amount: order.total,
        close_date: new Date(Date.now() + 30 * 24 * 60 * 60 * 1000).toISOString(),
        pipeline: order.isB2B ? 'Enterprise Sales' : 'E-Commerce Upsell',
        deal_type: 'new_business',
        source: 'ecommerce_order',
        order_id: order.id,
        product_categories: order.categories.join(', '),
        contact_id: order.contactId,
        company_id: order.companyId || null,
        loyalty_points_bonus: Math.floor(order.total * 0.1)
      }
    };

    return await this.dealsApi.createDeal(deal);
  }

  async createRenewalDeal(subscription) {
    const renewalDate = new Date(subscription.expiresAt);
    const createDate = new Date(renewalDate.getTime() - 90 * 24 * 60 * 60 * 1000);

    if (new Date() < createDate) return null;

    const deal = {
      name: `${subscription.customerName} - Renewal`,
      attributes: {
        deal_stage: 'Qualified',
        amount: subscription.annualValue,
        close_date: subscription.expiresAt,
        pipeline: 'Renewals',
        deal_type: 'renewal',
        probability: 70,
        source: 'auto_renewal',
        subscription_id: subscription.id,
        contact_id: subscription.contactId,
        company_id: subscription.companyId,
        contract_length_months: 12,
        loyalty_points_bonus: Math.floor(subscription.annualValue * 0.05)
      }
    };

    return await this.dealsApi.createDeal(deal);
  }
}
```

### Workflows de fidélité déclenchés par les transactions

```javascript
class DealLoyaltyIntegration {
  async onDealStageChange(dealId, oldStage, newStage) {
    const deal = await this.dealsApi.getDeal(dealId);

    // Award milestone points at key stages
    const milestoneStages = {
      'Demo': 100,
      'Proposal': 250,
      'Closed Won': deal.attributes.loyalty_points_bonus || 1000
    };

    if (milestoneStages[newStage] && deal.attributes.contact_id) {
      await loyaltyService.awardPoints(
        deal.attributes.contact_id,
        milestoneStages[newStage],
        { reason: `Deal milestone: ${newStage}`, dealId }
      );
    }

    // Trigger tier evaluation on deal closure
    if (newStage === 'Closed Won' && deal.attributes.company_id) {
      const company = await this.companiesApi.getCompany(deal.attributes.company_id);
      const newTotal = (company.attributes.annual_spend || 0) + deal.attributes.amount;

      await this.companiesApi.updateCompany(deal.attributes.company_id, {
        attributes: {
          annual_spend: newTotal,
          last_deal_closed: new Date().toISOString()
        }
      });

      await this.tierManager.evaluateTierUpgrade(deal.attributes.company_id, newTotal);
    }
  }
}
```

## Analyse des transactions

### Indicateurs de performance du pipeline

```javascript
class DealAnalytics {
  async getPipelineMetrics(pipeline, timeframe) {
    const allDeals = await this.dealsApi.getDeals({
      filters: { 'attributes.pipeline': pipeline }
    });

    const closedDeals = allDeals.items.filter(
      d => d.attributes.deal_stage === 'Closed Won' || d.attributes.deal_stage === 'Closed Lost'
    );

    const wonDeals = closedDeals.filter(d => d.attributes.deal_stage === 'Closed Won');
    const lostDeals = closedDeals.filter(d => d.attributes.deal_stage === 'Closed Lost');

    return {
      totalDeals: allDeals.total,
      openDeals: allDeals.total - closedDeals.length,
      wonDeals: wonDeals.length,
      lostDeals: lostDeals.length,
      winRate: closedDeals.length > 0
        ? (wonDeals.length / closedDeals.length * 100).toFixed(1)
        : 0,
      totalRevenue: wonDeals.reduce((sum, d) => sum + (d.attributes.amount || 0), 0),
      averageDealSize: wonDeals.length > 0
        ? wonDeals.reduce((sum, d) => sum + (d.attributes.amount || 0), 0) / wonDeals.length
        : 0,
      averageSalesCycle: this.calculateAverageSalesCycle(wonDeals),
      loyaltyPointsAwarded: wonDeals.reduce(
        (sum, d) => sum + (d.attributes.loyalty_points_bonus || 0), 0
      )
    };
  }

  calculateAverageSalesCycle(wonDeals) {
    if (wonDeals.length === 0) return 0;

    const totalDays = wonDeals.reduce((sum, deal) => {
      const created = new Date(deal.created_at);
      const closed = new Date(deal.attributes.stage_changed_at || deal.updated_at);
      return sum + Math.floor((closed - created) / (1000 * 60 * 60 * 24));
    }, 0);

    return Math.round(totalDays / wonDeals.length);
  }
}
```

## Référence des méthodes de l’API

### Opérations CRUD sur les transactions

```javascript
// Create a new deal
const deal = await dealsApi.createDeal({
  name: 'New Enterprise Deal',
  attributes: {
    deal_stage: 'Lead',
    amount: 50000,
    pipeline: 'Enterprise Sales'
  }
});

// Get deal by ID
const deal = await dealsApi.getDeal('deal_abc123def456');

// Update deal attributes
await dealsApi.updateDeal('deal_abc123def456', {
  attributes: {
    deal_stage: 'Negotiation',
    amount: 55000,
    probability: 80
  }
});

// Delete a deal
await dealsApi.deleteDeal('deal_abc123def456');

// List deals with filtering
const deals = await dealsApi.getDeals({
  filters: {
    'attributes.deal_stage': 'Qualified',
    'attributes.amount': '>10000'
  },
  sort: 'attributes.amount:desc',
  limit: 50
});
```

### Requêtes avancées

```javascript
// Find deals closing this quarter
const quarterEnd = new Date();
quarterEnd.setMonth(quarterEnd.getMonth() + 3);
const closingDeals = await dealsApi.getDeals({
  filters: {
    'attributes.close_date': `<${quarterEnd.toISOString()}`,
    'attributes.deal_stage': '!Closed Won,!Closed Lost'
  }
});

// Find high-value stale deals (no update in 14 days)
const staleDate = new Date(Date.now() - 14 * 24 * 60 * 60 * 1000);
const staleDeals = await dealsApi.getDeals({
  filters: {
    'attributes.amount': '>25000',
    'updated_at': `<${staleDate.toISOString()}`,
    'attributes.deal_stage': '!Closed Won,!Closed Lost'
  }
});

// Get deals by owner for performance review
const ownerDeals = await dealsApi.getDeals({
  filters: {
    'attributes.deal_owner': 'sarah.johnson@tajo.io',
    'attributes.deal_stage': 'Closed Won'
  }
});
```

## Bonnes pratiques

1. **Des étapes cohérentes** : définissez des étapes de pipeline claires, avec les actions attendues à chacune d’elles
2. **Suivi de la probabilité** : maintenez les probabilités à jour pour améliorer la précision des prévisions
3. **Mises à jour rapides** : actualisez les attributs des transactions sans attendre, afin de conserver une vision fidèle du pipeline
4. **Intégration de la fidélité** : reliez la conclusion des transactions à l’attribution de points de fidélité pour favoriser la rétention
5. **Workflows automatisés** : servez-vous des déclencheurs de changement d’étape pour automatiser les tâches de relance
6. **Revue régulière du pipeline** : planifiez une revue hebdomadaire du pipeline pour repérer les transactions dormantes ou à risque

## Gestion des erreurs

```javascript
try {
  const deal = await dealsApi.createDeal(dealData);
  console.log('Deal created:', deal.id);
} catch (error) {
  if (error.status === 400) {
    console.error('Invalid deal data:', error.message);
  } else if (error.status === 404) {
    console.error('Associated company or contact not found');
  } else if (error.status === 409) {
    console.error('Duplicate deal detected');
  } else {
    console.error('Unexpected error:', error);
  }
}
```

## Prochaines étapes

- **[Gestion des entreprises](https://tajo.io/fr/docs/sales-crm/companies)** - Gérez les comptes d’entreprise B2B
- **[Gestion des tâches](https://tajo.io/fr/docs/sales-crm/tasks)** - Gérez les activités et les relances liées aux transactions
- **[Notes et fichiers](https://tajo.io/fr/docs/sales-crm/notes)** - Documentez les interactions liées aux transactions
- **Analyse du CRM** - Rapports et analyses avancés