Fundraising

Skip a stewardship-plan move

Uses the move version and requires a non-empty reason. Only planned/in-progress moves can be skipped. Requires stewardship_major_donor_plans_v1. Relationship-group subjects also require stewardship_relationship_groups_v1. Subject access respects the viewer’s donor visibility. Management requires donors_manage/group_all, or donors_view with assignment as this subject’s fundraiser; strategy fields follow the same authority. Requires permission: donors_view; plus one of donors_view, donors_manage.

POST

admin

fundraising

stewardship-plans

{plan_id}

moves

{move_id}

skip

Skip a stewardship-plan move

curl --request POST \
  --url https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "version": 1,
  "reason": "No follow-up is needed.",
  "outcome_summary": "Outcome Summary",
  "completion_source": "manual",
  "reopen_status": "planned"
}
'

import requests

url = "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip"

payload = {
    "version": 1,
    "reason": "No follow-up is needed.",
    "outcome_summary": "Outcome Summary",
    "completion_source": "manual",
    "reopen_status": "planned"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    version: 1,
    reason: 'No follow-up is needed.',
    outcome_summary: 'Outcome Summary',
    completion_source: 'manual',
    reopen_status: 'planned'
  })
};

fetch('https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'version' => 1,
    'reason' => 'No follow-up is needed.',
    'outcome_summary' => 'Outcome Summary',
    'completion_source' => 'manual',
    'reopen_status' => 'planned'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip"

	payload := strings.NewReader("{\n  \"version\": 1,\n  \"reason\": \"No follow-up is needed.\",\n  \"outcome_summary\": \"Outcome Summary\",\n  \"completion_source\": \"manual\",\n  \"reopen_status\": \"planned\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"version\": 1,\n  \"reason\": \"No follow-up is needed.\",\n  \"outcome_summary\": \"Outcome Summary\",\n  \"completion_source\": \"manual\",\n  \"reopen_status\": \"planned\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"version\": 1,\n  \"reason\": \"No follow-up is needed.\",\n  \"outcome_summary\": \"Outcome Summary\",\n  \"completion_source\": \"manual\",\n  \"reopen_status\": \"planned\"\n}"

response = http.request(request)
puts response.read_body

{
  "status": "success",
  "data": {
    "id": 42,
    "version": 2,
    "subject": {
      "type": "donor",
      "id": 42,
      "display_name": "Example",
      "kind": "Example",
      "assigned_fundraiser_user_id": 42,
      "relationship_manager": {
        "id": 42,
        "display_name": "Example"
      },
      "action_donors": [
        {
          "id": 42,
          "display_name": "Example",
          "email": "Example",
          "do_not_email": true,
          "status": "Example",
          "role": "Example",
          "relationship_label": "Example",
          "is_primary_contact": true
        }
      ],
      "available": true,
      "archived": true
    },
    "stage": "qualifying",
    "status": "draft",
    "tier": "A",
    "stage_entered_at": "2026-10-20T12:00:00Z",
    "action_donor_id": 42,
    "period": {
      "start": "2026-10-20",
      "end": "2026-10-20"
    },
    "currency": "USD",
    "goal_amount": 1000,
    "attributed_actual": 1000,
    "direct_actual": 1000,
    "soft_credit_actual": 1000,
    "variance_amount": 1000,
    "gift_count": 2,
    "giving_status": "pending",
    "giving_last_successful_at": "2026-10-20T12:00:00Z",
    "currency_breakdown": [
      {
        "currency": "Example",
        "attributed_actual": 1000,
        "direct_actual": 1000,
        "soft_credit_actual": 1000,
        "gift_count": 2
      }
    ],
    "next_move": {
      "id": 42,
      "title": "Example",
      "planned_at": "2026-10-20T12:00:00Z"
    },
    "open_move_count": 2,
    "overdue_move_count": 2,
    "health": {
      "status": "Example",
      "reasons": [
        "overdue_move"
      ]
    },
    "metric_basis": "relationship_attribution",
    "completion_outcome": "Example",
    "qualification_template_version": 2,
    "qualification_progress": {
      "completed": 2,
      "skipped": 2,
      "total": 2
    },
    "permissions": {
      "can_manage": true,
      "can_view_strategy": true
    },
    "strategy_reviewed_at": "2026-10-20T12:00:00Z",
    "next_review_at": "2026-10-20T12:00:00Z",
    "target_ask_amount": 1000,
    "expected_giving_month": 10,
    "expected_giving_note": "Example",
    "closure_reason": "Example",
    "strategy_summary": "Example",
    "interests_summary": "Example",
    "communication_guidance": "Example",
    "moves": [
      {
        "id": 42,
        "version": 2,
        "kind": "cultivation",
        "template_key": "Example",
        "sequence": 2,
        "title": "Example",
        "description": "Example",
        "planned_at": "2026-10-20T12:00:00Z",
        "status": "planned",
        "action_donor_id": 42,
        "owner_user_id": 42,
        "task_id": 42,
        "completion_source": "manual",
        "outcome_summary": "Example",
        "completed_at": "2026-10-20T12:00:00Z",
        "status_reason": "Example",
        "evidence": [
          {
            "id": 42,
            "type": "activity",
            "record_id": 42,
            "role": "completion",
            "available": true,
            "is_contact": true,
            "is_meaningful": true,
            "meaningful_basis": "Example",
            "exclusion_reason": "Example"
          }
        ]
      }
    ],
    "reviews": [
      {
        "id": 42,
        "review_type": "strategy",
        "outcome": "Example",
        "summary": "Example",
        "redacted_at": "2026-10-20T12:00:00Z",
        "reviewed_at": "2026-10-20T12:00:00Z",
        "reviewed_by_user_id": 42
      }
    ],
    "warnings": [
      {
        "code": "work_projection_delayed",
        "message": "Example"
      }
    ]
  }
}

{
  "message": "Unauthorized",
  "status": "error"
}

{
  "message": "Not Found",
  "status": "error"
}

{
  "status": "error",
  "code": "PLAN_VERSION_CONFLICT",
  "message": "Example",
  "data": {
    "latest": {
      "id": 42,
      "version": 2,
      "subject": {
        "type": "donor",
        "id": 42
      },
      "stage": "qualifying",
      "status": "draft",
      "tier": "A",
      "stage_entered_at": "2026-10-20T12:00:00Z",
      "action_donor_id": 42,
      "period": {
        "start": "2026-10-20",
        "end": "2026-10-20"
      },
      "currency": "USD",
      "goal_amount": 1000,
      "attributed_actual": 1000,
      "direct_actual": 1000,
      "soft_credit_actual": 1000,
      "variance_amount": 1000,
      "gift_count": 2,
      "giving_status": "pending",
      "giving_last_successful_at": "2026-10-20T12:00:00Z",
      "currency_breakdown": [
        {
          "currency": "Example",
          "attributed_actual": 1000,
          "direct_actual": 1000,
          "soft_credit_actual": 1000,
          "gift_count": 2
        }
      ],
      "next_move": {
        "id": 42,
        "title": "Example",
        "planned_at": "2026-10-20T12:00:00Z"
      },
      "open_move_count": 2,
      "overdue_move_count": 2,
      "health": {
        "status": "Example",
        "reasons": [
          "overdue_move"
        ]
      },
      "metric_basis": "relationship_attribution"
    },
    "conflicting_plan": {}
  }
}

{
  "errors": {},
  "status": "error",
  "message": "The given data was invalid."
}

Authorizations

Authorization

string

header

required

Passport bearer token authentication for legacy admin sessions.

Path Parameters

plan_id

integer

required

Plan id in the current organization.

move_id

integer

required

Move id in the current organization.

Body

application/json

Validated request fields for this operation.

version

integer

required

Current move version for optimistic concurrency. Stale versions return 409.

Required range: x >= 1

Example:

1

reason

string

required

Reason. Validation: nullable, string, max:1000.

Maximum string length: 1000

Example:

"No follow-up is needed."

outcome_summary

string | null

Outcome summary. Validation: nullable, string, max:5000.

Maximum string length: 5000

Example:

"Outcome Summary"

completion_source

enum<string> | null

Completion source. Validation: nullable; allowed values: manual, task, interaction.

Available options:

manual,

task,

interaction,

null

Example:

"manual"

reopen_status

enum<string> | null

Reopen status. Validation: nullable; allowed values: planned, in_progress.

Available options:

planned,

in_progress,

null

Example:

"planned"

Response

Operation result.

status

string

Example:

"success"

data

object

Strategy fields, moves and reviews are omitted unless permissions.can_view_strategy is true; mutations return the refreshed plan workspace unless their response says otherwise.

Show child attributes

Skip a stewardship-plan move

curl --request POST \
  --url https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "version": 1,
  "reason": "No follow-up is needed.",
  "outcome_summary": "Outcome Summary",
  "completion_source": "manual",
  "reopen_status": "planned"
}
'

import requests

url = "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip"

payload = {
    "version": 1,
    "reason": "No follow-up is needed.",
    "outcome_summary": "Outcome Summary",
    "completion_source": "manual",
    "reopen_status": "planned"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    version: 1,
    reason: 'No follow-up is needed.',
    outcome_summary: 'Outcome Summary',
    completion_source: 'manual',
    reopen_status: 'planned'
  })
};

fetch('https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'version' => 1,
    'reason' => 'No follow-up is needed.',
    'outcome_summary' => 'Outcome Summary',
    'completion_source' => 'manual',
    'reopen_status' => 'planned'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip"

	payload := strings.NewReader("{\n  \"version\": 1,\n  \"reason\": \"No follow-up is needed.\",\n  \"outcome_summary\": \"Outcome Summary\",\n  \"completion_source\": \"manual\",\n  \"reopen_status\": \"planned\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"version\": 1,\n  \"reason\": \"No follow-up is needed.\",\n  \"outcome_summary\": \"Outcome Summary\",\n  \"completion_source\": \"manual\",\n  \"reopen_status\": \"planned\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/moves/{move_id}/skip")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"version\": 1,\n  \"reason\": \"No follow-up is needed.\",\n  \"outcome_summary\": \"Outcome Summary\",\n  \"completion_source\": \"manual\",\n  \"reopen_status\": \"planned\"\n}"

response = http.request(request)
puts response.read_body

{
  "status": "success",
  "data": {
    "id": 42,
    "version": 2,
    "subject": {
      "type": "donor",
      "id": 42,
      "display_name": "Example",
      "kind": "Example",
      "assigned_fundraiser_user_id": 42,
      "relationship_manager": {
        "id": 42,
        "display_name": "Example"
      },
      "action_donors": [
        {
          "id": 42,
          "display_name": "Example",
          "email": "Example",
          "do_not_email": true,
          "status": "Example",
          "role": "Example",
          "relationship_label": "Example",
          "is_primary_contact": true
        }
      ],
      "available": true,
      "archived": true
    },
    "stage": "qualifying",
    "status": "draft",
    "tier": "A",
    "stage_entered_at": "2026-10-20T12:00:00Z",
    "action_donor_id": 42,
    "period": {
      "start": "2026-10-20",
      "end": "2026-10-20"
    },
    "currency": "USD",
    "goal_amount": 1000,
    "attributed_actual": 1000,
    "direct_actual": 1000,
    "soft_credit_actual": 1000,
    "variance_amount": 1000,
    "gift_count": 2,
    "giving_status": "pending",
    "giving_last_successful_at": "2026-10-20T12:00:00Z",
    "currency_breakdown": [
      {
        "currency": "Example",
        "attributed_actual": 1000,
        "direct_actual": 1000,
        "soft_credit_actual": 1000,
        "gift_count": 2
      }
    ],
    "next_move": {
      "id": 42,
      "title": "Example",
      "planned_at": "2026-10-20T12:00:00Z"
    },
    "open_move_count": 2,
    "overdue_move_count": 2,
    "health": {
      "status": "Example",
      "reasons": [
        "overdue_move"
      ]
    },
    "metric_basis": "relationship_attribution",
    "completion_outcome": "Example",
    "qualification_template_version": 2,
    "qualification_progress": {
      "completed": 2,
      "skipped": 2,
      "total": 2
    },
    "permissions": {
      "can_manage": true,
      "can_view_strategy": true
    },
    "strategy_reviewed_at": "2026-10-20T12:00:00Z",
    "next_review_at": "2026-10-20T12:00:00Z",
    "target_ask_amount": 1000,
    "expected_giving_month": 10,
    "expected_giving_note": "Example",
    "closure_reason": "Example",
    "strategy_summary": "Example",
    "interests_summary": "Example",
    "communication_guidance": "Example",
    "moves": [
      {
        "id": 42,
        "version": 2,
        "kind": "cultivation",
        "template_key": "Example",
        "sequence": 2,
        "title": "Example",
        "description": "Example",
        "planned_at": "2026-10-20T12:00:00Z",
        "status": "planned",
        "action_donor_id": 42,
        "owner_user_id": 42,
        "task_id": 42,
        "completion_source": "manual",
        "outcome_summary": "Example",
        "completed_at": "2026-10-20T12:00:00Z",
        "status_reason": "Example",
        "evidence": [
          {
            "id": 42,
            "type": "activity",
            "record_id": 42,
            "role": "completion",
            "available": true,
            "is_contact": true,
            "is_meaningful": true,
            "meaningful_basis": "Example",
            "exclusion_reason": "Example"
          }
        ]
      }
    ],
    "reviews": [
      {
        "id": 42,
        "review_type": "strategy",
        "outcome": "Example",
        "summary": "Example",
        "redacted_at": "2026-10-20T12:00:00Z",
        "reviewed_at": "2026-10-20T12:00:00Z",
        "reviewed_by_user_id": 42
      }
    ],
    "warnings": [
      {
        "code": "work_projection_delayed",
        "message": "Example"
      }
    ]
  }
}

{
  "message": "Unauthorized",
  "status": "error"
}

{
  "message": "Not Found",
  "status": "error"
}

{
  "status": "error",
  "code": "PLAN_VERSION_CONFLICT",
  "message": "Example",
  "data": {
    "latest": {
      "id": 42,
      "version": 2,
      "subject": {
        "type": "donor",
        "id": 42
      },
      "stage": "qualifying",
      "status": "draft",
      "tier": "A",
      "stage_entered_at": "2026-10-20T12:00:00Z",
      "action_donor_id": 42,
      "period": {
        "start": "2026-10-20",
        "end": "2026-10-20"
      },
      "currency": "USD",
      "goal_amount": 1000,
      "attributed_actual": 1000,
      "direct_actual": 1000,
      "soft_credit_actual": 1000,
      "variance_amount": 1000,
      "gift_count": 2,
      "giving_status": "pending",
      "giving_last_successful_at": "2026-10-20T12:00:00Z",
      "currency_breakdown": [
        {
          "currency": "Example",
          "attributed_actual": 1000,
          "direct_actual": 1000,
          "soft_credit_actual": 1000,
          "gift_count": 2
        }
      ],
      "next_move": {
        "id": 42,
        "title": "Example",
        "planned_at": "2026-10-20T12:00:00Z"
      },
      "open_move_count": 2,
      "overdue_move_count": 2,
      "health": {
        "status": "Example",
        "reasons": [
          "overdue_move"
        ]
      },
      "metric_basis": "relationship_attribution"
    },
    "conflicting_plan": {}
  }
}

{
  "errors": {},
  "status": "error",
  "message": "The given data was invalid."
}