Dealcloud Release Notes
Last updated: Mar 3, 2026
- Feb 24, 2026
- Date parsed from source:Feb 24, 2026
- First seen by Releasebot:Mar 3, 2026
2602 - February Release
Publication APIs now use site specific endpoints, replacing environment or region based paths, and are listed on the Swagger page. Legacy endpoints will remain temporarily but migration is advised. New DealCloud REST API endpoints enable programmatic template report creation, status checks, and downloads for automated workflows.
Site-Specific Publication API Endpoints
⚠️
Integration updates required to Publication APIsThe Publication API endpoints are now site-specific, replacing the previous environment/region-based endpoint structure. The new endpoints are also available on the standard site Swagger page. Integrations & requests should be updated to the site-specific endpoints. Legacy environment-based endpoints will continue to function temporarily, but clients should migrate to the new site-specific domains as soon as possible.
Template Report APIs
Three new endpoints have been added to the DealCloud REST API which allow administrators to programmatically generate template reports, allowing for more robust workflow automation. These endpoints allow you to identify existing template reports, initiate the generation of a report using a template, check the status of generation, and download the completed report
Original source Report a problem - Feb 1, 2026
- Date parsed from source:Feb 1, 2026
- First seen by Releasebot:Mar 3, 2026
2502 - February Release
Proxy User Metadata in Publications API
The Publications API now includes user proxy data in events, providing improved visibility around user actions in cases where changes were made by a proxy user. When a proxy is used, the response now includes lines for proxyUserId and proxyUserEmail. The principal user still appears in the modifiedById and modifiedByUserEmail metadata.
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- January 2026
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- First seen by Releasebot:Jan 21, 2026
Publications API
The Publications page on DealCloud now has an "Open Swagger" button that directly opens the Publications Swagger page for Publication API call testing.
Original source Report a problem - January 2026
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- First seen by Releasebot:Jan 21, 2026
Data APIs - Time Zone Support
When retrieving data through an API, users can include the new dateTimeBehavior parameter to return date and time data in their local time zone rather than UTC. The parameter can be used when writing or updating data as well, automatically converting date and time fields as appropriate. The dateTimeBehavior parameter has two possible values:
- 0: Uses UTC. Does not need to be specified. Default behavior
- 1: Uses the API user's local time zone, or the client site time zone for date-only fields.
- January 2026
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- First seen by Releasebot:Jan 21, 2026
User Activity API Now Tracks Principal User
The User Activity API now includes a new principalUserName parameter, which shows the principal user in cases of user proxying. This change provides more complete context when tracking user proxying.
Original source Report a problem - January 2026
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- First seen by Releasebot:Jan 21, 2026
2407 - July Release
Default Topics Appear on the Publications Page UI
The three default publication topics - default-data, default-users, and default-schema are now shown on the Publications page, offering administrators a clearer view into the events streaming from DealCloud.
Original source Report a problem - January 2026
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- First seen by Releasebot:Jan 21, 2026
- January 2026
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Field Filtering for Publication Events
When editing a Publications topics, administrators can now choose which fields they receive Publication events for. In the Field Settings (optional) column, clicking Edit allows administrators to select the fields for which the API should stream updates. After configuring field filters, the number of fields selected is shown in the Selected column.
See more
Original source Report a problem - January 2026
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Relationship Intelligence APIs
New API endpoints are available that enable you to deliver email and meeting metadata to DealCloud for processing and analysis by the Relationship Intelligence service (released in 2401).
Documentation now available here
- January 2026
- No date parsed from source.
- First seen by Releasebot:Jan 21, 2026
Core
Changes
The User object model now includes a reference to the UserEntryID, which may not always be the same as the EntryID for the user entry.
The /allHistory endpoint now tracks reference change events such as those caused by merged entries. For example, if two records are merged and the resulting record has an updated value that is referenced by other records, the records that reference that merged entry will be shown as modified by the /allHistory endpoint.