Actions94
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Opportunity → Create or Update
AI-generatedSummary
Create a Close opportunity for the specified lead, or update the newest matching opportunity when one exists. Matching uses the selected pipeline and can be limited to selected status types.
Inputs
- Lead ID (required) — Close lead to associate with the opportunity.
- Pipeline Name or ID (required) — Pipeline used to search the lead’s opportunities for an existing match.
- Status Type Filter — Status types to consider when searching (Active, Lost, or Won). Leave empty to consider all status types.
- Additional Fields — Optional opportunity details: note, status, assigned user, value in cents, currency, value period, and close date.
- Custom Fields — Optional custom field values to set on the opportunity.
Output shape
A single Close opportunity record, returned as an n8n item.
The operation fetches up to 200 opportunities for the lead, filters by pipeline and any selected status types, then updates the newest match by creation date. If no match is found, it creates an opportunity.