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Customermates

Create and edit data in Customermates

Deal → Create

AI-generated

Summary

Create a Customermates deal with a required name and optional associations, services, and custom field values. The node sends the deal data to the Customermates API and returns the API response as one output item for each input item.

Inputs

  • Name (required) — The deal’s name.
  • Contact Names or IDs — Contacts to associate with the deal; choose them from the list or provide IDs.
  • Custom Field Values — Custom columns and their values. Values are strings; if the same column is supplied more than once, only the first entry is sent.
  • Organization Names or IDs — Organizations to associate with the deal; choose them from the list or provide IDs.
  • Services — Services to include, each with a required service name or ID and an optional quantity (default 1).
  • Task Names or IDs — Tasks to associate with the deal; choose them from the list or provide IDs.
  • User Names or IDs — Users to associate with the deal; choose them from the list or provide IDs.

Output shape

A single record per input item, containing the Customermates API response to the create request.

Each result is paired with its input item. With Continue On Fail enabled, a failed item returns an error object instead.

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