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Datacrazy Automações

Utilitários de automação para fluxos com o Datacrazy CRM

Actions22

⚡ Criar Negócio Condicional → Criar Negócio se Não Existir

AI-generated

Summary

Create a business deal in the specified pipeline for a given lead if such a deal does not already exist.

Inputs

  • leadId (required) — The lead for whom the business deal will be created; select from a searchable list or specify by ID.
  • pipelineId (required) — The pipeline where the business deal will be created; select from a searchable list or specify by ID.
  • title (required) — The title of the business deal to be created.
  • stageId — Optional initial stage ID for the deal; if not provided, the first stage of the pipeline is used.

Output shape

a single record representing the created or existing business deal

The operation returns the business deal associated with the lead in the specified pipeline, creating it only if it does not already exist. Inputs are mandatory except for the initial stage, which is optional.

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