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Actions29

Deal → Create

AI-generated

Summary

Create a new Deal in Bitrix24 CRM with specified standard and custom fields, optionally choosing authentication method and deal category.

Inputs

  • Authentication — Select the authentication method to use with Bitrix24: Webhook or OAuth2.
  • Category — Specify the category of the deal; defaults to CRM.
  • Title (required) — The title of the deal to create.
  • Fixed Fields — Set standard deal fields such as Stage, Responsible User, Amount, Currency, Contact ID, Company ID, Close Date, Comments, Source, UTM parameters, and deal status flags (Closed, Is Won).
  • Custom Fields — Set one or more custom fields for the deal, providing field names and values with appropriate formats for booleans, enums, money, and dates.

Output shape

A single deal record in JSON format representing the created deal.

The operation automatically extracts the category ID from the stage if provided. Custom fields support type-aware value formatting. The output contains the full details of the newly created deal from Bitrix24.

Examples

Example 1: Create a deal with a title, assign it to a user, set the amount and currency, and include custom field values.

Authentication via Webhook, Category CRM, Title 'New Sales Opportunity', Fixed Fields with ASSIGNED_BY_ID, OPPORTUNITY 1000, CURRENCY_ID 'USD', Custom Fields with a boolean and a date field.

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