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Concord CRM

Interact with the Concord CRM API — Deals, Contacts, Companies, Activities, Notes, Calls, Documents, Products, Pipelines, Stages, Users and more.

Deal → Create

AI-generated

Summary

Create a new Deal record in Concord CRM using specified deal fields.

Inputs

  • Deal Fields — A collection of optional fields to set for the new deal, including Name (string), Amount (number), Expected Close Date (YYYY-MM-DD string), Pipeline ID (number), Stage ID (number), User (Owner) ID (number), Status (options: open, won, lost), Lost Reason (string), and Custom Fields as JSON key-value pairs with field IDs as keys.

Output shape

a single JSON object representing the created Deal record

Returns the created deal's full data as JSON. If an error occurs, it can be returned per item if "Continue On Fail" is enabled.

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