Actions46
- Company Actions
- Note Actions
- Note Relation Actions
- Opportunity Actions
- Person Actions
- Pipeline Actions
- Task Actions
- Task Relation Actions
Opportunity → Create
AI-generatedOverview
This node operation creates a new Opportunity record in the Dalil AI system. It allows users to specify the opportunity name and various additional optional fields such as amount, close date, associated company, currency code, custom properties, owner, point of contact, and stage. This operation is useful for automating the creation of sales opportunities or business deals within a CRM or sales management workflow.
Use Case Examples
- Creating a new sales opportunity named 'Q1 Software License Deal' with an expected close date and associated company.
- Adding an opportunity with custom properties and assigning an owner and stage to track its progress.
Properties
| Name | Meaning |
|---|---|
| Opportunity Name | The name of the opportunity, e.g., 'Q1 Software License Deal' or 'Enterprise Implementation Project' |
| Additional Fields | Optional fields to provide more details about the opportunity such as amount, close date, company association, currency, custom properties, owner, point of contact, and stage |
Output
JSON
json- The created opportunity object returned from the Dalil AI API, including all specified fields and any default or computed values
Dependencies
- Dalil AI API with an API key credential for authentication
Troubleshooting
- Ensure the required 'Opportunity Name' field is provided; missing this will cause an error.
- Verify that any custom property metadata used is valid and correctly formatted to avoid processing errors.
- Check that referenced IDs (company, owner, point of contact) exist and are accessible in the Dalil AI workspace.
- API request failures may occur due to network issues or invalid credentials; verify API key and network connectivity.