Actions34
- Activity Actions
- Contact Actions
- CRM Actions
- Dashboard Actions
- Opportunity Actions
- Organization Actions
- Sales Funnel Actions
- Task Actions
- User Actions
Opportunity → Create
AI-generatedSummary
Create an opportunity in the selected Flowly CRM and sales funnel, linked to a contact. You can also set optional details such as its value, stage, owner, organization, and lead attribution data.
Inputs
- CRM Name or ID (required) — CRM where the opportunity will be created; choose from the list or provide its ID.
- Funnel Name or ID (required) — Sales funnel for the opportunity; choose from funnels loaded for the selected CRM or provide a funnel ID.
- Name (required) — Opportunity name.
- Contact Name or ID (required) — Contact to associate with the opportunity; choose from contacts loaded for the selected CRM or provide a contact ID.
- Additional Fields — Optional description; Facebook and Google click or conversion identifiers; Meta Lead ID; linked organization and owner; lead source; funnel stage index (defaults to 0, the first stage); UTM source, medium, campaign, content, and term; page URL; and monetary value (defaults to 0). Empty optional values are omitted from the request.
Output shape
A single created opportunity record per input item.
The node sends a POST request to the Flowly CRM opportunities endpoint and returns the API response as JSON. With Continue On Fail enabled, an item that encounters an error instead returns an object containing an error message.