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Fondaro

Create, find, assign and update Fondaro CRM leads, read acquisition details and activity, manage deals, tasks, notes and tags, and resolve team members by ID

Actions26

Deal → Create

AI-generated

Summary

Create a Fondaro deal for a specified lead by sending a POST request to the deals endpoint. Provide the required lead ID and title; optionally set the amount, assignees, expected close date, and stage.

Inputs

  • Lead ID (required) — Numeric ID of the lead the deal belongs to.
  • Title (required) — Title of the deal.
  • Amount — Optional monetary value in the currency configured for the Fondaro organization.
  • Assignee Names or IDs — Optional users to assign to the deal; select from the list or supply IDs with an expression.
  • Expected Close Date — Optional date when the deal is expected to close.
  • Stage — Stage for the new deal: Offer, Qualified (default), Reserved, Under Contract, or Viewing.

Output shape

A single deal record returned by the Fondaro API.

The request creates the deal at /integrations/v1/deals. The deal currency comes from organization settings; if no billing currency is configured, Fondaro returns a 400 response.

Examples

Example 1: Create a qualified deal with an expected close date

Set Lead ID and Title, then optionally provide Amount and Expected Close Date; leave Stage at its default of Qualified.

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