FullFunnelv1Install

Summary

Create a new opportunity within a specified pipeline stage, associating it with a contact identified by email, phone, or contact ID.

Inputs

• Pipeline Name or ID — Select the pipeline where the opportunity will be created or specify its ID via expression.
• Stage Name or ID (required) — Select the stage within the chosen pipeline or specify its ID via expression. Required to set the current opportunity stage.
• Contact Identifier (required) — Provide the contact's email, phone, or contact ID. Only one opportunity per contact is allowed.
• Title (required) — Set the title of the opportunity.
• Status (required) — Set the status of the opportunity. Options include 'Open', 'Won', 'Lost', or 'Abandoned'.
• Additional Fields — Optionally set extra opportunity details including assigned staff member, company name, monetary value, contact name, and tags (comma-separated or array).

Output shape

a single record representing the created opportunity

Returns the full opportunity data as received from the API after creation. Supports batching and request customization options like timeout, SSL, and proxy settings.

Examples

Example 1: Create an open opportunity titled 'New Deal' in a specific pipeline stage for a contact identified by email, with optional assigned staff and monetary value.

Set 'Pipeline Name or ID' and 'Stage Name or ID' from selectable options; provide 'Contact Identifier' as email; enter 'Title' and set 'Status' to 'Open'; optionally add 'Assigned To' and 'Monetary Value' in Additional Fields.