Actions290
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Opportunity → Create
AI-generatedSummary
Creates a new Opportunity record in HaloPSA using a client ID and optional additional fields.
Inputs
- clientId — The ID of the client to associate the opportunity with.
- additionalFields — Opportunity (Fault) fields as JSON — e.g. summary, details, agent_id.
Output shape
a list of items, each containing the created Opportunity record
Returns the full record object for the created Opportunity, typically including an ID.
Examples
Example 1: Create a standard opportunity for a client
Set Client ID to 42, leave Additional Fields as empty object {}.
Example 2: Create an opportunity with custom details
Set Client ID to 5 and populate Additional Fields JSON with summary, details, and agent_id.