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LiraX CRM

Manage contacts, deals, tasks and notes

šŸ’° Create Deal

AI-generated

Summary

Create a deal in LiraX CRM

Inputs

  • ext (required) — Internal extension number of the employee responsible for this contact. This employee will see the contact in CRM and receive notifications about calls from the client.
  • ani (required) — Main contact phone number in international format. System uses this number to identify contact during incoming calls and link them to CRM record.
  • name (required) — Name or title of the deal. Will be displayed in CRM sales pipeline. Recommended to specify deal essence.
  • sum (required) — Monetary value of the deal. Used for analytics and revenue forecasting.
  • stage (required) — Sales pipeline stage for this deal. Stages are configured in LiraX CRM admin panel.
  • status (required) — Current deal status: 0=Active (in progress), 1=Success (won), 2=Failed (lost).

Output shape

Deal creation response from LiraX CRM; exact return shape not explicitly documented in the provided property or source views.

Idempotency settings are optional (collection type, not marked required). API LiraX v4.45 requires token in request body as application/x-www-form-urlencoded; all numbers/booleans serialized as strings; phones normalized to digits. Idempotency key defaults to {{ $execution.id }}-{{ $item.index }} with a 24-hour TTL (configurable 60s–12min).

Examples

Example 1: Create a new deal for a customer with amount 5000, stage 'Negotiation', status 'Active', responsible employee extension 100, and ANI +380501234567

ext=100, ani=+380501234567, name=New Customer Deal, sum=5000, stage=Negotiation, status=0

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