Actions56
- Activity Actions
- Broker Actions
- Contact Actions
- Custom Field Actions
- Deal Actions
- Deal Pipeline Actions
- Document Actions
- Email Actions
- Event Actions
- Feature Actions
- Location Actions
- Note Actions
- Portal Export Actions
- Project Actions
- Property Actions
- Search Profile Actions
- Snippet Actions
- Task Actions
- Team Actions
- Webhook Actions
Deal → Create
AI-generatedSummary
Create a new deal linked to a specific client and property in Propstack by providing mandatory identifiers and optional detailed attributes.
Inputs
- Client (required) — Select or specify the contact/prospect for this deal using a searchable list or by ID.
- Property (required) — Select or specify the property associated with this deal using a searchable list or by ID.
- Deal Stage ID (required) — Specify the pipeline phase reference identifier for the deal's stage.
- Additional Fields — Provide optional details for the deal including broker ID, category (qualified, unqualified, lost), deal date, deal pipeline ID, confidence rating (0-100), internal note, deal price, and project ID (auto-populated if unset).
Output shape
a single record representing the created deal including provided and system-generated fields
Returns the created deal object with all specified fields. Additional optional fields may be included if provided in the input. Requires mandatory fields client_id, property_id, and deal_stage_id. No pagination or multi-record response.