SalesSuiteInstall

Summary

Creates a SalesSuite deal in the selected pipeline and phase, linked to a contact. Optionally sets additional deal fields and creates an initial note after the deal is created.

Inputs

• Deal Name (required) — Name for the new deal.
• Contact Name or ID (required) — Contact to associate with the deal; choose a contact or provide its ID using an expression.
• Pipeline Name or ID (required) — Pipeline where the deal will be created; choose a pipeline or provide its ID using an expression.
• Phase Name or ID (required) — Phase within the selected pipeline; choose a phase or provide its ID using an expression.
• Fields — Additional deal fields to set during creation.
• Also Create Initial Note? — Enable to create a note after the deal is created.
• Initial Note Text — Note content, shown when initial note creation is enabled. May be plain text or HTML according to the selected format.
• Initial Note Format — Choose plain text or HTML for the initial note; shown when initial note creation is enabled. Defaults to plain text.

Output shape

A single deal record

The initial note is optional and is created after the deal. The provided source pack shows function signatures but not implementation bodies, so the precise returned fields are unspecified.

Examples

Example 1: Create a deal in a pipeline phase and attach an initial note

Provide the deal name, contact, pipeline, and phase. Enable initial note creation, enter note text, and choose plain text or HTML format.

Links

• n8n community nodes installation guide