Actions35
- Contact Actions
- Contact Property Actions
- Deal Actions
- Event Actions
- Note Actions
- Pipeline Actions
- Segment Actions
- Tag Actions
- Task Actions
Deal → Create
AI-generatedSummary
Creates a new deal in a SwipeOne pipeline at a chosen stage, linked to a contact. Optional fields set value, expected close date, owner and priority.
Inputs
- pipelineId (required) — Pipeline to create the deal in. Pick from the list of workspace pipelines or supply an ID by expression.
- stageId (required) — Stage within the selected pipeline to place the deal in. The options load based on the chosen pipeline.
- name (required) — Name of the deal.
- contactId (required) — Contact to associate with the deal. Search and select from a list, or enter an ID directly.
- additionalFields — Optional collection. Value (number, the monetary value of the deal), Expected Close Date (date/time), Owner (a workspace user), Priority (None, Low, Medium or High).
Output shape
One output item per input item, expected to contain the deal record returned by the SwipeOne API.
The source pack shows only function signatures, not the execute body. The exact response fields and the error handling are not visible.
Examples
Example 1: Create a deal when a new lead form submission arrives
Select the Sales pipeline and its 'New Lead' stage. Set Deal Name from an expression. Set Contact by ID from the previous node. Set Value in Additional Fields.
Example 2: Create a high-priority deal assigned to a specific rep
Choose the pipeline, stage, name and contact. In Additional Fields, set Owner to the rep, Priority to High and an Expected Close Date.