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Consume Teamleader API

Actions67

Deals → Create

AI-generated

Overview

This node operation creates a new deal in the Teamleader system using the provided deal details. It is useful for automating the creation of sales deals or opportunities in a CRM workflow, allowing users to specify key deal attributes such as title, customer type and ID, contact person, summary, source, department, phase, estimated probability, closing date, amount, currency, and custom fields. For example, a sales automation workflow can use this node to add new deals when a lead is qualified.

Use Case Examples

  1. Creating a new sales deal with a title, linked to a company as the lead customer, with an estimated closing date and amount.
  2. Adding a deal with custom fields to capture additional business-specific information.
  3. Automating deal creation from form submissions or other lead generation tools.

Properties

Name Meaning
Title The title of the deal, used to identify the deal.
Lead Customer Type Type of the customer for the lead, either a company or a contact.
Lead Customer ID ID of the customer (company or contact) for the lead.
Contact Person ID Optional contact person ID associated with the deal.
Summary Additional information or summary about the deal.
Source ID Source ID of the deal, indicating where the deal originated.
Department ID Department ID associated with the deal.
Phase ID Starting phase ID of the deal.
Estimated Probability Estimated probability of winning the deal, expressed as a number between 0 and 1 or a percentage.
Estimated Closing Date Estimated closing date of the deal in YYYY-MM-DD format.
Estimated Amount Estimated monetary value amount of the deal.
Estimated Currency Currency code for the estimated value amount.
Currency Code Currency code for the deal.
Currency Exchange Rate Exchange rate for the deal currency.
Custom Fields Collection of custom fields with field IDs and values to add additional custom data to the deal.

Output

JSON

  • id - The unique identifier of the created deal.
  • title - The title of the created deal.
  • lead
    • customer
      * type - The type of the lead customer (company or contact).
      * id - The ID of the lead customer.
  • contact_person_id - The contact person ID associated with the deal, if provided.
  • summary - Summary or additional information about the deal.
  • source_id - Source ID of the deal.
  • department_id - Department ID associated with the deal.
  • phase_id - Phase ID of the deal.
  • estimated_probability - Estimated probability of winning the deal.
  • estimated_closing_date - Estimated closing date of the deal.
  • estimated_value
    • amount - Estimated monetary amount of the deal.
    • currency - Currency code for the estimated value.
  • currency
    • code - Currency code of the deal.
    • exchange_rate - Exchange rate for the deal currency.
  • custom_fields - Array of custom fields with their IDs and values.

Dependencies

  • Teamleader API OAuth2 authentication

Troubleshooting

  • Ensure all required fields like title, lead customer type, and lead customer ID are provided to avoid validation errors.
  • If the API returns no data, check the API credentials and permissions.
  • Empty optional fields are ignored and do not overwrite existing data when updating deals.
  • Custom fields must have valid field IDs and values; otherwise, the API may reject the request.

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