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Uspacy

Взаємодія з Uspacy CRM та робочим простором через REST API

Угода → Створити

AI-generated

Summary

Create a new deal in Uspacy CRM with specified attributes including title, owner, source, funnel, contact emails, phones, messengers, and additional custom fields.

Inputs

  • Authentication (required) — Choose between Bearer Token API or Incoming Webhook for authentication.
  • Назва угоди (title) — The name or title of the deal to be created.
  • Відповідальний (Owner) — The responsible user for the deal, loaded dynamically from Uspacy active users.
  • Джерело (Source) — The source of the deal, populated dynamically from Uspacy deal sources.
  • Воронка (Funnel) — The funnel (sales pipeline) associated with the deal, loaded dynamically from Uspacy deal funnels.
  • Email — One or more email addresses for the deal's contact, each with an address and type (work, personal, other).
  • Телефон (Phone) — One or more phone numbers for the deal's contact, each with a number and type (mobile, work, home, other).
  • Месенджери (Messengers) — One or more messenger contacts for the deal, each with a value (e.g., username or number) and type (such as Telegram, Viber, WhatsApp, etc.).
  • Додаткові поля (Additional Fields) — Any other deal fields provided as key-value pairs for custom data.

Output shape

A single object representing the created deal, including assigned attributes and IDs as returned from Uspacy's API.

The output conforms to Uspacy's CRM API response format for a created deal entity. Optional input fields can be omitted. Authentication choice affects the API endpoint used but not the output shape.

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