Actions25
Deal → Create
AI-generatedSummary
Creates a new deal record in Zoho Bigin using the specified pipeline and stage.
Inputs
- dealName (required) — Name of the deal to create.
- pipeline (required) — The pipeline to assign the deal to.
- stage (required) — The specific stage within the pipeline for the deal.
- additionalFields — Optional extended properties including Amount, Closing Date, Contact ID, Company ID, Description, and Probability.
Output shape
A single record containing the created deal details, including the generated Deal ID.
The node processes input items sequentially; for each input, it returns the full object data of the newly created deal from the Zoho Bigin API response.
Examples
Example 1: Create a sales opportunity with an estimated amount.
Deal Name: 'Q1 Enterprise Deal', Pipeline: 'Sales', Stage: 'Negotiation', Additional Fields: Amount set to 50000, Closing Date set to 2023-12-31.
Example 2: Create a deal linked to a specific contact and company.
Deal Name: 'Consulting Project', Pipeline: 'Marketing', Stage: 'Qualified', Additional Fields: Contact Name linked to existing Contact ID, Company ID linked to existing Company ID.