Umsatz.ioInstall

Summary

Create a new Deal in Umsatz.io

Inputs

• name (required) — Name of the Deal
• contactId (required) — Associated contact ID. Choose from the list, or specify an ID using an expression.
• pipelineId (required) — Pipeline to create the deal in. Choose from the list, or specify an ID using an expression.
• stageId (required) — Stage within the selected pipeline. Choose from the list, or specify an ID using an expression.
• fields — Additional deal fields to set on create
• filterUnknownFields — Whether server-unknown errors should be filtered out during creation.
• createInitialNote — Whether if enabled, a note will be created right after the deal is created.
• initialNoteText — Plain text; will be converted to Slate JSON automatically.
• pinInitialNote — Whether if enabled, a note will be pinned.
• makeBold — Bold Note Text?

Output shape

a single created deal record

Response contains the created deal's ID and attributes; errors are returned in an error envelope if creation fails.

Examples

Example 1: Create a new deal with basic fields

Set Deal Name, Contact ID, Pipeline ID, Stage ID; enable Initial Note and provide text.

Example 2: Create a deal with custom fields and a pinned note

Define custom fields via Fields, set createInitialNote true, pinInitialNote true, and provide Initial Note Text.

Example 3: Create a deal using expressions for ID references

Use expressions for Contact ID, Pipeline ID, Stage ID, and optionally for field values.