Actions10
Deal → Create
AI-generatedSummary
Create a new deal in SendPulse CRM within a specified pipeline and step, with optional additional details such as attachments, custom attributes, associated contacts, currency, price, responsible user, and source information.
Inputs
- Authentication — Choose authentication method: OAuth2 (Client ID & Client Secret) or Access Token.
- Pipeline ID (required) — The numeric ID of the pipeline where the deal will be created.
- Step ID (required) — The numeric ID of the pipeline step (stage) where the deal is placed.
- Deal Name — The name of the deal.
- Additional Fields — Optional extra details including attachments (list of file identifiers), custom attributes (key-value pairs by attribute ID), associated contact IDs, currency code (e.g., USD, EUR, UAH), deal price/value, ID of the user responsible for the deal, and the deal source ID.
Output shape
a single record representing the created deal's data as returned by the SendPulse CRM API
The operation sends a POST request to /deals endpoint. The output contains the response from SendPulse API which typically includes the newly created deal's details. Handling of errors follows standard n8n node behavior.
Examples
Example 1: Create a new deal in pipeline 123 at step 1 named 'Big Opportunity' with price 1000 USD
Set 'Pipeline ID' to 123, 'Step ID' to 1, 'Deal Name' to 'Big Opportunity', 'Price' to 1000 and 'Currency' to 'USD' in additional fields.