Actions58
- Account Actions
- Contact Actions
- Custom Entity Actions
- Dynamic Actions
- Lead Actions
- Meeting Actions
- Task Actions
- Call Actions
- Opportunity Actions
- Case Actions
- Attachment Actions
- Document Actions
Opportunity → Create
AI-generatedSummary
Create a new opportunity record in EspoCRM with specified mandatory fields and optional additional details.
Inputs
- Name (required) — The name of the opportunity to be created.
- Amount (required) — The monetary value of the opportunity.
- Close Date (required) — The expected closing date of the opportunity in date-time format.
- Additional Fields — Optional properties to further define the opportunity such as Stage, Probability, Lead Source, associated Account and Contact IDs, Description, Assigned User, and Campaign ID.
- Options — Optional settings including skipping the duplicate check during creation.
Output shape
A single object representing the newly created opportunity record, including its properties and unique identifier as returned by EspoCRM.
The output contains the full data returned by the EspoCRM API for the created opportunity, including any fields provided and default values set by the system. Error handling is managed by the node and typical API errors are surfaced as execution errors.
Examples
Example 1: Creating a new sales opportunity
Set the Name, Amount, and Close Date; optionally set Stage and assign to a user; provide Account ID for linking; optionally skip duplicate check.