Create an opportunity
sellsy_create_opportunityWRITE: create a sales opportunity linked to a company, individual or contact. Needs a pipeline id and one of its step ids (see sellsy_list_opportunity_pipelines and sellsy_list_pipeline_steps). Needs opportunities.write.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Opportunity name. | |
| note | No | ||
| step | Yes | Step id inside that pipeline. | |
| amount | No | Potential amount as a decimal string, e.g. "1500.00" (account currency). | |
| related | Yes | Who it is for: one company or one individual (required), plus optional contacts. | |
| due_date | No | Due date YYYY-MM-DD. | |
| owner_id | No | Staff id of the owner (default: the API client's staff). | |
| pipeline | Yes | Pipeline id. | |
| contact_ids | No | ||
| probability | No | ||
| assigned_staff_ids | No |