Create a deal
create_dealCreate a deal, optionally linked to a contact. It starts in the FIRST stage of the pipeline and move_deal_stage moves it on from there; you cannot pick a starting stage, because a stage only means anything relative to its own pipeline. By default the deal goes into the account default pipeline. Pass pipeline_id to put it in a different one: from THIS tool set that is the only way a non-default pipeline receives a deal, so a pipeline created by create_pipeline stays an empty board until you do. (A website form can also be configured to file its submissions into a chosen pipeline, which is outside these tools.) Get pipeline ids from list_pipeline_stages, whose rows carry pipeline_id, pipeline_name and pipeline_is_default. The result reports the pipeline_id the deal actually landed in.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | What the deal is called | |
| amount | No | Deal value; omit if unknown | |
| contact_id | No | Link the deal to this contact | |
| pipeline_id | No | Put the deal in this pipeline instead of the default one; omit for the default |