Create a deal
dosai_create_dealA deal by hand: the client is found by phone or created. If this client already has an open deal in the pipeline, that one is returned (existing=true) instead of a second. Needs an open stage (not won/lost). Editor or above.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | ||
| phone | No | With country code, e.g. 77071234567. Name or phone is required. | |
| title | No | What the client buys. | |
| amount | No | ||
| currency | No | ||
| stage_id | Yes | Stage id, as returned by dosai_list_pipelines. | |
| project_id | No | Which bot (assistant) of the CRM project the deal belongs to; default the first one. | |
| workspace_id | Yes | CRM project (workspace) id, as returned by dosai_list_workspaces. |