keap_create_opportunity
Create a sales opportunity (deal) for a contact, assign it to a pipeline stage, and set title, estimated close date, and revenue.
Instructions
Create a sales opportunity (deal).
API: POST /opportunities
Args:
contact_id: Required. The contact ID this opportunity is for.
stage_id: Required. The pipeline stage ID to place it in.
opportunity_title: Required. Title of the opportunity.
user_id: The owning user's ID.
next_action_date: ISO 8601 date/time for the next action.
next_action_notes: Notes for the next action.
opportunity_notes: General notes on the opportunity.
estimated_close_date: ISO 8601 date for the estimated close.
projected_revenue_low: Low end of the projected revenue range.
projected_revenue_high: High end of the projected revenue range.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| user_id | No | ||
| stage_id | Yes | ||
| contact_id | Yes | ||
| next_action_date | No | ||
| next_action_notes | No | ||
| opportunity_notes | No | ||
| opportunity_title | Yes | ||
| estimated_close_date | No | ||
| projected_revenue_low | No | ||
| projected_revenue_high | No |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |