autotask_create_opportunity
Create new sales opportunities in Autotask by specifying title, company, owner, status, stage, dates, and revenue details to track potential deals.
Instructions
Create a new sales opportunity in Autotask
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | Opportunity name/title | |
| companyId | Yes | Company ID for the opportunity | |
| ownerResourceId | Yes | Owner resource ID (the sales rep or account manager) | |
| status | Yes | Status: 0=Not Ready To Buy, 1=Active, 2=Lost, 3=Closed, 4=Implemented | |
| stage | Yes | Stage picklist value ID (use autotask_get_field_info to find valid values) | |
| projectedCloseDate | Yes | Projected close date (YYYY-MM-DD) | |
| startDate | Yes | Start date (YYYY-MM-DD) | |
| probability | No | Win probability percentage (0-100, default: 50) | |
| amount | No | Revenue amount (default: 0, set useQuoteTotals=true to calculate from quotes) | |
| cost | No | Cost amount (default: 0) | |
| useQuoteTotals | No | Whether to calculate totals from linked quotes (default: true) | |
| totalAmountMonths | No | Number of months to calculate totals for (e.g., 12 for annual) | |
| contactId | No | Contact ID for the opportunity | |
| description | No | Opportunity description | |
| opportunityCategoryID | No | Opportunity category picklist value ID |