autotask_create_opportunity
Create a new sales opportunity in Autotask by specifying required fields like title, company, owner, status, stage, and close date. Optionally set revenue amount, probability, and link quotes to calculate totals.
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 |