Create Pipeline Item
create_pipeline_itemCreate a pipeline item in Less Annoying CRM to track a contact through sales stages, including custom fields and optional status automation.
Instructions
Create a new pipeline item attached to a contact in Less Annoying CRM.
PREREQUISITES (call these first):
get_pipelines → find pipeline_id and valid status_ids
get_pipeline_item_schema(pipeline_id) → see required custom fields and their valid options
search_contacts → find/verify valid contact_id
Pipeline items track contacts through sales stages or workflows. Optionally run status automation when creating (e.g., send emails, create tasks).
Supports name-based resolution: use status_name instead of status_id, and custom_field_names instead of custom_fields.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | Historical note for the item | |
| status_id | No | Initial status ID (from get_pipelines). Mutually exclusive with status_name. | |
| contact_id | Yes | Contact or company ID to attach the item to | |
| pipeline_id | Yes | Pipeline ID (from get_pipelines) | |
| status_name | No | Initial status name (case-insensitive, auto-resolved to ID). Mutually exclusive with status_id. | |
| custom_fields | No | Custom pipeline field values keyed by field NAME, written verbatim (LACRM v2 ignores ID-keyed writes). Prefer custom_field_names for validated writes. Mutually exclusive with custom_field_names. | |
| run_automation | No | Run status automation (default: false) | |
| custom_field_names | No | Custom pipeline field values keyed by field name (case-insensitive; validated against the pipeline fields + dropdown options, then written by name). Mutually exclusive with custom_fields. |