create_opportunity
Create a new sales opportunity linked to a party, placed in a specific pipeline stage. Requires party and milestone IDs; optional value with currency if amount is set.
Instructions
Create a new opportunity linked to a party. Requires partyId and milestoneId (which pins the deal to a specific pipeline stage — pipeline is inferred from the milestone). Value is optional but if amount is set, currency must be set too (3-letter ISO 4217 code, e.g. 'USD'). Discover valid milestone ids via list_pipelines + list_milestones first. For multi-party deals, use add_additional_party after creation.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| partyId | Yes | ID of the party this opportunity belongs to | |
| milestoneId | Yes | ID of the pipeline milestone to place this opportunity at. The milestone implicitly determines the pipeline — there is no separate pipelineId parameter. Discover via list_pipelines / list_milestones. | |
| description | No | ||
| value | No | ||
| expectedCloseOn | No | YYYY-MM-DD | |
| probability | No | ||
| ownerId | No | Assign to user ID. Defaults to the API-token owner when omitted — note that opportunities do NOT inherit owner from the linked party, even though one might expect it. Once set, this connector cannot clear the owner back to null (use Capsule's web UI). Discover IDs via list_users. |