CRM
Create opportunity
Creates an open opportunity at the stage you choose, or at the default stage of the pipeline you choose. Without a currency, it takes the account's.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Domain | crm |
| Group in the editor | CRM › Opportunities |
| Runs as | The owner of the workflow, with their permissions |
| Permission | Edit access to CRM. Administrators always pass; a module outside the plan blocks everyone. |
| Add-on | CRM |
| Destructive | No: the public MCP catalogue does not mark it as destructive |
| Also available in | REST API, MCP (filmo_crm_opportunities_create) |
Inputs
namestringRequired
placeByenum<string>default:stage
Enters
Available options: pipeline, stage
pipelineIdstring
**Pipeline.** Enters this pipeline's default stage.
stageIdstring
**Initial stage.** The pipeline is the stage's. It must be an open stage.
amountstring
Estimated value
expectedCloseDatestring
companyIdstring
Company
contactIdstring
Contact person
ownerStaffIdstring
Owner
descriptionstring
Limits: advanced
currencystring
Limits: advanced
projectIdstring
Project
Limits: advanced
sourceenum<string>
Available options: inbound_email, website_form, referral, cold_outreach, event, social, existing_customer, partner, other
Limits: advanced
Outputs
opportunityIdstring
identifierstring
namestring
pipelineIdstring
stageIdstring
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