CRM
Link record to the opportunity
Links the opportunity to a quote, an inbox thread, an order or a project.
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_link) |
Inputs
opportunityIdstringRequired
kindenum<string>Required
Available options: quote, thread, order, project
quoteIdstring
isPrimaryboolean
Limits: advanced
threadIdstring
orderIdstring
projectIdstring
Outputs
opportunityIdstring
kindenum<string>
Available options: quote, thread, order, project
linkedEntityIdstring
createdboolean
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