CRM

Update opportunity

Updates an opportunity's metadata with optimistic locking by version.

Action
crm.opportunities.update
PropertyValue
Domaincrm
Group in the editorCRM › Opportunities
Runs asThe owner of the workflow, with their permissions
PermissionEdit access to CRM. Administrators always pass; a module outside the plan blocks everyone.
Add-onCRM
DestructiveNo: the public MCP catalogue does not mark it as destructive
Also available inREST API, MCP (filmo_crm_opportunities_update)

Inputs

opportunityIdstringRequired

versionnumberRequired

Limits: min 1

namestring

descriptionstring

Limits: advanced

amountstring

currencystring

probabilityOverridenumber

Limits: min 0, max 100, advanced

expectedCloseDatestring

contactIdstring

Limits: advanced

companyIdstring

Limits: advanced

ownerStaffIdstring

sourceenum<string>

Available options: inbound_email, website_form, referral, cold_outreach, event, social, existing_customer, partner, other

Limits: advanced

sourceDetailstring

Limits: advanced

Outputs

opportunityIdstring

namestring

versionnumber