Create opportunity

close.createOpportunity creates a Close opportunity.

automations/close-create-opportunity.automation.ts

import { automation, onDashboardRun } from "automate.ax"
import { close } from "automate.ax/close"

export default automation("Create opportunity", () => {
  onDashboardRun({ title: "Create opportunity" })
  close.createOpportunity({
    leadId: "lead_abc123",
    statusId: "stat_active",
    value: 50000,
    valuePeriod: "annual",
    confidence: 75,
  })
})

Inputs

Set leadId to add the opportunity to an existing lead. If you omit it, Close creates an Untitled lead. pipelineId selects a pipeline and statusId selects one of its statuses. You can also set attachments, contact, owner, notes, custom fields, dates, value, value period, and 0–100 confidence. Optional second argument { account } selects a named Close binding.

Output

Returns the created CloseOpportunity.

Built-in triggers

Built-in actions

Runtime utilities

Integrations

Inputs

Output

​Inputs

​Output

Inputs

Output