capabilities.work

Create Deal and Schedule a Task

A 2-step recipe with ActiveCampaign. We can help you get access.

Recipe · 2 steps

Create Deal and Schedule a Task

with ActiveCampaign

Create a deal and schedule a follow-up task against it.

  1. Create the deal against the supplied contact, pipeline, and stage.
  2. Schedule a follow-up task related to the new deal.
What you'll need to have ready
  • apiToken: ActiveCampaign API token sent in the Api-Token header.
  • title: Title of the deal.
  • contactId: Identifier of the primary contact on the deal.
  • value: Deal value in cents.
  • currency: Three-letter lowercase currency code, such as usd.
  • groupId: Identifier of the pipeline the deal belongs to.
  • stageId: Identifier of the stage the deal starts in.
  • ownerId: Identifier of the user who owns the deal.
  • dueDate: Due date for the task in ISO 8601 format.
  • dealTaskTypeId: Identifier of the task type to assign to the task.
  • taskNote: Optional note describing the task.
For your developer

Arazzo workflow activecampaign:create-deal-add-task, 2 operations: create-a-deal-new → create-task. Specs on APIs.io.

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