capabilities.work

CRM Open an Opportunity

A 3-step recipe with Merge. We can help you get access.

Recipe · 3 steps

CRM Open an Opportunity

with Merge · Opportunity & Pipeline Management

Create a CRM opportunity for an account at a named pipeline stage.

  1. List the pipeline stages and select the one whose name matches the supplied stage name.
  2. Resolve the target account by matching on its name, returning at most one match.
  3. Create the opportunity for the resolved account at the resolved stage.
What you'll need to have ready
  • authorization: Production access token with the required "Bearer " prefix.
  • accountToken: The account token identifying the linked CRM end user.
  • opportunityName: The name of the opportunity to create.
  • amount: The opportunity's monetary amount.
  • stageName: The name of the pipeline stage to place the opportunity in.
  • accountName: The name of the account the opportunity belongs to.
For your developer

Arazzo workflow merge:create-opportunity, 3 operations: {$sourceDescriptions.subpackageStagesApi.url}#/paths/~1crm~1v1~1stages/get → {$sourceDescriptions.subpackageAccountsApi.url}#/paths/~1crm~1v1~1accounts/get → {$sourceDescriptions.subpackageOpportunitiesApi.url}#/paths/~1crm~1v1~1opportunities/post. Specs on APIs.io.

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