capabilities.work

Opportunity With Contact Role

A 2-step recipe with Salesforce Sales Cloud. We can help you get access.

Recipe · 2 steps

Opportunity With Contact Role

with Salesforce Sales Cloud

Create an Opportunity and attach a Contact as a contact role.

  1. Open the Opportunity against the supplied Account.
  2. Link the Contact to the new Opportunity as a contact role.
What you'll need to have ready
  • accessToken: OAuth 2.0 access token used as the Bearer credential.
  • accountId: Id of the existing Account the Opportunity belongs to.
  • contactId: Id of the Contact to attach as a contact role.
  • opportunityName: Name of the Opportunity to create.
  • closeDate: Close date for the Opportunity (YYYY-MM-DD).
  • stageName: Stage name for the Opportunity.
  • role: The contact role label (e.g. "Decision Maker").
  • isPrimary: Whether this contact is the primary contact on the Opportunity.
For your developer

Arazzo workflow salesforce-sales-cloud:opportunity-with-contact-role, 2 operations: createSObjectRecord → createSObjectRecord. Specs on APIs.io.

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