Create Deal

• Connection ID - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.

• Title - The title of the deal. This field supports String type input.
• Value - The amount of the deal. This field supports Int64 type input.
• Currency - The currency of the deal. Accepts a 3-character currency code. Select an option from the available drop-down list.
• Expected close date - The expected close date of the deal. Use the calendar widget to set a date. This field supports DateTimeOffset type input.
• Organization ID - Start typing three characters of the organization name to select it from the drop-down list or enter a custom organization ID. This field supports String type input.
• Person ID - Start typing three characters of the person name to select it from the drop-down list or enter a custom person ID. This field supports String type input.
• Pipepline - Select the pipeline from the available drop-down list.
• Stage - Select the pipeline stage from the available drop-down list.

Manage Properties

Additional properties

• Status - The status of the deal: Open, Won, Lost, or Deleted.
• Labels - Select the label from the drop-down list or enter a custom label ID. This field supports String type input.
• Visible to - Select the visibility from the drop-down list: Owner & followers / Owner only, Entire company / Owner's visibility group, Owner's visibility group and sub-groups, Entire company.
• Probability - The success probability percentage of the deal. Used only when the deal probability for the pipeline is enabled. This field supports Int64 type input.

Output

• Deal - Automatically generated output variable.
• Deal ID - The new deal's ID. Automatically generated output variable.