Create Deal
agile_crm.create_deal
ActionCRM & salesconnection required
Calls the Agile CRM API with the connection's credentials.
Create a deal and optionally attach it to existing contacts.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- Username & password
- Providers
- Agile CRM
- Secret shape
- {"email": "…", "api_key": "…"}
- Config it needs
- domain, base_url
- Resolved by
- config.connection_id, else node.connection_id
Configuration
7 fields, 2 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
name The deal's name, which is how Agile CRM shows it on the pipeline board. | string | Yes | — | — | Deal-Tomato |
expected_value The deal's expected value; Agile CRM marks this field mandatory. | number | Yes | — | ≥ 0 | — |
probability How likely the deal is to close, as a percentage from 0 to 100. | number | No | — | 0–100 | — |
milestone The milestone name, which must match the track's own spelling exactly, case included. | string | No | — | — | Proposal |
close_date When the deal is expected to close, as a Unix timestamp in seconds. | number | No | — | ≥ 0 | — |
contact_ids Numeric ids of the contacts this deal belongs to. | array | No | — | array of string | ["5694691248963584"] |
custom_data Custom deal fields, each an object carrying a name and a value. | array | No | — | array of object | [{"name":"Group Size","value":"10"}] |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"contact_ids": [
"5694691248963584"
],
"custom_data": [
{
"name": "Group Size",
"value": "10"
}
],
"milestone": "Proposal",
"name": "Deal-Tomato"
}Output
One shape.
result
| Field | Type | Example |
|---|---|---|
id The deal's numeric Agile CRM id. | number | — |
name The deal's name. | string | — |
expected_value The deal's expected value. | number | — |
probability How likely the deal is to close, as a percentage. | number | — |
milestone The milestone the deal currently sits in. | string | — |
close_date Unix timestamp of the expected close date. | number | — |
contacts The contact records attached to the deal. | array | — |
custom_data The deal's custom fields. | array | — |
owner The Agile CRM user who owns the deal. | object | — |
{
"close_date": 0,
"contacts": [],
"custom_data": [],
"expected_value": 0,
"id": 0,
"milestone": "",
"name": "",
"owner": {},
"probability": 0
}See Create Deal run in a workflow.
In a technical demo we add the Agile CRM connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.