Create Opportunity
copper.create_opportunity
ActionCRM & salesconnection required
Calls the Copper API with the connection's credentials.
Create an Opportunity (a deal) in Copper on a pipeline stage, with its value, close date and primary contact.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- API key
- Providers
- Copper
- Secret shape
- the API key, or {"api_key": "…"}
- Config it needs
- user_email, base_url
- Resolved by
- config.connection_id, else node.connection_id
Configuration
15 fields, 1 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 name of the deal. | string | Yes | — | — | Acme renewal |
primary_contact_id The Copper Person who is the primary contact. Copper's Opportunity property table marks this required, so set it unless your account allows otherwise. | string | No | — | — | — |
company_id The Copper Company the deal belongs to. | string | No | — | — | — |
pipeline_id A pipeline id from copper.list_pipelines. | string | No | — | — | — |
pipeline_stage_id A stage id from copper.list_pipelines or copper.list_pipeline_stages. | string | No | — | — | — |
monetary_value The value of the deal in the account currency. | number | No | — | ≥ 0 | — |
close_date The expected close date, in MM/DD/YYYY or DD/MM/YYYY as the account is set up. | string | No | — | — | 12/31/2026 |
customer_source_id A customer source id from copper.list_customer_sources. | string | No | — | — | — |
priority The deal priority, from Copper's fixed set. | string | No | — | one of "None", "Low", "Medium", "High" | — |
status The deal status, from Copper's fixed set. | string | No | Open | one of "Open", "Won", "Lost", "Abandoned" | — |
win_probability The chance of winning the deal, as a percentage. | number | No | — | 0–100 | — |
details A description stored on the record. | string | No | — | — | — |
assignee_id The Copper user who should own this record. | string | No | — | — | — |
tags Tags to set on the record, as a JSON array of strings or a comma-separated list. | array | No | — | array of string | — |
fields Any further Copper fields, as a JSON object of Copper field names (custom_fields, address, websites, socials …). These are merged over the fields named above, so this node can set anything the API accepts. | object | No | — | — | — |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"close_date": "12/31/2026",
"name": "Acme renewal",
"status": "Open"
}Output
One shape.
result
The provider's response object, as returned.
Extra keys beyond the ones listed can appear.
{}See Create Opportunity run in a workflow.
In a technical demo we add the Copper connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.