Tool to create a new deal record in Attio. Use when you need to track a new sales opportunity or deal. This endpoint will throw an error on conflicts of unique attributes. Minimal requirement is providing at least one attribute value.
namestringThe name of the deal. Optional but recommended.
stagestringThe status/stage of the deal. Can be the status UUID or status title (e.g., 'Lead', 'In Progress', 'Won', 'Lost').
valuenumberThe monetary value of the deal. Decimal number with max 4 decimal places.
owner_idstringUUID of the workspace member who owns this deal. Use owner_email instead if you have the email address.
owner_emailstringEmail address of the workspace member who owns this deal. This is the preferred way to set the owner.
associated_company_idstringCompany record UUID to associate with this deal. Use this if you have the company record ID.
associated_people_idsarrayList of person record UUIDs to associate with this deal. Use this if you have the person record IDs.
associated_people_emailsarrayList of email addresses to associate people with this deal. The system will find matching person records by email address.
associated_company_domainstringDomain name to associate a company with this deal. The system will find the matching company record by domain.
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
OAuth connection. Risk level 2 of 5.
Free Action
No published Skills explicitly reference this Action yet.