Aident Loadout を通じて Fireberry Tools の Fireberry Create An Opportunity を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
Tool to create a new opportunity in Fireberry CRM. Use when you need to add a new sales opportunity to track potential deals with estimated values, close dates, and associated accounts.
name必須stringName of the opportunity (Primary field, required). This is the main identifier for the opportunity.
owneridstringThe GUID of the system user who created the record. Can also be set manually. Will be used for permissions.
accountidstringThe related account's GUID. Links this opportunity to a specific account/company.
stagecodeintegerSales stage of the opportunity. This is a picklist field - use integer code value.
contacttidstringThe related contact's GUID. Links this opportunity to a specific contact person.
statuscodeintegerStatus of the opportunity. This is a picklist field - use integer code value.
descriptionstringDescription of up to 4,000 characters providing details about the opportunity.
estimatedvaluestringEstimated monetary value of the opportunity. Provide as a string representation of the numeric value.
estimatedclosedatestringExpected close date for the opportunity in UTC format (YYYY-MM-DD).
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
API キー接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。