通过 Aident Loadout 使用 Fireberry Tools 的 Fireberry Create An Opportunity。执行前查看输入、输出、设置、价格和风险。
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必填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必填Data from the action execution
errorstringError if any occurred during the execution of the action
successful必填booleanWhether or not the action execution was successful or not
API 密钥连接。风险等级 2/5。
免费操作
目前没有已发布技能明确引用此操作。