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Create deal in Salesmate
Wrk Product avatar
Written by Wrk Product
Updated over 2 months ago

Create deal in Salesmate.

Application

  • Salesmate

Inputs (what you have)

Name

Description

Data Type

Required?

Example

Connected Account

The connected account to use for the request

Connected Account

Yes

Title

Text (Short)

Yes

Owner ID

Text (Short)

Yes

Primary contact ID

Primary contact for the deal

Text (Short)

Yes

Pipeline

Predefined Choice List

Yes

Status

Predefined Choice List

Yes

Stage

Predefined Choice List

Yes

Currency

Text (Short)

Yes

Raw data?

Whether the data should include the fields details

True/False

No

Description

This field contains details related to the deal

Text (Long)

No

Tags

This field contains tags associated with an deal

Text (Short)

No

Primary company ID

Text (Short)

No

Source

Predefined Choice List

No

Estimated close date

Datetime

No

Deal value

Number with decimals

No

Priority

Predefined Choice List

No

Outputs (what you get)

Name

Description

Data Type

Required?

Example

JSON Output

JSON output returned by the API

Text (Long)

No

Outcomes

Name

Description

Success

This status is selected if the job has successfully completed.

Unsuccessful

This status is selected if the job has completed unsuccessfully.

Requirements

  • N/A

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