Create an opportunity

This action will create a new opportunity (deal) in your Copper account from the details you provide.

Developer info

API endpoint slug: copper.create_an_opportunity
Filter code method: Copper.createAnOpportunity.skip(string?: reason)
Runtime method: runAction("copper.create_an_opportunity", {})

Action fields

Name Text input > Title

Label: Name
Helper text: A name for the deal (for example, 'Acme Corp - Website redesign').
Slug: name
Required: true
Can have default value: true
Filter code method: Copper.createAnOpportunity.setName(string: name)

Pipeline Dropdown list

Label: Pipeline
Helper text: The pipeline this deal belongs to.
Slug: pipeline
Required: true
Can have default value: false

Primary contact email Text input > Other

Label: Primary contact email
Helper text: The email address of the main contact for this deal; Copper links the opportunity to that person.
Slug: primary_contact_email
Required: false
Can have default value: true
Filter code method: Copper.createAnOpportunity.setPrimaryContactEmail(string: primary_contact_email)

Value Text input > Other

Label: Value
Helper text: The deal's monetary value.
Slug: value
Required: false
Can have default value: true
Filter code method: Copper.createAnOpportunity.setValue(string: value)

Close date Text input > ISO 8601 date and time

Label: Close date
Helper text: The date you expect the deal to close.
Slug: close_date
Required: false
Can have default value: true
Filter code method: Copper.createAnOpportunity.setCloseDate(string: close_date)