Overview

This node operation creates a new Opportunity in the Soliditech system. It allows users to specify opportunity details either by providing a JSON object with all parameters or by filling individual fields such as unique reference, account ID, subject, sales agent, primary contact, type, contract status, description, expected and estimated close dates, and nested objects like sales agent admin, master account, and person. This operation is useful for automating the creation of sales opportunities in CRM workflows, enabling integration with other systems for sales tracking and management.

Use Case Examples

1. Creating a new sales opportunity by specifying key details like subject, sales agent, and expected close date.
2. Using JSON parameters to bulk define opportunity attributes for rapid data entry.
3. Including nested objects such as sales agent admin and master account metadata to enrich the opportunity record.

Properties

Output

JSON

• result - The main result object or array returned from the API after creating the opportunity.

Dependencies

• Soliditech API (v.1)

Troubleshooting

• Ensure that when using JSON Parameters, the JSON input is a valid flat object; otherwise, an error will be thrown.
• If required fields are missing in Additional Fields when JSON Parameters is false, the API request may fail.
• Binary data is not applicable for this operation, so ensure input data matches expected types.

Links

• Soliditech API - Create Opportunity - Official API documentation for creating an opportunity in Soliditech.