Actions90
- Activity Actions
- Company Actions
- Contact Actions
- Deal Actions
- Project Actions
- User Actions
Overview
This node operation creates a new deal in the MOCO system. It is useful for automating the addition of sales deals or business opportunities, allowing users to specify key deal details such as name, currency, amount, reminder date, associated user, and deal category. Additional optional fields like company, person, status, tags, and custom properties can also be set. This operation is beneficial in sales and CRM workflows where deals need to be tracked and managed programmatically.
Use Case Examples
- Creating a new sales deal with a specified amount and currency for a particular user and deal category.
- Adding a deal with additional information such as company association, status, and custom properties for detailed tracking.
Properties
| Name | Meaning |
|---|---|
| Name | Name of the deal being created, used to identify the deal. |
| Currency | Currency code for the deal's monetary value, e.g., EUR. |
| Money | The monetary amount of the deal. |
| Reminder Date | Date to remind about the deal, useful for follow-ups. |
| User Name or ID | The user responsible for the deal, selectable from a list or by ID. |
| Deal Category Name or ID | Category of the deal, selectable from a list or by ID. |
| Additional Fields | Optional extra fields for the deal such as closed date, company, custom properties, info, person, service period, status, and tags. |
Output
JSON
id- Unique identifier of the created deal.name- Name of the created deal.currency- Currency code of the deal.money- Monetary amount of the deal.reminder_date- Reminder date set for the deal.user_id- ID of the user associated with the deal.deal_category_id- ID of the deal category.company_id- ID of the associated company, if any.person_id- ID of the associated person, if any.info- Additional information about the deal.tags- Tags assigned to the deal.status- Status of the deal.closed_on- Date when the deal was closed.service_period_from- Start date of the service period.service_period_to- End date of the service period.custom_properties- Custom properties defined for the deal.
Dependencies
- Requires an API key credential for MOCO API authentication.
Troubleshooting
- Ensure all required fields (Name, Currency, Money, Reminder Date) are provided to avoid validation errors.
- Check that user ID and deal category ID are valid and exist in the MOCO system to prevent API errors.
- If custom properties are used, ensure they are formatted correctly as key-value pairs.
- Network or authentication errors may occur if the MOCO API key is invalid or expired; verify credentials and permissions.
Links
- MOCO API Deals Documentation - Official MOCO API documentation for managing deals, including creation and update operations.