Create Deal

Description

Creates a deal in ActiveCampaign.

Project Compatibility

Windows|Cross-Platform

Configuration

• Connection - The connection established in Integration Service. Access the drop-down to choose, add or manage connections.
• Title - The deal's title.
• Deal value - The deal's value in numbers.
• Currency ISO code - The deal's currency in 3-digit ISO format. Ex: usd.
• Owner - Select the user or deal owner from the drop-down or pass a custom ID.
• Account - Type up to 3 characters of the name to retrieve the account from the drop-down menu or pass a custom account ID. The account ID can also be retrieved from the event trigger output.
• Contact - Type up to 3 characters of the email to retrieve the contact from the drop-down menu or pass a custom contact ID. The contact ID can also be retrieved from the event trigger output.
• Stage - Select the stage from the drop-down or pass a custom stage ID. Either Stage or Pipeline have to be configured.
• Pipeline - Select the pipeline from the drop-down or pass a custom pipeline/group ID. Either Stage or Pipeline have to be configured.

Manage Properties Wizard

The Manage Properties Wizard can be used to configure or use any of the object’s standard or custom fields by selecting and adding them to the activity canvas. The added standard/custom fields are available in the Properties panel (in Studio Desktop) or under Additional options (in Studio Web).

Advanced

Options

• Description - The deal's description.
• Percent - The deal's percentage.
• Status - The deal's status. Possible values are 0(Open), 1(Won), and 2(Lost).

Output

• Deals - The created deals
• Deal ID - The ID of the created deal.