创造机会

描述

Adds an opportunity to the Insightly CRM.

项目兼容性

Windows | 跨平台

配置

• 连接 ID - 在 Integration Service 中建立的连接。 访问下拉菜单以选择、添加或管理连接。

• Opportunity name - Name of the opportunity. This field supports String type input.
• Opportunity details - Description of the opportunity. This field supports String type input.
• Opportunity value - Total value of the opportunity. This field supports Int64 type input.
• Category - Category of the opportunity. Select an option from the available drop-down list.
• Opportunity state - Current state of the opportunity. Select an option from the available drop-down list.
• Linked email address - Email address linked to the opportunity. This field supports String type input.

管理属性

使用“管理属性”向导配置或使用对象的任何标准或自定义字段。 您可以选择字段以将其添加到活动画布中。 添加的标准或自定义字段可在“属性”面板（在 Studio Desktop 中）或“显示其他选项”下（在 Studio Web 中）下找到。

其他选项

• Forecast close date - Forecasted closing date for the opportunity. Use the calendar widget to select a date. This field supports DateTimeOffset type input.
• Actual close date - Actual closing date for the opportunity. Use the calendar widget to select a date. This field supports DateTimeOffset type input.
• Responsible user ID - User who is responsible for closing the opportunity. This field supports String type input.
• Bid amount - Bid amount for the opportunity. This field supports Int64 type input.
• Bid currency - Currency of the bid amount. Select an option from the available drop-down list.

输出

• Opportunity - The output opportunity object. Automatically generated output variable.
• Opportunity ID - The ID of the new opportunity. Automatically generated output variable.