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ForceManager ACTION

Create Opportunity

Creates a new business opportunity in ForceManager. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's ForceManager account once, then configure and run Create Opportunity from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "forcemanager-create-opportunity",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    forcemanager: { authProvisionId: "apn_xxxxxxx" },
    name: "Name",
    accountId: "Account ID",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Opportunity inputs
Property Type Description
name Name string
Name of the business opportunity
Required
accountId Account ID string
Account associated with the business opportunity
Optional Dynamic
branchId Branch ID string
Branch to whom the Opportunity has been assigned
Required Dynamic
statusId Status ID string
Status of the Opportunity
Required Dynamic
salesProbability Sales Probability integer
Probability of sale, a number between 0 and 10
Required
salesRepId Sales Rep ID string
The User associated with the Opportunity
Required Dynamic
salesForeCastDate Sales Forecast Date string
Forecast sale date in ISO-8601 Format. Example: 2023-12-08T10:00:00+07:00
Optional
currencyId Currency ID string
Currency related to the Opportunity amount
Optional Dynamic
total Total integer
Total amount of the Opportunity
Optional
permissionLevel PermissionLevel string
Defines the visibility of the Opportunity. Set from 1 - 5 with 5 being the highest level of permission
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
forcemanager-create-opportunity
Version
0.0.3
App
ForceManager
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes