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Keap (Infusionsoft) ACTION

Create Opportunity

Create a new opportunity in Keap CRM. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Keap (Infusionsoft) 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: "infusionsoft-create-opportunity",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    infusionsoft: { authProvisionId: "apn_xxxxxxx" },
    opportunityTitle: "Opportunity Title",
    contactId: 10,
  },
})

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
opportunityTitle Opportunity Title string
The title of the opportunity
Required
contactId Contact integer
Select a Contact from the list.
Alternatively, you can provide a custom Contact ID.
Required Dynamic
stageId Opportunity Stage string
Select an Opportunity Stage from the list.
Alternatively, you can provide a custom Stage ID.
Required Dynamic
userId User string
Select a User from the list.
Alternatively, you can provide a custom User ID.
Required Dynamic
projectedRevenueHigh Projected Revenue High string
The high estimate of projected revenue
Optional
projectedRevenueLow Projected Revenue Low string
The low estimate of projected revenue
Optional
estimatedCloseTime Estimated Close Time string
The estimated close date/time in ISO 8601 format
Optional
nextActionTime Next Action Time string
The date/time for the next action in ISO 8601 format
Optional
nextActionNotes Next Action Notes string
Notes about the next action to take
Optional
opportunityNotes Opportunity Notes string
General notes about the opportunity
Optional
includeInForecast Include in Forecast boolean
Whether to include this opportunity in revenue forecasts
Optional
customFields Custom Fields string
JSON array of custom field objects with id and content. Example: [{"id": "1", "content": "value"}]
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
infusionsoft-create-opportunity
Version
0.0.1
App
Keap (Infusionsoft)
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes