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Keap (Infusionsoft) ACTION

Create Opportunity Stage

Create a new opportunity stage 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 Stage 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-stage",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    infusionsoft: { authProvisionId: "apn_xxxxxxx" },
    name: "Stage Name",
    order: "Order",
  },
})

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 Stage inputs
Property Type Description
name Stage Name string
The name of the opportunity stage
Required
order Order string
The display order of the stage in the pipeline (integer)
Required
probability Probability (%) string
The probability percentage of closing a deal at this stage (0-100)
Required
targetNumberDays Target Number of Days string
The target number of days an opportunity should spend in this stage
Required
checklistItems Checklist Items string
Optional: JSON array of checklist items. Example: [{"description": "Send proposal", "order": 1, "required": true}]
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-stage
Version
0.0.2
App
Keap (Infusionsoft)
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes