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Keap (Infusionsoft) ACTION

Update Opportunity

Update an existing 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 Update 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-update-opportunity",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    infusionsoft: { authProvisionId: "apn_xxxxxxx" },
    opportunityId: "Opportunity",
    opportunityTitle: "Opportunity Title",
  },
})

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.

Update Opportunity inputs
Property Type Description
opportunityId Opportunity string
Select an Opportunity from the list.
Alternatively, you can provide a custom Opportunity ID.
Required Dynamic
opportunityTitle Opportunity Title string
The title of the opportunity
Optional
contactId Contact integer
Select a Contact from the list.
Alternatively, you can provide a custom Contact ID.
Optional Dynamic
stageId Opportunity Stage string
Select an Opportunity Stage from the list.
Alternatively, you can provide a custom Stage ID.
Optional Dynamic
userId User string
Select a User from the list.
Alternatively, you can provide a custom User ID.
Optional 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-update-opportunity
Version
0.0.1
App
Keap (Infusionsoft)
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes