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Upsales ACTION

Create Opportunity

Creates a new opportunity in Upsales. See the documentation
  • Action
  • Writes data
  • API key
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Upsales 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: "upsales-create-opportunity",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    upsales: { authProvisionId: "apn_xxxxxxx" },
    description: "Description",
    date: "Date",
  },
})

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
description Description string
Opportunity description
Required
date Date string
Opportunity date (ISO 8601 format, e.g., 2024-01-15T10:00:00Z)
Required
userId User ID string
User who created the opportunity
Required Dynamic
clientId Client ID string
Company this opportunity belongs to
Required Dynamic
stageId Stage ID string
Stage to which the opportunity belongs to
Required Dynamic
probability Probability integer
Probability percentage, between 0-99
Required
orderRow Order Rows string[]
Array of order row objects in JSON format. Each entry should be a string like { "product": { "id": 123 }, "quantity": 2, "price": 100 }. See the documentation for all available properties.
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
upsales-create-opportunity
Version
0.0.1
App
Upsales
Authentication
API key
Read-only
No
Destructive
No
Open world
Yes