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Wealthbox ACTION

Create Opportunity

Create a new opportunity in Wealthbox. Supply an opportunity name, target close date, probability (integer 0–100), amount type and value, and stage ID. Use List Stage Options to find valid stage IDs and List Contact Options to find the contact ID to link. Example: create opportunity Q4 AUM Expansion with probability 75, amount 50000 of type AUM, target close 2026-12-31 10:00 AM -0500; returns the opportunity object including id, name, stage, probability, target_close, and amounts. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Wealthbox 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: "wealthbox-create-opportunity",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    wealthbox: { authProvisionId: "apn_xxxxxxx" },
    name: "Opportunity Name",
    targetClose: "Target Close",
  },
})

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 Opportunity Name string
The name of the opportunity being created. Example: Q4 AUM Expansion.
Required
targetClose Target Close string
A string representing the date/time when the opportunity should close. Example 2015-05-24 10:00 AM -0400
Required
probability Probability string
An integer (0–100) representing the percentage chance the opportunity will close. Example: 75 for 75% probability.
Required
amountType Amount Type string
The type of amount
Required
amountValue Amount Value string
The amount in dollars as a numeric string. Example: 50000 for $50,000.
Required
contactId Contact string
The numeric ID of the contact. Use Find Contact to search by name, email, or phone, or List Contact Options to browse all contacts and retrieve their IDs. Example: 67890.
Optional Dynamic
stage Stage string
The current stage of the opportunity (e.g. Prospect, Proposal, Closed Won). Use List Stage Options to discover valid stage IDs configured in your Wealthbox account.
Required Dynamic

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
wealthbox-create-opportunity
Version
0.0.4
App
Wealthbox
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes