Create Opportunity

This tutorial should help you create the first Opportunity. Before moving forward, make sure your Authentication works and you understand the Key Concepts of the Pipeliner API and make sure you know how to use API parameters

The Opportunity represents existing potential business for a company. Go to the web Application and Opportunities can be located on the Opportunities screen. Opportunity is always part of the Pipeline and pipeline step.

The Pipeline is the list of steps (eg. First Contact, Proposal, Closed/Won), that represents the life cycle of the opportunity. Set up your first Pipeline

Tutorial Assignment

Create Opportunity in the Pipeline within the First Step of the Pipeline. This Opportunity will be Linked with an Account(Company) and multiple Contact that belongs to this Account.

0. Required fields

Required API field Name

Description

name

Name of the opportunity

owner_id

Id of the User in Pipeliner Application

closing_date

Expected Closing date. When the opportunity should be closed

step_id

ID of the Pipeline step where the Opportunity should be created

value

The business value of Opportunity, eg. dollar amount. base_value - The Real Business Value in dollarscurrency_id -The ID of currency saved in Pipelinervalue_foreign -The value for currency_id (Use only with multicurrency setup)

1. Prepare Data

Owner_id

Load an id of the user with the default sales unit. This user will become the owner of the newly created Opportunity.

get

/entities/Clients

Returns all defined Clients

Query parameters

include-deletedbooleanOptional

if enabled, deleted Clients are returned as well

firstinteger · int32Optional

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger · int32Optional

Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.

beforebooleanOptional

Cursor until which to take entities to result set.

afterbooleanOptional

Cursor after which to start taking entities to result set.

expandstringOptional

Expand related entity. Use api_names of relation fields. You can use multiple values separated via ',' colon. If not used, URI link will be returned instead. You can use dots '.' to expand nested entities as well.

Example: expand=owner,sales_unit,account_relations.account

order-bystringOptional

Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.

Example: order-by=created,-modified

filterobjectOptional

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example

filter-opobjectOptional

Filter operator. Specify a way how to filter fields. Supported operators: [eq, ieq, not-eq, not-ieq, contains, starts, ends, icontains, istarts, iends, null, not-null, empty, not-empty, gt, gte, lt, lte, between].

Example: filter-op[name]=eq

load-onlystringOptional

Loads only fields defined within this parameter. You can use multiple values separated via ',' colon. If not used, then all fields are returned. You can use dots '.' to specify load only fields in nested as well.

Example: load-only=id,name,owner.id

Responses

200

list of Clients

application/json

500

unexpected error

application / json

get

/entities/Clients

GET /api/v100/rest/spaces/<space_id>/entities/Clients HTTP/1.1
Host: us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>
Accept: */*

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}

{{baseUrl}}/entities/Clients?load-only=id,default_unit_id&filter[email][email protected]

{
            "id": "00000000-0000-0000-0000-000000011a7d",
            "default_unit_id": "aba4a358-f3f8-4f55-b3ed-dd5cf589103b"
}

We don´t necessarily need to load the default unit id. If only owner_id is specified in the final request, Pipeliner will automatically create the opportunity with the default User´s sales unit. (See step 2. of this tutorial)

Step_id

Pull Opportunity Pipelines and their steps. Store the ID of the First Step

get

/entities/Pipelines

Returns all defined Pipelines

Query parameters

include-deletedbooleanOptional

if enabled, deleted Pipelines are returned as well

firstinteger · int32Optional

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger · int32Optional

Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.

beforebooleanOptional

Cursor until which to take entities to result set.

afterbooleanOptional

Cursor after which to start taking entities to result set.

expandstringOptional

Example: expand=owner,sales_unit,account_relations.account

order-bystringOptional

Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.

Example: order-by=created,-modified

filterobjectOptional

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example

filter-opobjectOptional

Example: filter-op[name]=eq

load-onlystringOptional

Example: load-only=id,name,owner.id

Responses

200

list of Pipelines

application/json

500

unexpected error

application / json

get

/entities/Pipelines

GET /api/v100/rest/spaces/<space_id>/entities/Pipelines HTTP/1.1
Host: us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>
Accept: */*

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}

{{baseUrl}}/entities/Pipelines?expand=steps&filter-op[name]=contains&filter[name]=Test Pipeline

 {
            "is_delete_protected": false,
            "id": "90be8a83-bae8-401d-9e5e-c4564a986270",
            "is_deleted": false,
            "modified": "2020-09-25 10:48:29.825069+00:00",
            "created": "2020-08-12 15:00:21.732550+00:00",
            "color": 16233984,
            "name": "Test Pipeline",
            "revision": 66001,
            "steps": [
                {
                    "is_delete_protected": false,
                    "id": "de115511-5dc1-46c3-86d9-f714457208dd",
                    "is_deleted": false,
                    "modified": "2020-08-12 15:00:21.734413+00:00",
                    "created": "2020-08-12 15:00:21.734454+00:00",
                    "pipeline": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Pipelines/90be8a83-bae8-401d-9e5e-c4564a986270",
                    "name": "First",
                    "percent": 15,
                    "pipeline_id": "90be8a83-bae8-401d-9e5e-c4564a986270",
                    "sort_order": 0,
                    "timeframe": null,
                    "revision": 65654,
                    "documents": [],
                    "step_checklists": []
                }
                
}

Account_id

We are going to search for Accounts by email address. But you can use whatever parameter.

{{baseUrl}}/entities/Accounts?include-deleted=false&filter[email1][email protected]

{
            "is_delete_protected": false,
            "id": "0bc376a4-c579-413a-9221-e86e4a134766",
            "is_deleted": false,
            "modified": "2019-02-01 10:01:23.011709+00:00",
            "created": "2019-01-30 11:44:23.586083+00:00",
            "account_type": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/AccountTypes/a456236f-6f23-0908-abfd-384aa0f62f9e",
            "customer_type": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Data/04444b3a-c669-03bc-2c49-bcd7f047d41a",
            "industry": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Data/acbda72f-2054-0b71-9d42-cb35aaa37600",
            "owner": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Clients/00000000-0000-0000-0000-000000011a3d",
            "parent_account": null,
            "parent_account_relation_type": null,
            "picture": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/CloudObjects/5ddfe953-a569-48e1-86bb-271e6506e7d0",
            "unit": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/SalesUnits/ea33e8fb-9a56-4802-a175-2d1f406af7cf",
            "account_class": 5,
            "account_type_id": "a456236f-6f23-0908-abfd-384aa0f62f9e",
            "address": "7 Lillian Plaza",
            "city": "Coronda",
            "comments": "",
            "country": "Argentina",
            "customer_type_id": "04444b3a-c669-03bc-2c49-bcd7f047d41a",
            "email1": "[email protected]",
            "email2": "",
            "email3": "",
            "email4": "",
            "email5": "",
            "health_category": null,
            "health_status": null,
            "home_page": "www.ziemannandsons.com",
            "industry_id": "acbda72f-2054-0b71-9d42-cb35aaa37600",
            "name": "Ziemann and Sons",
            "owner_id": "00000000-0000-0000-0000-000000011a3d",
            "parent_account_id": null,
            "parent_account_relation_type_id": null,
            "phone1": "+1 (888) 500-8000",
            "..."
        }

Contact_id

We are going to search for Contacts that are linked to the Account. We are going to use Account_id from the previous Step and list all contact_id that exists on the Account

get

/entities/ContactAccountRelations

Returns all defined ContactAccountRelations

Query parameters

include-deletedbooleanOptional

if enabled, deleted ContactAccountRelations are returned as well

firstinteger · int32Optional

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger · int32Optional

Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.

beforebooleanOptional

Cursor until which to take entities to result set.

afterbooleanOptional

Cursor after which to start taking entities to result set.

expandstringOptional

Example: expand=owner,sales_unit,account_relations.account

order-bystringOptional

Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.

Example: order-by=created,-modified

filterobjectOptional

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example

filter-opobjectOptional

Example: filter-op[name]=eq

load-onlystringOptional

Example: load-only=id,name,owner.id

Responses

200

list of ContactAccountRelations

application/json

500

unexpected error

application / json

get

/entities/ContactAccountRelations

GET /api/v100/rest/spaces/<space_id>/entities/ContactAccountRelations HTTP/1.1
Host: us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>
Accept: */*

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}

{{baseUrl}}/entities/ContactAccountRelations?filter[account_id]=0bc376a4-c579-413a-9221-e86e4a134766

{
            "is_delete_protected": false,
            "id": "7bb50668-badb-4c4b-a184-2f2be3df4fd8",
            "is_deleted": false,
            "modified": "2019-01-30 11:54:15.289916+00:00",
            "created": "2019-01-30 11:54:15.289965+00:00",
            "account": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Accounts/0bc376a4-c579-413a-9221-e86e4a134766",
            "contact": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Contacts/02bdc9f6-4dfb-479e-84ba-f6c3b96c39ba",
            "account_id": "0bc376a4-c579-413a-9221-e86e4a134766",
            "comment": "",
            "contact_id": "02bdc9f6-4dfb-479e-84ba-f6c3b96c39ba",
            "is_assistant": false,
            "is_primary": true,
            "is_sibling": false,
            "position": "",
            "relationship": 0,
            "revision": 184,
            "account_roles": []
        }

Value

Foreign value (required/optional) - This is the value that the User (SalesPerson) can put into the system. This value is depending on currency_id.
1. Example: if your salespeople want to have an Opportunity Value in Euro, for currency_id use Euro, into the Foreign value put the amount in Euro
currency_id (Required) - the currency for the opportunity (like dollar, euro, etc.). In Pipeliner there are two types of currencies
1. Base currency - System currency (the main currency)
2. Multiple currencies (custom currencies) - When your business works with multiple currencies
base_value (required/optional) - this value is always calculated according to the Base Currency

You can use one of the foreign values, base_value. It depends on what fits you better.

When you define base value, then Foreign Currency is calculated automatically based on Exchange rates

When you define Foreign Currency, then the base value is calculated automatically based on Exchange rates

Value.currency_id

In this tutorial, we don´t use a multi-currency setup, so we are going to search for the base currency (system currency). To retrieve base currency let´s use the following request. Base currency is flagged as is_base:true

get

/entities/Currencies

Returns all defined Currencies

Query parameters

include-deletedbooleanOptional

if enabled, deleted Currencies are returned as well

firstinteger · int32Optional

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger · int32Optional

Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.

beforebooleanOptional

Cursor until which to take entities to result set.

afterbooleanOptional

Cursor after which to start taking entities to result set.

expandstringOptional

Example: expand=owner,sales_unit,account_relations.account

order-bystringOptional

Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.

Example: order-by=created,-modified

filterobjectOptional

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example

filter-opobjectOptional

Example: filter-op[name]=eq

load-onlystringOptional

Example: load-only=id,name,owner.id

Responses

200

list of Currencies

application/json

500

unexpected error

application / json

get

/entities/Currencies

GET /api/v100/rest/spaces/<space_id>/entities/Currencies HTTP/1.1
Host: us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>
Accept: */*

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}

{{baseUrl}}/entities/Currencies?filter[is_base]=true

{
            "is_delete_protected": true,
            "id": "c4ca4238-a0b9-0382-0dcc-509a6f75849b",
            "is_deleted": false,
            "modified": "2019-01-30 11:20:40.481012+00:00",
            "created": "2019-01-11 13:47:33.247720+00:00",
            "code": "USD",
            "is_base": true,
            "symbol": "$",
            "revision": 18,
            "currency_exchange_rates": []
}

2. Create Opportunity

Let´s Take data from Step 1. and use them in the following request to create an Opportunity.

post

/entities/Opportunities

Creates new opportunity

Query parameters

validation-levelinteger · int32Optional

Specify validation level of opportunity on create. Use them as bit mask: 0 - validate each field on entity, 2 - validate only changed fields, 4 - validate only system fields, 8 - allows to override readonly fields, 16 - allows to set entity on deleted relationship.

Body

modifiedstring · date-timeRead-onlyOptional

Last modification time.

Example: 2019-01-01T00:00:00

createdstring · date-timeOptional

Creation time.

Example: 2019-01-01T00:00:00

closing_datestring · dateRequired

Closing date of the Opportunity.

Example: 2019-01-01

descriptionstringOptional

Multi-line text input field.

Example: string

is_archivedbooleanOptional

Boolean value.

Example: false

is_value_auto_calculatebooleanOptional

Boolean value.

Example: false

label_flagstring · enumOptional

Opportunity label flag.

Options: Priority = 1 (0b001) Hot = 2 (0b010) Stalled = 4 (0b100)

Example: 1Possible values:

namestringRequired

Name of the entity and its default text representation.

Example: string

oppty_type_idstring · uuidOptional

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

owner_idstring · uuidRequired

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

product_currency_idstring · uuidOptional

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

product_price_list_idstring · uuidOptional

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

product_sectionsobjectOptional

Product sections on Opportunity in json format

quick_account_emailstringOptional

Simple text input field.

Example: string

quick_account_namestringOptional

Simple text input field.

Example: string

quick_account_phonestringOptional

Simple text input field.

Example: string

quick_contact_namestringOptional

Simple text input field.

Example: string

quick_emailstringOptional

Simple text input field.

Example: string

quick_phonestringOptional

Simple text input field.

Example: string

rankinginteger · int32Optional

Qualitative ranking of the opportunity.

Example: 1

reason_of_close_descriptionstringOptional

Multi-line text input field.

Example: string

reason_of_close_idstring · uuidOptional

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

share_modeinteger · enumOptional

Integer enum value: 0 - Standard, 1 - Private, 2 - AllView, 3 - AllEdit

Example: 0Possible values:

step_idstring · uuidRequired

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

unit_idstring · uuidOptional

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

was_qualifiedbooleanOptional

Boolean value.

Example: false

revisioninteger · int32Optional

Revision when entity was lastly changed.

Example: 1

won_datestring · date-timeOptionalExample: 2019-01-01T00:00:00

lost_datestring · date-timeOptionalExample: 2019-01-01T00:00:00

Responses

201

Creation confirmation. Returns created opportunity

application/json

500

unexpected error

application / json

post

/entities/Opportunities

POST /api/v100/rest/spaces/<space_id>/entities/Opportunities HTTP/1.1
Host: us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>
Content-Type: application / json
Accept: */*
Content-Length: 1406

{
  "created": "2019-01-01T00:00:00",
  "closing_date": "2019-01-01",
  "description": "string",
  "is_archived": false,
  "is_value_auto_calculate": false,
  "label_flag": 1,
  "name": "string",
  "oppty_type_id": "01234567-abcd-dcba-ffff-000000000000",
  "owner_id": "01234567-abcd-dcba-ffff-000000000000",
  "product_currency_id": "01234567-abcd-dcba-ffff-000000000000",
  "product_price_list_id": "01234567-abcd-dcba-ffff-000000000000",
  "product_sections": {},
  "quick_account_email": "string",
  "quick_account_name": "string",
  "quick_account_phone": "string",
  "quick_contact_name": "string",
  "quick_email": "string",
  "quick_phone": "string",
  "ranking": 1,
  "reason_of_close_description": "string",
  "reason_of_close_id": "01234567-abcd-dcba-ffff-000000000000",
  "share_mode": 0,
  "step_id": "01234567-abcd-dcba-ffff-000000000000",
  "unit_id": "01234567-abcd-dcba-ffff-000000000000",
  "was_qualified": false,
  "revision": 1,
  "value": {
    "base_value": "4.32",
    "currency_id": "01234567-abcd-dcba-ffff-000000000000",
    "value_foreign": "4.32"
  },
  "oppty_recurrence": {
    "id": "https://example.com"
  },
  "revenue_schedule": {
    "id": "https://example.com"
  },
  "product_relations": [
    {
      "id": "https://example.com"
    }
  ],
  "contact_relations": [
    {
      "id": "https://example.com"
    }
  ],
  "account_relations": [
    {
      "id": "https://example.com"
    }
  ],
  "documents": [
    {
      "id": "https://example.com"
    }
  ],
  "won_date": "2019-01-01T00:00:00",
  "lost_date": "2019-01-01T00:00:00",
  "sharing_units": [
    {
      "id": "https://example.com"
    }
  ],
  "sharing_clients": [
    {
      "id": "https://example.com"
    }
  ]
}

{
  "success": true,
  "data": {
    "is_delete_protected": false,
    "id": "01234567-abcd-dcba-ffff-000000000000",
    "is_deleted": false,
    "modified": "2019-01-01T00:00:00",
    "created": "2019-01-01T00:00:00",
    "oppty_type": "https://example.com",
    "owner": "https://example.com",
    "product_currency": "https://example.com",
    "product_price_list": "https://example.com",
    "reason_of_close": "https://example.com",
    "step": "https://example.com",
    "unit": "https://example.com",
    "closing_date": "2019-01-01",
    "description": "string",
    "is_archived": false,
    "is_value_auto_calculate": false,
    "label_flag": 1,
    "name": "string",
    "oppty_type_id": "01234567-abcd-dcba-ffff-000000000000",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_currency_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_price_list_id": "01234567-abcd-dcba-ffff-000000000000",
    "product_sections": {},
    "quick_account_email": "string",
    "quick_account_name": "string",
    "quick_account_phone": "string",
    "quick_contact_name": "string",
    "quick_email": "string",
    "quick_phone": "string",
    "ranking": 1,
    "reason_of_close_description": "string",
    "reason_of_close_id": "01234567-abcd-dcba-ffff-000000000000",
    "share_mode": 0,
    "step_id": "01234567-abcd-dcba-ffff-000000000000",
    "unit_id": "01234567-abcd-dcba-ffff-000000000000",
    "was_qualified": false,
    "revision": 1,
    "value": {
      "base_value": "4.32",
      "currency_id": "01234567-abcd-dcba-ffff-000000000000",
      "value_foreign": "4.32"
    },
    "oppty_recurrence": "https://example.com",
    "revenue_schedule": "https://example.com",
    "product_relations": [
      "https://example.com"
    ],
    "primary_contact": "https://example.com",
    "primary_account": "https://example.com",
    "contact_relations": [
      "https://example.com"
    ],
    "account_relations": [
      "https://example.com"
    ],
    "documents": [
      "https://example.com"
    ],
    "status": 1,
    "qualify_date": "2019-01-01T00:00:00",
    "won_date": "2019-01-01T00:00:00",
    "lost_date": "2019-01-01T00:00:00",
    "days_in_step": 1,
    "is_favorite": false,
    "sharing_units": [
      "https://example.com"
    ],
    "sharing_clients": [
      "https://example.com"
    ],
    "fitness_description": {
      "is_won": false,
      "is_overdue": false,
      "activities_on_time": 1,
      "scheduled_activity": 1,
      "fitness": 1
    },
    "formatted_name": "string"
  }
}

{
    "closing_date": "2019-01-01",
    "name": "New Opportunity",
    "owner_id": "00000000-0000-0000-0000-000000011a7d",
    "step_id": "de115511-5dc1-46c3-86d9-f714457208dd",
    "value": {
        "base_value": 100,
        "currency_id": "c4ca4238-a0b9-0382-0dcc-509a6f75849b"
    },
    "account_relations": [
       {
           "account_id": "0bc376a4-c579-413a-9221-e86e4a134766",
           "is_primary": true
           
       }
    ],
    "contact_relations": [
       {
           "contact_id": "02bdc9f6-4dfb-479e-84ba-f6c3b96c39ba",
           "is_primary":true
       }
    ]
}

Possible problems

Error description

Resolution

Error on field account_relations. Exactly one 'is_primary' item must be set.

Use is_primary flag for Account/Contact relation object.

-When creating account relations at least one Account needs to be primary -When creating contact relations at least one Contact needs to be primary

PreviousCreate Contact NextCreate Product, Product Line Item

Last updated 2 years ago

hashtagTutorial Assignment

hashtag0. Required fields

hashtag1. Prepare Data

hashtagOwner_id

hashtagStep_id

hashtagAccount_id

hashtagContact_id

hashtagValue

hashtagValue.currency_id

hashtag2. Create Opportunity

Tutorial Assignment

0. Required fields

1. Prepare Data

Owner_id

Step_id

Account_id

Contact_id

Value

Value.currency_id

2. Create Opportunity