Create Opportunity | Moxie Help Center

Create a new opportunity in your sales pipeline with basic opportunity information and custom values.

Endpoint: /action/opportunities/create

Method: POST

Request Body (example):

{
  "name": "",
  "description": "",
  "clientName": "",
  "stageName": "",
  "value": 0.00,
  "estCloseDate": "2023-07-20",
  "leadInfo": {
    "firstName": "",
    "lastName": "",
    "email": "",
    "phone": "",
    "role": "",
    "businessName": "",
    "website": "",
    "address1": "",
    "address2": "",
    "city": "",
    "locality": "",
    "postal": "",
    "country": "",
    "sourceUrl": "",
    "leadSource": "",
    "answers": [
      {
        "fieldKey": "",
        "question": "",
        "answer": ""
      }
    ]
  },
  "toDos": [
    {
      "item": "Do something",
      "complete": false,
      "dueDate": "2023-07-20"
    }
  ],
  "customValues": {
    "Field1 Name": "Value",
    "Field2 name": "Value"
  }
}

Properties that require further clarification:

name - Required - Opportunity Name
clientName - Optional - Exact match of a client name in the CRM
stageName - Optional - If provided, must match an exact stage name in your pipeline
leadInfo.answers - Optional - Array of answer objects to capture additional questions and answers.
- fieldKey - Required - used as the property on the field for reporting and token mapping
- question - Required - the question text associated with this answer object
- answer - Required - the answer the person provided to your question
customValues - Optional - map of custom fields. The left side of the map must match exactly to fields specified in your pipeline settings custom fields setup.