Create Deal
Deals
Create Deal
Create a new deal in your workspace
POST
Create Deal
Request
Body Parameters
Deal name
Deal stage name
Deal status (
active, won, lost)Pipeline name
Estimated deal value
Primary contact ID (alias for
main_contact_id)Deal owner user ID (alias for
owner_user_id)Priority level
Deal/matter type (alias for
matter_type)Deal notes
Array of tag strings
High-level description
Next follow-up date (ISO 8601)
Win probability (0-100)
Currency code (e.g.,
USD, EUR)Related company ID
Relationship partner user ID
Matter lead user ID
Array of team member user IDs
Fee/service model
Headers
Response
The created deal object with all fields
Example Response
Errors
| Status | Code | Description |
|---|---|---|
| 400 | validation_error | Missing name |
| 403 | insufficient_permissions | Missing deals:write permission |
| 429 | rate_limited | Rate limit exceeded |