Use this action to create an opportunity along with an associated quote and price list. For example, build agents that instantly create-opportunity-invocable-actiongenerate deals and quotes when a high-value lead is qualified.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Input Values
| Parameter | Description | Data Type |
|---|---|---|
| accountId | The account ID for the opportunity. | String |
| opportunityName | The name of the opportunity. | String |
| opportunityCloseDate | The close date for the opportunity. | Date |
| opportunityStage | The stage of the opportunity. | String |
|
priceList |
The price list to be used for the opportunity. | String |
Output Values
| Parameter | Description | Data Type |
|---|---|---|
| opportunityId | The ID of the created opportunity. | String |
| errorMessage | A message explaining why the opportunity couldn’t be created. | String |
Example
JSON Request
{
"inputs": [
{
"accountId": "001Ij000002Okp2IAC",
"opportunityName": "Opportunity_1",
"opportunityCloseDate": "2026-01-02",
"opportunityStage": "Prospecting",
"priceList": "a3HIj000000L0P3MAK"
}
]
}
JSON Response Body
[
{
"actionName": "B2BCmexCreateOpportunityInvocableAction",
"errors": null,
"invocationId": null,
"isSuccess": true,
"outcome": null,
"outputValues": {
"opportunityId": "006Ij000002YpK4IAK",
"error": null
},
"sortOrder": 0,
"version": 1
}
]