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ActionCloseUpdated May 2026

How do I create a Close opportunity?

Short answer: Drop the "CloseCreate Opportunity" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

FieldTypeRequiredDescription
Lead ID
lead_id
stringRequiredLead ID. Example: lead_abc123
Note
note
stringOptionalNote. Example: Interested in enterprise plan
Value (cents)
value
stringOptionalOpportunity value in cents
Currency
value_currency
stringOptionalCurrency. e.g. "USD"
Confidence %
confidence
stringOptionalWin probability (0-100)
Status ID
status_id
stringOptionalStatus ID. Example: stat_abc
Sample request
{
"lead_id": "e.g. lead_abc123",
"note": "e.g. Interested in enterprise plan",
"value": "e.g. 1000000 for $10,000",
"value_currency": "USD",
"confidence": "e.g. 75"
}
Returns
{
"id": "oppo_abc",
"value": 1000000,
"lead_id": "lead_abc123",
"confidence": 75
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Opportunity.

Any of these apps can fire this action as part of a workflow.

FAQ

Questions about Create Opportunity.

What does the Create Opportunity action do in Close?
Creates a sales opportunity tied to a lead with value, expected close date, status, pipeline. Useful for "auto-create opportunity when lead reaches qualification score" workflows.
What inputs does Create Opportunity require?
Required: Lead ID. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Close returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Create Opportunity support batch operations?
Yes. Run Create Opportunity inside a Loop node to process arrays. Tiny Command handles Close's rate limits automatically so you don't have to throttle manually.
More actions

Other Close actions.

Send create opportunity from your workflows.

Triggered by anything in the catalog. Free tier available. No credit card.