How to create opportunity in Copper

Create Opportunity in Copper — start free

Inputs

The fields this action accepts.

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

Field	Type	Required	Description
Opportunity Name name	string	Required	Opportunity Name. Example: Enterprise Deal
Value monetary_value	string	Optional	Value. Example: 10000
Pipeline ID pipeline_id	string	Required	Pipeline ID. Example: 1
Stage ID pipeline_stage_id	string	Required	Stage ID. Example: 1
Primary Contact ID primary_contact_id	string	Optional	Primary Contact ID. Example: 123
Close Date close_date	string	Optional	MM/DD/YYYY format

Sample request

{
  "name": "e.g. Enterprise Deal",
  "monetary_value": "e.g. 10000",
  "pipeline_id": "e.g. 1",
  "pipeline_stage_id": "e.g. 1",
  "primary_contact_id": "e.g. 123"
}

Returns

{
  "id": 456,
  "name": "Enterprise Deal",
  "pipeline_id": 1,
  "monetary_value": 10000
}

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

FAQ

Questions about Create Opportunity.

What does the Create Opportunity action do in Copper?

Creates a sales opportunity tied to a person and/or company with value, pipeline, stage, owner. For "form said they want to buy → auto-create opportunity for the AE" workflows.

What inputs does Create Opportunity require?

Required: Opportunity Name, Pipeline ID, Stage 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 Copper 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. TinyCommand handles Copper's rate limits automatically so you don't have to throttle manually.

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