Operate CRM
API actions for the Operate CRM integration.
Operate CRM
Connect to Operate CRM to manage deals and customer data.
Create deal draft
Create a draft deal in Operate CRM. Resolves or creates company, stage, and people records automatically when only names are provided.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
company_name | string | No | Company name to resolve or create. |
company_id | string | No | Existing company UUID. |
amount | number | No | Deal amount in major currency units (e.g. dollars). |
stage_name | string | No | Stage name to resolve. |
stage_id | string | No | Stage UUID. |
owner_id | string | No | Owner profile UUID for the deal. |
person_ids | array | No | Array of person UUIDs to associate with the deal. |
people | array | No | Array of people objects (with name/email) to resolve or create. |
expected_close_date | string | No | Expected close date in ISO 8601 format. |
renewal_date | string | No | Renewal date in ISO 8601 format. |
identifier_template | string | No | Template used to generate the deal identifier. |
user_id | string | No | User ID associated with the deal. |
Response
{
"data": {
"deal": {
"amount": "10000000",
"amount_display": {
"currency": "USD",
"formatted": "$100.00K",
"unit": "cents",
"value": 100000.0
},
"company": {
"id": "c1d2e3f4-a5b6-7890-cdef-123456789abc",
"logo": null,
"name": "Acme, Inc."
},
"company_id": "c1d2e3f4-a5b6-7890-cdef-123456789abc",
"company_sort_index": 0,
"created_at": "2026-05-04T00:00:00.000Z",
"expected_close_date": null,
"id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
"identifier": "DEAL-001",
"is_draft": true,
"order_in_stage": 0,
"org_id": null,
"owner": null,
"owner_id": null,
"people": [
{
"person": {
"full_name": "Jane Founder",
"id": "p1q2r3s4-t5u6-7890-pqrs-tuvwxy123456"
}
}
],
"renewal_date": null,
"source": "api",
"stage": {
"id": "s1t2u3v4-w5x6-7890-stuv-wxyz12345678",
"name": "Workbench"
},
"stage_id": "s1t2u3v4-w5x6-7890-stuv-wxyz12345678",
"updated_at": "2026-05-04T00:00:00.000Z",
"user_id": null
},
"people_deals": [],
"resolution": {
"company": {
"created": false,
"id": "c1d2e3f4-a5b6-7890-cdef-123456789abc"
},
"people": [
{
"created": true,
"id": "p1q2r3s4-t5u6-7890-pqrs-tuvwxy123456"
}
]
}
},
"success": true
}