Create HighLevel Opportunity

What the model is told

Create a new opportunity for an existing HighLevel contact, for example when the customer wants a quote. Confirm the opportunity name with the customer first. Find the contact's ID first with Find HighLevel Contact by Email. Returns the new opportunity.

Request

Headers

• AuthorizationBearer YOUR_HIGHLEVEL_PRIVATE_INTEGRATION_TOKEN
• Versionv3
• Content-Typeapplication/json

Body

{
  "pipelineId": "YOUR_HIGHLEVEL_PIPELINE_ID",
  "pipelineStageId": "YOUR_HIGHLEVEL_STAGE_ID",
  "locationId": "YOUR_HIGHLEVEL_LOCATION_ID",
  "name": "{{name}}",
  "status": "open",
  "contactId": "{{contactId}}"
}

Parameters

• contactId stringThe HighLevel ID of the contact, from Find HighLevel Contact by Email.
• name stringA short name for the opportunity.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "c60430ca-d4dd-4d62-88e0-d5504f2a1270",
    "type": "HTTP_REQUEST",
    "label": "Create HighLevel Opportunity",
    "name": "create_highlevel_opportunity",
    "customName": false,
    "description": "Create a new opportunity for an existing HighLevel contact, for example when the customer wants a quote. Confirm the opportunity name with the customer first. Find the contact's ID first with Find HighLevel Contact by Email. Returns the new opportunity.",
    "parameters": [
      {
        "name": "contactId",
        "type": "string",
        "description": "The HighLevel ID of the contact, from Find HighLevel Contact by Email."
      },
      {
        "name": "name",
        "type": "string",
        "description": "A short name for the opportunity."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://services.leadconnectorhq.com/opportunities/"
      },
      "headers": [
        {
          "name": "Authorization",
          "value": "Bearer YOUR_HIGHLEVEL_PRIVATE_INTEGRATION_TOKEN"
        },
        {
          "name": "Version",
          "value": "v3"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"pipelineId\": \"YOUR_HIGHLEVEL_PIPELINE_ID\",\n  \"pipelineStageId\": \"YOUR_HIGHLEVEL_STAGE_ID\",\n  \"locationId\": \"YOUR_HIGHLEVEL_LOCATION_ID\",\n  \"name\": \"{{name}}\",\n  \"status\": \"open\",\n  \"contactId\": \"{{contactId}}\"\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.