Create a new opportunity for a household
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OAuth 2.0 Bearer Token from Clerk authentication
Unique key to ensure idempotent request handling. If a request with the same key was already processed, the original response will be returned.
The household ID
Opportunity data
Name of the opportunity
"New Investment Opportunity"
The monetary value of the opportunity in whole dollars, not cents
500000
The probability of closing (0-100)
75
Expected close date (must be in the future)
"2026-06-01T00:00:00Z"
The pipeline ID. Selects the exact pipeline and takes precedence over household type defaults.
"pipeline123xyz"
The pipeline stage ID. Must belong to the selected pipeline. Defaults to the first stage.
"stage123xyz"
Alias for assigned_to_id
"user123xyz"
The assigned user ID from the relevant book users list (defaults to authenticated user)
"user123xyz"
opportunity created
The opportunity ID
"abc123xyz"
The name of the opportunity
"New Investment Opportunity"
The book ID
"book123xyz"
The user assigned to this opportunity. Set this with assigned_to_id on create or update.
The monetary value of the opportunity in dollars
5000
The probability of closing (0-100)
75
Expected close date
When the opportunity last moved stages. Useful for stage aging and pipeline reporting.
The household ID (null for unassociated opportunities)
"household123xyz"
Custom field values as key-value pairs
{ "lead_source": "Referral" }When the opportunity was created
When the opportunity was last updated