Pipeline action
Add / Update Opportunity
Creates a deal in a pipeline for the contact, or updates their existing one: move it to a stage, change the value, or mark it won or lost.
A step you can add to a workflow.
Business plan and up
How to add it
- Open Workflows in the app and create or open a workflow.
- Click + where you want the step and pick Add / Update Opportunity under Pipeline.
- Fill in its settings, then save and turn the workflow on.
For the API and MCP
When you build workflows through the Inflowave API or the MCP server, this action is upsert_opportunity. See the MCP documentation.