ACTION_ID: gohighlevel_create_opportunity
NAME: GoHighLevel: Create Opportunity
CATEGORY: CRM
CREDITS: 0

Create an opportunity on a GoHighLevel pipeline against an existing
contact, with status, monetary value, assignee and custom fields.

PREREQUISITE: GoHighLevel account connection — the user must create it in the Floqer UI
(Connections page); an agent cannot. Without it the action fails the row with
a connection / authentication error. Confirm it exists before configuring.

1. INPUTS

pipeline_id (dynamicDropdown, required)
  Pipeline ID. Select a Pipeline from the dropdown.

contact_id (string, required)
  Contact ID. Contact ID for the opportunity

opportunity_name (string, required)
  Opportunity Name. Name of the opportunity. EX: First Opps

status (dropdown, required)
  Status. Status of the opportunity(Default: Open).
  Values:
    - { value: "open", label: "Open" }
    - { value: "won", label: "Won" }
    - { value: "lost", label: "Lost" }
    - { value: "abandoned", label: "Abandoned" }
    - { value: "all", label: "All" }

location_id (string, optional)
  Location Id. Location ID for the opportunity. Ex:
  ve9EPM428h8vShlRW1KT

pipeline_stage_id (string, optional)
  Pipeline Stage ID. Pipeline Stage ID of the opportunity. Ex:
  7915dedc-8f18-44d5-8bc3-77c04e994a10

monetary_value (currency, optional)
  Monetary Value. Monetary Value of the opportunity

assigned_to (string, optional)
  Assigned To. Opportunity Assigned To. Ex: 082goXVW3lIExEQPOnd3

custom_fields (raw_array, optional)
  Custom Fields. Custom Fields for the opportunity

2. OUTPUTS

opportunity_id (string) — Unique identifier of the opportunity

pipeline_id (string) — Pipeline ID associated with the opportunity

pipeline_stage_id (string) — Pipeline stage ID where the opportunity
resides

contact_id (string) — ID of the contact related to the opportunity

location_id (string) — ID of the location associated with the
opportunity

contact (json) — Details of the contact associated with the opportunity

name (string) — Name of the opportunity

status (string) — Current status of the opportunity

monetary_value (number) — Monetary value of the opportunity

assigned_to (string) — ID of the user assigned to the opportunity

source (string) — Source of the opportunity

index_version (number) — Version index of the opportunity

notes (string) — Array of notes associated with the opportunity

tasks (string) — Array of tasks related to the opportunity

calendar_events (string) — Array of calendar events for the opportunity

followers (string) — Array of followers for the opportunity

last_status_change_at (date) — Timestamp of the last status change

last_stage_change_at (date) — Timestamp of the last stage change

last_action_date (date) — Date of the last action performed on the
opportunity

created_at (date) — Timestamp when the opportunity was created

updated_at (date) — Timestamp when the opportunity was last updated

custom_fields (raw_array) — Array of custom fields for the opportunity

3. HOW TO CONFIGURE

Resolve the pipeline and the opportunity custom fields:

  POST .../options/pipeline_id     (body: {})
  POST .../options/custom_fields   (body: {})

Configure Action body:

{
  "inputs": {
    "pipeline_id": "<pipeline id from options>",
    "contact_id": "{{gohighlevel_upsert_contact_01ab.contact_id}}",
    "opportunity_name": "{{input.company_name}} — inbound",
    "status": "open",
    "pipeline_stage_id": "<stage id>",
    "monetary_value": "5000",
    "custom_fields": [
      { "name": "<field id from options>", "value": "{{input.segment}}" }
    ]
  }
}

Field-by-field:
  - pipeline_id        Required. Resolve it — stage IDs belong to it.
  - contact_id         Required. Chain it from
                       `gohighlevel_upsert_contact`.
  - status             `open` (default), `won`, `lost`, `abandoned`
                       or `all`.
  - monetary_value     Currency field — pass as a quoted string.
  - pipeline_stage_id  Optional. Omit to land on the pipeline's first
                       stage.

4. KEY NOTES

- `contact_id` is required and this action will not create the contact.
  Always run `gohighlevel_upsert_contact` first.
- `monetary_value` is a currency field — pass it as a quoted string.
  Configure Action ignores raw JSON numbers.
- `pipeline_stage_id` has no dynamic-options resolver; take the stage ID
  from the GoHighLevel pipeline settings, or omit it to use the first
  stage.
- The `contact` output is a `json` object — reach into it from a
  `formula` with the bracket form rather than dotted syntax.

5. WHERE IT FITS IN A WORKFLOW

Pattern: gohighlevel_upsert_contact -> gohighlevel_create_opportunity.
The contact must exist before the opportunity can reference it.

6. WHEN TO USE

Use gohighlevel_create_opportunity to open a pipeline deal for every row
that clears your qualification filter.

7. WHEN NOT TO USE

The contact does not exist in GoHighLevel yet
  -> action-detail/gohighlevel_upsert_contact.txt

The pipeline lives in Salesforce
  -> action-detail/salesforce_create_record.txt

Last updated: 2026-08-03.