create-deal
Create a new CRM deal in a pipeline Arguments: <deal-name> [--pipeline <id>] [--amount <amount>].
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- Repository
- Agents-Store/codex-plugins
- Last source activity
- November 1, 2026 at 02:46
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- English
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- create-deal
- description
- Create a new CRM deal in a pipeline Arguments: <deal-name> [--pipeline <id>] [--amount <amount>].
# Create Deal
Create a new CRM deal in a sales pipeline.
Method and rules: the `sendpulse-ops:crm-deals-pipelines` skill.
## Arguments
Format: `<deal-name> [--pipeline <id>] [--amount <amount>]`
- deal-name: Name for the deal
- --pipeline: Pipeline ID (optional — lists pipelines if omitted)
- --amount: Deal amount (optional)
Parse from "$ARGUMENTS".
## Process
1. **List pipelines if not specified:**
```
crm_pipelines_list()
```
Show available pipelines. Ask user to select.
2. **Get pipeline steps:**
```
crm_pipelines_steps_list(pipeline_id=<pipeline-id>)
```
Use the first step as default.
3. **Create deal:**
```
crm_deals_create(
name=<deal-name>,
pipeline_id=<pipeline-id>,
step_id=<first-step-id>,
amount=<amount>
)
```
4. **Report result:**
- Deal ID
- Pipeline name and stage
- Amount
## Example Usage
```
/create-deal "Enterprise License" --pipeline pipe_001 --amount 50000
/create-deal "Website Redesign"
/create-deal "Q2 Campaign" --amount 10000
```
## Notes
- Deal is created at the first pipeline step by default
- If no pipeline specified, shows all available pipelines
- Amount is optional and can be added later
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