Skip to content

Find Deal

Module · Stable

Fetch a deal by ID or by (company_id + name).

Fetches a deal by deal_id (fast path) or by the combination of company_id + name when the ID is not yet known. Returns found: true/false plus all deal fields.

Use when a deal_id arrives from an upstream step (e.g. a webhook payload or Create Deal) and you need its current stage, value, or owner before deciding what to do next — for example to branch on stage_id or feed value_amount into a Format step.

To scan or iterate over multiple deals, use List Deals — it returns an array you can loop with For each. To move a deal to a new stage, use Move Deal Stage directly without looking the deal up first if you already hold the deal_id.

Configured per use: deal_id, company_id, name.

  • value
  • count
  • ambiguous
  • alternatives
  • deal_id
  • name
  • company_id
  • stage_id
  • value_amount
  • value_currency
  • value_amount_main
  • owner_actor_id
  • closed_at
  • found

Auto-generated from the skill registry (load_skills()). Do not edit by hand.