Create a new deal crm.deal.add

Scope: crm

Who can execute the method: any user with the "add" access permission for deals

Method Development Stopped

The method crm.deal.add continues to function, but there is a more relevant alternative crm.item.add.

The method crm.deal.add creates a new deal.

Method Parameters

Name
type

Description

fields
object

Object format:

{
            field_1: value_1,
            field_2: value_2,
            ...,
            field_n: value_n,
        }
        

where:

  • field_n — field name
  • value_n — field value

The list of available fields is described below

params
object

Object containing an additional set of parameters (detailed description)

Parameter fields

Name
type

Description

TITLE
string

Deal title.

By default, it is generated using the template Deal #{id}, where id is the element identifier

TYPE_ID
crm_status

String identifier of the deal type.

The list of available deal types can be obtained using the method crm.status.list with the filter { ENTITY_ID: 'DEAL_TYPE' }.

By default — the first available deal type

CATEGORY_ID
crm_category

Identifier of the funnel. Must be greater than or equal to 0.

The list of available funnels can be obtained using the method crm.category.list by passing entityTypeId = 2.

By default — the identifier of the default funnel

STAGE_ID
crm_status

Stage of the deal.

The list of available stages can be obtained using the method crm.status.list with the filter:

  • { ENTITY_ID: "DEAL_STAGE" } — if the deal is in the general funnel (direction)
  • { ENTITY_ID: "DEAL_STAGE_{categoryId}" } — if the deal is not in the general funnel, where categoryId is the identifier of the deal funnel

By default — the first available stage relative to the funnel

IS_RECURRING
char

Is the deal a template for a recurring deal? Possible values:

  • Y — yes
  • N — no

By default N

IS_RETURN_CUSTOMER
char

Is the deal a repeat? Possible values:

  • Y — yes
  • N — no

By default N

IS_REPEATED_APPROACH
char

Is the deal a repeated approach? Possible values:

  • Y — yes
  • N — no

By default N

PROBABILITY
integer

Probability, %

CURRENCY_ID
crm_currency

Currency.

The list of available currencies can be obtained using the method crm.currency.list

OPPORTUNITY
double

Amount.

By default 0.00

IS_MANUAL_OPPORTUNITY
char

Is manual calculation of the amount enabled? Possible values:

  • Y — yes
  • N — no

By default N

TAX_VALUE
double

Tax amount.

By default 0.00

COMPANY_ID
crm_company

Identifier of the company associated with the deal.

The list of companies can be obtained using the method crm.item.list by passing entityTypeId = 4

CONTACT_ID
crm_contact

Contact. Deprecated

CONTACT_IDS
crm_contact[]

List of contacts associated with the deal.

The list of contacts can be obtained using the method crm.item.list by passing entityTypeId = 3

BEGINDATE
date

Start date.

By default — the date of deal creation

CLOSEDATE
date

Completion date.

By default — the date of deal creation plus 7 days

OPENED
char

Is the deal available to everyone? Possible values:

  • Y — yes
  • N — no

By default Y. The default value can be changed in CRM settings

CLOSED
char

Is the deal closed? Possible values:

  • Y — yes
  • N — no

By default N

COMMENTS
string

Comment. Supports bb-codes

ASSIGNED_BY_ID
user

Responsible person.

By default — the user calling this method

SOURCE_ID
crm_status

String identifier of the source type.

The list of available sources can be obtained using the method crm.status.list with the filter { ENTITY_ID: "SOURCE" }.

By default — the first available source type

SOURCE_DESCRIPTION
string

Additional information about the source

ADDITIONAL_INFO
string

Additional information

LOCATION_ID
location

Client's location. System field

ORIGINATOR_ID
string

Identifier of the data source.

Used only for linking to an external source

ORIGIN_ID
string

Identifier of the element in the data source.

Used only for linking to an external source

UTM_SOURCE
string

Advertising system (Google-Adwords and others)

UTM_MEDIUM
string

Type of traffic. Possible values:

  • CPC — ads
  • CPM — banners

UTM_CAMPAIGN
string

Designation of the advertising campaign

UTM_CONTENT
string

Content of the campaign. For example, for contextual ads

UTM_TERM
string

Search term of the campaign. For example, keywords for contextual advertising

TRACE
string

Information for Sales Intelligence — read more in the article How to Transfer Information to Sales Intelligence

UF_CRM_...

Custom fields. For example, UF_CRM_25534736.

Depending on the portal settings, deals may have a set of custom fields of specific types.

You can add a custom field to a deal using the method crm.deal.userfield.add

PARENT_ID_...
crm_entity

Relationship fields.

If there are SPAs related to deals on the portal, there is a field for each such SPA that stores the relationship between this SPA and the deal. The field itself stores the identifier of the element of that SPA.

For example, the field PARENT_ID_153 — relationship with the SPA entityTypeId=153, stores the identifier of the element of this SPA related to the current deal

Parameter params

Name
type

Description

REGISTER_SONET_EVENT
boolean

Should the event of adding a deal be registered in the live feed? Possible values:

  • Y — yes
  • N — no

By default Y

Code Examples

How to Use Examples in Documentation

curl -X POST \
        -H "Content-Type: application/json" \
        -H "Accept: application/json" \
        -d '{"FIELDS":{"TITLE":"New Deal #1","TYPE_ID":"COMPLEX","CATEGORY_ID":0,"STAGE_ID":"PREPARATION","IS_RECURRING":"N","IS_RETURN_CUSTOMER":"Y","IS_REPEATED_APPROACH":"Y","PROBABILITY":99,"CURRENCY_ID":"EUR","OPPORTUNITY":1000000,"IS_MANUAL_OPPORTUNITY":"Y","TAX_VALUE":0.10,"COMPANY_ID":9,"CONTACT_IDS":[84,83],"BEGINDATE":"'"$(date --iso-8601=seconds)"'","CLOSEDATE":"'"$(date --iso-8601=seconds --date='+10 days')"'", "OPENED":"Y","CLOSED":"N","COMMENTS":"Example comment","SOURCE_ID":"CALLBACK","SOURCE_DESCRIPTION":"Additional information about the source","ADDITIONAL_INFO":"Additional information","UTM_SOURCE":"google","UTM_MEDIUM":"CPC","PARENT_ID_1220":22,"UF_CRM_1721244482250":"Hello world!"},"PARAMS":{"REGISTER_SONET_EVENT":"N"}}' \
        https://**put_your_bitrix24_address**/rest/**put_your_user_id_here**/**put_your_webhook_here**/crm.deal.add
        
curl -X POST \
        -H "Content-Type: application/json" \
        -H "Accept: application/json" \
        -d '{"FIELDS":{"TITLE":"New Deal #1","TYPE_ID":"COMPLEX","CATEGORY_ID":0,"STAGE_ID":"PREPARATION","IS_RECURRING":"N","IS_RETURN_CUSTOMER":"Y","IS_REPEATED_APPROACH":"Y","PROBABILITY":99,"CURRENCY_ID":"EUR","OPPORTUNITY":1000000,"IS_MANUAL_OPPORTUNITY":"Y","TAX_VALUE":0.10,"COMPANY_ID":9,"CONTACT_IDS":[84,83],"BEGINDATE":"'"$(date --iso-8601=seconds)"'","CLOSEDATE":"'"$(date --iso-8601=seconds --date='+10 days')"'", "OPENED":"Y","CLOSED":"N","COMMENTS":"Example comment","SOURCE_ID":"CALLBACK","SOURCE_DESCRIPTION":"Additional information about the source","ADDITIONAL_INFO":"Additional information","UTM_SOURCE":"google","UTM_MEDIUM":"CPC","PARENT_ID_1220":22,"UF_CRM_1721244482250":"Hello world!"},"PARAMS":{"REGISTER_SONET_EVENT":"N"},"auth":"**put_access_token_here**"}' \
        https://**put_your_bitrix24_address**/rest/crm.deal.add
        
try
        {
        	const day = 60 * 60 * 24 * 1000;
        	
        	const now = new Date();
        	const after10Days = new Date(now.getTime() + 10 * day);
        	
        	const response = await $b24.callMethod(
        		'crm.deal.add',
        		{
        			fields: {
        				TITLE: "New Deal #1",
        				TYPE_ID: "COMPLEX",
        				CATEGORY_ID: 0,
        				STAGE_ID: "PREPARATION",
        				IS_RECURRING: "N",
        				IS_RETURN_CUSTOMER: "Y",
        				IS_REPEATED_APPROACH: "Y",
        				PROBABILITY: 99,
        				CURRENCY_ID: "EUR",
        				OPPORTUNITY: 1000000,
        				IS_MANUAL_OPPORTUNITY: "Y",
        				TAX_VALUE: 0.10,
        				COMPANY_ID: 9,
        				CONTACT_IDS: [84, 83],
        				BEGINDATE: now.toISOString(),
        				CLOSEDATE: after10Days.toISOString(),
        				OPENED: "Y",
        				CLOSED: "N",
        				COMMENTS: "[B]Example comment[/B]",
        				SOURCE_ID: "CALLBACK",
        				SOURCE_DESCRIPTION: "Additional information about the source",
        				ADDITIONAL_INFO: "Additional information",
        				UTM_SOURCE: "google",
        				UTM_MEDIUM: "CPC",
        				PARENT_ID_1220: 22,
        				UF_CRM_1721244482250: "Hello world!",
        			},
        			params: {
        				REGISTER_SONET_EVENT: "N",
        			},
        		}
        	);
        	
        	const result = response.getData().result;
        	result.error()
        		? console.error(result.error())
        		: console.info(result)
        	;
        }
        catch( error )
        {
        	console.error('Error:', error);
        }
        
try {
            $fields = [
                'TITLE' => 'New Deal',
                'TYPE_ID' => 'GIG',
                'CATEGORY_ID' => '1',
                'STAGE_ID' => 'C1:NEW',
                'CURRENCY_ID' => 'USD',
                'OPPORTUNITY' => '10000',
                'BEGINDATE' => (new DateTime())->format(DateTime::ATOM),
                'CLOSEDATE' => (new DateTime('+1 month'))->format(DateTime::ATOM),
                'COMMENTS' => 'This is a test deal.',
            ];
            $params = [
                'REGISTER_SONET_EVENT' => 'Y',
            ];
            $result = $serviceBuilder
                ->getCRMScope()
                ->deal()
                ->add($fields, $params);
            print($result->getId());
        } catch (Throwable $e) {
            print('Error: ' . $e->getMessage());
        }
        
const day = 60 * 60 * 24 * 1000;
        
        const now = new Date();
        const after10Days = new Date(now.getTime() + 10 * day);
        
        BX24.callMethod(
            'crm.deal.add',
            {
                fields: {
                    TITLE: "New Deal #1",
                    TYPE_ID: "COMPLEX",
                    CATEGORY_ID: 0,
                    STAGE_ID: "PREPARATION",
                    IS_RECURRING: "N",
                    IS_RETURN_CUSTOMER: "Y",
                    IS_REPEATED_APPROACH: "Y",
                    PROBABILITY: 99,
                    CURRENCY_ID: "EUR",
                    OPPORTUNITY: 1000000,
                    IS_MANUAL_OPPORTUNITY: "Y",
                    TAX_VALUE: 0.10,
                    COMPANY_ID: 9,
                    CONTACT_IDS: [84, 83],
                    BEGINDATE: now.toISOString(),
                    CLOSEDATE: after10Days.toISOString(),
                    OPENED: "Y",
                    CLOSED: "N",
                    COMMENTS: "[B]Example comment[/B]",
                    SOURCE_ID: "CALLBACK",
                    SOURCE_DESCRIPTION: "Additional information about the source",
                    ADDITIONAL_INFO: "Additional information",
                    UTM_SOURCE: "google",
                    UTM_MEDIUM: "CPC",
                    PARENT_ID_1220: 22,
                    UF_CRM_1721244482250: "Hello world!",
                },
                params: {
                    REGISTER_SONET_EVENT: "N",
                },
            },
            (result) => {
                result.error()
                    ? console.error(result.error())
                    : console.info(result.data())
                ;
            },
        );
        
require_once('crest.php');
        
        $result = CRest::call(
            'crm.deal.add',
            [
                'FIELDS' => [
                    'TITLE' => 'New Deal #1',
                    'TYPE_ID' => 'COMPLEX',
                    'CATEGORY_ID' => 0,
                    'STAGE_ID' => 'PREPARATION',
                    'IS_RECURRING' => 'N',
                    'IS_RETURN_CUSTOMER' => 'Y',
                    'IS_REPEATED_APPROACH' => 'Y',
                    'PROBABILITY' => 99,
                    'CURRENCY_ID' => 'EUR',
                    'OPPORTUNITY' => 1000000,
                    'IS_MANUAL_OPPORTUNITY' => 'Y',
                    'TAX_VALUE' => 0.10,
                    'COMPANY_ID' => 9,
                    'CONTACT_IDS' => [84, 83],
                    'BEGINDATE' => (new DateTime())->format(DateTime::ATOM),
                    'CLOSEDATE' => (new DateTime('+10 days'))->format(DateTime::ATOM),
                    'OPENED' => 'Y',
                    'CLOSED' => 'N',
                    'COMMENTS' => 'Example comment',
                    'SOURCE_ID' => 'CALLBACK',
                    'SOURCE_DESCRIPTION' => 'Additional information about the source',
                    'ADDITIONAL_INFO' => 'Additional information',
                    'UTM_SOURCE' => 'google',
                    'UTM_MEDIUM' => 'CPC',
                    'PARENT_ID_1220' => 22,
                    'UF_CRM_1721244482250' => 'Hello world!',
                ],
                'PARAMS' => [
                    'REGISTER_SONET_EVENT' => 'N',
                ],
            ]
        );
        
        echo '<PRE>';
        print_r($result);
        echo '</PRE>';
        

Response Handling

HTTP status: 200

{
            "result": 394,
            "time": {
                "start": 1725013197.635808,
                "finish": 1725013198.580873,
                "duration": 0.9450650215148926,
                "processing": 0.6822988986968994,
                "date_start": "2024-08-30T12:19:57+02:00",
                "date_finish": "2024-08-30T12:19:58+02:00",
                "operating": 0
            }
        }
        

Returned Data

Name
type

Description

result
integer

Root element of the response, contains the identifier of the created deal

time
time

Information about the execution time of the request

Error Handling

HTTP status: 400

{
            "error": "",
            "error_description": "Parameter 'fields' must be array."
        }
        

Name
type

Description

error
string

String error code. It may consist of digits, Latin letters, and underscores

error_description
error_description

Textual description of the error. The description is not intended to be shown to the end user in its raw form

Possible Error Codes

Code

Description

Value

-

Parameter 'fields' must be array

The parameter fields is not an object

-

Parameter 'params' must be array

The parameter params is not an object

-

Access denied

The user does not have permission to "add" deals

-

Disk resource exhausted

-

Invalid value for the "Currency" field

Statuses and System Error Codes

HTTP Status: 20x, 40x, 50x

The errors described below may occur when calling any method.

Status

Code
Error Message

Description

500

INTERNAL_SERVER_ERROR
Internal server error

An internal server error has occurred, please contact the server administrator or Bitrix24 technical support

500

ERROR_UNEXPECTED_ANSWER
Server returned an unexpected response

An internal server error has occurred, please contact the server administrator or Bitrix24 technical support

503

QUERY_LIMIT_EXCEEDED
Too many requests

The request intensity limit has been exceeded

405

ERROR_BATCH_METHOD_NOT_ALLOWED
Method is not allowed for batch usage

The current method is not allowed to be called using batch

400

ERROR_BATCH_LENGTH_EXCEEDED
Max batch length exceeded

The maximum length of parameters passed to the batch method has been exceeded

401

NO_AUTH_FOUND
Wrong authorization data

Invalid access token or webhook code

400

INVALID_REQUEST
Https required

The methods must be called using the HTTPS protocol

503

OVERLOAD_LIMIT
REST API is blocked due to overload

The REST API is blocked due to overload. This is a manual individual block, to remove it you need to contact Bitrix24 technical support

403

ACCESS_DENIED
REST API is available only on commercial plans

The REST API is available only on commercial plans

403

INVALID_CREDENTIALS
Invalid request credentials

The user whose access token or webhook was used to call the method lacks permissions

404

ERROR_MANIFEST_IS_NOT_AVAILABLE
Manifest is not available

The manifest is not available

403

insufficient_scope
The request requires higher privileges than provided by the webhook token

The request requires higher privileges than those provided by the webhook token

401

expired_token
The access token provided has expired

The provided access token has expired

403

user_access_error
The user does not have access to the application

The user does not have access to the application. This means that the application is installed, but the account administrator has allowed access to this application only for specific users

500

PORTAL_DELETED
Portal was deleted

The public part of the site is closed. To open the public part of the site on an on-premise installation, disable the option "Temporary closure of the public part of the site". Path to the setting: Desktop > Settings > Product Settings > Module Settings > Main Module > Temporary closure of the public part of the site

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