Deal Data Models

Model ID	Event Data Key	Description
`crm_deal_info`	`info`
`crm_deal_stage`	`stage`
`crm_deal_accounts`	`accounts`	Get the Account IDs that are associated with the deal
`crm_deal_contacts`	`contacts`	Get the Contact IDs that are associated with the deal

Deal Info

Model ID: crm_deal_info

Name	Type	Description
`id`	`String`
`name`	`String`
`description`	`String`
`amount`	`Double`
`currency`	`String`
`owner`	`User`	Please refer to https://developers.getknit.dev/reference/base-models#user
`createdBy`	`User`	Please refer to https://developers.getknit.dev/reference/base-models#user
`status`	`Enum`	One of `OPEN`, `WON`, `LOST`
`createdAt`	`Date`
`lastActivityAt`	`Date`

Deal Stage

Model ID: crm_deal_stage

Name	Type	Description
`stageId`	`String`
`stageName`	`String`
`pipelineId`	`String`	If the CRM system supports multiple pipelines, the ID of the pipeline to which the stage belongs
`pipelineName`	`String`	If the CRM system supports multiple pipelines, the name of the pipeline to which the stage belongs

Deal Accounts

Model ID: crm_deal_accounts

Name	Type	Description
`accounts`	`List[String]`	Account IDs associated with the deal

Deal Contacts

Model ID: crm_deal_contacts

Name	Type	Description
`contacts`	`List[String]`	Contact IDs associated with the deal

Event Data Example

{
    "info": {
      "id": "13415674244",
      "name": "Waystar Royco",
      "description": "Entertainment Company looking for our product",
      "amount": 100000.0,
      "currency": "USD",
      "owner": {
        "id": "407425865",
        "email": "[email protected]"
      },
      "createdBy": {
        "id": "51501658",
        "email": "[email protected]"
      },
      "status": "WON",
      "createdAt": "2023-05-22T20:04:24Z",
      "lastActivityAt": "2023-05-22T20:04:24Z"
    },
    "stage": {
      "stageId": "closedwon",
      "stageName": "Closed Won",
      "pipelineId": "default",
      "pipelineName": "Sales Pipeline"
    },
    "accounts": [
      "15741522528"
    ],
    "contacts": [
      "51"
    ]
  }