Unified.to CRM Deal With Company

arazzo: 1.0.1
info:
  title: Unified.to CRM Deal With Company
  summary: Create a CRM company, open a deal tied to it, and confirm the deal in the pipeline list.
  description: >-
    A common revenue-team integration pattern against the Unified.to unified CRM
    API. The workflow first creates a company (the account), then opens a deal
    associated with that company by linking the new company id, and finally
    lists deals for the same company to confirm the opportunity is tracked.
    Every step inlines its request — including the required connection_id path
    parameter and the company link — so the flow is self-describing.
  version: 1.0.0
sourceDescriptions:
- name: crmApi
  url: ../openapi/unified-to-crm-api-openapi.yml
  type: openapi
workflows:
- workflowId: crm-deal-with-company
  summary: Create a company, open an associated deal, and list deals for the company.
  description: >-
    Creates a CRM company, creates a deal whose company_ids reference the new
    company, then queries deals filtered to that company to confirm the deal was
    recorded.
  inputs:
    type: object
    required:
    - connectionId
    - companyName
    - dealName
    - amount
    properties:
      connectionId:
        type: string
        description: The Unified.to connection id for the target CRM.
      companyName:
        type: string
        description: The name of the company / account to create.
      dealName:
        type: string
        description: The name of the deal / opportunity to open.
      amount:
        type: number
        description: The monetary amount of the deal.
      currency:
        type: string
        description: The ISO currency code for the deal amount (e.g. USD).
  steps:
  - stepId: createCompany
    description: >-
      Create the company (account) that the deal will be associated with.
    operationId: createCrmCompany
    parameters:
    - name: connection_id
      in: path
      value: $inputs.connectionId
    requestBody:
      contentType: application/json
      payload:
        name: $inputs.companyName
        is_active: true
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      companyId: $response.body#/id
  - stepId: createDeal
    description: >-
      Open a deal linked to the newly created company by referencing its id in
      company_ids.
    operationId: createCrmDeal
    parameters:
    - name: connection_id
      in: path
      value: $inputs.connectionId
    requestBody:
      contentType: application/json
      payload:
        name: $inputs.dealName
        amount: $inputs.amount
        currency: $inputs.currency
        company_ids:
        - $steps.createCompany.outputs.companyId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      dealId: $response.body#/id
  - stepId: listCompanyDeals
    description: >-
      List deals filtered to the new company to confirm the opportunity is
      tracked under that account.
    operationId: listCrmDeals
    parameters:
    - name: connection_id
      in: path
      value: $inputs.connectionId
    - name: company_id
      in: query
      value: $steps.createCompany.outputs.companyId
    - name: limit
      in: query
      value: 25
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      firstDealId: $response.body#/0/id
  outputs:
    companyId: $steps.createCompany.outputs.companyId
    dealId: $steps.createDeal.outputs.dealId
    firstDealId: $steps.listCompanyDeals.outputs.firstDealId