How to Automatically Create a Deal in a Pipeline once a Contact is created or Updated with a "Tag" or a Field using Workflows

To Create a Deal in a Pipeline once a Contact is created or Updated with a "Tag" or a Field using workflows, follow below mentioned steps - 

1. Click on your Profile Icon at the top right corner of your screen
   
   

1. Go to Setup > Sales Automation > Workflow Management

1. Add a Workflow - Create a "New Rule"
   
   
2. Under Basic Information, Select Module: Contact
3. Give it a Name: Create Deal when a Contact is created or updated
4. Description: Create Deal when a Contact is created or updated with Tag = "Lead" - For Example
   
   
   
   
5. Execute On (Choose an action based on which the rule will be executed): Create or Update
   
   
   
   
6. Criteria: Add Condition > Tags - equals to - Lead (Choose TAG as per your requirement)
7. Also, add a "STOP" tag so that it does not create a deal every time you update the contact record in case you chose to set it on Contact Update.
   
   
   
   
8. Choose Actions: Update Field
9. Contact >> Tags >> Append >> STOP [ This prevents the deal from being created repeatedly upon UPDATE of contact ] 
10. Choose Actions: Call Webhooks
    
    
    
    
11. Give the action name: Create Deal on Contact update
12. Method: POST, URL To Notify : https://apis.salesmate.io/v1/deals/ 
13. Header Tab: Add 3 Keys as under
14. Content-Type: application/json
15. x-linkname: <>.salesmate.io (example: demo.salesmate.io - you can find it in the address bar of your browser  
16. SessionToken: 817bb2f0-a486-11e7-8d3c-************ (You cand find below details under - Profile Icon> My Account> Access / API Key)
    
    
    
17. Body Tab: Select option : raw: Json(application/json)
18. {
    "title": "{{Contact.name}} - {{Company.name}} - Deal",
    "owner": 1,
    "primaryContact": "{{Contact.id}}",
    "primaryCompany": "{{Company.id}}",
    "estimatedCloseDate": "{{Contact.createdAt}}",
    "dealValue": 0,
    "currency": "USD",
    "pipeline": "Sales",
    "stage": "New (Untouched)",
    "source": "Ads",
    "priority": "Low",
    "status": "Open",
    "tags": "{{Contact.tags}}",
    "followers": []
    }
19. Note: Above Pipeline, Stage, Priority, Status, Currency should be of your choice i.e. as per your Setup. In case you have added any custom fields or made any other fields as mandatory (required) do not forget to include them in the body. Failing which will not allow the workflow to execute.
    
    
    
    
20. Click Save
21. Then Click Save at the top 
22. Note: Status should be Active - Marked in Blue Colour for the workflow to execute