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
   
   
   
   
2. 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. Choose Actions: Call Webhooks
   
   
   
   
8. Give the action name: Create Deal on Contact update
9. Method: POST, URL To Notify (Replace**** with your link name): https://***********.salesmate.io/apis/v1/deals
10. Header Tab: Add 4 Keys as under
11. Content-Type: application/json
12. (You cand find below details under - Profile Icon> My Account> Access / API Key)
13. AppAccessKey: ceb5e3b0-99fa-11e7-b297-************
14. AppPrivateKey: ceb60ac0-99fa-11e7-b297-************
15. SessionToken: 817bb2f0-a486-11e7-8d3c-************
    
    
    
    
16. Body Tab: Select option : raw: Json(application/json)
17. {
            "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)",
            "priority" : "Low",
            "status" : "Open",
            "tags" : "{{Contact.tags}}",
            "followers":[]
        }
18. Note : Above Pipeline, Stage, Priority, Status, Currency should be of your choice
    
    
    
    
19. Click Save & Associate
20. Then Click Save at the top 
21. Note: Status should be Active - Marked in Blue Colour for the workflow to execute