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. In case you have added any custom fields or made any other fields as mandatory do not forget to include them in the body. Failing which will not allow the workflow to execute.
    
    
    
    
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