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feat: add Make CRM deal modules: New Deal and Deal Won triggers, create/update/delete deal, and Find Deal search

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This commit is contained in:
Matthew Meszaros
2026-06-29 09:44:06 +02:00
parent de46897b3f
commit da5adddef3
24 changed files with 300 additions and 0 deletions
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integrations/make/modules/createDeal/api.iml.json
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{
"url": "/crm/deals",
"method": "POST",
"body": {
"pipeline_id": "{{parameters.pipeline_id}}",
"stage_id": "{{parameters.stage_id}}",
"name": "{{parameters.name}}",
"value": "{{parameters.value}}",
"currency": "{{parameters.currency}}",
"contact_id": "{{parameters.contact_id}}",
"expected_close_date": "{{parameters.expected_close_date}}",
"assigned_to": "{{parameters.assigned_to}}"
},
"response": {
"output": "{{body}}"
}
}
integrations/make/modules/createDeal/interface.iml.json
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[
{ "name": "id", "type": "text", "label": "Deal ID" },
{ "name": "name", "type": "text", "label": "Name" },
{ "name": "value", "type": "number", "label": "Value" },
{ "name": "currency", "type": "text", "label": "Currency" },
{ "name": "status", "type": "text", "label": "Status" },
{ "name": "pipeline_id", "type": "text", "label": "Pipeline ID" },
{ "name": "stage_id", "type": "text", "label": "Stage ID" },
{ "name": "contact_id", "type": "text", "label": "Contact ID" },
{ "name": "created_at", "type": "date", "label": "Created at" }
]
integrations/make/modules/createDeal/parameters.iml.json
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[
{
"name": "pipeline_id",
"type": "select",
"label": "Pipeline",
"required": true,
"options": "rpc://pipelineList"
},
{
"name": "stage_id",
"type": "select",
"label": "Stage",
"required": true,
"options": "rpc://stageList"
},
{ "name": "name", "type": "text", "label": "Name", "required": true },
{ "name": "value", "type": "number", "label": "Value" },
{ "name": "currency", "type": "text", "label": "Currency", "help": "ISO code, e.g. USD." },
{
"name": "contact_id",
"type": "select",
"label": "Contact",
"options": "rpc://contactList"
},
{ "name": "expected_close_date", "type": "date", "label": "Expected close date" },
{ "name": "assigned_to", "type": "text", "label": "Owner (user ID)" }
]
integrations/make/modules/createDeal/samples.iml.json
+13
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{
"id": "d1a2b3c4-0000-0000-0000-000000000000",
"organization_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000001",
"stage_id": "00000000-0000-0000-0000-000000000002",
"contact_id": "7b6c1f2a-0000-0000-0000-000000000000",
"name": "Example Co — annual",
"value": 12000,
"currency": "USD",
"status": "open",
"created_at": "2026-06-28T12:00:00Z",
"updated_at": "2026-06-28T12:00:00Z"
}
integrations/make/modules/dealWon/api.iml.json
+18
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{
"url": "/crm/deals",
"method": "GET",
"qs": {
"limit": 100,
"status": "won"
},
"response": {
"iterate": "{{body.data}}",
"trigger": {
"id": "{{item.id}}",
"date": "{{item.created_at}}",
"type": "id",
"order": "desc"
},
"output": "{{item}}"
}
}
integrations/make/modules/dealWon/interface.iml.json
+11
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[
{ "name": "id", "type": "text", "label": "Deal ID" },
{ "name": "name", "type": "text", "label": "Name" },
{ "name": "value", "type": "number", "label": "Value" },
{ "name": "currency", "type": "text", "label": "Currency" },
{ "name": "status", "type": "text", "label": "Status" },
{ "name": "pipeline_id", "type": "text", "label": "Pipeline ID" },
{ "name": "stage_id", "type": "text", "label": "Stage ID" },
{ "name": "contact_id", "type": "text", "label": "Contact ID" },
{ "name": "created_at", "type": "date", "label": "Created at" }
]
integrations/make/modules/dealWon/parameters.iml.json
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[]
integrations/make/modules/dealWon/samples.iml.json
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{
"id": "d1a2b3c4-0000-0000-0000-000000000000",
"organization_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000001",
"stage_id": "00000000-0000-0000-0000-000000000002",
"contact_id": "7b6c1f2a-0000-0000-0000-000000000000",
"name": "Example Co — annual",
"value": 12000,
"currency": "USD",
"status": "won",
"created_at": "2026-06-28T12:00:00Z",
"updated_at": "2026-06-28T12:00:00Z",
"won_at": "2026-06-28T13:00:00Z"
}
integrations/make/modules/deleteDeal/api.iml.json
+10
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{
"url": "/crm/deals/{{parameters.deal_id}}",
"method": "DELETE",
"response": {
"output": {
"id": "{{parameters.deal_id}}",
"success": true
}
}
}
integrations/make/modules/deleteDeal/interface.iml.json
+4
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[
{ "name": "id", "type": "text", "label": "Deal ID" },
{ "name": "success", "type": "boolean", "label": "Success" }
]
integrations/make/modules/deleteDeal/parameters.iml.json
+3
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[
{ "name": "deal_id", "type": "text", "label": "Deal ID", "required": true }
]
integrations/make/modules/deleteDeal/samples.iml.json
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{
"id": "d1a2b3c4-0000-0000-0000-000000000000",
"success": true
}
integrations/make/modules/findDeal/api.iml.json
+15
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{
"url": "/crm/deals/search",
"method": "POST",
"qs": {
"limit": 25
},
"body": {
"query": "{{parameters.query}}",
"statuses": "{{if(parameters.status, add(emptyarray, parameters.status))}}"
},
"response": {
"iterate": "{{body.data}}",
"output": "{{item}}"
}
}
integrations/make/modules/findDeal/interface.iml.json
+11
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[
{ "name": "id", "type": "text", "label": "Deal ID" },
{ "name": "name", "type": "text", "label": "Name" },
{ "name": "value", "type": "number", "label": "Value" },
{ "name": "currency", "type": "text", "label": "Currency" },
{ "name": "status", "type": "text", "label": "Status" },
{ "name": "pipeline_id", "type": "text", "label": "Pipeline ID" },
{ "name": "stage_id", "type": "text", "label": "Stage ID" },
{ "name": "contact_id", "type": "text", "label": "Contact ID" },
{ "name": "created_at", "type": "date", "label": "Created at" }
]
integrations/make/modules/findDeal/parameters.iml.json
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[
{ "name": "query", "type": "text", "label": "Name contains", "required": true },
{
"name": "status",
"type": "select",
"label": "Status",
"options": [
{ "label": "Open", "value": "open" },
{ "label": "Won", "value": "won" },
{ "label": "Lost", "value": "lost" }
]
}
]
integrations/make/modules/findDeal/samples.iml.json
+13
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{
"id": "d1a2b3c4-0000-0000-0000-000000000000",
"organization_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000001",
"stage_id": "00000000-0000-0000-0000-000000000002",
"contact_id": "7b6c1f2a-0000-0000-0000-000000000000",
"name": "Example Co — annual",
"value": 12000,
"currency": "USD",
"status": "open",
"created_at": "2026-06-28T12:00:00Z",
"updated_at": "2026-06-28T12:00:00Z"
}
integrations/make/modules/newDeal/api.iml.json
+17
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{
"url": "/crm/deals",
"method": "GET",
"qs": {
"limit": 100
},
"response": {
"iterate": "{{body.data}}",
"trigger": {
"id": "{{item.id}}",
"date": "{{item.created_at}}",
"type": "id",
"order": "desc"
},
"output": "{{item}}"
}
}
integrations/make/modules/newDeal/interface.iml.json
+11
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[
{ "name": "id", "type": "text", "label": "Deal ID" },
{ "name": "name", "type": "text", "label": "Name" },
{ "name": "value", "type": "number", "label": "Value" },
{ "name": "currency", "type": "text", "label": "Currency" },
{ "name": "status", "type": "text", "label": "Status" },
{ "name": "pipeline_id", "type": "text", "label": "Pipeline ID" },
{ "name": "stage_id", "type": "text", "label": "Stage ID" },
{ "name": "contact_id", "type": "text", "label": "Contact ID" },
{ "name": "created_at", "type": "date", "label": "Created at" }
]
integrations/make/modules/newDeal/parameters.iml.json
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[]
integrations/make/modules/newDeal/samples.iml.json
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{
"id": "d1a2b3c4-0000-0000-0000-000000000000",
"organization_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000001",
"stage_id": "00000000-0000-0000-0000-000000000002",
"contact_id": "7b6c1f2a-0000-0000-0000-000000000000",
"name": "Example Co — annual",
"value": 12000,
"currency": "USD",
"status": "open",
"created_at": "2026-06-28T12:00:00Z",
"updated_at": "2026-06-28T12:00:00Z"
}
integrations/make/modules/updateDeal/api.iml.json
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{
"url": "/crm/deals/{{parameters.deal_id}}",
"method": "PATCH",
"body": {
"stage_id": "{{parameters.stage_id}}",
"name": "{{parameters.name}}",
"value": "{{parameters.value}}",
"currency": "{{parameters.currency}}",
"status": "{{parameters.status}}",
"lost_reason": "{{parameters.lost_reason}}",
"expected_close_date": "{{parameters.expected_close_date}}",
"assigned_to": "{{parameters.assigned_to}}"
},
"response": {
"output": "{{body}}"
}
}
integrations/make/modules/updateDeal/interface.iml.json
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[
{ "name": "id", "type": "text", "label": "Deal ID" },
{ "name": "name", "type": "text", "label": "Name" },
{ "name": "value", "type": "number", "label": "Value" },
{ "name": "currency", "type": "text", "label": "Currency" },
{ "name": "status", "type": "text", "label": "Status" },
{ "name": "pipeline_id", "type": "text", "label": "Pipeline ID" },
{ "name": "stage_id", "type": "text", "label": "Stage ID" },
{ "name": "contact_id", "type": "text", "label": "Contact ID" },
{ "name": "created_at", "type": "date", "label": "Created at" }
]
integrations/make/modules/updateDeal/parameters.iml.json
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[
{ "name": "deal_id", "type": "text", "label": "Deal ID", "required": true },
{
"name": "pipeline_id",
"type": "select",
"label": "Pipeline (for stage picker)",
"help": "Optional: pick the pipeline to populate the stage dropdown.",
"options": "rpc://pipelineList"
},
{
"name": "stage_id",
"type": "select",
"label": "Stage",
"options": "rpc://stageList"
},
{ "name": "name", "type": "text", "label": "Name" },
{ "name": "value", "type": "number", "label": "Value" },
{ "name": "currency", "type": "text", "label": "Currency" },
{
"name": "status",
"type": "select",
"label": "Status",
"options": [
{ "label": "Open", "value": "open" },
{ "label": "Won", "value": "won" },
{ "label": "Lost", "value": "lost" }
]
},
{ "name": "lost_reason", "type": "text", "label": "Lost reason" },
{ "name": "expected_close_date", "type": "date", "label": "Expected close date" },
{ "name": "assigned_to", "type": "text", "label": "Owner (user ID)" }
]
integrations/make/modules/updateDeal/samples.iml.json
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{
"id": "d1a2b3c4-0000-0000-0000-000000000000",
"organization_id": "00000000-0000-0000-0000-000000000000",
"pipeline_id": "00000000-0000-0000-0000-000000000001",
"stage_id": "00000000-0000-0000-0000-000000000002",
"contact_id": "7b6c1f2a-0000-0000-0000-000000000000",
"name": "Example Co — annual",
"value": 12000,
"currency": "USD",
"status": "open",
"created_at": "2026-06-28T12:00:00Z",
"updated_at": "2026-06-28T12:00:00Z"
}