Add New Interaction

You can use this action to add new interaction/opportunity in KeyStone.

Input Fields

Type Serial (Required)
Channel Serial (Required)
Description
Explanation
Response Type Serial
Response Explanation
Person Serial
Account Serial
Share Serial
Loan Serial
Application Serial
Rating Serial
Form Serial
Opportunity
- Type Serial (Required if providing Opportunity Details)
- Stage Serial (Required if providing Opportunity Details)
- Status (Required if providing Opportunity Details)
- Priority Serial (Required if providing Opportunity Details)
- Description
- Explanation
- Start Time (Required if providing Opportunity Details)
- Finish Time***
- Resolution Type Serial
- Resolution Explanation
- Campaign Serial
- Product Serial
- Account Serial
- Share Serial
- Loan Serial
- Offer Amount
- Offer Status