opportunity/close

Close an Opportunity as Won or Lost. A semantic convenience that sets StageName, IsClosed, and IsWon in a single operation.

How It Works: Closing as Won sets StageName to Closed Won and IsWon to true. Closing as Lost sets StageName to Closed Lost and IsWon to false. Under the hood, this performs a standard field update via the Salesforce REST API.

When to Use

Close an opportunity as Won immediately after a contract is signed.
Mark an opportunity as Lost when a competitor wins or the prospect declines.
Batch-close expired opportunities during end-of-quarter pipeline cleanup.

Configuration

Connection

Field	Type	Required	Description
`InstanceUrl`	string	required	Salesforce org URL.
`AccessToken`	string	required	Valid OAuth2 access token.

Operation Fields

Field	Type	Required	Description
`OpportunityId`	string	required	18-character Salesforce Opportunity ID.
`IsClosed`	bool	required	Set to `true` to close the opportunity.
`IsWon`	bool	required	Set to `true` for Closed Won, `false` for Closed Lost.

Sample Configuration

{
  "Resource": "opportunity",
  "Operation": "close",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "OpportunityId": "{{trigger.opportunityId}}",
  "IsClosed": true,
  "IsWon": true
}

Validation Errors

Error Code	Condition
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing.
`CFG_MISSING_TOKEN`	`AccessToken` is missing.
`VAL_MISSING_FIELD`	`OpportunityId`, `IsClosed`, or `IsWon` is missing.
`UNEXPECTED_ERROR`	Unexpected exception.

Output

Success Port

Field	Type	Description
`status`	string	Always `closed`.
`resource`	string	Always `opportunity`.
`operation`	string	Always `close`.

Error Port

Field	Type	Description
`errorCode`	string	Machine-readable error code.
`message`	string	Error description.

Sample Output

{ "status": "closed", "resource": "opportunity", "operation": "close" }

Expression Reference

Expression	Description
`{{nodes.CloseOpportunity.status}}`	Close operation result.
`{{nodes.CloseOpportunity.errorCode}}`	Error code from error port.

Node Policies & GuardRails

Policy	Detail
Already closed	Closing an already-closed opportunity may trigger validation rule errors. Use `opportunity/get` to check `IsClosed` before calling this operation.
Stage name requirement	Your org must have `Closed Won` and `Closed Lost` defined as pipeline stages. Verify in Opportunity Stage settings.
Downstream triggers	Closing an opportunity may fire Salesforce workflow rules and Process Builder automations. Test in sandbox.
Error port wiring	Always wire the error port.
Sandbox testing	Test in sandbox before production. Especially important given downstream automation triggers.

Examples

Close as Won on Contract Signature

{
  "OpportunityId": "{{trigger.opportunityId}}",
  "IsClosed": true,
  "IsWon": true
}
// Downstream: trigger onboarding workflow, send congratulations Slack message

Mark as Lost When Competitor Wins

{
  "OpportunityId": "{{trigger.opportunityId}}",
  "IsClosed": true,
  "IsWon": false
}

Batch Close Expired Opportunities

// GetAll: Query = "IsClosed = false AND CloseDate < TODAY"
// Loop: opportunity/close each
{
  "OpportunityId": "{{loop.current.Id}}",
  "IsClosed": true,
  "IsWon": false
}