Discount deals value based on probability
You can import this template (blueprint) into Make:
What this blueprint does
Fetch deals from your folk group that have both:
Opportunity Probability
filled in
Opportunity Value
filled in
Loop through each deal and calculate:Weighted Value=Opportunity Value×Opportunity Probability
Weighted Value=Opportunity Value×Opportunity Probability\text{Weighted Value} = \text{Opportunity Value} \times \text{Opportunity Probability}
Update the deal in folk with the calculated
Weighted Value
.
Steps to use it
1. Import the blueprint into Make
In Make, go to Scenarios → Create a new scenario.
Click the menu (three dots in top-right) → Import blueprint.
Upload the
.json
file you provided.
2. Update required placeholders
In the imported scenario, you’ll see three modules:
HTTP GET — Fetch deals
Replace in the URL with your folk group ID.
Replace with your folk API key.
Basic Feeder — Loops through the deal array.
(No edits needed here — it just feeds each deal to the next module.)
HTTP PATCH — Update each deal with Weighted Value
Replace again in the URL.
Replace the API key in the Authorization header.
The JSON body already contains:
{ "customFieldValues": { "Weighted Value": `Opportunity Value` * 3.customFieldValues.`Opportunity Probability`}} } }
3. Test the scenario
Turn off scheduling so it won’t run automatically yet.
Run it once manually to check if:
Deals are fetched correctly.
Each deal’s
Weighted Value
is updated.
4. Schedule automation
Once tested, set the scenario to run at your desired frequency (e.g., daily).
Make sure “Auto commit” is enabled so updates are applied automatically.