LLW CRMInstall

Summary

Update a Deal record by specifying its ID and the fields to change, optionally managing associations with contacts and companies.

Inputs

• ID (required) — The ID of the Deal record to update.
• Fields to Update — Select one or multiple Deal fields to update and provide their new values. Available fields include 'name', 'email', 'pipeline_id', 'stage_id', 'amount', 'expected_close_date', 'status', 'user_id', 'auto_assign', 'contacts', and 'companies'.
• Manage Associations — Enable to attach, detach, or sync associations for the Deal after updating.
• Association Operation — Defines how to modify associations when 'Manage Associations' is enabled: attach (add), detach (remove), or sync (replace all).
• Associations — JSON specifying the IDs of associated companies, contacts, or other entities to manage according to the chosen association operation.

Output shape

a single updated Deal record in JSON format

Returns the updated Deal record as JSON after updating. If 'Manage Associations' is enabled, association modifications are applied after the update. Errors are returned in an error envelope if the operation fails.

Examples

Example 1: Update a Deal's amount and expected close date and sync associated contacts and companies.

Specify the Deal ID, set 'Fields to Update' with 'amount' and 'expected_close_date' and their new values, enable 'Manage Associations', choose 'sync' as the 'Association Operation', and provide the associations JSON with company and contact IDs.