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RD Station CRM

Integração com RD Station CRM API v2 - API v2 completa

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Negociação → Criar

AI-generated

Summary

Creates a new deal in RD Station CRM (API v2) by POSTing to /deals with a name, optional starting stage, optional extra fields and custom fields, and returns the created deal.

Inputs

  • Nome da Negociação (dealName) (required) — Deal name, sent as name. Overridden if 'Nome' is also set in Campos da Negociação.
  • Etapa do Funil (dealStageId) — Initial pipeline stage, chosen from a list of 'Pipeline > Stage' options; sent as stage_id. Overridden by 'Etapa' in Campos da Negociação if set.
  • Campos da Negociação (dealFields) — Optional collection: Nome, Responsável (owner_id), Etapa (stage_id), Fonte (source_id), Campanha (campaign_id), ID da Empresa (organization_id), IDs dos Contatos (comma-separated, split into an array), Data Prevista de Fechamento (sent as YYYY-MM-DD), Qualificação 0-5 (rating), Status (ongoing/won/lost), Motivo de Perda (lost_reason_id).
  • Campos Personalizados (customFields) — Repeatable pairs of custom field (selected by its slug/identifier, loaded for deals) and a string value; sent as the custom_fields object.

Output shape

One item per input item containing the created deal object from the API response (data field of the response, or the whole response if absent).

Empty values are stripped from the request body before sending. Rating of 0 is sent if the rating field is added. With 'Continue on Fail' enabled, errors are returned as an item with json.error instead of stopping the workflow. Authentication uses the rdStationCrmOAuth2Api credential.

Examples

Example 1: Create a deal in the first funnel stage when a form is submitted

Resource: Negociação, Operation: Criar; Nome da Negociação = {{$json.company}} - Proposta; Etapa do Funil = a stage from the pipeline.

Example 2: Create a deal linked to existing contact and owner with expected close date

Set dealName; in Campos da Negociação add Responsável, IDs dos Contatos = '123,456', Data Prevista de Fechamento, Qualificação = 3.

Example 3: Create a deal with a custom ERP ID field

Set dealName; in Campos Personalizados add a field selected from the list with Valor = {{$json.erpId}}.

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