Actions64
- Negociação Actions
- Contato Actions
- Empresa Actions
- Tarefa Actions
- Produto Actions
- Campanha Actions
- Fonte Actions
- Funil Actions
- Etapa do Funil Actions
- Motivo de Perda Actions
- Segmento Actions
- Campo Personalizado Actions
- Usuário Actions
- Equipe Actions
- Anotação Actions
- Produto na Negociação Actions
- Webhook Actions
Negociação → Atualizar
AI-generatedSummary
Updates an existing RD Station CRM deal by ID via PUT to /crm/v2/deals/{id}, sending only the fields you set. Supports replacing values or appending text to existing ones.
Inputs
- dealId (required) — ID of the deal to update.
- dealFields — Collection of optional fields to change: name, owner_id, stage_id, source_id, campaign_id, organization_id, contact_ids (comma-separated IDs, sent as an array), expected_close_date (sent as YYYY-MM-DD), rating (0-5), status (ongoing/won/lost), lost_reason_id. Empty values are skipped. Note: a rating of 0 is sent if the field is added.
- customFields — List of custom field key/value pairs (field slug and value), sent as the custom_fields object.
- updateMode — 'replace' (default) overwrites values. 'append' first GETs the current deal and concatenates the new value onto existing text.
- appendSeparator — Separator used in append mode (default ' | ').
Output shape
One item per input item containing the updated deal record as returned by the RD Station API (the response's data object).
Append mode applies only to string values of name and custom fields (description/job_title don't apply to deals). It skips appending if the value is already present at the end of the existing text pattern, and only when the existing value is a non-empty string. Other fields are replaced. If no fields are provided, an empty data body is sent. With 'Continue on Fail', errors are returned as {error: message} items.
Examples
Example 1: Move a deal to a new stage and mark it won
dealId = {{$json.id}}; dealFields: stage_id = target stage, status = Ganho; updateMode = replace.
Example 2: Mark a deal lost with a reason
dealId set; dealFields: status = Perdido, lost_reason_id = chosen reason.
Example 3: Append a note to a text custom field
dealId set; customFields: field slug 'observacoes' with value 'Called on Monday'; updateMode = append; separator ' | '.