RD Station CRM
Read and write data in RD Station CRM. Create, get, update and list contacts (leads/people), deals (sales opportunities), organizations (companies), tasks, notes, and manage pipelines, stages, products, custom fields, sources, campaigns, loss reasons, users, teams and webhooks. Supports API v1 (private token) and API v2 (OAuth2). Usable as an AI Agent tool.
Actions66
- Campaign Actions
- Contact Actions
- Custom Field Actions
- Deal Actions
- Deal Product Actions
- Loss Reason Actions
- Note Actions
- Organization Actions
- Pipeline Actions
- Product Actions
- Source Actions
- Stage Actions
- Task Actions
- Team Actions
- User Actions
- Webhook Actions
Custom Field → Create
AI-generatedSummary
Create a custom field in RD Station CRM for a contact, deal, organization, or product. The operation sends the field attributes in a top-level API request body and returns the API response.
Inputs
- Authentication — Choose Access Token (API V1) or OAuth2 (API V2); Access Token is the default.
- Label (required) — Human-readable name for the field.
- Type (required) — Value type: date, multiple choice, option, or text. Defaults to text.
- Entity (required) — Record type the field belongs to: contact, deal, organization, or product. Defaults to contact.
- Allow New — Whether users can add choices beyond the predefined options; applies to option and multiple choice fields.
- Options — Comma-separated choices for option and multiple choice fields. The operation splits this string into an array.
- Order — Display position; lower numbers appear first. Defaults to 0.
- Required — Whether the field must be filled when saving a record. Defaults to false.
- Unique — Whether each record must have a distinct value for this field. Defaults to false.
Output shape
A single custom-field record returned by the API.
The request body is sent at the top level, without a custom_field wrapper. The source shows comma-separated options are converted to an array; fields meant for choice types may not be relevant for other types.