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
Deal → Create
AI-generatedSummary
Creates a deal in RD Station CRM using the selected authentication method. Set its required name and optionally choose a pipeline stage, add custom fields and product line items, and set additional deal details.
Inputs
- Authentication — Select Access Token (API V1) or OAuth2 (API V2); Access Token is the default.
- Name (required) — Deal title.
- Pipeline Name or ID — Pipeline whose stages are available for selection.
- Deal Stage Name or ID — Stage for the new deal; leave empty to use the account default.
- Custom Fields — Repeatable field and value pairs for deal custom fields. Value format depends on the field type.
- Products — Repeatable product line items with quantity, discount and discount type, unit price, product, recurrence, and total.
- Additional Fields — Optionally set campaign, deal source, organization, prediction date, rating, and assigned user.
Output shape
A single created deal record
The API v1 create request puts the deal stage ID inside the deal object and sends campaign, deal source, and organization IDs as top-level sibling objects. The pipeline selection filters the stage list; the API infers the pipeline from the chosen stage.