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 → Get Many
AI-generatedSummary
Lists RD Station CRM deals using API v1 private-token authentication or API v2 OAuth2. Optionally filters and sorts the results, and returns all matching deals or up to the specified limit.
Inputs
- Authentication — Choose Access Token (API V1) or OAuth2 (API V2); API v1 uses a private token, while API v2 uses OAuth2.
- Return All — When enabled, fetches all matching deals across pages. Otherwise, returns up to Limit deals.
- Limit — Maximum number of deals to return when Return All is disabled; defaults to 50.
- Filters — Optionally filter by campaign, closed status, loss reason, pipeline, stage, name, hold status, organization ID, product presence, user, or outcome (all, lost, open, or won). Name matching is partial by default; enable Exact Name for exact matching.
- Options — Sort deals by created time, name, prediction date, rating, or updated time, in ascending or descending order.
Output shape
A list of deal records
Return All fetches every page; otherwise the list is capped by Limit. The API version and authentication method depend on the Authentication selection.