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 → Move to Stage
AI-generatedSummary
Move a deal to the selected stage in RD Station CRM. Choose a pipeline to filter the available stages, then provide the deal ID and required stage; the selected pipeline is used to populate the stage list, while the API infers the pipeline from that stage.
Inputs
- Authentication — Choose Access Token (API V1) or OAuth2 (API V2); the default is Access Token.
- Deal ID (required) — Unique ID of the deal to move, as returned by a Create or Get Many deal operation.
- Pipeline Name or ID — Pipeline used to filter the available deal stages. It is a UI-only field and is not sent in the move request.
- Deal Stage Name or ID (required) — Stage to move the deal into. Choose from the stages for the selected pipeline, or provide a stage ID with an expression.
Output shape
A single deal response from RD Station CRM.
The operation updates the deal's stage using its ID and the selected stage ID. The source pack does not expose the exact response envelope.