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 → Update
AI-generatedSummary
Update a deal in RD Station CRM v1 by its required Deal ID. Set only the supplied standard fields and custom fields; omitted fields are left unchanged.
Inputs
- Authentication — Choose Access Token (API V1) or OAuth2 (API V2); the default is Access Token. The supplied operation fields are for the Deal resource.
- Deal ID (required) — Unique ID of the deal to update.
- Update Fields — Optionally set the deal stage, name, organization, estimated close date, rating, or assigned user. Only provided fields are changed.
- Custom Fields — Add one or more custom field and value pairs. Value format depends on the selected field type.
Output shape
A single updated deal record, returned by the API.
The update request targets the deal ID and sends the provided fields; the deal stage ID is sent as a top-level request field. The UI offers API v1 and v2 authentication choices, but exact returned data depends on the API response.