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
Note → Create
AI-generatedSummary
Create a note activity on an RD Station CRM deal, recording the selected CRM user as its author and the supplied text as its content.
Inputs
- Authentication — Select Access Token (API V1) or OAuth2 (API V2); Access Token is the default.
- Deal ID (required) — ID of the deal to attach the note to.
- User Name or ID (required) — CRM user recorded as the note author. Choose a user from the list or provide an ID with an expression.
- Text (required) — Text content to record on the deal.
Output shape
A single note activity record returned by the API.
The source sends deal ID, user ID, text, and type
notein anactivityrequest object. The exact response fields depend on the API.