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
Source → Create
AI-generatedSummary
Create a new deal source (origin of a deal) in RD Station CRM by specifying its name and optional description.
Inputs
- Authentication — Select the authentication method: 'Access Token (API V1)' or 'OAuth2 (API V2)'. Defaults to 'Access Token (API V1)'.
- Name (required) — Set the name of the deal source, e.g., Website, Indication.
- Description — Optionally provide a description for the deal source, such as 'Leads from paid ads campaigns'.
Output shape
a single record representing the created deal source object
The request body is sent top-level with fields 'name' and optionally 'description', matching the RD Station CRM API shape. The response includes the created source data. Only the designated fields are sent; other fields are ignored or unsupported for creation.
Examples
Example 1: Create a new deal source named 'Website' with an optional description
Authentication set to accessToken; Name = 'Website'; Description = 'Leads from paid ads campaigns' (optional)