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 → Update
AI-generatedSummary
Update an existing deal source in RD Station CRM by its unique Source ID, modifying its name and/or description.
Inputs
- Authentication — Choose between Access Token (API V1) or OAuth2 (API V2) authentication methods.
- Source ID (required) — Unique ID of the deal source to update, obtained from a prior Create or Get Many source operation.
- Update Fields — Optional fields to update on the deal source: 'Name' (e.g., Website or Indication) and 'Description' (e.g., Leads from paid ads campaigns).
Output shape
a single updated source record as returned by the RD Station CRM API, including updated name and description fields
The update request sends the name and/or description as top-level fields without wrapping. The response reflects the updated source object. Authentication method affects API version but this operation supports both V1 and V2.
Examples
Example 1: Update the name and description of a specific deal source using its Source ID.
Set Authentication to Access Token or OAuth2, provide the Source ID string, and set fields 'Name' and/or 'Description' inside Update Fields.