RD Station CRMInstall

Summary

Create a new deal in RD Station CRM with required fields like name and owner ID, and optionally assign it to a pipeline and stage.

Inputs

• Name (required) — The name of the deal to create.
• Owner ID (required) — The 24-hex ID of the user responsible for the deal.
• Pipeline Name or ID — Optional. Select or specify the pipeline in which to create the deal.
• Stage Name or ID — Optional. Select or specify the stage within the pipeline for the deal.
• Additional Fields — Optional collection of further deal attributes such as campaign ID, associated contact IDs, custom fields, distribution settings, expected close date, pricing information, organization ID, rating, source ID, and status (must be 'ongoing' on create).

Output shape

a single object representing the created deal

The response includes the newly created deal's details as returned by the RD Station CRM API following deal creation.

Examples

Example 1: Create a basic deal with mandatory fields

Set 'Name' and 'Owner ID' only.

Example 2: Create a deal within a specific pipeline and stage with extra details

Provide 'Pipeline Name or ID', 'Stage Name or ID', and fill 'Additional Fields' like 'Expected Close Date' and custom fields.

Links

• n8n community nodes installation guide