Actions28
- Company Actions
- Contact Actions
- Deal Actions
- Metadata (Config) Actions
- Product Actions
- Task Actions
- Webhook Actions
Deal → Update
AI-generatedSummary
Update a specific deal in RD Station CRM by its ID with specified fields, optionally moving it between stages or pipelines.
Inputs
- Deal ID (required) — The 24-character hexadecimal identifier of the deal to update.
- Update Fields — Fields to update on the deal, including campaign ID, associated contact IDs, custom fields (key-value pairs), distribution settings (stage ID, rule type, optional user/team info), expected close date, lost reason ID, deal name, one-time and recurring prices, organization ID, owner ID, rating, source ID, and status.
- Move Deal — Option to move the deal within its current pipeline stage or change both pipeline and stage to reposition the deal. If moving, specify the target stage ID or pipeline and stage IDs accordingly.
- Stage Name or ID (required) — The target stage within the current pipeline if 'Change Stage Only' move mode is selected.
- Pipeline Name or ID (required) — The target pipeline if 'Change Pipeline & Stage' move mode is selected.
- Stage Name or ID (Pipeline Move) (required) — The target stage within the selected pipeline if 'Change Pipeline & Stage' move mode is selected.
Output shape
a single updated deal record object
Returns the updated deal resource as received from the RD Station CRM API after applying requested field changes and optional stage/pipeline moves. Throws an error if the specified deal ID is invalid or update fails.