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Deal → Update Deal (Per Deal-ID)

AI-generated

Summary

Update a selected deal by ID. Optionally change its name, pipeline and phase, or mapped fields; you can also append multi-select values and create an initial note after the update.

Inputs

  • Deal Name or ID (required) — Select a deal from the list or provide its ID, including through an expression.
  • Deal Name — Name to set on the deal.
  • Update Deal Pipeline/Phase? — Enable this to provide a pipeline and phase for the deal.
  • Pipeline Name or ID — Pipeline to move the deal into; shown when pipeline/phase updates are enabled.
  • Phase Name or ID — Phase within the selected pipeline; shown when pipeline/phase updates are enabled.
  • Append Values to Multi-Select Fields? — Choose whether new multi-select values are appended instead of replacing existing values.
  • Fields — Mapped deal fields to update. Leave fields empty to keep their current values.
  • Also Create Initial Note? — Enable to create a note after updating the deal.
  • Initial Note Text — Note content, shown when note creation is enabled.
  • Initial Note Format — Choose plain text or HTML for the initial note; shown when note creation is enabled.

Output shape

A single updated deal record.

The operation may also create an initial note when enabled. The source pack provides signatures only for the deal handler, so additional runtime details about the update and returned record are not visible.

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