Umsatz.ioInstall

Summary

Update a Deal by its ID, optionally changing its name, pipeline/stage, associated fields, and adding an initial note.

Inputs

• dealId (required) — Pick a deal. Choose from the list, or specify an ID using an expression.
• name — Name of the Deal
• updatePipelineStage — Whether to update the deal's pipeline/stage
• pipelineId — Pipeline to update the deal in. Choose from the list, or specify an ID using an expression.
• stageId — Stage within the selected pipeline. Choose from the list, or specify an ID using an expression.
• fields — Fields to update. Leave fields empty to keep their current value.
• filterUnknownFields — Whether server-unknown errors should be filtered out during creation
• createInitialNote — Whether if enabled, a note will be created right after the deal is updated
• initialNoteText — Plain text (will be converted to Slate JSON)
• pinInitialNote — Pin Note?
• makeBold — Bold Note Text?

Output shape

a single updated Deal object

The response returns the updated Deal; fields not specified remain unchanged, and an error may be returned if the deal does not exist.

Examples

Example 1: Update a deal's name and move it to a new stage

dealId = '123', name = 'Acme Project', updatePipelineStage = true, pipelineId = '45', stageId = '67', createInitialNote = false

Example 2: Update custom fields and add an initial note

dealId = '456', fields = { "value1": "New Value" }, createInitialNote = true, initialNoteText = 'Closed successfully'

Example 3: Change only the pipeline and stage of a deal

dealId = '789', updatePipelineStage = true, pipelineId = '10', stageId = '11', makeBold = true