dealdesk.create_card
Create a DealDesk card with title, stage, description, and optionally link a Customer Directory company or contact.
Instructions
Create a desk card (title, stage, optional description, Customer Directory company/contact).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Deprecated alias for description — prefer description | |
| stage | No | ||
| title | Yes | ||
| companyId | No | Customer Directory company id → accountRef on the card | |
| contactId | No | Customer Directory contact id → contactRef on the card | |
| projectId | Yes | DealDesk project id (must match API key / OAuth project) | |
| description | No | Card description (main body text shown on the card) | |
| deskDescription | No | Local desk-only description (optional; distinct from CRM case description) |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| card | Yes | Desk card shown in the card-summary widget |