dealdesk.patch_card
Update a desk card's title, stage, description, or linked company/contact. Pass null to clear links; closing uses a stage change, not deletion.
Instructions
Update a desk card (title, stage, description, company/contact). Pass companyId/contactId to link Customer Directory records (same as HTTP accountRef/contactRef). Pass null to clear. When company/contact changes, also updates a linked local case and quote customer link (same as the DealDesk UI). Soft close uses stage closed — no DELETE.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Deprecated alias for description — prefer description | |
| stage | No | ||
| title | No | ||
| cardId | Yes | ||
| companyId | No | Customer Directory company id to link, or null to clear account and contact | |
| contactId | No | Customer Directory contact id to link, or null to clear contact only | |
| 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 |