dealdesk.patch_case
Update a DealDesk case by caseId: title, stage, description, links, owner, and forecast estimates, including value period. For existing desk cards, patch the card instead to sync the linked case.
Instructions
Update a DealDesk case (title, stage, description, links, estimates including estimatedValuePeriod). For an existing desk card, prefer dealdesk.patch_card with the same estimate fields (it updates the linked case when one exists).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| stage | No | ||
| title | No | ||
| caseId | Yes | ||
| quoteId | No | ||
| companyId | No | ||
| contactId | No | ||
| projectId | No | DealDesk project id. Omit when the OAuth token or API key authorizes exactly one project. Required when Connect authorized several projects. | |
| description | No | ||
| ownerUserId | No | ||
| estimatedValue | No | Working forecast amount. Does not rewrite linked quote totals. | |
| probabilityPercent | No | Win chance percent (0–100). | |
| estimatedValuePeriod | No | Labels estimatedValue as one-time, monthly, or yearly. Does not convert the amount. Use year for ARR / per-year (e.g. 4000 EUR per year). Defaults to one_time when omitted on create. | |
| estimatedValueCurrency | No | ISO 4217 alpha-3 currency code (e.g. EUR). |