Create RD Station CRM Deal
rdcrm_create_dealCreates a new deal in a specified RD Station CRM pipeline stage by name or ID, with optional value, owner, rating, linked contact, and expected close date.
Instructions
Create a deal in a pipeline stage. Accepts the stage by ID or by name (stage_name, optionally with pipeline_name to disambiguate) — names are resolved automatically.
Optional: value (BRL), rating (1-5), owner (user_id or user by email/name), a contact to link (contact_email + contact_name), expected close date.
Use when: "create a deal for Acme in the Qualification stage worth R$5000".
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Deal name (e.g. 'Acme Corp - Annual plan') | |
| user | No | Owner by email or name (resolved automatically) | |
| value | No | One-time deal value in BRL | |
| rating | No | Deal rating, 1 to 5 stars | |
| user_id | No | Owner user ID | |
| stage_id | No | Target stage ID. Alternative: stage_name | |
| stage_name | No | Target stage name (e.g. 'Qualification'). Used when stage_id is not known | |
| contact_name | No | Name of the contact to link (required if contact_email is new) | |
| contact_email | No | Email of a contact to link | |
| pipeline_name | No | Pipeline name, to disambiguate stage_name when there are multiple pipelines | |
| prediction_date | No | Expected close date (YYYY-MM-DD) |