Create, update, or delete a deal in a Rootr CRM
rootr_crm_upsert_dealCreate, update, or delete CRM deals. Manage deal details including status, value, contacts, and pipeline.
Instructions
Create a new deal (omit dealId; defaults to the CRM's first pipeline if pipelineId is omitted), update an existing one (pass dealId + fields to change — set status to "won" or "lost" to close it, with wonLostReason, or "open" to reopen), or delete one (pass dealId and delete: true). To MOVE a deal between kanban stages, prefer rootr_crm_move_deal instead of patching stageId here. Part of a Rootr (루터) CRM node: a full sales CRM (companies, contacts with lifecycle stages + auto lead-scoring, multi-pipeline deals/kanban, activity timeline, follow-up tasks), auto-linked into the knowledge graph.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Deal name (required when creating) | |
| tags | No | ||
| crmId | Yes | CRM node id | |
| value | No | Deal value | |
| custom | No | Custom field values, keyed by field id/name | |
| dealId | No | Existing deal id to update/delete; omit to create a new deal | |
| delete | No | If true (with dealId), delete the deal instead of updating | |
| source | No | Acquisition source | |
| status | No | open | won | lost (patch only) | |
| ownerId | No | Owning user id | |
| stageId | No | Stage id (see rootr_crm_move_deal to change stage on an existing deal) | |
| contacts | No | Additional contacts on the deal with an optional role, e.g. "champion" | "economic buyer" | |
| currency | No | Currency code, e.g. "USD" | "KRW" | |
| priority | No | low | medium | high | |
| companyId | No | Associated company id | |
| pipelineId | No | Pipeline id; defaults to the CRM's first pipeline when creating | |
| probability | No | Win probability override 0-100 | |
| wonLostReason | No | Reason text when closing status to won/lost | |
| primaryContactId | No | Primary contact id | |
| expectedCloseDate | No | ISO date string |