deals_update
Update specific fields of an existing deal. Provide only the fields to change, such as value, title, status, or stage.
Instructions
Update an existing deal.
Updates one or more fields of an existing deal. Only provide fields you want to change.
Custom fields:
Pass display names: { "id": 123, "custom_fields": { "Industria": "Tech", "Budget": 5000 } }
Or hash keys directly: { "id": 123, "custom_fields": { "abc123...": "raw value" } }
For enum/set fields, pass option labels (not ids).
Workflow tips:
Only specify fields you want to update
Use deals/get first to see current values
Use deals/move_to_stage for simple stage changes
To mark as won/lost, update status field
Common use cases:
Update value: { "id": 123, "value": 7500 }
Change title: { "id": 123, "title": "Updated Deal Name" }
Mark as won: { "id": 123, "status": "won" }
Update multiple fields: { "id": 123, "value": 10000, "expected_close_date": "2024-12-31", "probability": 75 }
Move to new stage: { "id": 123, "stage_id": 5 }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ID of the deal to update | |
| title | No | Deal title | |
| value | No | Deal value | |
| org_id | No | ID of the organization | |
| status | No | Deal status | |
| user_id | No | ID of the user who will own this deal | |
| currency | No | 3-letter currency code | |
| stage_id | No | ID of the stage | |
| person_id | No | ID of the person | |
| visible_to | No | Visibility setting | |
| lost_reason | No | Reason why the deal was lost | |
| pipeline_id | No | ID of the pipeline | |
| probability | No | Deal success probability (0-100) | |
| custom_fields | No | Custom field values keyed by display name or hash. See description for format. | |
| expected_close_date | No | Expected close date in YYYY-MM-DD format |