Create or update deal
upsert_dealCreate a deal for a contact or update an existing one by ID, using a preview and confirmation step before changes are applied.
Instructions
Create a deal for a contact, or update an existing deal (e.g. move stage, change value) when deal_id is given. TWO-STEP: the first call (no confirm_token) only returns a preview and a confirm_token; nothing is written. Show the preview to the user, and only after they approve call again with the same arguments plus confirm_token.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| stage | No | ||
| title | No | ||
| value | No | ||
| deal_id | No | ||
| currency | No | ||
| contact_id | No | ||
| confirm_token | No | Omit on the first call to get a preview. Pass the token from the preview (with identical arguments) to apply the change. | |
| expected_close | No |