Update Deal
ploomes_deals_updateIdempotent
Update existing deals in Ploomes CRM by providing only the fields to change. Move deals across stages or pipelines, and update custom fields using OtherProperties.
Instructions
Update an existing deal in Ploomes CRM. Only provided fields are changed. Use StageId to move a deal between stages within the same pipeline or to a different pipeline — use ploomes_pipelines_list then ploomes_stages_list to find valid stage IDs. ContactId and PersonId both reference /Contacts but serve different roles: ContactId = company/organization, PersonId = individual person. DealNumber is read-only and auto-generated — do not set it. Use OtherProperties to update custom fields.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | Deal ID to update | |
| Title | No | Deal title | |
| ContactId | No | Company/organization contact ID (from /Contacts). | |
| PersonId | No | Individual person contact ID (from /Contacts). Often an employee of the company in ContactId. | |
| StageId | No | Pipeline stage ID. Set this to move the deal to a different stage or pipeline. Use ploomes_pipelines_list then ploomes_stages_list to find valid IDs. | |
| OwnerId | No | Owner user ID. Use ploomes_users_list to find valid user IDs. | |
| Amount | No | Deal monetary value | |
| CurrencyId | No | Currency ID. Use ploomes_currencies_list to find valid IDs. | |
| OriginId | No | Origin ID. Use ploomes_contacts_origins_list to find valid IDs. | |
| OtherProperties | No | Custom field values to update. Each entry must include FieldKey and exactly one value field (StringValue, IntegerValue, DateTimeValue, BoolValue, BigStringValue, or ObjectValueName). Use ploomes_fields_list to discover available field keys for deals. |