Update Deal
Module · Stable
Update one or more fields on a deal via a ‘fields’ dict. Allowed fields: name, company_id, primary_contact_id, value_amount (one-time amount), value_monthly (recurring amount per month), value_currency, expected_close_date, owner_actor_id. The workspace’s own fields go in a ‘custom’ dict by name. Use crm_deal_move_stage to change stage.
Updates deal fields. Preferred: pass a fields dict. The workspace’s own custom fields (Deals → Configure → Fields) go in a custom dict keyed by field name; an empty value clears one. Note: to move the pipeline stage use crm_deal_move_stage instead — it handles closed_at stamping and returns transition metadata.
When to use
Section titled “When to use”Use when an upstream step (Create Deal, Find Deal, or List Deals) supplies a deal_id and you need to patch metadata — rename the deal, reassign an owner, update its one-time or recurring amount or its expected close date. Pass a fields dict to update several attributes in one step; the updated boolean feeds downstream Branch or Checkpoint conditions.
When not to use
Section titled “When not to use”To advance a deal through the pipeline, use Move Deal Stage — it stamps closed_at on won/lost transitions and returns stage metadata. To create a brand-new deal, use Create Deal. To attach a note rather than changing a field, use Add Note instead.
Inputs
Section titled “Inputs”Configured per use: deal_id, fields, field, value, custom.
Outputs
Section titled “Outputs”Auto-generated from the skill registry (load_skills()). Do not edit by hand.