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Agile CRM ACTION

Update Deal Note

Update a note attached to a deal. See the documentation
  • Action
  • Writes data
  • Destructive
  • API key
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Agile CRM account once, then configure and run Update Deal Note from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "agile_crm-update-deal-note",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    agile_crm: { authProvisionId: "apn_xxxxxxx" },
    deal: "Deal",
    note: "Note",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Update Deal Note inputs
Property Type Description
deal Deal string
Identifier of a deal
Required Dynamic
note Note string
Identifier of a deal note
Required Dynamic
subject Subject string
The subject of the note
Required
description Description string
The description of the note
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
agile_crm-update-deal-note
Version
0.0.2
App
Agile CRM
Authentication
API key
Read-only
No
Destructive
Yes
Open world
Yes