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OnePageCRM ACTION

Update Deal

Updates an existing deal's details in OnePageCRM. See the documentation
  • Action
  • Writes data
  • Destructive
  • API key
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's OnePageCRM account once, then configure and run Update Deal 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: "onepagecrm-update-deal",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    onepagecrm: { authProvisionId: "apn_xxxxxxx" },
    dealId: "Deal ID",
    contactId: "Contact ID",
  },
})

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 inputs
Property Type Description
dealId Deal ID string
The unique identifier for the deal,
Required Dynamic
contactId Contact ID string
The unique identifier for the contact
Optional Dynamic
ownerId User ID string
ID of the user, to whom the contact belongs.
Optional Dynamic
pipelineId Pipeline ID string
ID of a pipeline the deal belongs to.
Optional Dynamic
name Name string
Name of the deal.
Optional
text Text string
Extra notes related to the deal (supports [b]bold[/b] and [i]italic[/i] formatting).
Optional
stage Stage integer
A numerical representation of the progress of a pending deal.
Optional
status Status string
Status of the deal.
Optional
expectedCloseDate Expected Close Date string
The date the deal is expected to close. Format: YYYY-MM-DD. (status should be pending).
Optional
closeDate Close Date string
The date the deal actually closed. (status should be won or lost)`.
Optional
date Date string
Creation date of the deal.
Optional
amount Amount string
The monitary value of the deal (per month, if multi-month deal).
Optional
months Months integer
Number of months the deal is to be paid for. (1 for regular deals, 2+ for multi-month).
Optional
cost Cost string
The monitary cost of the deal
Optional
commissionBase Commission Base string
Base used to calculate the commission of the deal.
Optional
commissionType Commission Type string
Type of commission for the deal.
Optional
commission Commission string
Commission payable for the deal.
Optional
commissionPercentage Commission Percentage string
Commission percentage for the deal.
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
onepagecrm-update-deal
Version
0.0.2
App
OnePageCRM
Authentication
API key
Read-only
No
Destructive
Yes
Open world
Yes