Rdstation CRM Create Deal Note
Add a note to an RD Station CRM deal. Put the note text in data.description and optionally set data.user_id to attribute the note.
Rdstation CRM Delete Contact
Permanently delete an RD Station CRM contact by ID. Use only when the user explicitly asks to remove the contact.
Rdstation CRM Delete Deal
Permanently delete an RD Station CRM deal by ID. Use only when the user explicitly asks to remove the opportunity.
Rdstation CRM Delete Organization
Permanently delete an RD Station CRM organization by ID. Use only when the user explicitly asks to remove the company record.
Rdstation CRM Delete Product
Permanently delete an RD Station CRM product by ID. Use only when the user explicitly asks to remove the catalog item.
Rdstation CRM Delete Task
Permanently delete an RD Station CRM task by ID. Use only when the user explicitly asks to remove the activity.
Rdstation CRM Get Campaigns
Get RD Station CRM campaign records linked to deals and lead attribution.
Rdstation CRM Get Contacts
Get RD Station CRM contacts. Pass record_id for one contact with emails, phones, organization link, and custom fields. Omit record_id to list contacts with optional RDQL filter, sort, and pagination.
Rdstation CRM Get Custom Fields
Get RD Station CRM custom field definitions (slug, entity, field_type, options). Use slugs in custom_fields maps on contact, deal, and organization writes.
Rdstation CRM Get Deal Notes
List notes attached to an RD Station CRM deal. Notes capture sales context and follow-up history on a specific opportunity.
Rdstation CRM Get Deals
Get RD Station CRM deals (pipeline opportunities). Pass record_id for one deal with stage, owner, value, and linked contacts. Omit record_id to list deals with optional RDQL filter, sort, and pagination.
Rdstation CRM Get Lost Reasons
Get RD Station CRM lost-reason options applied when marking deals as lost.
Rdstation CRM Get Organizations
Get RD Station CRM organizations (companies). Pass record_id for one company record with address, owner, and custom fields. Omit record_id to list organizations with optional RDQL filter, sort, and pagination.
Rdstation CRM Get Pipelines
Get RD Station CRM sales pipelines and funnel definitions. Pass record_id for one pipeline. Omit record_id to list all pipelines with pagination.
Rdstation CRM Get Pipeline Stages
Get stages for an RD Station CRM pipeline. Pass stage_id for one stage, or omit stage_id to list all stages in the pipeline.
Rdstation CRM Get Products
Get RD Station CRM catalog products. Pass record_id for one product with pricing and recurrence metadata. Omit record_id to list products with optional RDQL filter, sort, and pagination.
Rdstation CRM Get Segments
Get RD Station CRM segment definitions used for grouping records.
Rdstation CRM Get Sources
Get RD Station CRM lead source definitions used for attribution on contacts and deals.
Rdstation CRM Get Tasks
Get RD Station CRM tasks (follow-ups and activities). Pass record_id for one task with due date, owner, and linked deal. Omit record_id to list tasks with optional RDQL filter, sort, and pagination.
Rdstation CRM Get Users
Get RD Station CRM workspace users who can own deals, tasks, and contacts.
Rdstation CRM Upsert Contact
Create or update an RD Station CRM contact. Omit record_id to create; pass record_id to update only the fields in data. Common create fields: name, emails ([{"email": "..."}]), phones ([{"phone": "...", "type": "cellphone"}]), job_title, organization_id, birthday (YYYY-MM-DD), legal_bases, custom_fields.
Rdstation CRM Upsert Deal
Create or update an RD Station CRM deal. On create, status must be ongoing. Common fields: name, stage_id, owner_id, organization_id, source_id, campaign_id, expected_close_date (YYYY-MM-DD), rating, status (ongoing|won|lost|paused), lost_reason_id, contact_ids, custom_fields.
Rdstation CRM Upsert Organization
Create or update an RD Station CRM organization. Common fields: name, description, url, address ({"line": "..."}), owner_id, custom_fields.
Rdstation CRM Upsert Product
Create or update an RD Station CRM catalog product. Common fields: name, description, base_price, recurrence, visible.
Rdstation CRM Upsert Task
Create or update an RD Station CRM task. Common fields: name, description, type, status, due_date (ISO-8601), deal_id, created_by_id, owner_ids.
