Update a deal
Corrects what a trattativa says: its title, customer, contact, figure, currency, probability, forecast date, owner or source. It CANNOT move a stage and cannot close the deal — both write the funnel’s append-only stage history, and both belong to crm_advance_deal. Name at least one field. On a WON or LOST deal the figures the reports count — amount, currency, probability and expected_close_date — are locked and a change to them is refused: reopen it with crm_reopen_deal first; its title, customer, contact, owner and source stay editable. Editing a figure is bookkeeping rather than contact with the customer, so this never resets a deal’s idle clock; and pushing expected_close_date later is recorded as a slip, so never resend the same values just to «touch» a deal.
Request
- Base URL: https://api.custodo.ai
- URL: https://api.custodo.ai/api/v1/rest/crm/deals/{id}
- Auth: HTTP bearer
Path parameters
The deal id, from crm_list_deals or crm_get_deal.
Headers
The organisation to act in. An API key is bound to exactly one, so this is optional for a key and must match the one it was minted for.
Request body
Response
Done. data is the tool’s own answer.
Changes
No recorded changes to this operation across all 1 revision of this API.