Update an existing deal in Pipedrive CRM

Updates an existing deal in Pipedrive with new information.

yaml
type: "io.kestra.plugin.pipedrive.deals.Update"

Update deal value and stage

yaml
id: pipedrive_update_deal
namespace: company.team

tasks:
  - id: update_deal
    type: io.kestra.plugin.pipedrive.deals.Update
    apiToken: "{{ secret('PIPEDRIVE_API_TOKEN') }}"
    dealId: 123
    value: 75000
    stageId: 2

Mark deal as won

yaml
id: pipedrive_win_deal
namespace: company.team

tasks:
  - id: win_deal
    type: io.kestra.plugin.pipedrive.deals.Update
    apiToken: "{{ secret('PIPEDRIVE_API_TOKEN') }}"
    dealId: 123
    status: "won"
Properties

Pipedrive API token

Your Pipedrive API token for authentication.

Deal ID

ID of the deal to update

Default https://api.pipedrive.com/api/v2

Pipedrive API URL

Base URL for the Pipedrive API. Override for testing purposes.

Custom fields

Map of custom field keys and values to update

Expected close date

New expected close date in YYYY-MM-DD format

Lost reason

Reason for losing the deal (if status is 'lost')

Probability

New deal success probability percentage (0-100)

Stage ID

New stage ID for the deal

Status

New status for the deal. Valid values: 'open', 'won', 'lost'

Deal title

New title for the deal

Deal value

New value for the deal

Deal ID

Last update time

Timestamp when the deal was last updated