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Actions22

🤖 Roteador de Etapa para IA → Mover Lead para Etapa

AI-generated

Summary

Move a specified lead to a stage within a selected pipeline based on an AI agent's intent key, mapping that intent to a pipeline stage and optionally creating a business if one doesn't exist.

Inputs

  • leadIdentifier (required) — Identify the lead by selecting from a list or entering phone, email, or ID manually.
  • pipelineId (required) — Select the pipeline where the lead will be moved.
  • targetStage (required) — The intent key sent by the AI agent; must match one configured in the intent routes.
  • intentRoutes (required) — Map each AI intent key to a concrete pipeline stage by selecting from a dropdown list.
  • createBusinessIfNotFound — Optionally create a business automatically on the destination stage if none exists for the lead in the selected pipeline (default true).
  • note — Optional note to register on the lead after moving; leave blank to skip.

Output shape

a single record confirming the lead was moved, including any created business and appended note

The operation will fail with a descriptive error if the provided intent key does not match any route in intentRoutes or if lead or pipeline cannot be resolved.

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