AgencyZoomInstall

Summary

Change the status of a specified lead in AgencyZoom, optionally updating related fields such as lead source, stage, tags, and handling special logic for 'X-Dated' and 'Lost' statuses.

Inputs

• Lead ID (required) — The unique identifier of the lead whose status you want to change.
• Status (required) — The new status value for the lead; options are Active, Won, Lost, or X-Dated.
• X-Date — Required if setting status to X-Dated; the date to recycle the lead back to active (format: YYYY-MM-DD).
• X-Date Type — Required if setting status to X-Dated; the name of the recycle event for this X-Date.
• Recycle to Pipeline Name or ID — Required if status is X-Dated; pipeline to recycle the lead to upon the X-Date.
• Recycle to Stage Name or ID — Required if status is X-Dated; stage in the pipeline to recycle the lead to on X-Date.
• Loss Reason Name or ID — Required if status is Lost; reason for the lead loss.
• Additional Options — Optional fields including changing lead source, status change date, moving to a different stage or pipeline, and applying tag IDs.

Output shape

a single object containing the updated lead data returned by the AgencyZoom API

The response includes details reflecting the updated lead status and any other fields changed. The exact returned fields mirror AgencyZoom's API response for the updated lead.

Examples

Example 1: Changing lead status to Won and updating stage

Provide the lead ID, set status to Won, optionally use 'Move to Stage Name or ID' to change stage, and optionally specify the date of status change.

Example 2: Setting lead status to X-Dated with recycling info

Provide the lead ID, set status to X-Dated, specify the X-Date recycling date and type, and designate the pipeline and stage for recycling.

Example 3: Marking lead as Lost with loss reason

Provide the lead ID, set status to Lost, and select a loss reason ID explaining why the lead was lost.

Links

• n8n community nodes installation guide