AgendorInstall

Summary

Move a deal within Agendor CRM by changing its stage, status, or funnel.

Inputs

• Tipo de Movimentação (required) — Select the type of move to perform on the deal: change stage, update status to won or lost, or move to a different funnel.
• ID do Negócio (required) — Provide the unique ID of the deal to be moved.
• Nova Etapa (required) — Specify the ID of the new stage when moving the deal to a different stage.
• Novo Status (required) — Choose the new status (Won or Lost) when updating the deal's status.
• ID do Novo Funil (required) — Provide the target funnel ID when moving the deal to a different funnel.
• Etapa no Novo Funil (required) — Specify the stage ID within the new funnel when moving the deal.

Output shape

a single JSON object representing the updated deal's data as returned by the Agendor API.

The response shape depends on the move type and contains the updated deal fields. No pagination or multiple items are returned for this operation.

Examples

Example 1: Move deal to a new stage

Set 'Tipo de Movimentação' to 'Alterar Etapa', provide the deal ID, and the new stage ID.

Example 2: Mark deal as won or lost

Set 'Tipo de Movimentação' to 'Alterar Status', provide the deal ID, and select the new status (Ganho or Perdido).

Example 3: Move deal to a different funnel

Set 'Tipo de Movimentação' to 'Alterar Funil', provide the deal ID, new funnel ID, and new stage ID within the funnel.