Actions11
Deal → Move
AI-generatedOverview
This node operation moves a deal to a different status within the Groner CRM system. It is useful for workflows that need to update the stage or status of a deal, such as progressing a sales opportunity through different phases. For example, moving a deal from 'Negotiation' to 'Closed Won'.
Use Case Examples
- Move a deal identified by its name or ID to a new status by specifying the target status from a list or by ID.
- Optionally validate if the target status is available before moving the deal.
Properties
| Name | Meaning |
|---|---|
| Deal Name or ID | The identifier (name or ID) of the deal to move. |
| Status Name or ID | The target status to move the deal to, selectable from a list or specified by ID. |
| Validar Status Disponíveis | Whether to validate available statuses before moving the deal. |
Output
JSON
id- The ID of the deal after moving.statusId- The new status ID of the deal.message- Response message from the API about the move operation.
Dependencies
- Groner CRM API with tenant-specific authentication token
Troubleshooting
- Ensure the deal ID or name is correct and exists in the Groner CRM system.
- Verify that the status ID is valid and available for the deal's current stage if validation is enabled.
- Check API credentials and tenant configuration for proper authentication.
- Common error messages may include invalid deal ID, invalid status ID, or unauthorized access, which can be resolved by verifying inputs and credentials.