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LeadGrid

Create and manage dossiers (candidates and sales leads) in LeadGrid

Actions10

Dossier → Update

AI-generated

Summary

Updates an existing LeadGrid dossier with selected fields by sending a PATCH request. Choose the dossier ID and add one or more fields to update; changing Current Stage ID moves the dossier and triggers a stage_changed webhook.

Inputs

  • Dossier ID (required) — ID of the dossier to update.
  • Update Fields (required) — Select fields to send: assigned user ID, city, company, contact person, current stage ID, deal currency, deal size, email, intake notes, name, phone, role, or status (active, archived, lost, or won). Empty values are removed before sending, and the operation fails if no fields remain.

Output shape

A single dossier record per input item, using the API response's data field when present.

If the API returns an array in data, each record becomes a separate output item. With Continue On Fail enabled, failures produce an item containing an error message.

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