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Actions8

Set Lifecycle

AI-generated

Summary

Set the lifecycle stage of a CRM contact identified by business ID, channel, and channel-specific sender ID to one of the validated stages: lead, qualified, customer, or inactive.

Inputs

  • Business ID (required) — Identifier of the business owning the contact; must be a positive integer wired from the webhook payload and belong to the team for the API key.
  • Channel (required) — The conversation channel (e.g., whatsapp, facebook, instagram, website_chat); accepts exact values from webhook or CRM vocabularies and rejects unrecognized values.
  • Channel ID (required) — Platform-specific sender identifier from the inbound webhook, such as WhatsApp phone number or Facebook PSID.
  • Stage (required) — The lifecycle stage to assign to the contact; must be one of: lead, qualified, customer, or inactive; unknown stages are rejected by the server.

Output shape

a single object representing the updated CRM contact lifecycle stage information

The node returns the updated lifecycle stage data as a single JSON object per input item; errors due to invalid inputs or unknown stages are thrown unless the node is set to continue on fail.

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