Actions12
Lead → Move Stage
AI-generatedSummary
Move a lead to a different pipeline stage within Portalimob by specifying the lead's UUID and the destination pipeline stage's UUID.
Inputs
- Lead ID (required) — UUID of the lead to move.
- Pipeline Stage ID (required) — UUID of the destination pipeline stage.
Output shape
a single record containing the updated lead stage information
Returns the updated lead data after moving the stage via a PATCH API call to /api-leads-stage. Errors will be returned if the operation fails.
Examples
Example 1: Move lead '123e4567-e89b-12d3-a456-426614174000' to pipeline stage '987e6543-e21b-34d3-c456-426614174999'
Set Lead ID to '123e4567-e89b-12d3-a456-426614174000' and Pipeline Stage ID to '987e6543-e21b-34d3-c456-426614174999'.
