UnoCRM

Interact with the UnoCRM API — manage leads, people, conversations, messages and activities.

Actions27

Lead → Move Stage

AI-generated

Summary

Move the specified lead to a new pipeline stage with optional parameters to set a discard reason, price, and to close related conversations.

Inputs

  • Lead ID (required) — The unique identifier of the lead to move.
  • New Stage (required) — The target stage to which the lead should be moved, selected either from a list or by ID.
  • Move Stage Options — Optional parameters for the move stage operation: Discard Reason to specify why a lead might be discarded, a note for the discard reason, a price value, and whether to close associated conversations.

Output shape

a single object representing the updated lead after stage move

The operation returns the updated lead object wrapped in the API's data property. If the request succeeds, the output is the lead's new state; errors are thrown on failure or returned as error messages if 'continue on fail' is enabled.

Examples

Example 1: Move an active lead to a new stage by ID.

Provide the lead ID, select the new stage ID from the list or enter manually, optionally include a price and set 'Close Conversations' if needed. Execute to receive the updated lead information.

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