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Взаємодія з Uspacy CRM та робочим простором через REST API

Actions47

Угода → Перемістити на стадію

AI-generated

Summary

Move a deal to a specified funnel and stage within Uspacy CRM by providing the deal's ID along with the target funnel and stage IDs.

Inputs

  • Authentication — Selects the authentication method: Bearer Token (API) or Incoming Webhook. Default is Bearer Token.
  • Deal ID (required) — The unique identifier of the deal to move.
  • Воронка (Funnel) (required) — Select the funnel (pipeline) to which the deal will be moved.
  • Стадія (Stage) (required) — Select the specific stage within the chosen funnel for moving the deal.

Output shape

no body – success/failure status from API call

The operation updates the deal's stage on the server and does not return detailed data; successful execution indicates the deal stage was moved.

Examples

Example 1: Move a deal to the 'Negotiation' stage within the 'Sales Funnel' funnel

Set authentication with a valid API Bearer Token, provide the Deal ID, select the target 'Sales Funnel' funnel, and pick 'Negotiation' stage from that funnel.

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