Umsatz.ioInstall

Summary

Change a Deal's pipeline stage

Inputs

• dealId (required) — Deal identifier or name, selected from the Deal list or provided via expression
• pipelineId (required) — Target pipeline identifier or name, selected from the pipeline list or provided via expression
• stageId (required) — Target stage identifier or name, selected from stages available for the given pipeline or provided via expression

Output shape

the updated Deal record

Returns the Deal after the stage change; on failure an error envelope is returned.

Examples

Example 1: Move a specific deal to a new stage

Set Deal Name or ID to a chosen deal, Pipeline Name or ID to the target pipeline, and Stage Name or ID to the desired stage.

Example 2: Switch a deal from one pipeline to another and pick its stage

Enter expressions or selections for Deal, Pipeline, and Stage to relocate the deal accordingly.