Aident Loadout を通じて AgencyZoom Tools の Agencyzoom Update Lead Status By Id を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
Updates a lead's status (0=ACTIVE, 2=WON, 3=LOST, 5=XDATED) by `leadId`, optionally setting workflow, stage, date, loss reason, X-date type, source, recycle stage/pipeline, or tags; requires `date` and `xDateType` for status 5 (XDATED), and `lossReasonId` for status 3 (LOST).
datestringOptional. The relevant date associated with the status change. If status is XDATED (5), this is the reactivation date. Otherwise, it can be the contact or quoted date. Format: ISO 8601 string (e.g., YYYY-MM-DDTHH:mm:ssZ).
leadId必須integerThe unique identifier for the lead whose status is to be updated.
status必須integerThe new status for the lead. Allowed values are 0 (ACTIVE), 2 (WON), 3 (LOST), 5 (XDATED).
tagIdsarrayOptional. A list of tag identifiers (integers) to be applied to or updated on the lead.
toStageIdintegerOptional. The identifier of the target workflow stage to move the lead to. This can be used for general stage movements.
xDateTypestringOptional. A descriptive name for the X-date recycle event (e.g., 'Renewal Reminder', 'Policy Expiration'). Used when `status` is 5 (XDATED) to specify the nature of the future follow-up.
workflowIdintegerOptional. Identifier of the workflow to associate with the lead.
lossReasonIdintegerOptional. The identifier for the reason a lead was lost, referencing an entry in the `leadLossReason` table. Typically used when `status` is 3 (LOST).
recycleToStageintegerOptional. The identifier of the stage to which the lead should be moved if it's being recycled.
workflowStageIdintegerOptional. Identifier of the specific stage within a workflow.
recycleToPipelineintegerOptional. The identifier of the pipeline to which the lead should be moved if it's being recycled.
changeLeadSourceTointegerOptional. The identifier for a new lead source, referencing an entry in the `leadSource` table. Use this to update the lead's origin.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
API キー接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。