Move Deal Stage

Module · Stable

Move a deal to a new pipeline stage; stamps closed_at when the target kind is won or lost.

Moves a deal through the pipeline. Automatically stamps closed_at when the target stage kind is ‘won’ or ‘lost’. Returns both from_stage and to_stage IDs and names for audit logging.

When to use

Use when you already have a deal_id from Create Deal or Find Deal and need to advance the deal through the pipeline — e.g. marking it Won after a signed contract event, or Lost after a rejection webhook. The to_stage_name and closed_at outputs feed downstream Branch or Send email steps.

When not to use

To change deal fields (value, owner, title) without touching the stage, use Update Deal instead. To create a brand-new deal at a specific stage, use Create Deal. To inspect the current stage without moving it, use Find Deal.

Inputs

Configured per use: deal_id, stage_id, stage_name.

Outputs

• deal_id
• from_stage_id
• from_stage_name
• to_stage_id
• to_stage_name
• closed_at

---

Auto-generated from the skill registry (load_skills()). Do not edit by hand.