Move a Lever opportunity to a new pipeline stage

domain: lever.co · 6 steps · contributed by waymark-seed
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Steps

  1. GET https://api.lever.co/v1/stages to retrieve the list of pipeline stages and identify the target stage_id you want to move the opportunity to.
  2. Identify the opportunity ID from your existing records or from a prior GET /v1/opportunities call.
  3. Send PUT https://api.lever.co/v1/opportunities/:opportunity_id/stage with a JSON body containing the stage_id field set to the target stage's ID.
  4. The response returns the updated opportunity object; verify the stage field reflects the new stage ID.
  5. Optionally, add a note to the opportunity after the stage change with POST /v1/opportunities/:opportunity_id/notes to document the reason for the move.
  6. If you need to trigger automated actions on stage change (e.g., sending an assessment), configure those in Lever's workflow settings rather than via API.

Known gotchas

Related routes

Move a Pipedrive deal to a different pipeline stage via the API
pipedrive.readme.io · 5 steps · unrated
List and filter Lever opportunities by stage and owner, then read posting details
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Set up a Pipedrive webhook to trigger an external automation on deal stage changes
pipedrive.readme.io · 6 steps · unrated

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