Move a Pipedrive deal to a different pipeline stage via the API

domain: pipedrive.readme.io · 5 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Retrieve available pipelines and their stages with GET /v1/stages?pipeline_id={id} or GET /v1/pipelines to find the target stage ID
  2. PATCH to /v1/deals/{id} with a JSON body containing stage_id set to the target stage's ID
  3. Optionally include status (open, won, lost) and lost_reason in the same PATCH call if the move closes the deal
  4. Confirm the move by reading back the deal with GET /v1/deals/{id} and checking stage_id and pipeline_id
  5. Activity timelines and history entries for stage changes are created automatically by Pipedrive on a stage_id change

Known gotchas

Related routes

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