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Keap (Infusionsoft) ACTION

Set Opportunity Stage

Set the stage of an opportunity in Keap CRM. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Keap (Infusionsoft) account once, then configure and run Set Opportunity Stage from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "infusionsoft-set-opportunity-stage",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    infusionsoft: { authProvisionId: "apn_xxxxxxx" },
    opportunityId: "Opportunity",
    stageId: "Opportunity Stage",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Set Opportunity Stage inputs
Property Type Description
opportunityId Opportunity string
Select an Opportunity from the list.
Alternatively, you can provide a custom Opportunity ID.
Required Dynamic
stageId Opportunity Stage string
Select an Opportunity Stage from the list.
Alternatively, you can provide a custom Stage ID.
Required Dynamic

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
infusionsoft-set-opportunity-stage
Version
0.0.1
App
Keap (Infusionsoft)
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes