Automations
Move Pipeline Stage Node
2 min readnode-pipeline-stage
Automatically advance or change the pipeline stage of the current lead.
Move Pipeline Stage Node
Updates the pipeline stage of the lead in FlowMaticX's CRM. Useful for keeping the board accurate without manual drag-and-drop.
When to use it
- Move a lead to "Contacted" as soon as the first email is sent.
- Move to "Won" when a Stripe payment link is clicked and a webhook confirms payment.
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Required fields
| Field | Type | Required | Description |
|---|---|---|---|
| stage | enum | Yes | One of: New, Contacted, Replied, Meeting, Won, Lost |
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Variables available
This node does not produce output variables.
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Step-by-step setup
- Add a Move Pipeline Stage node to the canvas.
- Select the target stage from the dropdown.
- Place it after the action that justifies the stage change.
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Example config
json
{
"stage": "Contacted"
}
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Tips & gotchas
- This updates the FlowMaticX pipeline stage, not a GHL pipeline. Use the GoHighLevel node to move contacts in GHL pipelines.
- If you want to track history, add an Add Lead Note node alongside this one.