Update Opportunity Status
highlevel.update_opportunity_status
ActionCRM & salesconnection required
Calls the HighLevel API with the connection's credentials.
Move an opportunity to won, lost, open or abandoned.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- OAuth 2.0
- Providers
- HighLevel
- Secret shape
- {"client_id": "…", "client_secret": "…", "refresh_token": "…"} for a marketplace app, or {"access_token": "…"} for a Private Integration Token
- Config it needs
- location_id, user_type, base_url
- Resolved by
- config.connection_id, else node.connection_id
Configuration
3 fields, 2 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
opportunity_id The opportunity id. | string | Yes | — | — | — |
status The status to move it to. | string | Yes | — | one of "open", "won", "lost", "abandoned" | — |
lost_reason_id Why it was lost, from HighLevel's lost-reason list. Only meaningful with status 'lost'. | string | Conditional | — | only with status | — |
Output
One shape.
result
| Field | Type | Example |
|---|---|---|
succeeded True when HighLevel confirmed the move. | boolean | — |
reported False when HighLevel answered 2xx without a success flag. | boolean | — |
response HighLevel's response exactly as sent. | object | — |
opportunity_id The opportunity that was moved. | string | — |
status The status it was moved to. | string | — |
{
"opportunity_id": "",
"reported": false,
"response": {},
"status": "",
"succeeded": false
}See Update Opportunity Status run in a workflow.
In a technical demo we add the HighLevel connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.