HI, I would like to automate the move of a person inside a pipeline from one stage to another. I just went through the API documentation but i cannot understand how to move further. I get to the person ID from /persons/search using the emai address then i would like to move the user from one stage to another, for example when a user finishes the onboarding on my webapp. Can you help me? Thanks!
Just for initial clarification, People can’t be moved between Stages/Pipelines, only Deals can. You could find the Deal(s) associated with a Person and move those between Stages though.
Is that maybe what you’re aiming for?