get_pipeline_stages
Retrieve pipeline stages with IDs and forecasting types to filter leads in Kylas CRM after pipeline confirmation.
Instructions
Get stages for a pipeline. Call this only after the user has confirmed which pipeline to use (from lookup_pipelines). Do not call before pipeline confirmation. Returns pipeline name and list of stages for that pipeline only, with id, name, and forecastingType (OPEN, CLOSED_WON, CLOSED_LOST, CLOSED_UNQUALIFIED). Use the stage IDs in search_leads: filters [{"field": "pipeline", "operator": "equal", "value": pipeline_id}, {"field": "pipelineStage", "operator": "equal", "value": stage_id}]. If the user said "open leads" or "closed leads" and more than one stage has the same forecastingType, ask which stage they mean. pipeline_id: The pipeline ID (from lookup_pipelines).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| pipeline_id | Yes |