Holded CRM
holded_crmManage sales funnels and leads, including creating, updating, and deleting funnels and leads, moving leads between stages, updating due dates, adding notes and tasks, and managing associated tasks.
Instructions
Funnels and leads. Actions: list_funnels, get_funnel, create_funnel, update_funnel, delete_funnel, list_leads, get_lead, create_lead, update_lead, delete_lead, move_stage (stage_id), update_dates (due_date), add_note, update_note, add_task, update_task, delete_task (task_id).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | Record id (24 hex characters) | |
| data | No | Payload for create and update actions, following the Holded v2 request contract | |
| limit | No | Page size, 1 to 200 (default 50) | |
| action | Yes | ||
| cursor | No | Cursor from the previous page to continue listing | |
| confirm | No | Required for gated actions. The first call without it sends nothing and explains what would happen. | |
| task_id | No | ||
| due_date | No | ||
| stage_id | No |