Zapier Action: Update Portal Stage

Guide to: 'Update Portal Stage' action in PortalCX - Zapier Integration

Benjamin Schwen avatar
Written by Benjamin Schwen
Updated over a week ago

Field Definitions:

1. Portal ID (required) - The unique identifier generated when you create a customer portal. This is used to identify the unique customer portal you're attempting the stage update to.

2. Stage Label (required) - The name of the stage you'd like to complete on the customer portal.

3. Stage ID - The ID of the stage you'd like completed on the customer portal. This is not required as the PortalCX API checks the stage label first to find the stage to complete. These stage IDs are returned when you create a customer portal.

4. Date Completed (required) - The completed date of the stage. This will be shown in the customer portal.

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