Pipeline action
Set Opportunity Outcome
Marks the contact's deal as open, won, lost or abandoned.
A step you can add to a workflow.
Business plan and up
How to add it
- Open Workflows in the app and create or open a workflow.
- Click + where you want the step and pick Set Opportunity Outcome under Pipeline.
- Fill in its settings, then save and turn the workflow on.
For the API and MCP
When you build workflows through the Inflowave API or the MCP server, this action is set_opportunity_status. See the MCP documentation.