Update lead instance - Automate.ax

closeBot.updateLeadInstance changes the follow-up time associated with one bot in a conversation.

automations/update-closebot-lead-instance.automation.ts

import { automation, onDashboardRun } from "automate.ax"
import { closeBot } from "automate.ax/closebot"

export default automation("Set CloseBot follow-up", () => {
  onDashboardRun({ title: "Set CloseBot follow-up" })

  closeBot.updateLeadInstance({
    leadId: "lead-id",
    botId: "bot-id",
    followUpTime: new Date("2026-09-10T16:00:00Z"),
  })
})

Inputs

Provide leadId, botId, and followUpTime. Pass null to clear the scheduled follow-up.

Output

Returns null after CloseBot accepts the update.