Adds a new sales opportunity to an existing lead in AgencyZoom, requiring a valid `leadId`, `carrierId`, `productLineId`, and that custom field names match existing definitions in AgencyZoom.
itemsintegerNumber of items in this opportunity (e.g., number of vehicles for auto policy). Defaults to 1.
leadIdRequiredintegerThe unique identifier of the existing lead to which this opportunity will be added.
premiumRequiredintegerThe estimated or actual premium amount for this opportunity.
carrierIdRequiredintegerThe unique identifier of the insurance carrier associated with this opportunity.
customFieldsarrayCustom fields to associate with this opportunity. `fieldName` must match a pre-defined field. Date-type `fieldValue` must be 'MM/dd/YYYY'.
productLineIdRequiredintegerThe unique identifier of the product line (e.g., Auto, Home, Life) for this opportunity.
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
API key connection. Risk level 2 of 5.
Free Action
No published Skills explicitly reference this Action yet.