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AppsAgencyZoom ToolsAgencyzoom Create A Lead Opportunity
AgencyZoom Tools

Agencyzoom Create A Lead Opportunity

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.

Write actionRisk level 2 of 5API key connection
Use Agencyzoom Create A Lead Opportunity

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Inputs

  • itemsinteger
    Number of items in this opportunity (e.g., number of vehicles for auto policy). Defaults to 1.
  • leadIdinteger
    Required
    The unique identifier of the existing lead to which this opportunity will be added.
  • premiuminteger
    Required
    The estimated or actual premium amount for this opportunity.
  • carrierIdinteger
    Required
    The unique identifier of the insurance carrier associated with this opportunity.
  • customFieldsarray
    Custom fields to associate with this opportunity. `fieldName` must match a pre-defined field. Date-type `fieldValue` must be 'MM/dd/YYYY'.
  • productLineIdinteger
    Required
    The unique identifier of the product line (e.g., Auto, Home, Life) for this opportunity.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

Skills that use this Action

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