AgencyZoom Tools

Agencyzoom Move Lead To Sold

Marks an existing lead as sold by its `leadId` and records product details; `productLineId`, `premium`, `effectiveDate`, and `soldDate` are operationally required for each sold product, despite schema flexibility.

Write ActionRisk level 2 of 5API key connectionFree Action

Use Agencyzoom Move Lead To Sold

Owner App

AgencyZoom ToolsApp

Required inputs

leadIdRequiredinteger

Identifier of the lead to be marked as sold.

keepOpenboolean

If true, lead remains open after products are marked sold (e.g., for other potential sales). Defaults to false.

soldProductsRequiredarray

List of products sold to the lead.

Observable output

dataRequired
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulRequiredboolean
Whether or not the action execution was successful or not

Setup and approval

API key connection. Risk level 2 of 5.

Pricing and limits

Free Action

Unified payment: Not currently supported

Skills that use this Action

No published Skills explicitly reference this Action yet.

Official source

Provider source