Agencyzoom Update A Lead File Name

Updates a lead's file name to `newFileName`; requires `fileId` of the target file, which must be associated with both the `leadId` (path parameter) and the provided `customerReferralId`.

Write ActionRisk level 2 of 5API key connectionFree Action

Use Agencyzoom Update A Lead File Name

Owner App

AgencyZoom ToolsApp

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Product

Aident Loadout Aident Playbook Editor Open-CUAK

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fileIdRequiredinteger

The unique identifier of the file to be renamed. This file must exist and be associated with the specified lead.

leadIdRequiredinteger

The unique identifier of the lead whose file needs to be renamed.

newFileNameRequiredstring

The desired new name for the file. Should include the file extension (e.g., '.pdf', '.docx').

customerReferralIdinteger

The identifier of the customer referral associated with the lead file. This may be required depending on the file's association in the AgencyZoom system.

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.

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Free Action

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