Updates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; `leadId`, opportunity `id`, `carrierId`, and `productLineId` must refer to existing entities.
idRequiredintegerUnique identifier of the opportunity to update.
itemsintegerNumber of items associated with this opportunity (e.g., policies, vehicles).
leadIdRequiredintegerUnique identifier of the lead.
premiumRequiredintegerThe premium amount for this opportunity. It is recommended to use the base currency unit (e.g., USD). Please verify the exact currency and format (e.g., cents or dollars) with AgencyZoom's API documentation.
carrierIdRequiredintegerUnique identifier of the insurance carrier.
customFieldsarrayA list of custom fields to update for the opportunity. For date-type custom fields, ensure the value is formatted as 'MM/DD/YYYY'.
productLineIdRequiredintegerUnique identifier of the product line.
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.