Updates an existing opportunity with the provided details; ensure any custom field names are predefined in AgencyZoom configuration.
itemsintegerNumber of items (e.g., policies, vehicles) related to the opportunity.
premiumintegerPremium amount.
carrierIdintegerInsurance carrier identifier.
expiryDatestringPolicy or opportunity expiration date (MM/DD/YYYY).
customFieldsarrayList of custom fields to update. For date-types, use MM/DD/YYYY format.
opportunityIdRequiredintegerThe unique identifier for the opportunity to update.
productLineIdintegerProduct line identifier.
property__zipstringProperty's ZIP code.
property__citystringProperty's city name.
property__statestringProperty's state code (e.g., FL).
property__countrystringProperty's country code (e.g., USA).
property__address1stringProperty's primary address 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.