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AgencyZoom Tools

Agencyzoom Create A Lead Opportunity

Usa Agencyzoom Create A Lead Opportunity con AgencyZoom Tools mediante Aident Loadout. Revisa sus entradas, salidas, configuración, precio y riesgo antes de ejecutarla.

Action de escrituraNivel de riesgo 2 de 5Conexión con clave de API
Usar Agencyzoom Create A Lead Opportunity

Descripción del proveedor

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.

Precios y límites

Precio
Action gratuita
Pago unificado
No compatible actualmente

Entradas

  • itemsinteger
    Number of items in this opportunity (e.g., number of vehicles for auto policy). Defaults to 1.
  • leadIdinteger
    Obligatorio
    The unique identifier of the existing lead to which this opportunity will be added.
  • premiuminteger
    Obligatorio
    The estimated or actual premium amount for this opportunity.
  • carrierIdinteger
    Obligatorio
    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
    Obligatorio
    The unique identifier of the product line (e.g., Auto, Home, Life) for this opportunity.

Salida observable

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

Skills que usan esta Action

Casos de uso relacionados

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Fuente oficial

Fuente del proveedor