Agencyzoom Create A Lead Opportunity

Utilisez Agencyzoom Create A Lead Opportunity avec AgencyZoom Tools via Aident Loadout. Vérifiez les entrées, sorties, la configuration, le tarif et le risque avant exécution.

Action d'écritureNiveau de risque 2 sur 5Connexion par clé API

Utiliser Agencyzoom Create A Lead Opportunity

Description du fournisseur

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.

Tarifs et limites

Tarif: Action gratuite
Paiement unifié: Non pris en charge actuellement

Entrées

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

Sortie observable

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

Skills qui utilisent cette Action

Aucune Skill publiée ne référence encore explicitement cette Action.

Skills qui utilisent cette Action

Cas d’usage associés

Aucun cas d’usage associé et vérifié pour le moment.

Source officielle

Source du fournisseur