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AgencyZoom Tools

Agencyzoom Create An Opportunity

Utilisez Agencyzoom Create An 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

Description du fournisseur

Creates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.

Tarifs et limites

Tarif
Action gratuite
Paiement unifié
Non pris en charge actuellement

Entrées

  • itemsinteger
    The number of items related to this opportunity, such as number of policies or vehicles.
  • premiuminteger
    The premium amount for the opportunity.
  • carrierIdinteger
    Identifier for the insurance carrier associated with the opportunity.
  • expiryDatestring
    The expiration date of the policy or opportunity, in MM/dd/YYYY format.
  • customFieldsarray
    A list of custom field objects to associate with the opportunity. If a custom field's value is a date, it must be in MM/dd/YYYY format.
  • productLineIdinteger
    Obligatoire
    Identifier for the policy type (product line) of the opportunity.
  • property__zipstring
    The ZIP code for the property associated with the opportunity.
  • property__citystring
    The city name for the property, e.g., Monticello.
  • property__statestring
    The state code for the property, e.g., FL for Florida.
  • property__countrystring
    The country code for the property, e.g., USA.
  • customerReferralIdinteger
    Obligatoire
    Identifier for the lead associated with this opportunity.
  • property__address1string
    Primary street address line for the property.

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

Cas d’usage associés

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

Source officielle

Source du fournisseur