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
- The number of items related to this opportunity, such as number of policies or vehicles.itemsinteger
- The premium amount for the opportunity.premiuminteger
- Identifier for the insurance carrier associated with the opportunity.carrierIdinteger
- The expiration date of the policy or opportunity, in MM/dd/YYYY format.expiryDatestring
- 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.customFieldsarray
- Identifier for the policy type (product line) of the opportunity.productLineIdintegerObligatoire
- The ZIP code for the property associated with the opportunity.property__zipstring
- The city name for the property, e.g., Monticello.property__citystring
- The state code for the property, e.g., FL for Florida.property__statestring
- The country code for the property, e.g., USA.property__countrystring
- Identifier for the lead associated with this opportunity.customerReferralIdintegerObligatoire
- Primary street address line for the property.property__address1string
Sortie observable
- Data from the action executiondataObligatoire
- Error if any occurred during the execution of the actionerrorstring
- Whether or not the action execution was successful or notsuccessfulbooleanObligatoire
Skills qui utilisent cette Action
Cas d’usage associés
Aucun cas d’usage associé et vérifié pour le moment.