Utilisez Agencyzoom Update An Opportunity avec AgencyZoom Tools via Aident Loadout. Vérifiez les entrées, sorties, la configuration, le tarif et le risque avant exécution.
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.
opportunityIdObligatoireintegerThe 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.
dataObligatoireData from the action execution
errorstringError if any occurred during the execution of the action
successfulObligatoirebooleanWhether or not the action execution was successful or not
Connexion par clé API. Niveau de risque 2 sur 5.
Action gratuite
Aucune Skill publiée ne référence encore explicitement cette Action.