Aident Loadout के माध्यम से AgencyZoom Tools के साथ Agencyzoom Create A Lead Opportunity का उपयोग करें। चलाने से पहले इनपुट, आउटपुट, सेटअप, मूल्य और जोखिम देखें।
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.
itemsintegerNumber of items in this opportunity (e.g., number of vehicles for auto policy). Defaults to 1.
leadIdआवश्यकintegerThe unique identifier of the existing lead to which this opportunity will be added.
premiumआवश्यकintegerThe estimated or actual premium amount for this opportunity.
carrierIdआवश्यकintegerThe unique identifier of the insurance carrier associated with this opportunity.
customFieldsarrayCustom fields to associate with this opportunity. `fieldName` must match a pre-defined field. Date-type `fieldValue` must be 'MM/dd/YYYY'.
productLineIdआवश्यकintegerThe unique identifier of the product line (e.g., Auto, Home, Life) for this opportunity.
dataआवश्यकData from the action execution
errorstringError if any occurred during the execution of the action
successfulआवश्यकbooleanWhether or not the action execution was successful or not
API कुंजी कनेक्शन। जोखिम स्तर 2/5।
मुफ़्त Action
अभी कोई प्रकाशित Skills इस Action को स्पष्ट रूप से संदर्भित नहीं करती है।