Aident Loadout を通じて AgencyZoom Tools の Agencyzoom Create A Lead Opportunity を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
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.
leadId必須integerThe unique identifier of the existing lead to which this opportunity will be added.
premium必須integerThe estimated or actual premium amount for this opportunity.
carrierId必須integerThe 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'.
productLineId必須integerThe unique identifier of the product line (e.g., Auto, Home, Life) for this opportunity.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
API キー接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。