Aident Loadout を通じて AgencyZoom Tools の Agencyzoom Create An 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。
Creates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.
itemsintegerThe number of items related to this opportunity, such as number of policies or vehicles.
premiumintegerThe premium amount for the opportunity.
carrierIdintegerIdentifier for the insurance carrier associated with the opportunity.
expiryDatestringThe expiration date of the policy or opportunity, in MM/dd/YYYY format.
customFieldsarrayA 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.
productLineId必須integerIdentifier for the policy type (product line) of the opportunity.
property__zipstringThe ZIP code for the property associated with the opportunity.
property__citystringThe city name for the property, e.g., Monticello.
property__statestringThe state code for the property, e.g., FL for Florida.
property__countrystringThe country code for the property, e.g., USA.
customerReferralId必須integerIdentifier for the lead associated with this opportunity.
property__address1stringPrimary street address line for the property.
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。