Aident Loadout を通じて AgencyZoom Tools の Agencyzoom Update 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。
Updates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; `leadId`, opportunity `id`, `carrierId`, and `productLineId` must refer to existing entities.
id必須integerUnique identifier of the opportunity to update.
itemsintegerNumber of items associated with this opportunity (e.g., policies, vehicles).
leadId必須integerUnique identifier of the lead.
premium必須integerThe premium amount for this opportunity. It is recommended to use the base currency unit (e.g., USD). Please verify the exact currency and format (e.g., cents or dollars) with AgencyZoom's API documentation.
carrierId必須integerUnique identifier of the insurance carrier.
customFieldsarrayA list of custom fields to update for the opportunity. For date-type custom fields, ensure the value is formatted as 'MM/DD/YYYY'.
productLineId必須integerUnique identifier of the product line.
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。