Aident Loadout を通じて AgencyZoom Tools の Agencyzoom Update 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。
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.
opportunityId必須integerThe 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.
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。