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AgencyZoom Tools

Agencyzoom Create A Lead Opportunity

通过 Aident Loadout 使用 AgencyZoom Tools 的 Agencyzoom Create A Lead Opportunity。执行前查看输入、输出、设置、价格和风险。

写入操作风险等级 2/5API 密钥连接
使用 Agencyzoom Create A Lead Opportunity

服务提供商说明

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.

价格与限制

价格
免费操作
统一支付
暂不支持

输入

  • itemsinteger
    Number of items in this opportunity (e.g., number of vehicles for auto policy). Defaults to 1.
  • leadIdinteger
    必填
    The unique identifier of the existing lead to which this opportunity will be added.
  • premiuminteger
    必填
    The estimated or actual premium amount for this opportunity.
  • carrierIdinteger
    必填
    The unique identifier of the insurance carrier associated with this opportunity.
  • customFieldsarray
    Custom fields to associate with this opportunity. `fieldName` must match a pre-defined field. Date-type `fieldValue` must be 'MM/dd/YYYY'.
  • productLineIdinteger
    必填
    The unique identifier of the product line (e.g., Auto, Home, Life) for this opportunity.

可观察输出

  • data
    必填
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    必填
    Whether or not the action execution was successful or not

使用此操作的技能

相关使用场景

尚未关联经过验证的相关使用场景。

官方来源

服务提供商来源