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。
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必填integerThe unique identifier of the existing lead to which this opportunity will be added.
premium必填integerThe estimated or actual premium amount for this opportunity.
carrierId必填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必填integerThe unique identifier of the product line (e.g., Auto, Home, Life) for this opportunity.
data必填Data from the action execution
errorstringError if any occurred during the execution of the action
successful必填booleanWhether or not the action execution was successful or not
API 密钥连接。风险等级 2/5。
免费操作
目前没有已发布技能明确引用此操作。