通过 Aident Loadout 使用 AgencyZoom Tools 的 Agencyzoom Create An Opportunity。执行前查看输入、输出、设置、价格和风险。
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必填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必填integerIdentifier for the lead associated with this opportunity.
property__address1stringPrimary street address line for the property.
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。