通过 Aident Loadout 使用 AgencyZoom Tools 的 Agencyzoom Update A Lead Opportunity。执行前查看输入、输出、设置、价格和风险。
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必填integerUnique identifier of the opportunity to update.
itemsintegerNumber of items associated with this opportunity (e.g., policies, vehicles).
leadId必填integerUnique identifier of the lead.
premium必填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必填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必填integerUnique identifier of the product line.
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。