通过 Aident Loadout 使用 AgencyZoom Tools 的 Agencyzoom Update An Opportunity。执行前查看输入、输出、设置、价格和风险。
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必填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。