Actions56
- Bundle Actions
- Invoice Actions
- Lead Actions
- Order Actions
- Partner/Agent Actions
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Lead → Create
AI-generatedSummary
Create a new lead account in OneBill with specified account details, primary contact information, and optional custom fields.
Inputs
- accountName (required) — The name of the lead account to create.
- additionalFields — Optional additional lead account fields including account type, address details, company, email, phone, external ID, and contact information provided as JSON arrays.
- customFieldValues — Custom field values for the lead, allowing specification of field group, field name, value, and instance for each custom field as defined in OneBill settings.
Output shape
a single record representing the created lead account, including its details and identifiers as returned by OneBill API.
The output includes all data returned from OneBill upon successful creation. Custom fields must be predeclared in OneBill settings, and values are passed as strings. The external ID must be 64 characters or fewer or the request will fail. Mandatory custom fields without values cause update failures. Contacts and account attributes must be provided in specific JSON formats.
Examples
Example 1: Create a lead with basic and custom attributes
Specify 'Account Name' and fill in optional 'Additional Fields' such as email and phone. Add any required custom fields under 'Custom Fields' with group, field names, and values.