Actions478
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Lead → Insert/Update
AI-generatedSummary
Insert or update a Lead record in Acumatica
Inputs
- LeadID — Unique identifier of the lead; omitted for new records
- Summary — Brief summary of the lead
- Status — Current status of the lead
- Owner — Owner of the lead
- CompanyName — Company name associated with the lead
- Phone1 — Primary phone number
- Email — Email address
- additionalFields — Additional lead attributes such as address, marketing list membership, etc.
Output shape
object representing the updated Lead
On success the response contains the created or updated Lead object; on failure an error envelope is returned.
Examples
Example 1: Create a new lead
Set Summary='Test Lead', Status='Created', Owner='John Doe', leave LeadID empty, and add an Address collection with street and city.
Example 2: Update an existing lead
Provide LeadID=123, set Status='In Progress', update Phone1='555-1234', and modify AdditionalFields notes.
Example 3: Create a lead with full attribute set
Fill Summary, Status, Owner, CompanyName, Phone1, Email, Address fields, and add a Notes attribute under AdditionalFields.
