Actions478
- Account Actions
- Account Details For Period Inquiry Actions
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Lead → Insert/Update
AI-generatedSummary
Insert a new Lead or update an existing Lead in the Acumatica system by specifying various lead details and related collections.
Inputs
- Activities — Optional multiple records defining associated activities for the Lead, including details like billable status, category, project information, and status.
- Address — Optional address information for the Lead, including fields such as street, city, state, postal code, country, and other location details.
- Attributes — Optional multiple attribute records for the Lead, each with an attribute ID, description, value, and metadata about activity and requirement status.
- Campaigns — Optional multiple campaign records related to the Lead, including campaign ID, name, contact ID, and stage.
- Duplicates — Optional multiple duplicate records associated with the Lead, detailing potential duplicate entities with fields like account name, contact ID, email, and type.
- Marketing Lists — Optional multiple marketing list memberships of the Lead, with contact IDs, list names, subscription statuses, and dynamic list flags.
- Relations — Optional multiple relation records linked to the Lead, describing contacts, roles, emails, documents, and flags such as primary status or add-to-cc.
- Note ID — Optional Note ID associated with the Lead.
- Additional Fields — Optional additional fields to specify other lead details such as name, contact information, company, status, dates, flags (e.g. do not call), and descriptive fields like lead class or description.
Output shape
a single record representing the created or updated Lead, containing the Lead's details
The operation performs an upsert: it inserts a new Lead if no matching record exists or updates an existing Lead if matched. All input collections and fields are optional, and unspecified fields will be omitted from the API request. The node expects the provided Lead data in a nested JSON structure matching Acumatica's API format.