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Opportunity → Create
AI-generatedSummary
Create a new opportunity linked to a specific lead in AgencyZoom by specifying the lead ID and product line, optionally including assignment, carrier, custom fields, policy details, and property address information.
Inputs
- Lead ID (required) — The lead ID to associate this opportunity with.
- Product Line Name or ID (required) — Select the product line or policy type from the list or specify an ID via expression.
- Additional Fields — Optional fields including assignment to an employee, insurance carrier, custom fields, policy expiry date, item count, premium in cents, property address details, and standard carrier or product line codes.
Output shape
a single record representing the created opportunity
The output returns the full details of the newly created opportunity as provided by the AgencyZoom API, including any assigned fields and metadata.
Examples
Example 1: Create an opportunity for a lead with assigned agent, selected product line, and custom premium value.
Set Lead ID, select Product Line, fill Assign To and Premium fields under Additional Fields.