Actions103
- Calendar Actions
- Common Data Actions
- Contacts Actions
- Contracts Actions
- Credit Notes Actions
- Customers Actions
- Custom Fields Actions
- Estimates Actions
- Expenses Actions
- Invoices Actions
- Items Actions
- API Keys Actions
- Leads Actions
- Milestones Actions
- Payments Actions
- Projects Actions
- Property Actions
- Proposals Actions
- Staff Actions
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- Tasks Actions
- Tickets Actions
- Timesheets Actions
Leads → Create
AI-generatedSummary
Create a new lead in the BackOffice ERP system with specified attributes describing the lead's details, source, status, and assignment.
Inputs
- source (required) — Lead source.
- status (required) — Lead Status.
- name (required) — Lead Name.
- assigned (required) — Lead assigned.
- client_id — Lead From Customer. Supports smart search using name, email, or keyword instead of numeric ID.
- tags — Lead tags.
- contact — Lead contact.
- title — Position.
- email — Lead Email Address.
- website — Lead Website.
- phonenumber — Lead Phone.
- company — Lead company.
- address — Lead address.
- city — Lead City.
- state — Lead state.
- country — Lead Country.
- default_language — Lead Default Language.
- description — Lead description.
- custom_contact_date — Lead From Customer.
- contacted_today — Lead Contacted Today.
- is_public — Lead google sheet id.
Output shape
a single record representing the newly created lead, returned as JSON
If any provided client or related IDs use names or keywords, smart search will resolve them; if multiple matches occur, the node emits a multiple match warning requiring specific input. Validation ensures required fields and correct types. Errors halt execution unless 'continueOnFail' is enabled, where they are returned as error objects alongside successful results.