Actions81
- Calendar Event Actions
- Customer Actions
- Estimate Actions
- Expense Actions
- Expense Category Actions
- Invoice Actions
- Item Actions
- Lead Actions
- Milestone Actions
- Payment Actions
- Payment Mode Actions
- Project Actions
- Proposal Actions
- Staff Actions
- Subscription Actions
- Task Actions
- Tax Actions
- Ticket Actions
- Timesheet Actions
Lead → Create
AI-generatedSummary
Create a new lead in Perfex CRM by specifying mandatory fields including name, source, status, and assigned user, with optional additional lead details.
Inputs
- Name (required) — The name of the lead to create.
- Source (required) — The lead source.
- Status (required) — The lead status.
- Assigned (required) — The user to whom the lead is assigned.
- Additional Fields — Optional extra details for the lead such as address, company, email, phone number, tags, and other common lead attributes.
Output shape
a single lead record as returned from the Perfex CRM API after creation.
The output contains the created lead's data as confirmed by the API response. No pagination is needed as this operation creates a single lead. Errors trigger workflow failure unless 'Continue On Fail' is enabled, in which case error information is included in output.
Examples
Example 1: Create a lead with required fields and some optional details like email and phone number.
Set 'Name', 'Source', 'Status', and 'Assigned' to appropriate values. Add optional fields such as 'Email' and 'Phone Number' under Additional Fields. Upon execution, the new lead is created in Perfex CRM and returned as output.