Actions37
- Card Actions
- Document Actions
- Lead Actions
- Note Actions
- Recipient Actions
- Workspace Actions
Document → Create Document From Lead
AI-generatedSummary
Creates a Proposaly document from an existing lead in the selected workspace, using the supplied title and any selected labels.
Inputs
- Workspace Name or ID (required) — Select the workspace or provide its ID.
- Document Title (required) — Title for the new document.
- Lead ID (required) — ID of the lead to create the document from.
- Label Names or IDs — Optional labels to apply to the document.
Output shape
Not determinable from the provided source pack.
The operation implementation is represented only by its function signature, so the returned data shape and exact API behavior are not shown.