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Proposaly

Unify presentations, proposals, agreements, and payments in Proposaly

Lead → Create Lead

AI-generated

Summary

Creates a Proposaly lead using the selected lead type, client, country, source, owner, and workspace. Optional fields add a business website, an alternate source label, comments, and company address details; the operation can also include notes in its returned record.

Inputs

  • Lead Type (required) — Choose Business or Individual; defaults to Individual. Website is available for Business leads.
  • Website — Optional URL for a Business lead.
  • Client Name (required) — Name of the client associated with the lead.
  • Company Address - Country Code (required) — Two-letter country code, such as US, CA, or UK.
  • Lead Source (required) — Select how the lead was obtained. Defaults to Google Ads. Selecting Other displays a required field to specify the source.
  • Lead Source: Other (required) — Specify the source when the lead source is Other.
  • Owner Email (required) — Email address of the lead owner.
  • Additional Fields — Optionally provide a comment, apartment or suite, city, state or province, street address, and ZIP or postal code.
  • Workspace Name or ID (required) — Select the workspace for the new lead or provide its ID.
  • Include Notes — Whether to include nested notes with the record; defaults to true.

Output shape

A single lead record

The provided source pack omits function bodies, so the exact returned fields and any record-shaping details are not visible.

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