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Proposaly

Unify presentations, proposals, agreements, and payments in Proposaly

Lead → Update Lead

AI-generated

Summary

Updates the specified Proposaly lead with any supplied fields and returns the updated lead. Use the required Lead ID to select the record; optional fields can change its type, client, country, source, owner, website, comments, or company address details.

Inputs

  • Lead ID (required) — ID of the lead to update.
  • Lead Type — Set the lead to Business or Individual, or choose No Change.
  • Website — Website URL for a business lead.
  • Client Name — Name of the client associated with the lead.
  • Company Address - Country Code — Two-letter country code, such as US, CA, or UK.
  • Lead Source — Choose a lead source or No Change. Choosing Other requires specifying Lead Source: Other.
  • Lead Source: Other — Custom source description when Lead Source is Other.
  • Owner Email — Email address of the lead owner.
  • Additional Fields — Optional additional comment, apartment, city, state or province, street address, and ZIP or postal code.
  • Include Notes — Whether to include nested notes on the returned lead; defaults to true.

Output shape

A single updated lead record.

When Include Notes is enabled, the record includes nested notes fetched in the same API call. Disable it for a smaller response.

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