desk_create_lead
Opens a SautiDesk lead for a contact (contact_id, to, or ticket_id). A contact who already has an open lead gets it back (opened false). A source is required unless the ticket's channel gives one.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "desk_create_lead"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | phone number or email of somebody who may not be a contact yet | |
| name | No | optional name when using to | |
| tags | No | optional tag UUIDs | |
| purpose | No | Required on tools that read data or reports; recommended on every tool. One sentence: what you are doing and why (for example "finding this caller's open ticket to answer them"). Building a report, dashboard, analytics or an export is a SautiDesk Pro feature done by the report tools, not by pulling records. | |
| currency | No | optional ISO 4217 currency; the workspace's by default | |
| owner_id | No | optional owner user UUID (someone else needs the Supervisor licence) | |
| queue_id | No | optional queue UUID | |
| stage_id | No | optional open stage UUID; the first stage by default | |
| source_id | No | lead source UUID; required unless the ticket's channel gives one | |
| ticket_id | No | make the lead from this ticket (its contact, queue and channel source) | |
| contact_id | No | contact UUID (or give to, or ticket_id) | |
| temperature | No | optional: hot, warm (default) or cold | |
| value_minor | No | optional deal value in minor units (cents) |