raynet_create_full_pipeline
Creates a full Raynet sales pipeline entry from a single call: adds a company, person, and lead, and optionally converts the lead into a business case.
Instructions
ALL IN ONE: creates Company + Person + Lead and optionally converts it into a BusinessCase. One call = the entire sales pipeline in Raynet. All names (source, category, bc_type, bc_phase) are automatically converted to IDs.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Client's first and last name | |
| No | Email address | ||
| phone | No | Phone number | |
| topic | No | Lead topic | |
| notice | No | Note for the lead | |
| source | No | Contact source name — must match exactly a value that exists in the client's Raynet. Use raynet_get_enumerations to discover available values. | |
| bc_type | No | BusinessCase type name for the conversion — must match exactly a value that exists in the client's Raynet. Use raynet_get_enumerations to discover available values. | |
| bc_phase | No | BusinessCase phase name for the conversion — must match exactly a value that exists in the client's Raynet. Use raynet_get_bc_phases (or raynet_get_enumerations) to discover available values. | |
| category | No | Category name — must match exactly a value that exists in the client's Raynet. Use raynet_get_enumerations to discover available values. | |
| auto_convert_to_bc | No | Whether to automatically convert the Lead into a BusinessCase |