raynet_create_lead_full
Create a complete company, person, and lead pipeline in Raynet with one call. Source and category names are automatically converted to IDs, eliminating manual ID lookups.
Instructions
Creates a full pipeline: Company + Person + Lead attached to both. The source and category names are automatically converted to IDs (you don't need to know the IDs!). Use this when you want to add a new client to Raynet in a single call.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Client's first and last name, e.g. 'Jane Doe' | |
| No | Client's email address | ||
| phone | No | Client's phone number | |
| topic | No | Lead topic. Defaults to: 'Inquiry from {name}' | |
| notice | No | Additional note for the lead | |
| source | No | Contact source name (not ID) — must match exactly a value that exists in the client's Raynet. Use raynet_get_enumerations to discover available values. | |
| category | No | Lead category name (not ID) — must match exactly a value that exists in the client's Raynet. Use raynet_get_enumerations to discover available values. |