create_lead_for_existing_client
Create a new lead for an existing client in SingleOps. Attach a lead to a client record using the client ID obtained from search, then move the job through the standard workflow stages.
Instructions
Create a lead (Job) for an existing client already in SingleOps.
Use after search_clients_by_email / search_clients_by_phone to
attach a new lead to an existing client record. The lead moves
through the SingleOps Job workflow (Lead -> Proposal -> Schedule ->
Complete -> Invoice).
client_id is the SingleOps client.id (NOT email, NOT name). Look it
up with one of the search tools first.
operation_id is the SingleOps operation.id for the division the work
belongs to (look it up with list_operations).
visit_stage_id defaults to 8 (the standard "Lead" stage) but can be
set to whatever stage IDs your account has configured.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | ||
| tags | No | ||
| notes | No | ||
| client_id | Yes | ||
| operation_id | Yes | ||
| sales_rep_id | No | ||
| visit_stage_id | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |