create_lead_with_new_client
Create a lead and a new client profile in one request. Pass first name, last name, and operation ID; optional details like email or phone help deduplication.
Instructions
Create a lead (Job) for a brand-new client, in a single call.
Use this when the prospect is NOT yet in SingleOps. The new client profile is created under the "portal_lead" object inside the same request — the lead is attached to that new client automatically.
At minimum pass first_name + last_name. Providing email or phone is strongly recommended so SingleOps can later deduplicate if the same person contacts you again.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | ||
| tags | No | ||
| No | |||
| notes | No | ||
| phone | No | ||
| mobile | No | ||
| address | No | ||
| last_name | Yes | ||
| first_name | Yes | ||
| bill_addr_1 | No | ||
| bill_addr_2 | No | ||
| company_name | No | ||
| operation_id | Yes | ||
| sales_rep_id | No | ||
| bill_addr_city | No | ||
| visit_stage_id | No | ||
| bill_addr_state | No | ||
| bill_addr_postal_code | No |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |