POST api/Zapier/InsertOpportunity

Insert/update opportunity.

Request Information

URI Parameters

None.

Body Parameters

OpportunityIntegrationModel
NameDescriptionTypeAdditional information
database_id

globally unique identifier

None.

line_of_business_name

string

Required

needed_by

string

Required

opportunity_stage_name

string

Required

current_stage_due_date

string

None.

referral_source_name

string

None.

referral_source_contact_name

string

None.

win_probability

string

Required

agency_commission

decimal number

Required

assigned_to

Collection of string

Required

description

string

None.

insured_database_id

globally unique identifier

None.

insured_email

string

None.

insured_first_name

string

None.

insured_last_name

string

None.

insured_commercial_name

string

None.

policy_numbers

Collection of string

None.

created_from_renewal

boolean

None.

Request Formats

application/json, text/json

Sample:
{
  "database_id": "db487fe0-2f3f-40fd-bf02-09ee30dccf51",
  "line_of_business_name": "sample string 2",
  "needed_by": "sample string 3",
  "opportunity_stage_name": "sample string 4",
  "current_stage_due_date": "sample string 5",
  "referral_source_name": "sample string 6",
  "referral_source_contact_name": "sample string 7",
  "win_probability": "sample string 8",
  "agency_commission": 9.0,
  "assigned_to": [
    "sample string 1",
    "sample string 2"
  ],
  "description": "sample string 10",
  "insured_database_id": "9acdbce2-08f2-40cd-a52e-157aa621616e",
  "insured_email": "sample string 11",
  "insured_first_name": "sample string 12",
  "insured_last_name": "sample string 13",
  "insured_commercial_name": "sample string 14",
  "policy_numbers": [
    "sample string 1",
    "sample string 2"
  ],
  "created_from_renewal": true
}

application/xml, text/xml

Sample:
<OpportunityIntegrationModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.Integrations">
  <AgencyCommission>9</AgencyCommission>
  <AssignedTo xmlns:d2p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
    <d2p1:string>sample string 1</d2p1:string>
    <d2p1:string>sample string 2</d2p1:string>
  </AssignedTo>
  <CreatedFromRenewal>true</CreatedFromRenewal>
  <CurrentStageDueDate>sample string 5</CurrentStageDueDate>
  <DatabaseId>db487fe0-2f3f-40fd-bf02-09ee30dccf51</DatabaseId>
  <Description>sample string 10</Description>
  <InsuredCommercialName>sample string 14</InsuredCommercialName>
  <InsuredDatabaseId>9acdbce2-08f2-40cd-a52e-157aa621616e</InsuredDatabaseId>
  <InsuredEmail>sample string 11</InsuredEmail>
  <InsuredFirstName>sample string 12</InsuredFirstName>
  <InsuredLastName>sample string 13</InsuredLastName>
  <LineOfBusinessName>sample string 2</LineOfBusinessName>
  <NeededBy>sample string 3</NeededBy>
  <OpportunityStageName>sample string 4</OpportunityStageName>
  <PolicyNumbers xmlns:d2p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
    <d2p1:string>sample string 1</d2p1:string>
    <d2p1:string>sample string 2</d2p1:string>
  </PolicyNumbers>
  <ReferralSourceContactName>sample string 7</ReferralSourceContactName>
  <ReferralSourceName>sample string 6</ReferralSourceName>
  <WinProbability>sample string 8</WinProbability>
</OpportunityIntegrationModel>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

NowCertsApiResultWithDatabaseId
NameDescriptionTypeAdditional information
DatabaseId

globally unique identifier

None.

Status

ApiStatus

None.

Message

string

None.

Response Formats

application/json, text/json

Sample:
{
  "databaseId": "b2130175-93d5-4a52-af61-54a05c4e2f42",
  "status": 0,
  "message": "sample string 2"
}

application/xml, text/xml

Sample:
<NowCertsApiResultWithDatabaseId xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum">
  <Message>sample string 2</Message>
  <Status>Error</Status>
  <DatabaseId>b2130175-93d5-4a52-af61-54a05c4e2f42</DatabaseId>
</NowCertsApiResultWithDatabaseId>