Create and update leads
The matter types used when creating a ‘Lead’ are different from the one’s used to create a ‘Matter’.
Here the important information to note is theid
andrepresentativeOptions
of the lead matter type. We’ll need those when creating a lead.
id
returned in the response, we’ll need that when creating a lead.
Alternatively, if the contact already exists in Smokeball, you can query it to find it’s id.
Tip
When creating a contact you can pass in anexternalSystemId
if you want to store your own reference id with this contact.
Bearer YOUR_ACCESS_TOKEN
application/json
for this endpoint.8aca3574-aecb-4a6f-991d-680861bece1d_IL
(the id we found earlier).["9a9ce552-6bee-45e4-8eb1-afe2c18c489f"]
"Borrower"
"Created via API"
Open
, Pending
, Closed
, Deleted
or Cancelled
Example: "Open"
"2020-05-20T04:20:55.035Z"
"c85d28cb-a760-4627-aa59-0a853c2e65ed"
"66f7fa24-bb03-4d89-ac28-e19620cc1e45"
true