bytechefhq
Nutshell - Create Lead action
The Create Lead action for the Nutshell component adds a new lead record to a user's Nutshell CRM account.
Action properties:
- name - the name of the new lead
- assignee - The ID of the user the lead is assigned to
Ouput:
- lead - the newly created lead object
Documentation Reference: https://developers.nutshell.com/reference/post_accounts
Hey @Sanketpatil27. I updated the desctription for the issue.
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Hey @monikakuster ! quick query !
In issue its mentioned as https://developers.nutshell.com/reference/post_accounts for reference API ! Is this a typo instead of https://developers.nutshell.com/reference/post_leads-2 to create Lead ?
If yes , as per documentation they don't have support to add name & assignee directly.
i) For name => description (Which will be considered as name & description) ii) For Assignee => Should i go ahead and add as custom field , assuming the customer will create that custom field ?
Or Am is missing something here ! please guide on the same . Thanks
Hey @monikakuster ! quick query !
In issue its mentioned as https://developers.nutshell.com/reference/post_accounts for reference API ! Is this a typo instead of https://developers.nutshell.com/reference/post_leads-2 to create Lead ?
If yes , as per documentation they don't have support to add name & assignee directly.
i) For name => description (Which will be considered as name & description) ii) For Assignee => Should i go ahead and add as custom field , assuming the customer will create that custom field ?
Or Am is missing something here ! please guide on the same . Thanks
Whoops, sorry about that. I've updated the issue description.
Regarding your question, the assignee is actually owner within the links object.
Hey @monikakuster ! quick query
For Assignee/Owner: Which option best suits in our use case
Direct User Input (Pass assigneeId as freestyle string): Allow the user to directly to pass the assigneeId .
User Selection from a List: Present a list of users from which they can select an assignee
@kalai4eng, I recommend going with the second option. This approach ensures that users can only select from a predefined list of valid users.