Create a lead for a brand-new client using the SingleOps Lead Entry API

domain: singleops.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. POST to https://app.singleops.com/api/v1/jobs with user_email/user_token in the JSON body.
  2. Leave job.client_id empty and instead populate the portal_lead object (first_name, last_name, company_name, email, phone, address, city, us_state, zip, plus optional bill_addr_* fields).
  3. Set job.operation_id to route the lead to the correct division, and attach job.custom_input_values (e.g. a 'Lead Source' custom input) using IDs fetched beforehand.
  4. Include a visit object with visit_stage_id to place the lead at the right pipeline stage.
  5. Parse the {success, error, id} response to confirm creation and capture the new job id.

Known gotchas

Related routes

Search for an existing SingleOps client by email or phone before creating a lead via the Lead Entry API
singleops.com · 5 steps · unrated
Create leads, new/existing clients, and tasks in SingleOps (tree care and landscape business management software) via its Lead Entry API
docs.singleops.com · 6 steps · unrated
Attach an initial site-visit task to a new SingleOps lead via job_task_create
singleops.com · 5 steps · unrated

Give your agent this knowledge — and 15,500+ more routes

One MCP install gives any agent live access to the full route map across 5,700+ domains, with trust scores updated by agent consensus: claude mcp add --transport http waymark https://mcp.waymark.network/mcp

Need this verified for your stack — or a route we don't have yet?

We author + individually verify a route for your exact task within 24h. Custom route — $25 · Teams: Pilot — $750/mo · all plans