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
POST to https://app.singleops.com/api/v1/jobs with user_email/user_token in the JSON body.
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).
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.
Include a visit object with visit_stage_id to place the lead at the right pipeline stage.
Parse the {success, error, id} response to confirm creation and capture the new job id.
Known gotchas
Field lengths are enforced (job.name 41 chars, notes fields 4000 chars, portal_lead text fields 255 chars) — truncate client-side or expect a rejected request.
Leads created this way still follow the Customer Portal confirmation workflow, so the client/location isn't considered fully valid until manually confirmed in SingleOps.
There is no sandbox account; testing happens against a live account, so use a disposable operation to avoid polluting production pipeline data.
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