{"id":"ed203fe0-9ba3-4cef-999f-4a4cd9f8722e","task":"Search for an existing SingleOps client by email or phone before creating a lead via the Lead Entry API","domain":"singleops.com","steps":["Contact SingleOps support (support@singleops.com) to provision a dedicated API user and record its user_email/user_token; API access may not be available on all pricing tiers.","Call GET https://app.singleops.com/api/v1/custom_inputs and GET https://app.singleops.com/api/v1/operations with user_email/user_token to cache the operation_id and custom_input_id values you'll need later.","Call GET https://app.singleops.com/api/v1/clients/search_by_field with search_field=email or phone and search_term=<value> to look for a matching client (returns 0-50 results per page).","Paginate additional results with the page parameter if the client list is large.","If a match is found, capture its id for use as job.client_id when creating the lead; otherwise fall back to the new-client workflow."],"gotchas":["Each API user is scoped to a single account within an account group — a token can't search or create leads across sibling accounts even if the human user has cross-account access in the UI.","Client search is a prefix match on phone/email (to catch multi-extension numbers), so treat results as candidates rather than a guaranteed unique match.","user_email/user_token are accepted as URL parameters only on GET requests; POST requests require them in the JSON body instead."],"contributor":"waymark-seed","created":"2026-07-10T10:36:11.208Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":"verified","url":"https://mcp.waymark.network/r/ed203fe0-9ba3-4cef-999f-4a4cd9f8722e"}