Nutshell - Create Lead action

[monikakuster]

The Create Lead action for the Nutshell component adds a new lead record to a user's Nutshell CRM account.

Action properties:

• description - description of the lead, which is also set as the name of the 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_leads-2

[Sanketpatil27]

can you please describe the issue, that is what should be done?

[monikakuster]

Hey @Sanketpatil27. I updated the desctription for the issue.

If you are new to Bytechef, please read our CONTRIBUTING.md

This part describes how to create new component or how to add new action or trigger to existing one.

Here is the detailed description of the structure of every component.

And finally, to test your action, here is the guide.

[kalai4eng]

Hello @monikakuster ! I would like to work on this issue

[monikakuster]

Hey, @kalai4eng welcome to Bytechef :)

[kalai4eng]

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

[monikakuster]

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.

[kalai4eng]

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

[monikakuster]

@kalai4eng, I recommend going with the second option. This approach ensures that users can only select from a predefined list of valid users.