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leads

Create Lead

Create a new lead.

Args: lead_data: Lead creation data supabase: Supabase client

Returns: API response with created lead data

post/api/create-lead

Request body

emailstring email required

Contact email address

company_namestring required

Company name

contact_namestring required

Contact person name

contact_rolestring nullable

Contact person role

contact_numberstring nullable

Contact phone number

industrystring nullable

Industry/sector

linkedinstring nullable

LinkedIn profile URL

primary_contact_insurancestring nullable

Primary insurance contact person

secondary_contact_insurancestring nullable

Secondary insurance contact person

address_streetstring nullable

Mailing street address

address_citystring nullable

Mailing city

address_statestring nullable

Mailing state (2-letter code)

address_zipstring nullable

Mailing ZIP code

product_linesstring[] nullable

Insurance product lines: tech-eo, cyber, gl, dno-us, dno-non-us, dno-us-full, dno-us-quick-quote, dno-us-bind, dno-non-us-full, dno-non-us-quick-quote, dno-non-us-bind, renewable-dno, epli, ai-insurance, fiduciary-liability, crime, professional-liability, ransomware, media-liability, property-insurance, product-liability, credit-insurance, key-person-life, home-insurance

other_product_linesstring nullable

Free-text for product lines not in the standard list (e.g. Workers' Comp)

commentsstring nullable

Internal notes about the lead

follow_up_datestring nullable

Date to follow up with the lead (YYYY-MM-DD format)

stage'Lead' | 'Prequalified' | 'Intake' | 'Submitted'

Enum for lead stages in the sales pipeline (early stages only).

estimated_premiumnumber nullable

Estimated annual premium in dollars

estimated_revenuenumber nullable

Estimated commission revenue (10% of premium)

Example request

{
  "address_city": "New York",
  "address_state": "NY",
  "address_street": "123 Main St",
  "address_zip": "10001",
  "company_name": "Acme Corp",
  "contact_name": "John Doe",
  "contact_number": "+1-555-123-4567",
  "contact_role": "Operations Manager",
  "email": "john@example.com",
  "stage": "Lead"
}

Response

Successful Response

successboolean required
messagestring required
{"stackTrail":"components:schemas:APIResponse:properties:data:anyOf","oasType":"schema","type":"unknown","title":"Data","nullable":true}

Example response

{
  "data": {},
  "message": "Operation completed successfully",
  "success": true
}

Changes