Name your automated task.  This task will show under this name in the automations area of your account.  If the name is in use, we will slightly alter the name.

For multi-location accounts, please specify a location to save this to.

Choose the Report from your account to determine what data we should send.

Customer phone number, saved in cell phone field.  We will format this if we can.  You can send numbers only.

The message or question from the customer, saved to notes on the lead.

This is the date and time of the lead.  We require a unix time stamp for it.  The following will put in timestamps when the zap occurs:{{zap_meta_timestamp}}, {{zap_meta_est_iso}} is in ISO-8601 format for Eastern Standard Time (EST), {{zap_meta_edt_iso}} is for Eastern Daylight Time (EDT), {{zap_meta_cst_iso}} is CST, {{zap_meta_cdt_iso}} is CDT, {{zap_meta_mst_iso}} is MST, {{zap_meta_mdt_iso}} is MDT, {{zap_meta_pst_iso}} is PST, {{zap_meta_pdt_iso}} is PDT.

The customer event duration in hours.  If a simple lead form, you can put any float value here or take the default of 1.

The customer postal or zip code for the lead.  You can use your company's postal code if you aren't gathering from your customer.

We require an item that the customer is interested in.  In the case of a simple lead, use any text, and we will create that item if it doesn't exist.  Use the format "Item Name-Quantity-Price".

Whether the customer is tax exempt or not.  Not relevant for simple lead entry.

If you are using a multi-location account, use this ID to make sure the lead is created in the appropriate location.  A zero can be used if you are not using a multi-location account.

This is a unix timestamp that when set will override the Date and Time fields if used.  Because Zapier doesn't allow me to require either Date/Time or Start Time Stamp, you will have to enter date and time values as well as this value if you are using it.

We require an item that the customer is interested in.  In the case of a simple lead, use any text, and we will create that item if it doesn't exist.  Use the format "Item Name-Qty-Price:Option Name-Qty-Price|Next Item-Qty-Price".

We require 2 letter abbreviations for US accounts.  For international accounts, abbreviations are encouraged but not required.

We generally use 2 letter abbreviations for this field.

Most will use this for a phone number, but it can contain other text.

It is best to match one of the surfaces you have set in your account.

It is best to match one of the delivery types you have set in your account.

If you want to assign a sales rep, you can put their ID in this field.

It is best to match one of the referrals you have set in your account.

If you want to link this lead to a specific customer and update their information, you can do that by supplying the customer ID.  Otherwise, we will attempt to match or create a new customer record.

We generally use 2 letter country abbreviations.

Customer phone number, saved in home phone field.  We will format this if we can.  You can send numbers only.

Customer phone number, saved in office phone field.  We will format this if we can.  You can send numbers only.

We can clear tags on a customer when saving if you would like.

Comma delimited tags that you would like attached to a customer.

Customer fax number, used in fax field.  We will format this number.  So you can send numbers only.

This should match one of the customer types you've defined in your account.

These notes travel with the customer, not the lead and are generally private.

You can set a lead status.  It should match the statuses available in your account.  If you do not, we use your account settings to determine a status.

If you do not want us to use your settings to calculate prices, set to 0 or false.  If you do, we save only what you send.  You must pass prices in if you choose this.

If you do not want us to use your settings to calculate line items other than rentals, set to 0 or false.  If you do, we save only what you send.  You must pass prices in if you choose this.

Use with feeid to set an amount for the selected fee.

Use this to adjust the total of the lead via the admin discount value.

We will apply the appropriate tax rate when we have address information.  You can override by sending the rate.

Mostly used when updating or sending a lead that you have calculated all values for.

If not requesting us to calculate prices, you can send a coupon amount to use when sending a Coupon Code.

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