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Endpoint

POST /api/v1/leads/initiate
Initiates a single lead by either creating a new lead or processing an existing lead.

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Request Body

Provide either a leadId for existing leads or a lead object for new leads. 
{
  "init": "boolean", // Optional: whether to initialize the lead as soon as it's inserted
  "lead": {            // Optional: only for creating a new lead
    "firstName": "string", // Required if name not provided
    "lastName": "string",  // Optional
    "name": "string",      // Required if firstName not provided
    "email": "string",     // Required if phone not provided
    "phone": "string",     // Required if email not provided
    "projectId": "string", // Required: from your project settings
    "processId": "string", // Required: from process details page
    "referenceId": "string", // Optional: unique identifier from source system
    "metadata": {           // Optional: additional custom fields
      "key": "value"
    }
  },
  "leadId": "string" // Optional: ID of an existing lead
}

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Response

{
  "_id": "string",
  "firstName": "string",
  "lastName": "string",
  "email": "string",
  "phone": "string",
  "projectId": "string",
  "processId": "string",
  "referenceId": "string",
  "currentState": "string",
  "metadata": {},
  "createdAt": "string",
  "updatedAt": "string"
}

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Error Responses

  • 400 Bad Request: When neither leadId nor lead object is provided
  • 404 Not Found: When leadId is invalid
  • 500 Internal Server Error: For server-side errors

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Example cURL

Create a new lead without immediately initializing it: 
curl -X POST "https://crm.uservox.ai/api/v1/leads/initiate" \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -d '{
    "lead": {
      "firstName": "Saurabh",
      "phone": "8888833333",
      "projectId": "<Your Project Id>",
      "processId": "<Lead Process Id>",
      "metadata": {
        "dealer": "Triveni Motors",
        "city": "New Delhi",
        "make": "Kia",
        "model": "Seltos"
      }
    },
    "init": false
  }'
Process an existing lead by ID: 
curl -X POST "https://crm.uservox.ai/api/v1/leads/initiate" \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "leadId": "507f1f77bcf86cd799439013"
  }'