Easy-Acumatica Docs

LeadBuilder

The `LeadBuilder` is a simple tool for creating the JSON payload needed to create new Lead records with the `LeadsService`. It provides a fluent, chainable interface for setting the most common fields of a lead record.

Importing the Builder

To get started, import the `LeadBuilder` from the `easy_acumatica.models` module.

python

from easy_acumatica.models.lead_builder import LeadBuilder

Builder Methods

Shortcut Methods

For the most common lead fields, you can use one of the built-in shortcut methods.

python

lead_payload = (
    LeadBuilder()
    .first_name("Brent")
    .last_name("Edds")
    .email("brent.edds.test@example.com")
)
.set(field_name, value)

This is the general-purpose method for setting any other field on the lead record that may not have a dedicated shortcut.

python

# Use .set() to add other fields like CompanyName
lead_payload = (
    LeadBuilder()
    .first_name("Maria")
    .set("CompanyName", "Global Innovations")
)
.to_body()

Once you have set all the required fields, call `.to_body()` to generate the final dictionary, ready to be sent as the JSON body in your API request.

python

# Build the lead payload
lead_payload = (
    LeadBuilder()
    .first_name("Maria")
    .last_name("Sanchez")
    .email("maria.s@example.com")
)

# Get the final dictionary
json_body = lead_payload.to_body()

# Use with the LeadsService
# client.leads.create_lead("24.200.001", builder=lead_payload)
Easy-Acumatica v0.3.9 — Created and Developed by Matthew Hirstius (Nioron07).
Significant Contributions made by Chris Xu
Want to see the NPM version? See it here