Ingest Live Lead or Scheduled Appointment
curl --request POST \
--url https://api.3i.life/functions/v1/inbound-lead-gateway \
--header 'Content-Type: application/json' \
--header 'x-source-token: <api-key>' \
--data '
{
"name": "Marcus Vance",
"first_name": "Marcus",
"last_name": "Vance",
"phone": "5125550188",
"email": "m.vance@example.com",
"address": "1204 Pecan Grove Rd",
"city": "Austin",
"state": "TX",
"zipcode": "78704",
"county": "Travis",
"age": 63,
"date_of_birth": "1963-04-12",
"gender": "Male",
"status": "Scheduled",
"scheduled_at": "2026-09-28T18:00:00.000Z",
"appointment_date": "2026-09-28",
"appointment_time": "02:00 PM",
"appointment_timezone": "America/New_York",
"schedule_type": "appointment",
"setter_dialer_name": "Alexander Hayes (Setter Team Alpha)",
"scheduled_call": "09/28/2026 02:00 PM EDT",
"tags": [
"Scheduled",
"Setter Appointment",
"Mortgage Protection"
],
"notes": "APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.",
"coverage_type": "Mortgage Protection",
"coverage_amount": "150000",
"current_coverage": "None",
"monthly_budget": "$120",
"annual_income": "$48,000",
"occupation": "Retired Postal Worker",
"housing_type": "Own",
"mortgage_type": "Conventional",
"mortgage_length_remaining": "24 years",
"monthly_payment": "$1,450",
"smoker": false,
"health_conditions": "Clean, non-smoker, no medications",
"health_conditions_detail": "Lisinopril 10mg daily. No hospitalizations.",
"language": "English",
"branch_of_service": "Army",
"military_status": "Disabled Veteran",
"lead_category": "veterans",
"beneficiary": "Eleanor Vance",
"beneficiary_relationship": "Spouse",
"beneficiary_count": "1",
"dependents": "2 children",
"trusted_form_cert_url": "https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567",
"ip_address": "172.56.21.89",
"sms_consent": true,
"fbclid": "IwAR3_xV92K...",
"fbc": "fb.1.1789918126987.IwAR3_xV92K",
"fbp": "fb.1.1789676905645.579676956563071832",
"user_agent": "Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...",
"leadgen_id": "491028401928401",
"ad_id": "12020581920",
"utm_source": "meta_ads",
"utm_medium": "paid_social",
"utm_campaign": "tx_veterans_fe_q3",
"utm_content": "c-vets-video-1",
"utm_term": "veterans life insurance",
"listen": false,
"idempotency_key": "vend_lead_9948201_retry_1",
"custom_fields": {
"join_url": "https://zoom.us/j/91827364510",
"setter_id": "SETTER-442",
"call_recording_url": "https://recordings.partner.com/rec_99214.mp3"
}
}
'import requests
url = "https://api.3i.life/functions/v1/inbound-lead-gateway"
payload = {
"name": "Marcus Vance",
"first_name": "Marcus",
"last_name": "Vance",
"phone": "5125550188",
"email": "m.vance@example.com",
"address": "1204 Pecan Grove Rd",
"city": "Austin",
"state": "TX",
"zipcode": "78704",
"county": "Travis",
"age": 63,
"date_of_birth": "1963-04-12",
"gender": "Male",
"status": "Scheduled",
"scheduled_at": "2026-09-28T18:00:00.000Z",
"appointment_date": "2026-09-28",
"appointment_time": "02:00 PM",
"appointment_timezone": "America/New_York",
"schedule_type": "appointment",
"setter_dialer_name": "Alexander Hayes (Setter Team Alpha)",
"scheduled_call": "09/28/2026 02:00 PM EDT",
"tags": ["Scheduled", "Setter Appointment", "Mortgage Protection"],
"notes": "APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.",
"coverage_type": "Mortgage Protection",
"coverage_amount": "150000",
"current_coverage": "None",
"monthly_budget": "$120",
"annual_income": "$48,000",
"occupation": "Retired Postal Worker",
"housing_type": "Own",
"mortgage_type": "Conventional",
"mortgage_length_remaining": "24 years",
"monthly_payment": "$1,450",
"smoker": False,
"health_conditions": "Clean, non-smoker, no medications",
"health_conditions_detail": "Lisinopril 10mg daily. No hospitalizations.",
"language": "English",
"branch_of_service": "Army",
"military_status": "Disabled Veteran",
"lead_category": "veterans",
"beneficiary": "Eleanor Vance",
"beneficiary_relationship": "Spouse",
"beneficiary_count": "1",
"dependents": "2 children",
"trusted_form_cert_url": "https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567",
"ip_address": "172.56.21.89",
"sms_consent": True,
"fbclid": "IwAR3_xV92K...",
"fbc": "fb.1.1789918126987.IwAR3_xV92K",
"fbp": "fb.1.1789676905645.579676956563071832",
"user_agent": "Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...",
"leadgen_id": "491028401928401",
"ad_id": "12020581920",
"utm_source": "meta_ads",
"utm_medium": "paid_social",
"utm_campaign": "tx_veterans_fe_q3",
"utm_content": "c-vets-video-1",
"utm_term": "veterans life insurance",
"listen": False,
"idempotency_key": "vend_lead_9948201_retry_1",
"custom_fields": {
"join_url": "https://zoom.us/j/91827364510",
"setter_id": "SETTER-442",
"call_recording_url": "https://recordings.partner.com/rec_99214.mp3"
}
}
headers = {
"x-source-token": "<api-key>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {'x-source-token': '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({
name: 'Marcus Vance',
first_name: 'Marcus',
last_name: 'Vance',
phone: '5125550188',
email: 'm.vance@example.com',
address: '1204 Pecan Grove Rd',
city: 'Austin',
state: 'TX',
zipcode: '78704',
county: 'Travis',
age: 63,
date_of_birth: '1963-04-12',
gender: 'Male',
status: 'Scheduled',
scheduled_at: '2026-09-28T18:00:00.000Z',
appointment_date: '2026-09-28',
appointment_time: '02:00 PM',
appointment_timezone: 'America/New_York',
schedule_type: 'appointment',
setter_dialer_name: 'Alexander Hayes (Setter Team Alpha)',
scheduled_call: '09/28/2026 02:00 PM EDT',
tags: ['Scheduled', 'Setter Appointment', 'Mortgage Protection'],
notes: 'APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.',
coverage_type: 'Mortgage Protection',
coverage_amount: '150000',
current_coverage: 'None',
monthly_budget: '$120',
annual_income: '$48,000',
occupation: 'Retired Postal Worker',
housing_type: 'Own',
mortgage_type: 'Conventional',
mortgage_length_remaining: '24 years',
monthly_payment: '$1,450',
smoker: false,
health_conditions: 'Clean, non-smoker, no medications',
health_conditions_detail: 'Lisinopril 10mg daily. No hospitalizations.',
language: 'English',
branch_of_service: 'Army',
military_status: 'Disabled Veteran',
lead_category: 'veterans',
beneficiary: 'Eleanor Vance',
beneficiary_relationship: 'Spouse',
beneficiary_count: '1',
dependents: '2 children',
trusted_form_cert_url: 'https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567',
ip_address: '172.56.21.89',
sms_consent: true,
fbclid: 'IwAR3_xV92K...',
fbc: 'fb.1.1789918126987.IwAR3_xV92K',
fbp: 'fb.1.1789676905645.579676956563071832',
user_agent: 'Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...',
leadgen_id: '491028401928401',
ad_id: '12020581920',
utm_source: 'meta_ads',
utm_medium: 'paid_social',
utm_campaign: 'tx_veterans_fe_q3',
utm_content: 'c-vets-video-1',
utm_term: 'veterans life insurance',
listen: false,
idempotency_key: 'vend_lead_9948201_retry_1',
custom_fields: {
join_url: 'https://zoom.us/j/91827364510',
setter_id: 'SETTER-442',
call_recording_url: 'https://recordings.partner.com/rec_99214.mp3'
}
})
};
fetch('https://api.3i.life/functions/v1/inbound-lead-gateway', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.3i.life/functions/v1/inbound-lead-gateway",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'name' => 'Marcus Vance',
'first_name' => 'Marcus',
'last_name' => 'Vance',
'phone' => '5125550188',
'email' => 'm.vance@example.com',
'address' => '1204 Pecan Grove Rd',
'city' => 'Austin',
'state' => 'TX',
'zipcode' => '78704',
'county' => 'Travis',
'age' => 63,
'date_of_birth' => '1963-04-12',
'gender' => 'Male',
'status' => 'Scheduled',
'scheduled_at' => '2026-09-28T18:00:00.000Z',
'appointment_date' => '2026-09-28',
'appointment_time' => '02:00 PM',
'appointment_timezone' => 'America/New_York',
'schedule_type' => 'appointment',
'setter_dialer_name' => 'Alexander Hayes (Setter Team Alpha)',
'scheduled_call' => '09/28/2026 02:00 PM EDT',
'tags' => [
'Scheduled',
'Setter Appointment',
'Mortgage Protection'
],
'notes' => 'APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.',
'coverage_type' => 'Mortgage Protection',
'coverage_amount' => '150000',
'current_coverage' => 'None',
'monthly_budget' => '$120',
'annual_income' => '$48,000',
'occupation' => 'Retired Postal Worker',
'housing_type' => 'Own',
'mortgage_type' => 'Conventional',
'mortgage_length_remaining' => '24 years',
'monthly_payment' => '$1,450',
'smoker' => false,
'health_conditions' => 'Clean, non-smoker, no medications',
'health_conditions_detail' => 'Lisinopril 10mg daily. No hospitalizations.',
'language' => 'English',
'branch_of_service' => 'Army',
'military_status' => 'Disabled Veteran',
'lead_category' => 'veterans',
'beneficiary' => 'Eleanor Vance',
'beneficiary_relationship' => 'Spouse',
'beneficiary_count' => '1',
'dependents' => '2 children',
'trusted_form_cert_url' => 'https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567',
'ip_address' => '172.56.21.89',
'sms_consent' => true,
'fbclid' => 'IwAR3_xV92K...',
'fbc' => 'fb.1.1789918126987.IwAR3_xV92K',
'fbp' => 'fb.1.1789676905645.579676956563071832',
'user_agent' => 'Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...',
'leadgen_id' => '491028401928401',
'ad_id' => '12020581920',
'utm_source' => 'meta_ads',
'utm_medium' => 'paid_social',
'utm_campaign' => 'tx_veterans_fe_q3',
'utm_content' => 'c-vets-video-1',
'utm_term' => 'veterans life insurance',
'listen' => false,
'idempotency_key' => 'vend_lead_9948201_retry_1',
'custom_fields' => [
'join_url' => 'https://zoom.us/j/91827364510',
'setter_id' => 'SETTER-442',
'call_recording_url' => 'https://recordings.partner.com/rec_99214.mp3'
]
]),
CURLOPT_HTTPHEADER => [
"Content-Type: application/json",
"x-source-token: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.3i.life/functions/v1/inbound-lead-gateway"
payload := strings.NewReader("{\n \"name\": \"Marcus Vance\",\n \"first_name\": \"Marcus\",\n \"last_name\": \"Vance\",\n \"phone\": \"5125550188\",\n \"email\": \"m.vance@example.com\",\n \"address\": \"1204 Pecan Grove Rd\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zipcode\": \"78704\",\n \"county\": \"Travis\",\n \"age\": 63,\n \"date_of_birth\": \"1963-04-12\",\n \"gender\": \"Male\",\n \"status\": \"Scheduled\",\n \"scheduled_at\": \"2026-09-28T18:00:00.000Z\",\n \"appointment_date\": \"2026-09-28\",\n \"appointment_time\": \"02:00 PM\",\n \"appointment_timezone\": \"America/New_York\",\n \"schedule_type\": \"appointment\",\n \"setter_dialer_name\": \"Alexander Hayes (Setter Team Alpha)\",\n \"scheduled_call\": \"09/28/2026 02:00 PM EDT\",\n \"tags\": [\n \"Scheduled\",\n \"Setter Appointment\",\n \"Mortgage Protection\"\n ],\n \"notes\": \"APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.\",\n \"coverage_type\": \"Mortgage Protection\",\n \"coverage_amount\": \"150000\",\n \"current_coverage\": \"None\",\n \"monthly_budget\": \"$120\",\n \"annual_income\": \"$48,000\",\n \"occupation\": \"Retired Postal Worker\",\n \"housing_type\": \"Own\",\n \"mortgage_type\": \"Conventional\",\n \"mortgage_length_remaining\": \"24 years\",\n \"monthly_payment\": \"$1,450\",\n \"smoker\": false,\n \"health_conditions\": \"Clean, non-smoker, no medications\",\n \"health_conditions_detail\": \"Lisinopril 10mg daily. No hospitalizations.\",\n \"language\": \"English\",\n \"branch_of_service\": \"Army\",\n \"military_status\": \"Disabled Veteran\",\n \"lead_category\": \"veterans\",\n \"beneficiary\": \"Eleanor Vance\",\n \"beneficiary_relationship\": \"Spouse\",\n \"beneficiary_count\": \"1\",\n \"dependents\": \"2 children\",\n \"trusted_form_cert_url\": \"https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567\",\n \"ip_address\": \"172.56.21.89\",\n \"sms_consent\": true,\n \"fbclid\": \"IwAR3_xV92K...\",\n \"fbc\": \"fb.1.1789918126987.IwAR3_xV92K\",\n \"fbp\": \"fb.1.1789676905645.579676956563071832\",\n \"user_agent\": \"Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...\",\n \"leadgen_id\": \"491028401928401\",\n \"ad_id\": \"12020581920\",\n \"utm_source\": \"meta_ads\",\n \"utm_medium\": \"paid_social\",\n \"utm_campaign\": \"tx_veterans_fe_q3\",\n \"utm_content\": \"c-vets-video-1\",\n \"utm_term\": \"veterans life insurance\",\n \"listen\": false,\n \"idempotency_key\": \"vend_lead_9948201_retry_1\",\n \"custom_fields\": {\n \"join_url\": \"https://zoom.us/j/91827364510\",\n \"setter_id\": \"SETTER-442\",\n \"call_recording_url\": \"https://recordings.partner.com/rec_99214.mp3\"\n }\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("x-source-token", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.3i.life/functions/v1/inbound-lead-gateway")
.header("x-source-token", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"name\": \"Marcus Vance\",\n \"first_name\": \"Marcus\",\n \"last_name\": \"Vance\",\n \"phone\": \"5125550188\",\n \"email\": \"m.vance@example.com\",\n \"address\": \"1204 Pecan Grove Rd\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zipcode\": \"78704\",\n \"county\": \"Travis\",\n \"age\": 63,\n \"date_of_birth\": \"1963-04-12\",\n \"gender\": \"Male\",\n \"status\": \"Scheduled\",\n \"scheduled_at\": \"2026-09-28T18:00:00.000Z\",\n \"appointment_date\": \"2026-09-28\",\n \"appointment_time\": \"02:00 PM\",\n \"appointment_timezone\": \"America/New_York\",\n \"schedule_type\": \"appointment\",\n \"setter_dialer_name\": \"Alexander Hayes (Setter Team Alpha)\",\n \"scheduled_call\": \"09/28/2026 02:00 PM EDT\",\n \"tags\": [\n \"Scheduled\",\n \"Setter Appointment\",\n \"Mortgage Protection\"\n ],\n \"notes\": \"APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.\",\n \"coverage_type\": \"Mortgage Protection\",\n \"coverage_amount\": \"150000\",\n \"current_coverage\": \"None\",\n \"monthly_budget\": \"$120\",\n \"annual_income\": \"$48,000\",\n \"occupation\": \"Retired Postal Worker\",\n \"housing_type\": \"Own\",\n \"mortgage_type\": \"Conventional\",\n \"mortgage_length_remaining\": \"24 years\",\n \"monthly_payment\": \"$1,450\",\n \"smoker\": false,\n \"health_conditions\": \"Clean, non-smoker, no medications\",\n \"health_conditions_detail\": \"Lisinopril 10mg daily. No hospitalizations.\",\n \"language\": \"English\",\n \"branch_of_service\": \"Army\",\n \"military_status\": \"Disabled Veteran\",\n \"lead_category\": \"veterans\",\n \"beneficiary\": \"Eleanor Vance\",\n \"beneficiary_relationship\": \"Spouse\",\n \"beneficiary_count\": \"1\",\n \"dependents\": \"2 children\",\n \"trusted_form_cert_url\": \"https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567\",\n \"ip_address\": \"172.56.21.89\",\n \"sms_consent\": true,\n \"fbclid\": \"IwAR3_xV92K...\",\n \"fbc\": \"fb.1.1789918126987.IwAR3_xV92K\",\n \"fbp\": \"fb.1.1789676905645.579676956563071832\",\n \"user_agent\": \"Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...\",\n \"leadgen_id\": \"491028401928401\",\n \"ad_id\": \"12020581920\",\n \"utm_source\": \"meta_ads\",\n \"utm_medium\": \"paid_social\",\n \"utm_campaign\": \"tx_veterans_fe_q3\",\n \"utm_content\": \"c-vets-video-1\",\n \"utm_term\": \"veterans life insurance\",\n \"listen\": false,\n \"idempotency_key\": \"vend_lead_9948201_retry_1\",\n \"custom_fields\": {\n \"join_url\": \"https://zoom.us/j/91827364510\",\n \"setter_id\": \"SETTER-442\",\n \"call_recording_url\": \"https://recordings.partner.com/rec_99214.mp3\"\n }\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.3i.life/functions/v1/inbound-lead-gateway")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["x-source-token"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"name\": \"Marcus Vance\",\n \"first_name\": \"Marcus\",\n \"last_name\": \"Vance\",\n \"phone\": \"5125550188\",\n \"email\": \"m.vance@example.com\",\n \"address\": \"1204 Pecan Grove Rd\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zipcode\": \"78704\",\n \"county\": \"Travis\",\n \"age\": 63,\n \"date_of_birth\": \"1963-04-12\",\n \"gender\": \"Male\",\n \"status\": \"Scheduled\",\n \"scheduled_at\": \"2026-09-28T18:00:00.000Z\",\n \"appointment_date\": \"2026-09-28\",\n \"appointment_time\": \"02:00 PM\",\n \"appointment_timezone\": \"America/New_York\",\n \"schedule_type\": \"appointment\",\n \"setter_dialer_name\": \"Alexander Hayes (Setter Team Alpha)\",\n \"scheduled_call\": \"09/28/2026 02:00 PM EDT\",\n \"tags\": [\n \"Scheduled\",\n \"Setter Appointment\",\n \"Mortgage Protection\"\n ],\n \"notes\": \"APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.\",\n \"coverage_type\": \"Mortgage Protection\",\n \"coverage_amount\": \"150000\",\n \"current_coverage\": \"None\",\n \"monthly_budget\": \"$120\",\n \"annual_income\": \"$48,000\",\n \"occupation\": \"Retired Postal Worker\",\n \"housing_type\": \"Own\",\n \"mortgage_type\": \"Conventional\",\n \"mortgage_length_remaining\": \"24 years\",\n \"monthly_payment\": \"$1,450\",\n \"smoker\": false,\n \"health_conditions\": \"Clean, non-smoker, no medications\",\n \"health_conditions_detail\": \"Lisinopril 10mg daily. No hospitalizations.\",\n \"language\": \"English\",\n \"branch_of_service\": \"Army\",\n \"military_status\": \"Disabled Veteran\",\n \"lead_category\": \"veterans\",\n \"beneficiary\": \"Eleanor Vance\",\n \"beneficiary_relationship\": \"Spouse\",\n \"beneficiary_count\": \"1\",\n \"dependents\": \"2 children\",\n \"trusted_form_cert_url\": \"https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567\",\n \"ip_address\": \"172.56.21.89\",\n \"sms_consent\": true,\n \"fbclid\": \"IwAR3_xV92K...\",\n \"fbc\": \"fb.1.1789918126987.IwAR3_xV92K\",\n \"fbp\": \"fb.1.1789676905645.579676956563071832\",\n \"user_agent\": \"Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...\",\n \"leadgen_id\": \"491028401928401\",\n \"ad_id\": \"12020581920\",\n \"utm_source\": \"meta_ads\",\n \"utm_medium\": \"paid_social\",\n \"utm_campaign\": \"tx_veterans_fe_q3\",\n \"utm_content\": \"c-vets-video-1\",\n \"utm_term\": \"veterans life insurance\",\n \"listen\": false,\n \"idempotency_key\": \"vend_lead_9948201_retry_1\",\n \"custom_fields\": {\n \"join_url\": \"https://zoom.us/j/91827364510\",\n \"setter_id\": \"SETTER-442\",\n \"call_recording_url\": \"https://recordings.partner.com/rec_99214.mp3\"\n }\n}"
response = http.request(request)
puts response.read_body{
"success": true,
"message": "Lead created and appointment scheduled successfully",
"listen": false,
"lead_id": "b3040da5-9bd1-4a4b-8fd3-40e94bb5083f",
"agent_id": "5170d1fa-fa77-4c7b-b5d1-93c6838a6a12",
"status": "Scheduled",
"scheduled_at": "2026-09-28T18:00:00.000Z",
"appointment_timezone": "America/New_York",
"schedule_type": "appointment",
"resubmit": false,
"idempotent_replay": false
}{
"error": "Invalid or inactive token",
"error_code": "INVALID_SOURCE_TOKEN",
"details": "The provided token could not be verified in the active source catalog."
}{
"error": "Invalid or inactive token",
"error_code": "INVALID_SOURCE_TOKEN",
"details": "The provided token could not be verified in the active source catalog."
}{
"error": "Invalid or inactive token",
"error_code": "INVALID_SOURCE_TOKEN",
"details": "The provided token could not be verified in the active source catalog."
}Inbound Leads
Ingest Live Lead or Scheduled Appointment
Delivers a live prospect or booked consultation appointment directly into the assigned 3i agent’s CRM pipeline.
- If appointment fields (
scheduled_atorappointment_date+appointment_time) are provided, the lead’s status is automatically set toScheduledand placed on the agent’s calendar agenda. - If an existing contact re-engages, the CRM automatically merges new information without creating duplicate records.
POST
/
inbound-lead-gateway
Ingest Live Lead or Scheduled Appointment
curl --request POST \
--url https://api.3i.life/functions/v1/inbound-lead-gateway \
--header 'Content-Type: application/json' \
--header 'x-source-token: <api-key>' \
--data '
{
"name": "Marcus Vance",
"first_name": "Marcus",
"last_name": "Vance",
"phone": "5125550188",
"email": "m.vance@example.com",
"address": "1204 Pecan Grove Rd",
"city": "Austin",
"state": "TX",
"zipcode": "78704",
"county": "Travis",
"age": 63,
"date_of_birth": "1963-04-12",
"gender": "Male",
"status": "Scheduled",
"scheduled_at": "2026-09-28T18:00:00.000Z",
"appointment_date": "2026-09-28",
"appointment_time": "02:00 PM",
"appointment_timezone": "America/New_York",
"schedule_type": "appointment",
"setter_dialer_name": "Alexander Hayes (Setter Team Alpha)",
"scheduled_call": "09/28/2026 02:00 PM EDT",
"tags": [
"Scheduled",
"Setter Appointment",
"Mortgage Protection"
],
"notes": "APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.",
"coverage_type": "Mortgage Protection",
"coverage_amount": "150000",
"current_coverage": "None",
"monthly_budget": "$120",
"annual_income": "$48,000",
"occupation": "Retired Postal Worker",
"housing_type": "Own",
"mortgage_type": "Conventional",
"mortgage_length_remaining": "24 years",
"monthly_payment": "$1,450",
"smoker": false,
"health_conditions": "Clean, non-smoker, no medications",
"health_conditions_detail": "Lisinopril 10mg daily. No hospitalizations.",
"language": "English",
"branch_of_service": "Army",
"military_status": "Disabled Veteran",
"lead_category": "veterans",
"beneficiary": "Eleanor Vance",
"beneficiary_relationship": "Spouse",
"beneficiary_count": "1",
"dependents": "2 children",
"trusted_form_cert_url": "https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567",
"ip_address": "172.56.21.89",
"sms_consent": true,
"fbclid": "IwAR3_xV92K...",
"fbc": "fb.1.1789918126987.IwAR3_xV92K",
"fbp": "fb.1.1789676905645.579676956563071832",
"user_agent": "Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...",
"leadgen_id": "491028401928401",
"ad_id": "12020581920",
"utm_source": "meta_ads",
"utm_medium": "paid_social",
"utm_campaign": "tx_veterans_fe_q3",
"utm_content": "c-vets-video-1",
"utm_term": "veterans life insurance",
"listen": false,
"idempotency_key": "vend_lead_9948201_retry_1",
"custom_fields": {
"join_url": "https://zoom.us/j/91827364510",
"setter_id": "SETTER-442",
"call_recording_url": "https://recordings.partner.com/rec_99214.mp3"
}
}
'import requests
url = "https://api.3i.life/functions/v1/inbound-lead-gateway"
payload = {
"name": "Marcus Vance",
"first_name": "Marcus",
"last_name": "Vance",
"phone": "5125550188",
"email": "m.vance@example.com",
"address": "1204 Pecan Grove Rd",
"city": "Austin",
"state": "TX",
"zipcode": "78704",
"county": "Travis",
"age": 63,
"date_of_birth": "1963-04-12",
"gender": "Male",
"status": "Scheduled",
"scheduled_at": "2026-09-28T18:00:00.000Z",
"appointment_date": "2026-09-28",
"appointment_time": "02:00 PM",
"appointment_timezone": "America/New_York",
"schedule_type": "appointment",
"setter_dialer_name": "Alexander Hayes (Setter Team Alpha)",
"scheduled_call": "09/28/2026 02:00 PM EDT",
"tags": ["Scheduled", "Setter Appointment", "Mortgage Protection"],
"notes": "APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.",
"coverage_type": "Mortgage Protection",
"coverage_amount": "150000",
"current_coverage": "None",
"monthly_budget": "$120",
"annual_income": "$48,000",
"occupation": "Retired Postal Worker",
"housing_type": "Own",
"mortgage_type": "Conventional",
"mortgage_length_remaining": "24 years",
"monthly_payment": "$1,450",
"smoker": False,
"health_conditions": "Clean, non-smoker, no medications",
"health_conditions_detail": "Lisinopril 10mg daily. No hospitalizations.",
"language": "English",
"branch_of_service": "Army",
"military_status": "Disabled Veteran",
"lead_category": "veterans",
"beneficiary": "Eleanor Vance",
"beneficiary_relationship": "Spouse",
"beneficiary_count": "1",
"dependents": "2 children",
"trusted_form_cert_url": "https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567",
"ip_address": "172.56.21.89",
"sms_consent": True,
"fbclid": "IwAR3_xV92K...",
"fbc": "fb.1.1789918126987.IwAR3_xV92K",
"fbp": "fb.1.1789676905645.579676956563071832",
"user_agent": "Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...",
"leadgen_id": "491028401928401",
"ad_id": "12020581920",
"utm_source": "meta_ads",
"utm_medium": "paid_social",
"utm_campaign": "tx_veterans_fe_q3",
"utm_content": "c-vets-video-1",
"utm_term": "veterans life insurance",
"listen": False,
"idempotency_key": "vend_lead_9948201_retry_1",
"custom_fields": {
"join_url": "https://zoom.us/j/91827364510",
"setter_id": "SETTER-442",
"call_recording_url": "https://recordings.partner.com/rec_99214.mp3"
}
}
headers = {
"x-source-token": "<api-key>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {'x-source-token': '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({
name: 'Marcus Vance',
first_name: 'Marcus',
last_name: 'Vance',
phone: '5125550188',
email: 'm.vance@example.com',
address: '1204 Pecan Grove Rd',
city: 'Austin',
state: 'TX',
zipcode: '78704',
county: 'Travis',
age: 63,
date_of_birth: '1963-04-12',
gender: 'Male',
status: 'Scheduled',
scheduled_at: '2026-09-28T18:00:00.000Z',
appointment_date: '2026-09-28',
appointment_time: '02:00 PM',
appointment_timezone: 'America/New_York',
schedule_type: 'appointment',
setter_dialer_name: 'Alexander Hayes (Setter Team Alpha)',
scheduled_call: '09/28/2026 02:00 PM EDT',
tags: ['Scheduled', 'Setter Appointment', 'Mortgage Protection'],
notes: 'APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.',
coverage_type: 'Mortgage Protection',
coverage_amount: '150000',
current_coverage: 'None',
monthly_budget: '$120',
annual_income: '$48,000',
occupation: 'Retired Postal Worker',
housing_type: 'Own',
mortgage_type: 'Conventional',
mortgage_length_remaining: '24 years',
monthly_payment: '$1,450',
smoker: false,
health_conditions: 'Clean, non-smoker, no medications',
health_conditions_detail: 'Lisinopril 10mg daily. No hospitalizations.',
language: 'English',
branch_of_service: 'Army',
military_status: 'Disabled Veteran',
lead_category: 'veterans',
beneficiary: 'Eleanor Vance',
beneficiary_relationship: 'Spouse',
beneficiary_count: '1',
dependents: '2 children',
trusted_form_cert_url: 'https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567',
ip_address: '172.56.21.89',
sms_consent: true,
fbclid: 'IwAR3_xV92K...',
fbc: 'fb.1.1789918126987.IwAR3_xV92K',
fbp: 'fb.1.1789676905645.579676956563071832',
user_agent: 'Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...',
leadgen_id: '491028401928401',
ad_id: '12020581920',
utm_source: 'meta_ads',
utm_medium: 'paid_social',
utm_campaign: 'tx_veterans_fe_q3',
utm_content: 'c-vets-video-1',
utm_term: 'veterans life insurance',
listen: false,
idempotency_key: 'vend_lead_9948201_retry_1',
custom_fields: {
join_url: 'https://zoom.us/j/91827364510',
setter_id: 'SETTER-442',
call_recording_url: 'https://recordings.partner.com/rec_99214.mp3'
}
})
};
fetch('https://api.3i.life/functions/v1/inbound-lead-gateway', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.3i.life/functions/v1/inbound-lead-gateway",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'name' => 'Marcus Vance',
'first_name' => 'Marcus',
'last_name' => 'Vance',
'phone' => '5125550188',
'email' => 'm.vance@example.com',
'address' => '1204 Pecan Grove Rd',
'city' => 'Austin',
'state' => 'TX',
'zipcode' => '78704',
'county' => 'Travis',
'age' => 63,
'date_of_birth' => '1963-04-12',
'gender' => 'Male',
'status' => 'Scheduled',
'scheduled_at' => '2026-09-28T18:00:00.000Z',
'appointment_date' => '2026-09-28',
'appointment_time' => '02:00 PM',
'appointment_timezone' => 'America/New_York',
'schedule_type' => 'appointment',
'setter_dialer_name' => 'Alexander Hayes (Setter Team Alpha)',
'scheduled_call' => '09/28/2026 02:00 PM EDT',
'tags' => [
'Scheduled',
'Setter Appointment',
'Mortgage Protection'
],
'notes' => 'APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.',
'coverage_type' => 'Mortgage Protection',
'coverage_amount' => '150000',
'current_coverage' => 'None',
'monthly_budget' => '$120',
'annual_income' => '$48,000',
'occupation' => 'Retired Postal Worker',
'housing_type' => 'Own',
'mortgage_type' => 'Conventional',
'mortgage_length_remaining' => '24 years',
'monthly_payment' => '$1,450',
'smoker' => false,
'health_conditions' => 'Clean, non-smoker, no medications',
'health_conditions_detail' => 'Lisinopril 10mg daily. No hospitalizations.',
'language' => 'English',
'branch_of_service' => 'Army',
'military_status' => 'Disabled Veteran',
'lead_category' => 'veterans',
'beneficiary' => 'Eleanor Vance',
'beneficiary_relationship' => 'Spouse',
'beneficiary_count' => '1',
'dependents' => '2 children',
'trusted_form_cert_url' => 'https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567',
'ip_address' => '172.56.21.89',
'sms_consent' => true,
'fbclid' => 'IwAR3_xV92K...',
'fbc' => 'fb.1.1789918126987.IwAR3_xV92K',
'fbp' => 'fb.1.1789676905645.579676956563071832',
'user_agent' => 'Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...',
'leadgen_id' => '491028401928401',
'ad_id' => '12020581920',
'utm_source' => 'meta_ads',
'utm_medium' => 'paid_social',
'utm_campaign' => 'tx_veterans_fe_q3',
'utm_content' => 'c-vets-video-1',
'utm_term' => 'veterans life insurance',
'listen' => false,
'idempotency_key' => 'vend_lead_9948201_retry_1',
'custom_fields' => [
'join_url' => 'https://zoom.us/j/91827364510',
'setter_id' => 'SETTER-442',
'call_recording_url' => 'https://recordings.partner.com/rec_99214.mp3'
]
]),
CURLOPT_HTTPHEADER => [
"Content-Type: application/json",
"x-source-token: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.3i.life/functions/v1/inbound-lead-gateway"
payload := strings.NewReader("{\n \"name\": \"Marcus Vance\",\n \"first_name\": \"Marcus\",\n \"last_name\": \"Vance\",\n \"phone\": \"5125550188\",\n \"email\": \"m.vance@example.com\",\n \"address\": \"1204 Pecan Grove Rd\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zipcode\": \"78704\",\n \"county\": \"Travis\",\n \"age\": 63,\n \"date_of_birth\": \"1963-04-12\",\n \"gender\": \"Male\",\n \"status\": \"Scheduled\",\n \"scheduled_at\": \"2026-09-28T18:00:00.000Z\",\n \"appointment_date\": \"2026-09-28\",\n \"appointment_time\": \"02:00 PM\",\n \"appointment_timezone\": \"America/New_York\",\n \"schedule_type\": \"appointment\",\n \"setter_dialer_name\": \"Alexander Hayes (Setter Team Alpha)\",\n \"scheduled_call\": \"09/28/2026 02:00 PM EDT\",\n \"tags\": [\n \"Scheduled\",\n \"Setter Appointment\",\n \"Mortgage Protection\"\n ],\n \"notes\": \"APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.\",\n \"coverage_type\": \"Mortgage Protection\",\n \"coverage_amount\": \"150000\",\n \"current_coverage\": \"None\",\n \"monthly_budget\": \"$120\",\n \"annual_income\": \"$48,000\",\n \"occupation\": \"Retired Postal Worker\",\n \"housing_type\": \"Own\",\n \"mortgage_type\": \"Conventional\",\n \"mortgage_length_remaining\": \"24 years\",\n \"monthly_payment\": \"$1,450\",\n \"smoker\": false,\n \"health_conditions\": \"Clean, non-smoker, no medications\",\n \"health_conditions_detail\": \"Lisinopril 10mg daily. No hospitalizations.\",\n \"language\": \"English\",\n \"branch_of_service\": \"Army\",\n \"military_status\": \"Disabled Veteran\",\n \"lead_category\": \"veterans\",\n \"beneficiary\": \"Eleanor Vance\",\n \"beneficiary_relationship\": \"Spouse\",\n \"beneficiary_count\": \"1\",\n \"dependents\": \"2 children\",\n \"trusted_form_cert_url\": \"https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567\",\n \"ip_address\": \"172.56.21.89\",\n \"sms_consent\": true,\n \"fbclid\": \"IwAR3_xV92K...\",\n \"fbc\": \"fb.1.1789918126987.IwAR3_xV92K\",\n \"fbp\": \"fb.1.1789676905645.579676956563071832\",\n \"user_agent\": \"Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...\",\n \"leadgen_id\": \"491028401928401\",\n \"ad_id\": \"12020581920\",\n \"utm_source\": \"meta_ads\",\n \"utm_medium\": \"paid_social\",\n \"utm_campaign\": \"tx_veterans_fe_q3\",\n \"utm_content\": \"c-vets-video-1\",\n \"utm_term\": \"veterans life insurance\",\n \"listen\": false,\n \"idempotency_key\": \"vend_lead_9948201_retry_1\",\n \"custom_fields\": {\n \"join_url\": \"https://zoom.us/j/91827364510\",\n \"setter_id\": \"SETTER-442\",\n \"call_recording_url\": \"https://recordings.partner.com/rec_99214.mp3\"\n }\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("x-source-token", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.3i.life/functions/v1/inbound-lead-gateway")
.header("x-source-token", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"name\": \"Marcus Vance\",\n \"first_name\": \"Marcus\",\n \"last_name\": \"Vance\",\n \"phone\": \"5125550188\",\n \"email\": \"m.vance@example.com\",\n \"address\": \"1204 Pecan Grove Rd\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zipcode\": \"78704\",\n \"county\": \"Travis\",\n \"age\": 63,\n \"date_of_birth\": \"1963-04-12\",\n \"gender\": \"Male\",\n \"status\": \"Scheduled\",\n \"scheduled_at\": \"2026-09-28T18:00:00.000Z\",\n \"appointment_date\": \"2026-09-28\",\n \"appointment_time\": \"02:00 PM\",\n \"appointment_timezone\": \"America/New_York\",\n \"schedule_type\": \"appointment\",\n \"setter_dialer_name\": \"Alexander Hayes (Setter Team Alpha)\",\n \"scheduled_call\": \"09/28/2026 02:00 PM EDT\",\n \"tags\": [\n \"Scheduled\",\n \"Setter Appointment\",\n \"Mortgage Protection\"\n ],\n \"notes\": \"APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.\",\n \"coverage_type\": \"Mortgage Protection\",\n \"coverage_amount\": \"150000\",\n \"current_coverage\": \"None\",\n \"monthly_budget\": \"$120\",\n \"annual_income\": \"$48,000\",\n \"occupation\": \"Retired Postal Worker\",\n \"housing_type\": \"Own\",\n \"mortgage_type\": \"Conventional\",\n \"mortgage_length_remaining\": \"24 years\",\n \"monthly_payment\": \"$1,450\",\n \"smoker\": false,\n \"health_conditions\": \"Clean, non-smoker, no medications\",\n \"health_conditions_detail\": \"Lisinopril 10mg daily. No hospitalizations.\",\n \"language\": \"English\",\n \"branch_of_service\": \"Army\",\n \"military_status\": \"Disabled Veteran\",\n \"lead_category\": \"veterans\",\n \"beneficiary\": \"Eleanor Vance\",\n \"beneficiary_relationship\": \"Spouse\",\n \"beneficiary_count\": \"1\",\n \"dependents\": \"2 children\",\n \"trusted_form_cert_url\": \"https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567\",\n \"ip_address\": \"172.56.21.89\",\n \"sms_consent\": true,\n \"fbclid\": \"IwAR3_xV92K...\",\n \"fbc\": \"fb.1.1789918126987.IwAR3_xV92K\",\n \"fbp\": \"fb.1.1789676905645.579676956563071832\",\n \"user_agent\": \"Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...\",\n \"leadgen_id\": \"491028401928401\",\n \"ad_id\": \"12020581920\",\n \"utm_source\": \"meta_ads\",\n \"utm_medium\": \"paid_social\",\n \"utm_campaign\": \"tx_veterans_fe_q3\",\n \"utm_content\": \"c-vets-video-1\",\n \"utm_term\": \"veterans life insurance\",\n \"listen\": false,\n \"idempotency_key\": \"vend_lead_9948201_retry_1\",\n \"custom_fields\": {\n \"join_url\": \"https://zoom.us/j/91827364510\",\n \"setter_id\": \"SETTER-442\",\n \"call_recording_url\": \"https://recordings.partner.com/rec_99214.mp3\"\n }\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.3i.life/functions/v1/inbound-lead-gateway")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["x-source-token"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"name\": \"Marcus Vance\",\n \"first_name\": \"Marcus\",\n \"last_name\": \"Vance\",\n \"phone\": \"5125550188\",\n \"email\": \"m.vance@example.com\",\n \"address\": \"1204 Pecan Grove Rd\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zipcode\": \"78704\",\n \"county\": \"Travis\",\n \"age\": 63,\n \"date_of_birth\": \"1963-04-12\",\n \"gender\": \"Male\",\n \"status\": \"Scheduled\",\n \"scheduled_at\": \"2026-09-28T18:00:00.000Z\",\n \"appointment_date\": \"2026-09-28\",\n \"appointment_time\": \"02:00 PM\",\n \"appointment_timezone\": \"America/New_York\",\n \"schedule_type\": \"appointment\",\n \"setter_dialer_name\": \"Alexander Hayes (Setter Team Alpha)\",\n \"scheduled_call\": \"09/28/2026 02:00 PM EDT\",\n \"tags\": [\n \"Scheduled\",\n \"Setter Appointment\",\n \"Mortgage Protection\"\n ],\n \"notes\": \"APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present.\",\n \"coverage_type\": \"Mortgage Protection\",\n \"coverage_amount\": \"150000\",\n \"current_coverage\": \"None\",\n \"monthly_budget\": \"$120\",\n \"annual_income\": \"$48,000\",\n \"occupation\": \"Retired Postal Worker\",\n \"housing_type\": \"Own\",\n \"mortgage_type\": \"Conventional\",\n \"mortgage_length_remaining\": \"24 years\",\n \"monthly_payment\": \"$1,450\",\n \"smoker\": false,\n \"health_conditions\": \"Clean, non-smoker, no medications\",\n \"health_conditions_detail\": \"Lisinopril 10mg daily. No hospitalizations.\",\n \"language\": \"English\",\n \"branch_of_service\": \"Army\",\n \"military_status\": \"Disabled Veteran\",\n \"lead_category\": \"veterans\",\n \"beneficiary\": \"Eleanor Vance\",\n \"beneficiary_relationship\": \"Spouse\",\n \"beneficiary_count\": \"1\",\n \"dependents\": \"2 children\",\n \"trusted_form_cert_url\": \"https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567\",\n \"ip_address\": \"172.56.21.89\",\n \"sms_consent\": true,\n \"fbclid\": \"IwAR3_xV92K...\",\n \"fbc\": \"fb.1.1789918126987.IwAR3_xV92K\",\n \"fbp\": \"fb.1.1789676905645.579676956563071832\",\n \"user_agent\": \"Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)...\",\n \"leadgen_id\": \"491028401928401\",\n \"ad_id\": \"12020581920\",\n \"utm_source\": \"meta_ads\",\n \"utm_medium\": \"paid_social\",\n \"utm_campaign\": \"tx_veterans_fe_q3\",\n \"utm_content\": \"c-vets-video-1\",\n \"utm_term\": \"veterans life insurance\",\n \"listen\": false,\n \"idempotency_key\": \"vend_lead_9948201_retry_1\",\n \"custom_fields\": {\n \"join_url\": \"https://zoom.us/j/91827364510\",\n \"setter_id\": \"SETTER-442\",\n \"call_recording_url\": \"https://recordings.partner.com/rec_99214.mp3\"\n }\n}"
response = http.request(request)
puts response.read_body{
"success": true,
"message": "Lead created and appointment scheduled successfully",
"listen": false,
"lead_id": "b3040da5-9bd1-4a4b-8fd3-40e94bb5083f",
"agent_id": "5170d1fa-fa77-4c7b-b5d1-93c6838a6a12",
"status": "Scheduled",
"scheduled_at": "2026-09-28T18:00:00.000Z",
"appointment_timezone": "America/New_York",
"schedule_type": "appointment",
"resubmit": false,
"idempotent_replay": false
}{
"error": "Invalid or inactive token",
"error_code": "INVALID_SOURCE_TOKEN",
"details": "The provided token could not be verified in the active source catalog."
}{
"error": "Invalid or inactive token",
"error_code": "INVALID_SOURCE_TOKEN",
"details": "The provided token could not be verified in the active source catalog."
}{
"error": "Invalid or inactive token",
"error_code": "INVALID_SOURCE_TOKEN",
"details": "The provided token could not be verified in the active source catalog."
}Authorizations
Partner source token provided by 3i CRM client.
Headers
Unique delivery identifier (e.g. UUID). Prevents duplicate lead records on network retries within 24 hours.
Example:
"vend_lead_9948201_retry_1"
Body
application/json
Full contact name. Alternatively, provide first_name and last_name.
Example:
"Marcus Vance"
Contact first name.
Example:
"Marcus"
Contact last name.
Example:
"Vance"
Primary phone number. Automatically normalized to 10-digit clean format.
Example:
"5125550188"
Primary email address.
Example:
"m.vance@example.com"
Street address.
Example:
"1204 Pecan Grove Rd"
City name.
Example:
"Austin"
2-letter state code or full state name. Used to automatically detect timezone.
Example:
"TX"
5-digit postal code.
Example:
"78704"
County or parish name.
Example:
"Travis"
Age of the contact in years.
Required range:
18 <= x <= 120Example:
63
Date of birth (YYYY-MM-DD or MM/DD/YYYY).
Example:
"1963-04-12"
Contact gender. Normalized automatically to Male or Female.
Available options:
Male, Female Example:
"Male"
Set to Scheduled if the lead has an appointment booked.
Example:
"Scheduled"
Canonical UTC ISO-8601 appointment timestamp.
Example:
"2026-09-28T18:00:00.000Z"
Split appointment date if UTC ISO is not provided.
Example:
"2026-09-28"
Split appointment local time.
Example:
"02:00 PM"
(Optional) IANA timezone. If omitted, automatically inferred from state or phone area code.
Example:
"America/New_York"
Type of schedule.
Available options:
appointment, follow_up Example:
"appointment"
Name or ID of the human setter, dialer agent, or scheduling channel.
Example:
"Alexander Hayes (Setter Team Alpha)"
(Optional) Human-readable local date and time string.
Example:
"09/28/2026 02:00 PM EDT"
Array of tags to attach to the lead.
Example:
[
"Scheduled",
"Setter Appointment",
"Mortgage Protection"
]
Appointment notes, qualifying verification details, and briefing text.
Example:
"APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT. Setter Alexander verified spouse will be present."
Requested insurance policy type.
Example:
"Mortgage Protection"
Requested coverage amount.
Example:
"150000"
Existing insurance coverage details.
Example:
"None"
Target monthly budget.
Example:
"$120"
Household yearly income.
Example:
"$48,000"
Job title or retirement status.
Example:
"Retired Postal Worker"
Residence status.
Available options:
Own, Rent, Other Example:
"Own"
Mortgage loan category.
Available options:
Conventional, FHA, VA, Fixed, ARM, USDA, Jumbo, Reverse Example:
"Conventional"
Remaining term on loan.
Example:
"24 years"
Monthly mortgage payment.
Example:
"$1,450"
Tobacco usage flag.
Example:
false
High-level health condition summary.
Example:
"Clean, non-smoker, no medications"
Specific prescriptions, hospitalizations, or surgery dates.
Example:
"Lisinopril 10mg daily. No hospitalizations."
Primary language preference.
Example:
"English"
Military branch (for veteran/military campaigns).
Example:
"Army"
(Optional) Military service status (e.g. Disabled Veteran, Active Duty, Spouse / Family Member). For general veteran leads, lead_category and branch_of_service are sufficient.
Example:
"Disabled Veteran"
Primary campaign vertical/category. Common abbreviations and synonyms (e.g. fex, vets, military) are mapped automatically.
Available options:
veterans, final-expense, mortgage-protection, nurses, truckers, iul, first-responder, federal-employee, senior, teacher, generic Example:
"veterans"
Primary beneficiary name.
Example:
"Eleanor Vance"
Relationship of beneficiary.
Example:
"Spouse"
Number of designated beneficiaries.
Example:
"1"
Number or details of dependent children.
Example:
"2 children"
ActiveProspect TrustedForm certificate URL for TCPA verification.
Example:
"https://cert.trustedform.com/0123456789abcdef0123456789abcdef01234567"
Client IP address at time of submission.
Example:
"172.56.21.89"
Explicit consent flag for SMS messaging.
Example:
true
Facebook Click ID from ad URL.
Example:
"IwAR3_xV92K..."
First-party Facebook click cookie from browser session.
Example:
"fb.1.1789918126987.IwAR3_xV92K"
First-party Facebook browser tracking cookie.
Example:
"fb.1.1789676905645.579676956563071832"
Client browser User-Agent string.
Example:
"Mozilla/5.0 (iPhone; CPU iPhone OS 26_6_2 like Mac OS X)..."
Meta Lead Ads native instant form submission ID.
Example:
"491028401928401"
Facebook Ad ID from campaign URL.
Example:
"12020581920"
Marketing traffic source.
Example:
"meta_ads"
Marketing medium.
Example:
"paid_social"
Marketing campaign name.
Example:
"tx_veterans_fe_q3"
Ad creative or variant.
Example:
"c-vets-video-1"
Target keyword or audience.
Example:
"veterans life insurance"
Set to true to execute a pre-flight test without writing live leads to the CRM.
Alternative to sending the Idempotency-Key HTTP header.
Example:
"vend_lead_9948201_retry_1"
Partner-specific metadata, meeting links, or call recordings. Automatically captured in CRM.
Example:
{
"join_url": "https://zoom.us/j/91827364510",
"setter_id": "SETTER-442",
"call_recording_url": "https://recordings.partner.com/rec_99214.mp3"
}
Response
Lead or appointment successfully ingested or resubmitted.
Example:
true
Example:
"Lead created and appointment scheduled successfully"
Returned and true when request was executed in Listen test mode.
Example:
false
The CRM's primary UUID for the lead. Store this in your database to link records.
Example:
"b3040da5-9bd1-4a4b-8fd3-40e94bb5083f"
UUID of the agent receiving the lead.
Example:
"5170d1fa-fa77-4c7b-b5d1-93c6838a6a12"
Example:
"Scheduled"
Confirmed UTC ISO appointment timestamp.
Example:
"2026-09-28T18:00:00.000Z"
Confirmed timezone.
Example:
"America/New_York"
Example:
"appointment"
Present and true when an existing lead was re-engaged and merged.
Example:
false
Present and true when a cached delivery was safely replayed within 24 hours.
Example:
false