Convert lead to client

Convert a qualified lead into a client. Creates a new client record,
sets lead status to CLOSED with closingStatus SUCCESS, and links the
lead to the new client via clientId.

convert is an action, not a status — the lead status enum is
[NEW, CONNECTED, PROCESSING, CLOSED] and does not include converted.

Requirements:

  • closingStatus must be "SUCCESS"
  • closingReasonId is optional (use GET /config/attributes?type=closingReason for options)
  • All client data is extracted from the lead (clientFn, clientLn, cpn, cdob, etc.)
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Path Params
string
required

Unique lead identifier

Body Params
string
enum
required

Must be "SUCCESS" for conversion. Use GET /config/statuses for valid values.

Allowed:
string

Optional attribute ID for closing reason (e.g., "Signed contract"). Use GET /config/attributes?type=closingReason for options.

string

Optional case type for the new client

string

Optional conversion notes

Response

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Response
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