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Quote Created

Overview

·Event key:
quote.created

This event enables real-time tracking of quote creation with complete pricing, lease terms, and unit details. Use it to synchronize quote data across systems, trigger follow-up workflows, update CRM records, track quote generation analytics, and maintain accurate pricing proposal records for prospects.

When This Event Triggers

This event fires when a leasing agent creates and sends a pricing quote to a prospective resident. A quote is a formal pricing proposal that includes the monthly rent, lease term, move-in date, and any applicable fees or concessions for a specific unit. The event fires specifically when:

  • Agent Creates a Quote — A leasing agent uses the system to generate a new quote for a prospect. This typically happens after a prospect has toured a property or expressed interest in a specific unit, and the agent wants to provide them with official pricing information.
  • Quote Status is "Quoted" — The event only triggers when the quote is created with a status of "Quoted," meaning it's a formal quote ready to be shared with the prospect. Draft quotes or quotes in other statuses do not trigger this event.
  • Quote is Associated with a Unit — The quote must be linked to a specific unit in a community. Quotes without a unit assignment do not trigger this event.

The event payload includes details about the quote such as the client receiving the quote, the unit being quoted, the proposed lease terms (rent amount, lease start date, lease end date, lease term length), and information about any previous unit the prospect may have been considering.

This event is useful for tracking when prospects receive formal pricing and for integrating with external systems that need to know when quotes are issued.

Event Payload

Example payloadJSON200 · application/json
{
"id": "4f5d7bea-84c9-40ad-9b96-7271b38166ed",
"event": "quote.created",
"timestamp": "2024-10-09T13:29:09.210102+00:00",
"data": {
  "client_id": 1,
  "guestcard_pms_identifier": "P1234",
  "quote_id": 1,
  "quote_type": "Transfer lease",
  "quote_url": "https://api.funnelleasing.com/api/v2/quotes/1/pdf",
  "unit_id": 1,
  "unit_number": "0123",
  "unit_pms_identifier": "U123",
  "previous_unit_id": 2,
  "previous_unit_number": "04321",
  "previous_unit_pms_identifier": "U4321",
  "lease_start_date": "2024-11-27",
  "lease_end_date": "2025-11-27",
  "lease_term": 12,
  "tenant_pms_identifier": "T123",
  "community_id": 1,
  "community_pms_identifier": "C123",
  "building_number": "123",
  "internal_building_number": "456"
}
}