With September's updates, you can now bring in notes/attachments via lead post and API.
09/26/2019 - Updated lead post and API to support notes and attachments
09/26/2019 - Updated lead post and API to support notes/attachments
We have expanded our lead post integration capability to support the addition of up to 5 note/attachment entries when sending the lead to AgencyBloc.
See the Lead Generation article for updated technical documentation.
We have expanded our API to enable you to create notes/attachments for existing record types (individuals, groups, policies, agents), as well as pull a list of notes/attachments for those same record types.
See the Notes & Attachments article for new technical documentation.
We're here to help. If you need anything, feel free to send us an email at firstname.lastname@example.org. Also, let us know what you think of the update. Have a good one!