> ## Documentation Index > Fetch the complete documentation index at: https://developer.flabslis.com/llms.txt > Use this file to discover all available pages before exploring further. # Create Lead or Booking > Creates a CRM entry for the patient. Set `phase: "lead"` (default) to drop the entry into the lead funnel — it will be auto-assigned to a telecaller and trigger a `NEW_LEAD` notification. Set `phase: "booking"` to skip the lead stage and create a confirmed booking directly — it will trigger a `BOOKING_CONFIRMED` notification. ## OpenAPI ````yaml POST /client/crm/lead/create openapi: 3.0.3 info: title: Flabs CRM API version: 1.0.0 description: Branches, tests, packages, and lead/booking ingestion for the Flabs CRM. servers: - url: https://v2.flabs.in description: Production security: [] paths: /client/crm/lead/create: post: summary: Create lead or booking description: >- Creates a CRM entry for the patient. Set `phase: "lead"` (default) to drop the entry into the lead funnel — it will be auto-assigned to a telecaller and trigger a `NEW_LEAD` notification. Set `phase: "booking"` to skip the lead stage and create a confirmed booking directly — it will trigger a `BOOKING_CONFIRMED` notification. requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/CreateLeadRequest' examples: Lead: summary: Create a lead (default phase) value: branchID: 6530a4a6f1d2c8b7e9a12345 integratorID: EXT-LEAD-10231 phase: lead first_name: Rahul last_name: Sharma contact: '9876543210' country_code: '91' email: rahul@example.com age: 32 age_type: year gender: male address: 42 Park Street pincode: '560001' source: facebook_ads priority: high tests: - test: 6530a4a6f1d2c8b7e9aabcde cost: 350 packages: - package: 6530a4a6f1d2c8b7e9afedcb price: 1499 unmappedTests: - name: Vitamin D3 (custom name) cost: 800 unmappedPackages: - name: Bridal Glow Panel price: 2500 discountAmount: 100 totalAmount: 4549 Booking: summary: Create a booking directly (phase = booking) value: branchID: 6530a4a6f1d2c8b7e9a12345 integratorID: EXT-BOOK-55012 phase: booking first_name: Anita last_name: Verma contact: '9123456780' email: anita@example.com age: 45 age_type: year gender: female address: 22 MG Road pincode: '560001' bookingType: Home Collection scheduledAt: '2026-05-15T08:30:00.000Z' specialInstructions: Patient is diabetic; please call before arrival. paymentStatus: Pending paymentMode: Cash tests: - test: 6530a4a6f1d2c8b7e9aabcde cost: 350 totalAmount: 350 responses: '201': description: Lead or booking created content: application/json: schema: type: object properties: success: type: boolean example: true leadId: type: string description: Identifier of the newly created CRM entry. phase: type: string enum: - lead - booking message: type: string example: success: true leadId: 6530a4a6f1d2c8b7e9a54321 phase: lead message: Lead created successfully '400': $ref: '#/components/responses/ClientError' '403': $ref: '#/components/responses/Forbidden' '409': $ref: '#/components/responses/Duplicate' 5XX: $ref: '#/components/responses/ServerError' security: - bearerAuth: [] components: schemas: CreateLeadRequest: type: object required: - branchID - first_name - contact - age - age_type - integratorID properties: branchID: type: string description: Branch identifier returned by `GET /client/labs`. integratorID: type: string description: >- Your own unique ID for this lead/booking. Required. It is stored on the entry, carried onto the bill when it converts, and echoed back in webhook payloads so you can correlate events with your records. corporateUser: type: string description: >- Corporate this entry belongs to. Party-scoped accounts must attach a party (any one of `corporateUser`, `referredOrganization`, `referredHospitalOrganization`). referredOrganization: type: string description: >- Referring doctor (organization) identifier. Party-scoped accounts must attach a party. referredHospitalOrganization: type: string description: >- Referring hospital (organization) identifier. Party-scoped accounts must attach a party. phase: type: string enum: - lead - booking default: lead description: >- `lead` enters the funnel and is auto-assigned. `booking` skips the funnel and creates a confirmed booking. designation: type: string description: Mr / Mrs / Dr / etc. first_name: type: string last_name: type: string contact: type: string description: Exactly 10 digits, no symbols or spaces. country_code: type: string default: '91' email: type: string format: email age: type: number age_type: type: string enum: - year - month - day gender: type: string enum: - male - female - other weight: type: number description: In kilograms. height: type: number description: In centimetres. address: type: string pincode: type: string googleLocation: type: string description: >- Free-form location string, e.g. `"12.97,77.59"` or a Google Maps URL. aadhaar_number: type: string insurance_number: type: string uhid: type: string passport_number: type: string owner_name: type: string description: Veterinary only — pet owner's name. breed: type: string description: Veterinary only — pet breed. category: type: string description: Veterinary only — animal category. source: type: string description: Channel that produced the lead, e.g. `"facebook_ads"`, `"website"`. priority: type: string enum: - urgent - high - medium - low default: medium tests: type: array items: $ref: '#/components/schemas/LeadTest' packages: type: array items: $ref: '#/components/schemas/LeadPackage' unmappedTests: type: array description: >- Tests that you couldn't match to a Flabs test ID. Sent as plain name + cost so they show up on the lead with an "unmapped" tag for the team to resolve later. items: $ref: '#/components/schemas/UnmappedTest' unmappedPackages: type: array description: >- Packages that you couldn't match to a Flabs package ID. Sent as plain name + price so they show up on the lead with an "unmapped" tag for the team to resolve later. items: $ref: '#/components/schemas/UnmappedPackage' discountAmount: type: number default: 0 totalAmount: type: number default: 0 bookingType: type: string enum: - Home Collection - Lab Visit description: Used when phase is `booking`. scheduledAt: type: string format: date-time description: >- ISO date-time when the booking is scheduled. Used when phase is `booking`. specialInstructions: type: string description: Notes for the phlebotomist or lab. paymentStatus: type: string enum: - Pending - Paid - Pay Later default: Pending description: Defaults to `Pending` for bookings. paymentMode: type: string enum: - Razorpay UPI - Card - Cash customFields: type: object description: >- Free-form key/value map. Keys must match custom fields configured in CRM settings. Example: `{ "utm_campaign": "summer_sale", "lead_score": 78 }`. LeadTest: type: object required: - test - cost properties: test: type: string description: Test identifier returned by `GET /client/crm/tests`. cost: type: number description: Cost charged for this test on this lead. isPackage: type: boolean description: Set to true if this test was added as part of a package. packageId: type: string description: Parent package identifier when `isPackage` is true. LeadPackage: type: object required: - package - price properties: package: type: string description: Package identifier returned by `GET /client/crm/packages`. price: type: number description: Price charged for the package on this lead. UnmappedTest: type: object required: - name properties: name: type: string description: Free-text test name as you have it on your side. cost: type: number default: 0 description: Cost you want recorded against the unmapped test. UnmappedPackage: type: object required: - name properties: name: type: string description: Free-text package name as you have it on your side. price: type: number default: 0 description: Price you want recorded against the unmapped package. ErrorBody: type: object properties: success: type: boolean example: false status: type: integer message: type: string error: type: object properties: details: type: string responses: ClientError: description: Validation or auth error content: application/json: schema: $ref: '#/components/schemas/ErrorBody' example: success: false status: 400 message: Bad Request error: details: first_name is required Forbidden: description: '`branchID` does not belong to the authenticated account' content: application/json: schema: $ref: '#/components/schemas/ErrorBody' example: success: false status: 403 message: Forbidden error: details: branchID does not belong to your account Duplicate: description: A lead or booking with this contact/email already exists today content: application/json: schema: $ref: '#/components/schemas/ErrorBody' example: success: false status: 409 message: Conflict error: details: Lead with contact 9876543210 already exists today ServerError: description: Unexpected server error content: application/json: schema: $ref: '#/components/schemas/ErrorBody' example: success: false status: 500 message: Internal Server Error error: details: An unexpected error occurred securitySchemes: bearerAuth: type: http scheme: bearer bearerFormat: JWT description: JWT obtained from `POST /client/auth/token`. ````