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Tool Reference

Data Pool Tools

Tools for updating lead notes, statuses, archive, and favorite flags

The data pool is the workspace-level working area for your scraped leads. This domain contains 2 tools for single and bulk lead updates. To read leads, use list_leads and get_lead in Lead Generation Tools.

Tools

update_lead

Updates workspace-level fields on a lead: notes, mail/call status, archive, favorite. Identify the lead by data_id (from list_leads) or by place_id — if a place_id is given and the row doesn't exist in the workspace yet, it is created. Only provided fields change.

Key parameters:

ParameterTypeRequiredPurpose
workspace_idstring (UUID)YesWorkspace ID
data_idstringNo*Lead row ID (as returned by list_leads)
place_idstringNo*Google place ID; the row is created if missing
mail_statusstringNoMail status label
call_statusstringNoCall status label
notesstring (≤10,000)NoNotes; an empty string clears them
is_archivebooleanNoArchive / unarchive
is_favoritebooleanNoAdd to / remove from favorites

* One of data_id or place_id is required.

Prompt your AI like this: "Add a note to the Dentalya Clinic lead saying 'call back on Tuesday' and mark it as a favorite."

bulk_update_leads

Archives/unarchives or favorites/unfavorites many leads at once.

Key parameters:

ParameterTypeRequiredPurpose
workspace_idstring (UUID)YesWorkspace ID
idsarray of strings (1–1000)YesLead row IDs
actionarchive / favoriteYesThe operation to perform
valuebooleanYestrue = apply, false = revert

Prompt your AI like this: "Archive all leads that don't have an email address."