WriteCustomer admin & partner
Submit a referral
Create a referral or deal registration after collecting the correct form answers and reviewing the final write action.
This action creates data. A production experience should explicitly show the information that will be submitted and ask the person to confirm it.
Use this when
- A partner wants to submit a referral.
- A customer admin submits a referral for one of their partners.
- The correct form and required answers are already known.
Before you begin
- Resolve the correct partner ID.
- Read the referral form and collect every required answer.
- Review the final referral before confirming the write action.
1
Identify the partner context
Use the session’s authorized accounts or the approved partner lookup path. Do not substitute a directory profile ID for a partner relationship ID.
2
Get the current form
Retrieve the form for the selected partner so the assistant can collect the right fields in a readable order.
3
Review, then submit
Summarize the destination and answers before creating the referral. Treat confirmation as a separate, visible step.
Ask it in plain language
“I need to submit a referral for Acme. What information do you need from me?”Technical details
Core inputs to validate
| Field | Type | Required | Purpose |
|---|---|---|---|
partner_id | string | Yes | The partner relationship receiving the referral. |
form_id | string | Yes | The form retrieved for the selected partner. |
answers | array | Yes | Answers keyed to the form question IDs. |
Derived from public Euler MCP candidate material. Validate all required fields, submit behavior, confirmation language, and errors before use.