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Triggered when a lead application is completed.

Event Type

lead.completed

Description

This event is fired when all required checklist items for a lead have been completed or marked as needs review. Use this event to trigger downstream processing, notify your team, or sync the completed application to your systems. This event fires only once per lead.

Payload Structure

event
string
required
The event type: lead.completed
data
object
required
The completed lead data
{
  "event": "lead.completed",
  "data": {
    "leadId": "50713355-df73-4077-9d84-dcda6da5729c",
    "externalId": "ext-lead-001",
    "firstName": "John",
    "middleName": null,
    "lastName": "Doe",
    "phoneNumber": "+15551234567",
    "email": "john@example.com",
    "businessName": "Acme Inc",
    "website": "https://acme.com",
    "source": "inbound-email",
    "checklistItems": [
      {
        "checklistItemId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
        "checklistItemCode": "company_name",
        "value": "Acme Inc",
        "alternateValues": [],
        "status": "COMPLETED",
        "updatedAt": "2025-10-31T18:30:00.000Z"
      },
      {
        "checklistItemId": "b2c3d4e5-f6a7-8901-bcde-f12345678901",
        "checklistItemCode": "bank_statement",
        "value": "bank-statement-oct.pdf",
        "alternateValues": [],
        "status": "COMPLETED",
        "updatedAt": "2025-10-31T19:00:01.675Z",
        "documents": [
          {
            "documentId": "8349efe7-3c68-49c3-9411-f9affda0d03a",
            "externalId": null,
            "filename": "bank-statement-oct.pdf",
            "mimeType": "application/pdf",
            "size": 153143,
            "validationResult": {
              "documentId": "8349efe7-3c68-49c3-9411-f9affda0d03a",
              "overallValid": true,
              "otherNotes": null,
              "validationResults": [
                {
                  "isValid": true,
                  "ruleName": "First name should match",
                  "ruleIndex": 0,
                  "isValidReason": "Lead first name 'John' matches document name 'JOHN'."
                },
                {
                  "isValid": true,
                  "ruleName": "Statement must be dated within the last 3 months",
                  "ruleIndex": 1,
                  "isValidReason": "October 2025 is within the required period."
                }
              ],
              "leadChecklistItemId": "f830cc29-16ad-4c64-9fa8-f90f318f8dce"
            },
            "overallValid": true
          }
        ]
      }
    ]
  }
}