Important: The IMG Opportunity ID (CMN_ID) and Zoho Opportunity ID use different formats.

ID	Format	Example
Zoho Opportunity ID	Numeric string	`109844000013846003`
CMN_ID	Corporate prefix + numeric	`MNY32868`

Save Quote via Zoho & IMG API

A successful quote save requires four sequential API calls. Each step depends on identifiers returned by the previous one.

#	Step	Purpose
1	Create Contact	POST to Zoho Contacts — returns a Contact ID
2	Create Opportunity	POST to Zoho Potentials — returns a Zoho Opportunity ID
3	Retrieve Opportunity	GET the Deal — extracts the CMN_ID
4	Save Quote	POST to IMG API — saves the selected product quote

Step 1 — Create Contact

Create a contact record in Zoho CRM. The id returned in the response is the Contact ID required for Step 2.

POST https://www.zohoapis.com.au/crm/v8/Contacts

Request Body

{
  "data": [
    {
      "First_Name": "Phurich",
      "Last_Name": "Pusapanich",
      "Email": "phurich@testingmoney.com.au",
      "Mobile": "0412345678",
      "Mailing_State": "VIC"
    }
  ],
  "trigger": ["workflow"]
}

Response

{
  "data": [
    {
      "code": "SUCCESS",
      "details": {
        "id": "109844000013872002",
        "Modified_Time": "2026-06-16T11:07:13+10:00",
        "Created_Time": "2026-06-16T11:07:13+10:00"
      },
      "message": "record added",
      "status": "success"
    }
  ]
}

Note: Save details.id — this is your Contact ID. You'll pass it as Contact_Name.id in Step 2.

Step 2 — Create Opportunity

Create a deal/opportunity in Zoho CRM linked to the contact from Step 1.

POST https://www.zohoapis.com.au/crm/v8/Potentials

Request Body

{
  "data": [
    {
      "Deal_Name": "Phurich Pusapanich",
      "Stage": "New",
      "Closing_Date": "2026-12-31",
      "Account_Name": { "name": "Some Account Name" },
      "Contact_Name": { "id": "109844000013872002" },
      "Type": "Single",
      "Has_Health_Insurance": "Y",
      "Product_Type": "Combined",
      "Lead_Status": "New",
      "Channel": "Website"
    }
  ],
  "trigger": ["workflow"]
}

Response

{
  "data": [
    {
      "code": "SUCCESS",
      "details": {
        "id": "109844000013846003",
        "Modified_Time": "2026-06-16T11:10:39+10:00",
        "Created_Time": "2026-06-16T11:10:39+10:00",
        "$approval_state": "approved"
      },
      "message": "record added",
      "status": "success"
    }
  ]
}

Note: Save details.id — this is your Zoho Opportunity ID. Used in Step 3 (URL path) and Step 4 (applicant.zoho_id).

Step 3 — Retrieve Opportunity (Get CMN_ID)

Fetch the deal record to extract the CMN_ID (Opportunity_ID field), which is required by the Save Quote API.

GET https://www.zohoapis.com.au/crm/v8/Deals/{zoho_opportunity_id}

Example

GET https://www.zohoapis.com.au/crm/v8/Deals/109844000013846003

Key Fields in Response

Field	Example Value	Notes
`id`	`109844000013846003`	Zoho Opportunity ID
`Opportunity_ID`	`MNY32868`	CMN_ID ← save this
`Deal_Name`	`Phurich Pusapanich`
`Stage`	`New`
`Product_Type`	`Combined`
`Contact_Name.id`	`109844000013872002`	Contact ID from Step 1

Note: Opportunity_ID (e.g. MNY32868) is your CMN_ID. Store this alongside the Zoho Opportunity ID — both are required for Step 4.

Step 4 — Save Quote

Submit the selected product quote to the itsmygroup comparator API.

POST https://api.itsmydev.com.au/zoho/{zoho_opportunity_id}

Example

POST https://api.itsmydev.com.au/zoho/109844000013846003

Request Body

{
  "applicant": {
    "zoho_id": "109844000013846003",
    "cmn_id": "MNY32868",
    "zoho": {
      "send_email": true,
      "send_sms": true
    },
    "personal": {
      "dob": "1959-04-17"
    },
    "partner": {
      "dob": "1968-04-20"
    },
    "policy": {
      "federal_rebate": true,
      "rebate_tier": 2,
      "membership_type": 1,
      "cover_type": 2
    },
    "payment": {
      "frequency": 2
    },
    "number_of_dependants": 0
  },
  "type": "send_to_zoho",
  "is_quote": true,
  "direct_debit_discount": false,
  "product": {
    "id": "4462317"
  }
}

Field Reference

Field	Source	Description
`applicant.zoho_id`	Step 2	Zoho Opportunity ID from Potentials response
`applicant.cmn_id`	Step 3	CMN_ID (`Opportunity_ID` field from Deals response)
`personal.dob`	User input	Applicant date of birth — format `YYYY-MM-DD`
`partner.dob`	User input	Partner date of birth — omit if single policy
`policy.rebate_tier`	User input	Government rebate tier `0`–`3`
`policy.membership_type`	User input	`1` Single · `2` Family · `3` Couple · `4` Single Parent
`policy.cover_type`	User input	`1` Hospital · `2` Combined · `3` Extras
`payment.frequency`	User input	`1` Annual · `2` Monthly · `3` Fortnightly · `4` Weekly
`product.id`	Package Search API	Product ID — must match a product assigned to your corporate

Note: product.id must be the ID of a product assigned to your corporate in the itsmygroup system. Use the Package Search API to compare products and retrieve valid IDs before calling this endpoint.

Save Quote — Response & Links

A successful call returns a quote_details object with three links and an application_domains map.

Response

{
  "quote_details": {
    "quote_link": "https://money-quote-staging.itsmydev.com.au/Hf3ivt6zLMLxc2VPuOC/4462317",
    "application_link": "https://hif-application-staging.itsmydev.com.au/Hf3ivt6zLMLxc2VPuOC/4462317",
    "public_application_link": "https://hif-public-application-staging.itsmydev.com.au/Hf3ivt6zLMLxc2VPuOC/4462317"
  },
  "application_domains": {
    "public": "https://hif-public-application-staging.itsmydev.com.au",
    "agent": "https://hif-application-staging.itsmydev.com.au"
  }
}

Link Reference

Field	Audience	Description
`quote_link`	Agent	Shareable quote summary with product details and pricing. Send to the customer to review their quote.
`application_link`	Agent	Internal agent-facing application URL. Use when an agent is completing the application on behalf of the customer.
`public_application_link`	Customer	Public-facing application URL. Use this when directing a customer to complete the application themselves.

Important: Always use public_application_link when sending a customer directly to apply. This is the public-facing domain designed for end customers — not the internal agent portal.

Key IDs — Quick Reference

ID	Example Value	Obtained From
Contact ID	`109844000013872002`	Step 1 — POST `/Contacts` response
Zoho Opportunity ID	`109844000013846003`	Step 2 — POST `/Potentials` response
CMN_ID	`MNY32868`	Step 3 — GET `/Deals/{id}` → `Opportunity_ID` field
Product ID	`4462317`	Package Search API