NativeFlex Field Library & Syntax Reference

Last updated: July 15, 2026

Syntax

Each mapping entry has a CRM field name (key) and a value expression (how it resolves).

Expression

Type

Example

Resolves To

{variable}

Dynamic field

lead_first_name

"John"

"Static String"

Static string

"NewLead"

"NewLead"

"Prefix "{variable}

Prefix + dynamic

"CHAT-"{crm_location_code}

"CHAT-LOC01"

{variable}"Suffix"

Dynamic + suffix

{lead_id}"-FURTHER"

"4821-FURTHER"

True / False

Boolean (case-insensitive)

True

true

Missing variables — if a referenced variable is None or absent, the field is dropped from the payload entirely. Empty strings are preserved.

Field Library

Lead Fields

Variable

Description

Data Type

Example Value

lead_id

Lead integer PK

int

4821

lead_id_string

Lead PK as string

string

"4821"

lead_reference

Region ID

string

"region-12"

lead_hash_code

Lead hash code

string

"a1b2c3d4"

lead_first_name

First name

string

"John"

lead_last_name

Last name

string

"Smith"

lead_full_name

Computed full name

string

"John Smith"

lead_email

Email address

string

"john@example.com"

lead_phone

Raw phone

string

"5551234567"

lead_formatted_phone

E.164 formatted phone

string

"+15551234567"

lead_community_id

Community ID

string

"comm-99"

lead_additional_information

Extra info blob

string

"..."

lead_dashboard_url

Computed Further dashboard URL

string

"https://..."

lead_close_date_30_days

Today + 30 days (YYYY-MM-DD)

date

"2026-05-16"

external_crm_lead_id

External CRM lead ID

string

"EXT-001"

crm_location_code

CRM location code (with override)

string

"LOC-01"

conversation

Formatted conversation transcript

string

"VSA: Hi..."

VSA Fields

Only present for chat leads.

Variable

Description

Data Type

vsa_channel_source

Channel source

string

vsa_care_type

Care type

string

vsa_timeline

Timeline

date

vsa_looking_for

Looking for

string

vsa_initial_intent

Initial intent

string

vsa_time_on_site

Time on site

date

vsa_asked_a_question

Asked a question

bool

vsa_viewed_floor_plans

Viewed floor plans

bool

vsa_viewed_gallery

Viewed gallery

bool

vsa_viewed_pricing

Viewed pricing

bool

vsa_has_actions_after_pricing

Actions after pricing

bool

vsa_number_of_visits

Number of site visits

int

Browser & UTM Fields

Only present when browser data is captured.

Variable

Description

Data Type

browser_referrer

HTTP referrer

string

browser_device

Device type

string

browser_traffic_source

Traffic source

string

browser_ip_address

IP address

string

browser_url_location

Page URL

string

browser_user_agent

User agent string

string

browser_headers_referrer

Headers referrer

string

browser_cookie_{key}

Per-cookie value, dynamic key

dynamic

url_{key}

URL param (e.g. url_utm_source, url_gclid)

dynamic

Tour Fields

Latest tour only — only present if a tour exists.

Variable

Description

Data Type

Example Value

tour_date

Tour start date (local)

date

"2026-04-20"

tour_confirmed

Confirmed status

bool

true

Tour Payload Fields

Only present when sending a tour event.

Variable

Description

Data Type

tour_id

Tour integer PK

int

tour_lead_id

Associated lead ID

int

tour_status

Tour status

string

tour_start_datetime

Start datetime (local, datetime obj)

datetime

tour_start_date_local_str

Start datetime as string

string

tour_end_datetime

End datetime (local, datetime obj)

datetime

tour_end_date_local_str

End datetime as string

string

tour_notes

Tour notes

string

SMS Message Fields

Variable

Description

Data Type

sms_id

SMS message ID

int

sms_conversation_type

Conversation type

string

sms_sender_type

Sender type

string

sms_sender

Sender phone

string

sms_receiver

Receiver phone

string

sms_text

Message body

string

sms_status

Delivery status

string

sms_further_lead_id

Associated lead ID

int

sms_sent_at

Sent-at timestamp

datetime

external_crm_lead_id

External CRM lead ID

string

Email Message Fields

Variable

Description

Data Type

email_id

Email message ID

int

email_conversation_type

Conversation type

string

email_sender_type

Sender type

string

email_subject

Subject line

string

email_sender

From address

string

email_receiver

To address

string

email_status

Delivery status

string

email_further_lead_id

Associated lead ID

int

email_sent_at

Sent-at timestamp

datetime

external_crm_lead_id

External CRM lead ID

string

Insurance Fields

Only present when insurance info is collected.

Variable

Description

Data Type

insurance_{field}

Any insurance field: insurance_policy_holder_first_name, insurance_policy_holder_last_name, insurance_policy_holder_dob, insurance_policy_holder_address, insurance_policy_holder_relationship, insurance_insurance_company_name, insurance_member_id, insurance_group_number, insurance_service_number

dynamic

insurance_card_image_base64

Base64-encoded card image

base64

insurance_card_image_mime_type

MIME type of card image

string

insurance_card_image_file_name

File name of card image

string

Dynamic / Save-As Fields

Variable

Description

save_as_{key}

VSA save-as answer, e.g. save_as_budget, save_as_move_in_date

Sample Payloads

Below is a representative post_lead_payload_config showing all syntax forms in use.

Post Lead

{
  "FirstName":              "John",
  "LastName":               "Smith",
  "Email":                  "john.smith@example.com",
  "Phone":                  "+15551234567",
  "Business_Unit__c":       "LOC-01",
  "External_ID__c":         4821,
  "LeadSource":             "Further",
  "Status":                 "New",
  "Conversation__c":        "VSA: Hi! Are you looking for senior living...",
  "DashboardLink__c":       "https://app.furtherai.com/leads/4821",
  "CloseDate":              "2026-05-21",
  "ReferenceCode__c":       "CHAT-LOC-01",
  "Method_of_Contact__c":   "chat",
  "CareType__c":            "assisted_living",
  "Timeline__c":            "3-6 months",
  "NumberOfVisits__c":      3,
  "CTMGoogleAdsClickID__c": "abc123xyz",
  "CTMSource__c":           "google",
  "CTMMedium__c":           "cpc",
  "CTMCampaign__c":         "brand-search-2026",
  "CTMReferringWebpage__c": "https://google.com",
  "CTMLandingPage__c":      "https://communitysitename.com/assisted-living"
}

Mapping config:

FirstName              →  lead_first_name
LastName               →  lead_last_name
Email                  →  lead_email
Phone                  →  lead_formatted_phone
Business_Unit__c       →  crm_location_code
External_ID__c         →  lead_id
LeadSource             →  "Further"
Status                 →  "New"
Conversation__c        →  conversation
DashboardLink__c       →  lead_dashboard_url
CloseDate              →  lead_close_date_30_days
ReferenceCode__c       →  "CHAT-"{crm_location_code}
Method_of_Contact__c   →  vsa_channel_source
CareType__c            →  vsa_care_type
Timeline__c            →  vsa_timeline
NumberOfVisits__c      →  vsa_number_of_visits
CTMGoogleAdsClickID__c →  url_gclid
CTMSource__c           →  url_utm_source
CTMMedium__c           →  url_utm_medium
CTMCampaign__c         →  url_utm_campaign
CTMReferringWebpage__c →  browser_referrer
CTMLandingPage__c      →  browser_url_location

Post Message (SMS)

{
  "WhoId":     "EXT-001",
  "Body":      "Hi John, just following up on your visit...",
  "Direction": "outbound",
  "SentAt":    "2026-04-21T14:32:00Z"
}

Mapping config:

WhoId     →  external_crm_lead_id
Body      →  sms_text
Direction →  sms_sender_type
SentAt    →  sms_sent_at

Post Tour

{
  "WhoId":     "EXT-001",
  "StartDate": "2026-04-25",
  "Status":    "scheduled",
  "Notes":     "Prefers morning tour, family of 3 attending"
}

Mapping config:

WhoId     →  external_crm_lead_id
StartDate →  tour_start_date_local_str
Status    →  tour_status
Notes     →  tour_notes

Patch Insurance

{
  "WhoId":          "EXT-001",
  "InsProvider":    "Aetna",
  "InsMemberID":    "MEM-987654",
  "InsPolicyGroup": "GRP-001",
  "InsPolicyDOB":   "1945-03-15"
}

Mapping config:

WhoId          →  external_crm_lead_id
InsProvider    →  insurance_provider
InsMemberID    →  insurance_member_id
InsPolicyGroup →  insurance_policy_group
InsPolicyDOB   →  insurance_policy_holder_dob

Post Insurance Card Image

{
  "WhoId":     "EXT-001",
  "ImageData": "iVBORw0KGgoAAAANSUhEUgAA...",
  "MimeType":  "image/jpeg",
  "FileName":  "insurance_card.jpg"
}

Mapping config:

WhoId     →  external_crm_lead_id
ImageData →  insurance_card_image_base64
MimeType  →  insurance_card_image_mime_type
FileName  →  insurance_card_image_file_name