Create Customer Contact | propelone

Request

This endpoint expects a multipart form.

faxstringRequired

Optional: Fax number

emailstringRequired

Optional: Email address

notesstringRequired

Optional: Additional notes about this contact

titlestringRequired

Optional: Title (Mr., Ms., Dr., etc.)

job_titlestringRequired

Optional: Job title

last_namestringRequired

Required: Last name

departmentstringRequired

Optional: Department

first_namestringRequired

Required: First name

is_primarystringRequired

Optional: Set as primary contact (true, false)

phone_workstringRequired

Optional: Work phone number

accepts_smsstringRequired

Optional: Accepts SMS messages (true, false)

company_namestringRequired

Optional: Company name

contact_typestringRequired

Required: Contact type (primary, billing, emergency, technical, administrative, other)

phone_mobilestringRequired

Optional: Mobile phone number

contact_sincestringRequired

Optional: Contact relationship start date (YYYY-MM-DD)

phone_primarystringRequired

Optional: Primary phone number

available_24_7stringRequired

Optional: Available 24/7 for emergencies (true, false)

phone_extensionstringRequired

Optional: Phone extension

accepts_marketingstringRequired

Optional: Accepts marketing communications (true, false)

can_make_paymentsstringRequired

Optional: Can make payments (true, false)

can_view_invoicesstringRequired

Optional: Can view invoices (true, false)

receives_invoicesstringRequired

Optional: Receives invoices (true, false)

can_approve_quotesstringRequired

Optional: Can approve quotes (true, false)

can_authorize_workstringRequired

Optional: Can authorize work orders (true, false)

emergency_prioritystringRequired

Optional: Emergency priority level (1-10, required if is_emergency_contact is true)

preferred_languagestringRequired

Optional: Preferred language code

authorization_limitstringRequired

Optional: Work authorization limit in dollars (required if can_authorize_work is true)

relationship_statusstringRequired

Optional: Relationship status (active, inactive, suspended, do_not_contact)

can_schedule_servicestringRequired

Optional: Can schedule service appointments (true, false)

customer_location_idstringRequired

Optional: Associated location ID

is_emergency_contactstringRequired

Optional: Is emergency contact (true, false)

portal_access_enabledstringRequired

Optional: Enable portal access (true, false)

preferred_contact_timestringRequired

Optional: Preferred contact time (morning, afternoon, evening, business_hours, anytime)

preferred_contact_methodstringRequired

Optional: Preferred contact method (phone, email, sms, portal, mail)

receives_emergency_alertsstringRequired

Optional: Receives emergency alerts (true, false)

receives_service_remindersstringRequired

Optional: Receives service reminders (true, false)

accepts_email_notificationsstringRequired

Optional: Accepts email notifications (true, false)

receives_completion_noticesstringRequired

Optional: Receives completion notices (true, false)

portal_password_reset_requiredstringRequired

Optional: Require password reset on first login (true, false)

receives_appointment_confirmationsstringRequired

Optional: Receives appointment confirmations (true, false)

Errors

404

Not Found Error

422

Unprocessable Entity Error

1	curl -X POST https://https//https/crm/customers/%7Bcustomer_id%7D/contacts \
2	-H "{{tenant_key_name}}: {{tenant_key_value1}}\|{{tenant_key_value2}}" \
3	-H "Content-Type: multipart/form-data" \
4	-F fax="555-123-4567" \
5	-F email="jane.doe@example.com" \
6	-F notes="Primary contact for billing inquiries." \
7	-F title="Ms." \
8	-F job_title="Account Manager" \
9	-F last_name="Doe" \
10	-F department="Finance" \
11	-F first_name="Jane" \
12	-F is_primary="true" \
13	-F phone_work="555-987-6543" \
14	-F accepts_sms="true" \
15	-F company_name="Acme Corporation" \
16	-F contact_type="billing" \
17	-F phone_mobile="555-555-1212" \
18	-F contact_since="2020-05-15" \
19	-F phone_primary="555-555-1234" \
20	-F available_24_7="false" \
21	-F phone_extension="123" \
22	-F accepts_marketing="false" \
23	-F can_make_payments="true" \
24	-F can_view_invoices="true" \
25	-F receives_invoices="true" \
26	-F can_approve_quotes="false" \
27	-F can_authorize_work="true" \
28	-F emergency_priority="5" \
29	-F preferred_language="en" \
30	-F authorization_limit="10000" \
31	-F relationship_status="active" \
32	-F can_schedule_service="true" \
33	-F customer_location_id="loc-7890" \
34	-F is_emergency_contact="true" \
35	-F portal_access_enabled="true" \
36	-F preferred_contact_time="business_hours" \
37	-F preferred_contact_method="email" \
38	-F receives_emergency_alerts="true" \
39	-F receives_service_reminders="true" \
40	-F accepts_email_notifications="true" \
41	-F receives_completion_notices="true" \
42	-F portal_password_reset_required="false" \
43	-F receives_appointment_confirmations="true"

1	{
2	"errors": [
3	{
4	"title": "Not Found",
5	"detail": "The requested resource was not found.",
6	"status": "404"
7	}
8	]
9	}

Headers

Request

Errors