Actions17
- Customer Actions
- Product Actions
- Service Actions
- Session Actions
Overview
This node integrates with the iBill.io API to create a new customer record. It is useful for automating customer management workflows, such as adding new customers to a CRM system directly from an automation platform. For example, it can be used to add customer details collected from a web form into the iBill.io system automatically.
Use Case Examples
- Automatically create a new customer in iBill.io when a new lead is captured.
- Add customer details from an e-commerce platform to iBill.io for billing and management.
Properties
| Name | Meaning |
|---|---|
| Name | Name of the customer, required for creating the customer. |
| Email address of the customer, required for creating the customer. | |
| Tags | Tags associated with the customer, allowing categorization or grouping. |
| Additional Fields | Optional additional customer details such as phone number, address, tax information, discount details, GPS coordinates, and notification preferences. |
Output
JSON
id- Unique identifier of the created customer.name- Name of the created customer.email- Email address of the created customer.tags- Tags associated with the created customer.phone_number- Phone number of the created customer.enabled- Indicates if the customer is enabled.address1- Primary address line 1 of the customer.address2- Secondary address line 2 of the customer.city- City of the customer.state- State of the customer.pocode- Postal code of the customer.country- Country of the customer.tax_id- Tax identification number of the customer.ssn- Social Security Number of the customer.tax_rate- Tax rate applicable to the customer.discount_pct- Discount percentage for the customer.discount_expires- Expiration date of the discount.discount_description- Description of the discount.gps_lat- GPS latitude coordinate of the customer.gps_long- GPS longitude coordinate of the customer.do_not_suspend- Flag indicating if the customer should not be suspended.reseller_id- Reseller ID associated with the customer.email_notifications- Flag indicating if email notifications are enabled for the customer.
Dependencies
- iBill.io API
- API key credential for iBill.io
Troubleshooting
- Common issues include invalid or missing API credentials, which will cause authentication failures.
- Errors may occur if required fields like 'Name' or 'Email' are missing or improperly formatted.
- Network connectivity issues can prevent the node from reaching the iBill.io API.
- If the operation returns undefined, it indicates a problem with the API response or the node's handling of it; ensure the API is returning data or an empty array/object as expected.
Links
- iBill.io API Documentation - Official API documentation for iBill.io, useful for understanding available endpoints and data structures.
