Actions53
- Customer Actions
- Invoicing Actions
- Contact Actions
- Opportunity Actions
- Outstanding Actions
- Parameters Actions
- Payments Api Actions
- Product Actions
- Promo Code Actions
- Quotes Actions
- Telco Actions
Overview
This node operation adds a new customer contact to a specified account in the Soliditech system. It supports inputting contact details either as individual parameters or as a JSON object. The node is useful for automating the creation of customer contacts in CRM or customer management workflows, such as adding new contacts during customer onboarding or updating contact lists automatically.
Use Case Examples
- Adding a new customer contact with detailed information like name, phone numbers, email, and username.
- Using JSON parameters to bulk add or update customer contact details in a single operation.
Properties
| Name | Meaning |
|---|---|
| JSON Parameters | Whether to provide the contact details as a JSON object instead of individual fields. |
| Parameters JSON | The contact details as a flat JSON object, used if JSON Parameters is true. |
| Account ID | The account to which the contact must be added. |
| Contact Type | Type of the contact being added. |
| Title | Title of the contact. |
| First Name | First name of the contact. |
| Last Name | Last name of the contact. |
| Work Phone Number | Work phone number of the contact. |
| Cell Phone Number | Cell phone number of the contact. |
| Email Address | Email address of the contact. |
| Username | Username for the contact. |
| Password | Password for the contact. |
| Additional Fields | Additional optional fields for the contact such as contact level, decision maker status, communication preferences, job title, phone numbers, branch, status, and access level. |
| Simplify Output | Whether to simplify the output data. |
| Simplify Path | Path to the property in the response that should be returned when simplifying output. |
Output
JSON
result- The main result property containing the response data from the Add Customer Contact API call.
Dependencies
- Soliditech API (v.1)
Troubleshooting
- Ensure that when JSON Parameters is true, the Parameters JSON is a valid JSON object; otherwise, an error will be thrown.
- If required fields like Account ID, Contact Type, or First Name are missing, the API call may fail.
- If binary data is expected but not provided, the node will throw an error.
- Check that the API credentials for Soliditech are correctly configured to avoid authentication errors.
Links
- Soliditech API - Add Customer Contact - Official API documentation for adding a customer contact in Soliditech.
