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Overview

This node integrates with the WTS Chat API to manage contacts within the system. Specifically, the 'Create Contact' operation allows users to create a new contact or update an existing one based on provided details such as name, email, phone number, Instagram handle, annotations, tags, portfolios, custom fields, and metadata. It supports options to upsert (update if exists) or retrieve the contact if it already exists without updating. This node is useful for automating contact management workflows, such as adding new leads, updating customer information, or syncing contact data from other systems.

Use Case Examples

  1. Creating a new contact with name, email, and phone number.
  2. Updating an existing contact if it already exists using the upsert option.
  3. Adding tags and custom fields to a contact during creation.

Properties

Name Meaning
Name The full name of the contact to create.
Tag Names or IDs Tags to associate with the contact, selectable from a list or specified by IDs.
Phone Number The contact's phone number.
E-Mail The contact's email address.
Instagram The contact's Instagram username.
Annotation A note or annotation about the contact.
Portfolio Names or IDs Portfolios to associate with the contact, selectable from a list or specified by IDs.
Upsert If enabled, updates the contact if it already exists instead of creating a new one.
Get If Exists? If enabled, returns the existing contact without updating it if found.
Custom Fields Custom key-value pairs to add to the contact's metadata.
Metadata Additional metadata key-value pairs to associate with the contact.

Output

JSON

  • json - The created or updated contact object returned from the WTS API.

Dependencies

  • WTS API key credential for authentication

Troubleshooting

  • Invalid email format error: Ensure the email address is correctly formatted.
  • Missing required fields error: Ensure mandatory fields like name or phone number are provided.
  • API authentication errors: Verify the WTS API key credential is correctly configured and valid.

Links

Discussion