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Overview

This node integrates with the Bexio API to create a new contact, which can be either a person or a company. It is useful for automating the addition of contacts into the Bexio system, such as when capturing leads, managing customer or supplier information, or syncing contact data from other systems. For example, it can be used to automatically add new customer details collected from a web form into Bexio as a contact record.

Use Case Examples

  1. Automatically create a new person contact in Bexio when a lead is captured from a marketing campaign.
  2. Add a new company contact to Bexio when a business partner is onboarded through an internal system.

Properties

Name Meaning
Contact Type Type of contact to create, either a Person (1) or a Company (2). This determines the nature of the contact record.
User Name or ID The user responsible for this contact. Can be selected from a list or specified by ID using an expression.
Owner Name or ID The owner of this contact. Can be selected from a list or specified by ID using an expression.
Additional Fields Optional additional details about the contact, such as first name, last name, salutation, title, birthday, address, contact information, language preference, lead status, and group or branch IDs.

Output

JSON

  • id - Unique identifier of the created contact.
  • contact_type_id - Type of the contact created (Person or Company).
  • user_id - ID of the user responsible for the contact.
  • owner_id - ID of the owner of the contact.
  • name_1 - First name of the contact (if person).
  • name_2 - Last name or company name.
  • salutation_id - Salutation ID associated with the contact.
  • title_id - Title ID associated with the contact.
  • birthday - Birthday of the contact.
  • address - Street address.
  • postcode - Postal code.
  • city - City.
  • country_id - Country ID.
  • mail - Primary email address.
  • mail_second - Secondary email address.
  • phone_fixed - Landline phone number.
  • phone_mobile - Mobile phone number.
  • fax - Fax number.
  • url - Website URL.
  • skype_name - Skype username.
  • remarks - Additional notes.
  • language_id - Language preference ID.
  • is_lead - Indicates if the contact is a lead.
  • contact_group_ids - Contact group IDs associated with the contact.
  • contact_branch_ids - Contact branch IDs associated with the contact.

Dependencies

  • Requires Bexio API credentials for authentication.

Troubleshooting

  • Common issues include invalid or missing API credentials, resulting in authentication errors. Ensure the API key or token is correctly configured in the node credentials.
  • Providing invalid IDs for user, owner, salutation, title, country, or language fields may cause API errors. Verify IDs are correct and exist in Bexio.
  • Network connectivity issues can cause request failures. Check internet connection and Bexio API status.
  • If the node fails on a specific item, enabling 'Continue On Fail' allows processing of subsequent items without interruption.

Links

  • Bexio API Documentation - Official documentation for the Bexio API, useful for understanding available endpoints and data structures.

Discussion