Overview

This node operation creates a new client in the Gigstack system, which is useful for managing client information for Mexican tax-compliant invoicing and payments. It supports adding detailed client information such as email, name, company, phone, legal name, tax ID, tax system, CFDI use, address details, and custom metadata. It also supports upsert behavior by searching for an existing client based on specified criteria and optionally updating it if found.

Use Case Examples

1. Creating a new client with email and additional details like name, company, and tax ID.
2. Upserting a client by searching for an existing client by email or tax ID and updating their information if found.

Properties

Output

JSON

• id - Unique identifier of the created or updated client
• email - Email address of the client
• name - Full name of the client
• company - Company name
• phone - Phone number
• legal_name - Legal name for invoicing
• tax_id - Mexican RFC tax identification number
• tax_system - SAT tax regime code
• use - CFDI use code
• bcc - List of BCC email addresses
• address
  • street - Street address
  • exterior - Exterior number
  • interior - Interior number
  • neighborhood - Neighborhood (Colonia)
  • city - City
  • state - State
  • zip - Postal code
  • country - Country
  • municipality - Municipality (Municipio)
• metadata - Additional custom metadata as JSON

Dependencies

• Gigstack API with API key credential

Troubleshooting

• Common issues include invalid or missing required fields such as email, malformed JSON in metadata, or incorrect tax system or CFDI use codes.
• Errors may occur if the API key credential is missing or invalid, or if the client already exists and upsert options are not properly configured.
• To resolve errors, ensure all required fields are correctly filled, JSON metadata is valid, and API credentials are set up correctly.

Links

• Gigstack API - Create Client - Official API documentation for creating clients in Gigstack