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Actions39

Contact Operation → Create Contact

AI-generated

Overview

This node operation creates a new contact in the LEDGERS system. It is useful for automating the addition of contact information into the LEDGERS platform, which can be beneficial for managing customer or supplier data in accounting and business management workflows. For example, it can be used to add a new client with detailed billing and shipping addresses, contact details, tax information, and financial opening balances.

Use Case Examples

  1. Automatically add new customer contacts from a CRM system into LEDGERS.
  2. Create supplier contacts with detailed address and tax information for purchase management.
  3. Add employee contacts with financial details for HR and payroll integration.

Properties

Name Meaning
Contact Name The full name of the contact to be created. This is a required field.
Additional Fields A collection of optional fields to provide more detailed information about the contact, including billing and shipping addresses, currency, email, mobile number with country code, tax number, opening balances for customer receivable and supplier payable, PAN (India only), business name, and status (active or inactive).

Output

JSON

  • id - The unique identifier of the created contact.
  • contactName - The name of the created contact.
  • billing_address - The billing address details of the contact.
  • shipping_address - The shipping address details of the contact.
  • email - The email address of the contact.
  • mobile - The mobile phone number of the contact.
  • tax - The tax number associated with the contact.
  • currency - The currency code used for the contact.
  • status - The status of the contact (active or inactive).

Dependencies

  • LEDGERS API
  • API key credential for authentication

Troubleshooting

  • Authentication failures due to incorrect API key, email, or password. Verify credentials and API endpoint.
  • Missing required field 'Contact Name' will cause the operation to fail.
  • Invalid address or currency codes may cause errors in contact creation.
  • Network or API endpoint issues can prevent successful contact creation.

Links

Discussion