Actions104
- Custom Field Actions
- Custom Field Block Actions
- Custom Field Type Actions
- Customer Actions
- Deal Actions
- Lead Actions
- Meeting Actions
- Meeting Room Actions
- Meeting Type Actions
- Organization Actions
- Pipeline Actions
- Prospect Actions
- Staff Actions
- Task Actions
- Ticket Actions
- Treatment Actions
- Treatment Type Actions
- Workspace Actions
Staff → Create
AI-generatedOverview
This node operation creates a new staff member in the Magnet Customer system. It is useful for automating the addition of staff records with details such as full name, email, phone numbers, role, workspace associations, and custom fields. For example, it can be used to onboard new employees by programmatically adding their information to the CRM system.
Use Case Examples
- Automatically add new staff members from an HR system to Magnet Customer.
- Create staff records with role assignments and workspace associations for team management.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method of authentication to use for the API request (API Token or OAuth2). |
| Nome Completo | Full name of the staff member. |
| Email address of the staff member. | |
| Telefone | Phone number of the staff member (optional). |
| Telefone (WhatsApp) | WhatsApp phone number of the staff member (optional). |
| Role Name or ID | ID of the role assigned to the staff member. Can be selected from a list or specified by expression. |
| IDs Do Workspace | List of Workspace IDs to associate the staff member with. |
| Custom Fields | Custom fields to add to the staff member record. Each custom field has a name or ID and a value. |
Output
JSON
_id- Unique identifier of the created staff member.fullname- Full name of the staff member.email- Email address of the staff member.phone- Phone number of the staff member.whatsAppPhone- WhatsApp phone number of the staff member.role- Role ID assigned to the staff member.workspaces- Array of workspace IDs associated with the staff member.customFields- Custom fields set on the staff member.
Dependencies
- Magnet Customer API
Troubleshooting
- Ensure the API credentials (API Token or OAuth2) are correctly configured and have permissions to create staff records.
- Verify that the role ID provided exists and is valid; otherwise, the API may reject the request.
- Custom fields must be valid and allowed for staff; invalid custom field IDs or values may cause errors.
- If the node fails, check the error message returned by the API for details, and enable debug logging if available.
Links
- Magnet Customer API - Staff Create - Official API documentation for creating staff members in Magnet Customer.