Actions17
Customer → Create
AI-generatedOverview
This node operation creates a new customer in the Advbox system by sending customer details to the Advbox API. It is useful for automating customer data entry and management workflows, such as adding new clients to a CRM or customer database. For example, it can be used to create a customer record with name, contact information, identification, and other relevant details.
Use Case Examples
- Automate adding new customers from a web form submission to Advbox.
- Create customer records in bulk from an external database or spreadsheet.
Properties
| Name | Meaning |
|---|---|
| Name | Name of the customer. |
| Additional Fields | Optional additional customer details such as email, identification number, phone, birthdate, occupation, address, and notes. |
| User ID | ID of the user responsible for the customer. |
| Customer Origin | Origin of the customer. |
Output
JSON
id- Unique identifier of the created customer.name- Name of the created customer.email- Email address of the created customer, if provided.identification- Identification number of the created customer, if provided.document- Registration document number of the created customer, if provided.phone- Phone number of the created customer, if provided.cellphone- Cellphone number of the created customer, if provided.birthdate- Birthdate of the created customer, if provided.occupation- Occupation of the created customer, if provided.postalcode- Postal code of the created customer, if provided.city- City of the created customer, if provided.state- State of the created customer, if provided.notes- Additional notes about the created customer, if provided.customers_origins_id- ID representing the origin of the customer.users_id- ID of the user responsible for the customer.
Dependencies
- Advbox API credentials (API URL and authentication token)
Troubleshooting
- Ensure that the Advbox API credentials are correctly configured and valid.
- Verify that required fields such as 'Name', 'User ID', and 'Customer Origin' are provided.
- Check the API response for error messages if the customer creation fails, such as invalid data formats or missing required fields.
Links
- Advbox API Documentation - Official API documentation for Advbox, useful for understanding the API endpoints and data formats.
