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Document → Add
AI-generatedSummary
Add a new document record linked to either a listing or a contact in Apex27 CRM by specifying its name, URL, and the associated entity ID.
Inputs
- Name (required) — The name of the document to add.
- URL (required) — The URL where the document can be accessed.
- Link To (required) — Specifies whether the document is linked to a listing or a contact.
- Listing ID (required) — The identifier of the listing the document should be linked to (required if 'Link To' is 'Listing').
- Contact ID (required) — The identifier of the contact the document should be linked to (required if 'Link To' is 'Contact').
- Custom Headers — Optional additional HTTP headers to include in the request.
Output shape
a single record representing the newly added document's data as returned by the Apex27 CRM API
The output contains data confirming successful creation of the document linked to the specified listing or contact. Ensure that either Listing ID or Contact ID is provided based on the 'Link To' selection. Custom headers, if provided, are sent along with the HTTP request to the API.
Examples
Example 1: Add a document linked to a listing
Specify document Name, URL, select 'Listing' for 'Link To', and provide the Listing ID.
Example 2: Add a document linked to a contact
Specify document Name, URL, select 'Contact' for 'Link To', and provide the Contact ID.