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Actions30

Customer → Create Customer

AI-generated

Overview

This node creates a new customer in the Cloudia system. It is useful for automating customer data entry into Cloudia, such as adding new clients from a CRM or form submission. For example, it can be used to add a customer with their name, phone number, email, birth date, CPF, and additional observations.

Use Case Examples

  1. Adding a new customer named Felipe Miranda with phone number 5511999999999, email example@gmail.com, and other details to Cloudia automatically.
  2. Automating customer creation from a web form submission into the Cloudia platform.

Properties

Name Meaning
Cloudia API Key API key for authenticating requests to Cloudia, used if credentials are not configured.
Name The customer's full name, required for creating the customer.
Channel Integration ID Numeric ID representing the channel integration through which the customer is created, required.
Phone Number Customer's phone number including area code, digits only, required.
Observations Additional notes or observations about the customer.
Birth Date Customer's birth date in YYYY-MM-DD format.
Email Customer's email address.
CPF Customer's CPF (Brazilian individual taxpayer registry identification).

Output

JSON

  • success - Indicates if the customer creation request was successful.
  • error - Error message if the operation failed and continueOnFail is enabled.

Dependencies

  • Cloudia API key or credentials for authentication

Troubleshooting

  • If the API key is missing or invalid, the request will fail authentication.
  • Required fields like Name, Channel Integration ID, and Phone Number must be provided, otherwise the API may reject the request.
  • Unsupported resource or operation errors occur if the resource or operation parameters are incorrect.

Discussion