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Everest

Interact with Everest TMS (Transport Management System)

Actions60

Client → Create

AI-generated

Overview

This node operation creates a new client in the Everest Transport Management System (TMS). It is useful for automating client onboarding processes by programmatically adding client details such as email, name, phone number, and password, along with optional additional information like billing details, VAT information, and custom fields. For example, a logistics company can use this node to automatically register new clients from a web form submission into their TMS.

Use Case Examples

  1. Automatically create a client record when a new user signs up on a website.
  2. Batch import client data from a CRM system into Everest TMS.

Properties

Name Meaning
Email Email address of the client, used as a unique identifier and contact information.
First Name First name of the client for identification and personalization.
Last Name Last name of the client for identification and personalization.
Phone Phone number of the client for contact purposes.
Password Password for the client account to secure access.
Confirm Password Confirmation of the password to ensure it was entered correctly.
Additional Fields Optional additional client details such as internal codes, VAT information, billing details, photo, invoicing preferences, status, and establishment association.
Custom Information Requirements Custom information fields that can be added for the client, with options to mark them as mandatory for mission creation.

Output

JSON

  • id - Unique identifier of the created client.
  • email - Email address of the created client.
  • first_name - First name of the created client.
  • last_name - Last name of the created client.
  • tel - Phone number of the created client.
  • status - Status of the client account (active or inactive).
  • additionalFields
    • internal_code - Internal reference code for the client.
    • accounting_code - Accounting reference code for the client.
    • vat - VAT rate applied to the client.
    • vat_number - VAT identification number.
    • address_line1 - Primary address line.
    • address_line2 - Secondary address line.
    • billing_name - Company name for billing.
    • billing_email - Email address for billing.
    • billing_address - Address for billing.
    • billing_complementary - Additional billing information.
    • fuel_surcharge - Fuel surcharge percentage applied to missions.
    • photo - Base64 encoded profile photo.
    • is_periodic_invoiced - Whether client is invoiced periodically.
    • invoice_period - Invoicing period for periodic invoicing.
    • invoice_period_extra - Additional parameter for invoicing period.
    • status - Client account status.
    • establishment_id - Establishment this client belongs to.
  • custom_infos - Custom information fields added for the client.

Dependencies

  • An API key credential for Everest TMS

Troubleshooting

  • Ensure all required fields (email, first name, last name, phone, password, confirm password) are provided and valid.
  • Passwords must match; otherwise, the node will throw an error.
  • Check API credentials and network connectivity if requests fail.
  • If additional fields or custom info are provided, ensure they conform to expected formats and types.

Links

Discussion