Actions5
- CRM Client Actions
CRM Client → Create or Update
AI-generatedSummary
Creates a new CRM client or updates an existing one based on the provided email by sending a POST request to the /api/admin/crm endpoint.
Inputs
- Name (required) — The client's name to create or update.
- Email — The client's email address, used to identify if the client exists and should be updated or created.
- Phone — The client's phone number.
- Company — The company associated with the client.
- Site — The site associated with the client.
- Status — The client's status value included in the request body.
- Source — The source information for the client.
- Notes — Additional notes about the client.
- Metadata — Custom metadata as a JSON object associated with the client.
- Request Options — Optional request settings such as batching, SSL certificate acceptance, proxy, and timeout.
Output shape
a single JSON object representing the created or updated CRM client
The operation sends a POST request with supplied client details in the request body. It identifies client records by email to decide between creation or update.