Actions81
- Calendar Event Actions
- Customer Actions
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Customer → Create
AI-generatedSummary
Create a new customer record in Perfex CRM using the specified company name and optional additional customer details.
Inputs
- Company (required) — The mandatory company name for the customer.
- Additional Fields — Optional collection of additional customer information such as addresses, billing and shipping details, phone number, VAT, website, default currency and language, groups, and partnership type.
Output shape
a single JSON object representing the created customer record as returned from the Perfex CRM API
The output contains the full details of the newly created customer including all fields provided. Errors during creation are thrown unless the node is set to continue on fail, in which case error details are returned per item.
Examples
Example 1: Creating a customer with just the company name
Provide the mandatory Company field with the customer company name.
Example 2: Creating a customer with company and billing address
Provide Company and set Additional Fields with billing_street, billing_city, billing_state, billing_country, and billing_zip.