PerfexCRMInstall

Summary

Create a new subscription in PerfexCRM by providing required details like name, customer ID, and currency, along with optional additional subscription fields.

Inputs

• Name (required) — The name of the subscription to create.
• Customer ID (required) — The ID of the customer (client) to associate the subscription with.
• Currency (required) — The currency code (e.g., "USD", "EUR") for the subscription.
• Additional Fields — Optional additional subscription parameters such as date, description, end date, test environment flag, next billing cycle, project ID, quantity, status, Stripe plan ID, and terms.

Output shape

a single record representing the created subscription including all set fields and any server-generated fields

The operation returns the full subscription object as received from the PerfexCRM API upon creation. If multiple input items are processed, an array of subscription objects is returned respectively. Errors return descriptive messages. Date fields in additional fields, if provided, will be validated and formatted appropriately.

Examples

Example 1: Create a subscription named "Premium Plan" for customer ID "123" in USD with an optional description.

Set Name="Premium Plan", Customer ID="123", Currency="USD", and Additional Fields including Description="Premium monthly plan subscription.".