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Actions23

Customer → Create

AI-generated

Overview

This node integrates with the Plain API to manage customer data and related entities. Specifically, for the Customer - Create operation, it allows creating or updating a customer record in the Plain system by providing essential details such as email, full name, and short name. Additionally, it supports assigning the new customer to one or more customer groups.

This node is beneficial in scenarios where you want to automate customer management workflows, such as onboarding new customers from a form submission, syncing customer data from other systems, or organizing customers into groups for segmentation and targeted communication.

Example use case: Automatically create a new customer in Plain when a user signs up on your website, including their email, full name, and display name, and assign them to specific customer groups based on their profile.

Properties

Name Meaning
Email The customer's email address (required).
Full Name The customer's full name (required).
Short Name The customer's short name or display name (required).
Additional Fields Optional extra fields to set on the customer:
- External ID An external identifier for the customer, e.g., from your own system.
- Customer Groups One or more customer groups to assign this customer to (selectable from available groups).

Output

The output JSON contains the created or updated customer object with these key fields:

  • id: Unique identifier of the customer.
  • email: Object containing the email address, verification status, and verification timestamp.
  • fullName: Customer's full name.
  • shortName: Customer's short/display name.
  • externalId: Optional external ID if provided.
  • createdAt / updatedAt: Timestamps of creation and last update in ISO8601 format.
  • If customer groups were assigned, an array customerGroups listing the groups the customer belongs to.

No binary data output is produced by this operation.

Dependencies

  • Requires an active connection to the Plain API via an API key credential configured in n8n.
  • Uses GraphQL queries and mutations to interact with the Plain backend.
  • The node depends on the helper function to perform authenticated API requests.

Troubleshooting

  • Error: "Unknown error" or field-specific errors
    This usually indicates invalid input data or missing required fields. Check that the email, full name, and short name are correctly provided and valid.

  • Error related to customer group assignment
    Ensure that the customer group IDs specified exist and are accessible with your API credentials.

  • API authentication errors
    Verify that the API key credential is correctly configured and has sufficient permissions.

  • Network or timeout issues
    Confirm network connectivity to the Plain API endpoint.

Links and References

Discussion