Actions27
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Customer → Create
AI-generatedSummary
Create a new customer relationship in Tribe CRM by linking a top-level Relation and an Organization, optionally including a display name and payment term.
Inputs
- Relation ID (required) — UUID of the top-level Relation to link as the customer.
- Organization ID (required) — UUID of the organization to link as the customer.
- Additional Fields — Optional fields such as the display name of the customer relationship and payment term in days.
Output shape
a single record representing the created customer relationship.
The creation request is sent as a POST to '/Relationship_Organization_CommercialRelationship_Customer' with the Relation ID and Organization ID nested under 'Relation' and 'Organization' properties respectively. Additional fields are included in the request body if set. The response contains the details of the newly created customer relationship.
Examples
Example 1: Create a customer relationship by specifying relation and organization UUIDs with an optional name and payment terms.
Provide Relation ID, Organization ID, and optionally Name and Payment Term (Days).