Actions185
- Organization Actions
- Client Actions
- Business Context Actions
- Portfolio Item Actions
- Objective Actions
- Audience Actions
- Pain Point Actions
- Content Brief Actions
- Social Media Post Actions
- Website Content Actions
- Asset Actions
- Ephemeris Actions
- Category Actions
- Product Actions
- Customer Actions
- Order Actions
- Service Actions
- Package Actions
- Project Actions
- Ad Campaign Actions
- Ad Actions
- Keyword Actions
- Newsletter Actions
- Email Report Actions
- Opportunity Actions
- Comment Actions
- Mention Actions
- Organization Member Actions
- Client Member Actions
- Audience Pain Point Actions
- Ad Keyword Actions
- Reference Content Actions
- Reference Content Category Actions
- Lead Actions
- Lead Source Actions
- Client Module Actions
- Client Activity Actions
- Organization Activity Actions
- Marketing Strategy Actions
- Strategy Pillar Actions
- Strategic Initiative Actions
Client → Create
AI-generatedSummary
Create a new client within a specified organization by providing mandatory details such as name, slug, business type, and entity type, along with optional additional fields.
Inputs
- organizationId (required) — Select the organization under which to create the client; supports choosing from a list or providing an ID.
- name (required) — Name of the client to create.
- slug (required) — URL-friendly identifier for the client.
- businessType (required) — Type of business for the client; options include Ecommerce, Services, Mixed, or Other.
- entityType (required) — Entity type of the client; defaulted options are Business or Individual, but custom values can also be entered.
- additionalFields — Optional fields including Website URL, Timezone (default 'UTC'), Primary Language (default 'es'), Status (Active, Paused, Archived), and Channels as a JSON array string.
- options — Settings for output format such as Simplify Output (defaults to true) and Debug Mode (defaults to false).
Output shape
a single record representing the newly created client
The output can be simplified or detailed based on the 'simplifyOutput' option; debug information can be included if 'debugMode' is enabled.
Examples
Example 1: Create a client 'Acme Corp' with business type 'Ecommerce' under organization selected from list, with default timezone and primary language.
organizationId from list, name='Acme Corp', slug='acme-corp', businessType='ecommerce', entityType='business', additionalFields left default, simplifyOutput=true
Example 2: Create an individual client specifying custom entityType and including website and status, using direct organization ID.
organizationId by ID, name='John Doe', slug='john-doe', businessType='services', entityType='individual', additionalFields with websiteUrl and status='paused', simplifyOutput=false, debugMode=true