Actions43
- Asset Actions
- Bulk Actions
- Client Actions
- Expiration Actions
- Link Actions
- Note Actions
- Person Actions
- Reminder Actions
- Search Actions
Client → Create
AI-generatedSummary
Create a new client in XOCRM by specifying the client's mandatory name and optional additional details such as display name, description, status, industry, company size, service plan, billing frequency, primary contact ID, primary phone/email, website, logo URL, notes, tags, and custom fields. Adjust date/time values according to a chosen timezone and optionally return a simplified response.
Inputs
- Name (required) — The name of the client / company
- Additional Fields — Optional fields including display name, description, status (active, inactive, archived), industry, company size, service plan, billing frequency, primary contact ID, primary phone, primary email, website URL, logo URL, notes, tags, and custom fields as a JSON object
- Timezone — Timezone to convert date/time values from n8n's default UTC picker to the user's intended local time zone. Set to UTC if providing UTC times
- Simplify — Whether to return a simplified version of the response instead of the raw data
Output shape
a single record representing the newly created client
The output includes rate limit information if available. The response can be a detailed full object or a simplified subset of fields depending on the 'Simplify' parameter.
