XOCRM icon

XOCRM

Interact with the XOCRM API to manage clients, notes, reminders, links, and more

Actions43

Person → Create

AI-generated

Summary

Create a new person/contact in the XOCRM system associated with a specified client.

Inputs

  • Client (required) — The client this person belongs to, selected from available clients.
  • First Name (required) — First name of the person to create.
  • Last Name (required) — Last name of the person to create.
  • Additional Fields — Optional fields including Job Title, Department, Email, Phone, Mobile, Employment Status, Is Primary Contact flag, and Notes to provide more details about the person.
  • Timezone — Timezone used to properly adjust any date/time values if present (default is US Eastern).
  • Simplify — Whether to return a simplified version of the API response instead of the full raw data.

Output shape

A single JSON object representing the newly created person record.

The output includes all standard person fields returned by the XOCRM API. If 'Simplify' is set to true, only a subset of key fields (id, firstName, lastName, email, jobTitle, clientId, isPrimaryContact) are returned. Date/time fields are adjusted according to the specified Timezone.

Links

Discussion