Actions27
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Contact → Create Contact
AI-generatedOverview
This node operation creates a new contact in the Poli system. It is useful for scenarios where you need to add contact information such as name, phone number, email, and other details into the Poli platform. For example, it can be used to add a new customer or client contact with associated addresses and communication channels like WhatsApp or SMS.
Use Case Examples
- Adding a new customer contact with their phone number, email, and address.
- Creating a contact and associating it with a company and tags for better organization.
- Adding multiple contact channels such as WhatsApp and SMS for a single contact.
Properties
| Name | Meaning |
|---|---|
| Account UUID | The unique identifier of the account to which the contact belongs. This is a required field. |
| Name | The full name of the contact. This is a required field. |
| Phone (com DDD) | The phone number of the contact including area code (DDD). This is a required field. |
| The email address of the contact. This field is optional. | |
| CPF/CNPJ | The CPF or CNPJ document number of the contact. This field is optional. |
| Picture File UUID | Optional file ID of an already uploaded file to be used as the contact's picture. |
| Tag UUID | Optional tag UUID to associate with the contact for categorization. |
| Contact Account UUID | Optional company UUID to relate the contact to a company. Sent in companies[]. Can be changed to attributes.company_uuid if required by the API. |
| Addresses | Multiple addresses associated with the contact. Each address includes type (Headquarter, Billing, Shipping, Other), country code, country, postal code, state, city, street, number, neighborhood, and complement. |
| Contact Channels | Multiple contact channels to associate with the contact, such as WhatsApp, SMS, or Voice. Each channel includes phone number (UID), provider, and type (Default or Business). |
Output
JSON
id- The unique identifier of the created contact.name- The name of the created contact.phone- The phone number of the created contact.email- The email address of the created contact.doc- The CPF or CNPJ document number of the created contact.pictureFileId- The file ID of the contact's picture if provided.tagUuid- The tag UUID associated with the contact if provided.companyUuid- The company UUID associated with the contact if provided.addresses- The list of addresses associated with the contact.contactChannels- The list of contact channels associated with the contact.
Dependencies
- Poli API authentication token or API key credential
Troubleshooting
- Ensure all required fields (Account UUID, Name, Phone) are provided to avoid validation errors.
- Check that the phone number includes the area code (DDD) in the correct format.
- If associating a company or tag, verify that the UUIDs are valid and exist in the system.
- For address and contact channel collections, ensure the data structure matches the expected format to prevent API errors.
- Common error messages may include missing required fields, invalid UUIDs, or API authentication failures. Verify credentials and input data accordingly.