Service Autopilot: Add client
service-autopilot_add_clientService Autopilot: New client or lead with contact details and a service address. Creates a client or a lead with a service address and optional contact details and notes. It sends nothing to the client, so it runs without asking first and the record can be edited or removed in the app. Needs the user's Cotlet API key with access to this app.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Person or company name. | |
| type | No | client or lead. Default: client. | |
| No | Client email. | ||
| notes | No | Gate codes, pets, special instructions. | |
| phone | No | Mobile number. | |
| address | Yes | Service address. |