Create customer
getfly_create_accountWRITE: Create a new customer (account) in Getfly CRM. The customer code must be unique (leave it out to let Getfly generate one). Type, source, industry, relationship, country, province, district and ward are given by NAME and must match the names configured in Getfly. Optionally adds one primary contact. Creating records may trigger the workflows and notifications set up in the CRM. POST /api/v6.1/account.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | |||
| contact | No | One primary contact person. | |
| website | No | ||
| birthday | No | Birthday or founding date, yyyy-mm-dd. | |
| sic_code | No | Tax code. | |
| ward_name | No | ||
| description | No | ||
| account_code | No | Unique customer code. Optional. | |
| account_name | Yes | Customer name (company or person). | |
| country_name | No | ||
| phone_office | No | Office phone number. | |
| custom_fields | No | Custom field values by field key. | |
| district_name | No | ||
| province_name | No | ||
| relation_name | No | Relationship name (e.g. New customer). | |
| industry_names | No | Industry names. | |
| account_type_names | No | Customer type names. | |
| account_source_names | No | Customer source names. | |
| billing_address_street | No | Street address. | |
| account_manager_username | No | Login name of the managing user (getfly_list_users → user_name). |