Create customer
create_customerCreate an active customer profile in Tradify with optional contact details and address, applying default price group, document theme and tax settings for quotes and invoices.
Instructions
New customer profile, optionally with contact details and a physical address.
Creates an active customer with the company's default price group, document theme and tax settings, as the New Customer form does. email may hold several addresses separated by commas; quotes and invoices go there. It reaches no one and stays inside Tradify.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| city | No | ||
| name | Yes | Customer or company name. | |
| No | Email for quotes and invoices; commas for more. | ||
| phone | No | ||
| state | No | State or region. | |
| mobile | No | ||
| address | No | Street address. | |
| contact | No | Contact person. Default: the name. | |
| postal_code | No |