create_client
Add a new client to Moxie CRM by providing business name, client type, currency, and optional contact or billing details. Sets up a client record for project management and invoicing.
Instructions
Create a new client in Moxie CRM
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| city | No | City | |
| name | Yes | Business name of the client | |
| color | No | Client color designation | |
| notes | No | General notes about the client | |
| phone | No | Phone number | |
| taxId | No | Tax identification number | |
| postal | No | Postal/ZIP code | |
| country | No | Country | |
| website | No | Website URL | |
| address1 | No | Street address line 1 | |
| address2 | No | Street address line 2 | |
| currency | Yes | ISO 4217 currency code (e.g., USD, EUR, GBP) | |
| initials | No | 3-4 character initials for avatar and invoice sequences | |
| locality | No | State/Province/Region | |
| clientType | Yes | Type of client record | |
| leadSource | No | Lead source tracking | |
| paymentDays | No | Payment terms in days | |
| hourlyAmount | No | Default hourly rate | |
| whoPaysCardFees | No | Who pays Stripe credit card fees |