create_project
Create a new project in Moxie CRM by providing the client name and project name, plus optional fee, dates, and portal settings.
Instructions
Create a new project in Moxie CRM
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Name of the project | |
| amount | No | Fee amount | |
| dueDate | No | Project due date (YYYY-MM-DD format) | |
| feeType | No | Fee schedule type | |
| hexColor | No | Project display color | |
| startDate | No | Project start date (YYYY-MM-DD format) | |
| clientName | Yes | Exact name of the client to associate this project with | |
| description | No | Project description | |
| portalAccess | No | Client portal access level |