create_customer
Create a new customer or update an existing one by matching external source and ID, or by name. Prevent duplicate records with an upsert that reuses the match.
Instructions
Create a customer, or update the existing one it matches (upsert).
This is an upsert, not a plain create. When external_source and external_id are both given, the customer matching them is updated; otherwise a customer with the same name is updated. A new customer is created only when neither matches — so a repeated call never duplicates.
Args: name: Name of the person or business; also the match key when no external reference is given description_html: HTML description email: Primary contact email website_url: Customer website, e.g. "https://acme.com" domain: The customer's industry — shown as "Industry" in Plane. Free text, e.g. "Retail", "e-Commerce", "Fintech", "Banking". This is NOT a web domain; the site belongs in website_url. employees: Number of employees, if the customer is a business stage: Lifecycle stage. Stored free-form, but Plane only renders: lead | sales_qualified_lead | contract_negotiation | closed_won | closed_lost contract_status: Stored free-form, but Plane only renders: active | pre_contract | signed | inactive revenue: Annual revenue the customer generates, as a string, e.g. "5000000" external_source: External system the customer came from, e.g. "salesforce" external_id: The customer's ID in that external system
Returns: The created or updated Customer
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| No | |||
| stage | No | ||
| domain | No | ||
| revenue | No | ||
| employees | No | ||
| external_id | No | ||
| website_url | No | ||
| contract_status | No | ||
| external_source | No | ||
| description_html | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | ||
| name | Yes | ||
| No | |||
| stage | No | ||
| domain | No | ||
| revenue | No | ||
| logo_url | No | ||
| employees | No | ||
| workspace | No | ||
| created_at | No | ||
| created_by | No | ||
| deleted_at | No | ||
| logo_asset | No | ||
| logo_props | No | ||
| updated_at | No | ||
| updated_by | No | ||
| archived_at | No | ||
| description | No | ||
| external_id | No | ||
| website_url | No | ||
| contract_status | No | ||
| external_source | No | ||
| description_html | No | ||
| description_binary | No | ||
| description_stripped | No | ||
| customer_request_count | No |