Create contact
clio_contact_createCreate Clio contacts for people or companies with email, phone, address, tax/VAT details, and company links. Preview the record first, then confirm with the preview token to save.
Instructions
Creates a person (first_name + last_name) or a company (name) with e-mail addresses, phone numbers, address, tax/VAT number (sales_tax_number) and a link to a company. Write operation – preview first, then confirm with the token from the preview.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Company name (Company) | |
| type | Yes | ||
| No | |||
| phone | No | ||
| title | No | Job title / position | |
| prefix | No | Title before the name (e.g. Dr., Mr.) | |
| address | No | ||
| confirm | No | confirm=true performs the write. Use it directly when the user's request contains everything needed; call without confirm (preview) only when you want to check the data first or something is unclear. | |
| last_name | No | ||
| company_id | No | ||
| first_name | No | ||
| date_of_birth | No | ||
| sales_tax_number | No | VAT / tax identification number | |
| custom_field_values | No |