Create Interaction Record
ploomes_interactions_createCreate a new interaction record—note, email, or activity—in Ploomes CRM. Attach it to a deal and/or contact; ContactId is auto-filled from the deal if omitted.
Instructions
Create a new interaction record (note, email, activity) in Ploomes CRM. Attach to a deal and/or contact. If DealId is provided, ContactId is auto-filled from the deal when omitted.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| Content | Yes | Interaction content / note text (required) | |
| Title | No | Short title for the interaction | |
| Date | No | Date in ISO 8601. Defaults to now if omitted. | |
| DealId | No | Associated deal ID. When provided, ContactId is auto-filled from the deal if not explicitly set. | |
| ContactId | No | Associated contact ID. Auto-filled from the deal if DealId is provided and ContactId is omitted. | |
| OwnerId | No | Owner user ID | |
| TypeId | No | Interaction type ID — shares the same types as tasks. Use ploomes_tasks_types_list to discover. Default is 1. | |
| EmailRecipients | No | Comma-separated email recipients if this interaction is an email | |
| EmailSubject | No | Email subject line |