Create Contact

Create a contact record and optionally associate with a client

Geoff Mina avatar
Written by Geoff Mina
Updated over a week ago

Create a new contact record in your Moxie CRM and optionally associate the contact with a client record.

Endpoint: /action/contacts/create

Method: POST

Request Body (example):

"first": "",
"last": "",
"email": "",
"phone": "",
"notes": "",
"clientName": "",
"defaultContact": false,
"portalAccess": false,
"invoiceContact": false

Properties that require further clarification:

  • clientName -Optional - The name of an existing client within your Moxie workspace. If an exact match is found, the contact will be added under the client record.

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