Create Contact
syncro.create_contact
ActionBusiness appsconnection required
Calls the Syncro MSP API with the connection's credentials.
Add a contact person under an existing customer.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- API key
- Providers
- Syncro MSP
- Secret shape
- the API token, or {"api_key": "…"}
- Config it needs
- subdomain, base_url
- Resolved by
- config.connection_id, else node.connection_id
Configuration
11 fields, 1 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
customer_id The customer this record belongs to; syncro.list_customers emits it as 'id'. | number | Yes | — | ≥ 1 | 1 |
name The contact's full name, as Syncro stores it in one field. | string | No | — | — | Grace Hopper |
email The contact's email address; Syncro rejects one it cannot parse. | string | No | — | email format | grace@acme.com |
phone The contact's phone number. | string | No | — | — | +1 555 0100 |
mobile The contact's mobile number. | string | No | — | — | +1 555 0101 |
address1 The first line of the contact's street address. | string | No | — | — | 1 Market Street |
city The contact's city. | string | No | — | — | Ely |
state The contact's state, province or region. | string | No | — | — | Cambridgeshire |
zip The contact's postal or ZIP code. | string | No | — | — | CB7 4DL |
notes Free-text notes to store on the contact record. | string | No | — | — | Prefers a phone call before any on-site visit. |
enable_portal_user True invites the contact to the Syncro customer portal. | boolean | No | — | — | — |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"address1": "1 Market Street",
"city": "Ely",
"customer_id": 1,
"email": "grace@acme.com",
"mobile": "+1 555 0101",
"name": "Grace Hopper",
"notes": "Prefers a phone call before any on-site visit.",
"phone": "+1 555 0100",
"state": "Cambridgeshire",
"zip": "CB7 4DL"
}Output
One shape.
result
| Field | Type | Example |
|---|---|---|
id The contact id. | number | — |
name The contact's full name. | string | — |
email The contact's email address. | string | — |
phone The contact's phone number. | string | — |
mobile The contact's mobile number. | string | — |
customer_id The customer this contact belongs to. | number | — |
created_at When the contact was created, as ISO-8601. | string | — |
{
"created_at": "",
"customer_id": 0,
"email": "",
"id": 0,
"mobile": "",
"name": "",
"phone": ""
}See Create Contact run in a workflow.
In a technical demo we add the Syncro MSP connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.