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Create Customer

syncro.create_customer
ActionBusiness appsconnection required

Calls the Syncro MSP API with the connection's credentials.

Create a customer record for a company or a private person.

Ask about Syncro MSPAll Syncro MSP nodesProvider API docs ↗

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, none required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.

FieldTypeRequiredDefaultConstraintsExample
business_name
The company name; this alone is enough to create a business customer.
stringNo——Acme Manufacturing
firstname
The person's first name, for a customer who is not a company.
stringNo——Ada
lastname
The person's last name, for a customer who is not a company.
stringNo——Lovelace
email
The customer's email address; Syncro rejects one it cannot parse.
stringNo—email formatada@acme.com
phone
The customer's main phone number.
stringNo——+1 555 0100
mobile
The customer's mobile number.
stringNo——+1 555 0101
address
The first line of the customer's street address.
stringNo——1 Market Street
city
The customer's city.
stringNo——Ely
state
The customer's state, province or region.
stringNo——Cambridgeshire
zip
The customer's postal or ZIP code.
stringNo——CB7 4DL
notes
Free-text notes to store on the customer record.
stringNo——Migrated from the old PSA.
  • At least one of business_name, firstname, lastname must be set.

Example configuration

Every value below is the contract’s own example or default — nothing invented.

{
  "address": "1 Market Street",
  "business_name": "Acme Manufacturing",
  "city": "Ely",
  "email": "ada@acme.com",
  "firstname": "Ada",
  "lastname": "Lovelace",
  "mobile": "+1 555 0101",
  "notes": "Migrated from the old PSA.",
  "phone": "+1 555 0100",
  "state": "Cambridgeshire",
  "zip": "CB7 4DL"
}

Output

One shape.

result

FieldTypeExample
id
The customer id, which ticket and contact nodes take.
number—
business_name
The company name, or null for a private person.
string—
firstname
The customer's first name.
string—
lastname
The customer's last name.
string—
fullname
First and last name joined, as Syncro renders it.
string—
email
The customer's email address.
string—
phone
The customer's phone number.
string—
mobile
The customer's mobile number.
string—
disabled
True when the customer record is disabled.
boolean—
created_at
When the customer was created, as ISO-8601.
string—
{
  "business_name": "",
  "created_at": "",
  "disabled": false,
  "email": "",
  "firstname": "",
  "fullname": "",
  "id": 0,
  "lastname": "",
  "mobile": "",
  "phone": ""
}

Notes

  • Syncro needs a name: a business_name on its own, or a firstname and lastname for a private person.

Related Syncro MSP nodes

See Create Customer 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.

Book a technical demoTalk to sales