← Solve CRM

Create Contact with Solve CRM API

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Create Contact with the Solve CRM API
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Getting Started

Create a workflow to Create Contact with the Solve CRM API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Contact action
    1. Connect your Solve CRM account
    2. Optional- Configure First Name
    3. Optional- Configure Last Name
    4. Optional- Configure Business Email
    5. Optional- Configure Personal Email
    6. Optional- Configure Mobile Phone
    7. Optional- Configure Business Phone
    8. Optional- Configure Business Address
    9. Optional- Configure Home Address
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Contact with Solve CRM API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Solve CRM
 
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Create Contact with Solve CRM API on New Submission from Typeform API
Typeform + Solve CRM
 
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Create Contact with Solve CRM API on Custom Events from Zoom API
Zoom + Solve CRM
 
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Create Contact with Solve CRM API on New Submission (Instant) from Jotform API
Jotform + Solve CRM
 
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Create Contact with Solve CRM API on New Custom Webhook Events from Stripe API
Stripe + Solve CRM
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Contact on Solve CRM
Description:Create a new contact. [See the docs here](https://solve360.com/api/contacts/)
Version:0.0.1
Key:solve_crm-create-contact

Code

import solveCrm from "../../solve_crm.app.mjs";

export default {
  key: "solve_crm-create-contact",
  name: "Create Contact",
  description: "Create a new contact. [See the docs here](https://solve360.com/api/contacts/)",
  version: "0.0.1",
  type: "action",
  props: {
    solveCrm,
    firstname: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
      optional: true,
    },
    lastname: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
      optional: true,
    },
    businessemail: {
      type: "string",
      label: "Business Email",
      description: "Business email of the contact",
      optional: true,
    },
    personalemail: {
      type: "string",
      label: "Personal Email",
      description: "Personal email of the contact",
      optional: true,
    },
    cellularphone: {
      type: "string",
      label: "Mobile Phone",
      description: "Mobile phone number of the contact",
      optional: true,
    },
    businessphonedirect: {
      type: "string",
      label: "Business Phone",
      description: "Business phone number of the contact",
      optional: true,
    },
    businessaddress: {
      type: "string",
      label: "Business Address",
      description: "Business address of the contact",
      optional: true,
    },
    homeaddress: {
      type: "string",
      label: "Home Address",
      description: "Home address of the contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstname,
      lastname,
      businessemail,
      personalemail,
      cellularphone,
      businessphonedirect,
      businessaddress,
      homeaddress,
    } = this;

    const data = {
      firstname,
      lastname,
      businessemail,
      personalemail,
      cellularphone,
      businessphonedirect,
      businessaddress,
      homeaddress,
    };

    const response = await this.solveCrm.createContact({
      data,
    }, $);
    $.export("$summary", `Successfully created contact with ID ${response.item.id}`);
    return response;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Solve CRMsolveCrmappThis component uses the Solve CRM app.
First Namefirstnamestring

First name of the contact

Last Namelastnamestring

Last name of the contact

Business Emailbusinessemailstring

Business email of the contact

Personal Emailpersonalemailstring

Personal email of the contact

Mobile Phonecellularphonestring

Mobile phone number of the contact

Business Phonebusinessphonedirectstring

Business phone number of the contact

Business Addressbusinessaddressstring

Business address of the contact

Home Addresshomeaddressstring

Home address of the contact

Authentication

Solve CRM uses API keys for authentication. When you connect your Solve CRM account, Pipedream securely stores the keys so you can easily authenticate to Solve CRM APIs in both code and no-code steps.

You can get your API Token under Solve menu > My Account > API Token.
For email, use the address asssociated to your Solve CRM account.

About Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

More Ways to Use Solve CRM

Triggers

New Company Created (Instant) from the Solve CRM API

Emit new event for each new company created. See the docs here

 
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New Contact Created (Instant) from the Solve CRM API

Emit new event for each new contact created. See the docs here

 
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New Contact Tagged (Instant) from the Solve CRM API

Emit new event when the specified tag is added to a contact. See the docs here

 
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New User Created from the Solve CRM API

Emit new event for each new user created. See the docs here

 
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