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Workbooks CRM ACTION

Create Person

Creates a person. People are recorded in your database, e.g a contact, an employee.
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Workbooks CRM account once, then configure and run Create Person from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "workbooks_crm-create-person",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    workbooks_crm: { authProvisionId: "apn_xxxxxxx" },
    assignedTo: "Assigned To",
    name: "Person Name",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Person inputs
Property Type Description
assignedTo Assigned To string
A queue that this Person could be assigned to.
Required Dynamic
name Person Name string
The Person's name.
Required
biography Biography string
A description of this Person.
Optional
mainEmail Main Email string
The main email address of this Person.
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
workbooks_crm-create-person
Version
0.0.2
App
Workbooks CRM
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes