capabilities.work

CRM Create an Account with a Contact

A 3-step recipe with Merge. We can help you get access.

Recipe · 3 steps

CRM Create an Account with a Contact

with Merge

Create a CRM account and attach a primary contact to it.

  1. Create the CRM account from the supplied name and optional firmographics.
  2. Create a contact linked to the newly created account.
  3. Read the created contact back to confirm it was persisted with the correct account association.
What you'll need to have ready
  • authorization: Production access token with the required "Bearer " prefix.
  • accountToken: The account token identifying the linked CRM end user.
  • accountName: The name of the account to create.
  • industry: The account's industry.
  • website: The account's website URL.
  • contactFirstName: The primary contact's first name.
  • contactLastName: The primary contact's last name.
For your developer

Arazzo workflow merge:create-account-and-contact, 3 operations: {$sourceDescriptions.subpackageAccountsApi.url}#/paths/~1crm~1v1~1accounts/post → {$sourceDescriptions.subpackageContactsApi.url}#/paths/~1crm~1v1~1contacts/post → {$sourceDescriptions.subpackageContactsApi.url}#/paths/~1crm~1v1~1contacts~1{id}/get. Specs on APIs.io.

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