Contacts & CRM

`createEntry`

Create Entry

Create an entry in a channel: a phone order, a walk-in, an enquiry, anything the shop wants written down.

write

Arguments

channelIdstringrequiredChannel id from listChannels.
stageIdstringoptionalEntry stage id. Omit for the channel's first stage.
titlestringrequiredWhat this is, e.g. "Birthday cake: 40 servings".
contactAddressstringoptionalNo description is declared in the tool schema.
contactCompanystringoptionalNo description is declared in the tool schema.
contactEmailstringoptionalNo description is declared in the tool schema.
contactIdstringoptionalAn existing contact card. Wins over the name/email below.
contactNamestringoptionalNo description is declared in the tool schema.
contactPhonestringoptionalNo description is declared in the tool schema.
assigneeIdstringoptionalCloud user id to assign. Clear with clearFields assigneeId.
endTimestringoptional24-hour HH:mm.
eventDatestringoptionalDay it is due / happens, as YYYY-MM-DD.
fulfillmentModestringoptionalAllowed values: none, on_site, pickup, delivery.
guestCountintegeroptionalNo description is declared in the tool schema.
interactionTypestringoptionalOccasion, e.g. "Wedding".
leadSourcestringoptionalHow it arrived, e.g. "Phone".
orderedAtstringoptionalDay the order was TAKEN, as YYYY-MM-DD. Defaults to today.
orderedItemsstringoptionalWhat was ordered, in plain words: "2 dozen cupcakes, vanilla".
orderIntakestringoptionalSet when this IS an order the shop took off-surface: how it arrived. Marks it a logged order: money expected, nothing charged.
startTimestringoptional24-hour HH:mm, e.g. 15:00.
valuenumberoptionalAmount, in dollars.
venuestringoptionalNo description is declared in the tool schema.
venueAddressstringoptionalNo description is declared in the tool schema.
firstNotestringoptionalOpening TEAM note on the entry's notes. Every later note goes on with addInteractionNote.
propertiesobject[]optionalValues for the channel's own properties.

Returns

The registry does not declare a return shape.

Declared limits

guestCount: greater than 0
guestCount: maximum 9007199254740991

Ask for it

The Cloud routes these requests to this verb.

log the phone order Maria just placed
add an enquiry for a wedding cake in June
record a walk-in

Pair it with

The verbs that finish the job.