Create a contact record in Albi via the API

domain: albi.readme.io · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Obtain an Albi API key and identify any relevant contactTypeIds and referralSourceId values from Albi's Options endpoints before building the request.
  2. Send a POST request to https://api.albiware.com/v5/Integrations/Contacts/Create with the API key in the header.
  3. Include required fields firstName, lastName, and at least one contactTypeIds value in the body.
  4. Optionally include organizationId to associate the contact with an existing organization, or address fields if useOrganizationAddress is false.
  5. Confirm the response returns a new contact ID, then use that ID to associate the contact with a project via projectCustomer or projectStaff on other endpoints.

Known gotchas

Related routes

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