Client Management
Add Client
Create a new client record
POST
Endpoint
This endpoint requires authentication
Headers
string
required
Your API access token. You can also set this globally in the API playground.
string
required
The platform making the request:
WEB, IOS, or ANDROID.Request Body
string
required
name
string
required
surname
string
required
Must be unique unless location is provided.
string
Optional client location/project site.
string
phone
string
address
string
city
string
state
string
zip code
string
billing address
string
billing city
string
billing state
string
billing zip code
string
phone no
string
lead source name
string
quote no
integer
lead source id
string
project name
boolean
end client known
Response
string
message
array
data
Notes
- Requires active subscription
- All address fields are optional but recommended for complete records
- Lead source ID can be obtained from
/lead_source/getendpoint - Quote number should be unique for tracking purposes
- Billing address defaults to main address if not provided
