Client Management
Add Client
Create a new client record
POST
Endpoint
This endpoint requires authentication
Headers
Your API access token. You can also set this globally in the API playground.
The platform making the request:
WEB, IOS, or ANDROID.Request Body
name
surname
Must be unique unless location is provided.
Optional client location/project site.
phone
address
city
state
zip code
billing address
billing city
billing state
billing zip code
phone no
lead source name
quote no
lead source id
project name
end client known
Response
message
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
