Add contact

Add a person, company, supplier or solicitor, with a source of enquiry, categories and a first note.

POST https://cotlet.dev/api/v1/vaultre/contacts

write Confirm

Does what Contacts > Add Contact Wizard does. A person needs first_name, last_name and a way to reach them; a company uses company_name instead of a person name. A contact's email addresses can be included in your Vault eMarketing, so check with search_contacts first and confirm. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: add_contact
NameTypeDescription
type enum required enum person, company, creditor_supplier or solicitor.
first_name string string First name (not for company).
last_name string string Surname (not for company).
company_name string string Company name.
email string string Email address.
mobile string string Contact number.
source_of_enquiry string string One of your account's sources of enquiry.
categories array array Contact categories to apply.
note string string First note with the enquiry or conversation.

Request

cURL
curl -X POST https://cotlet.dev/api/v1/vaultre/contacts \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"type":"person"}'
Python
result = client.call("vaultre", "add_contact", {"type":"person"})
Node.js
const result = await cotlet.call('vaultre', 'add_contact', {"type":"person"});
CLI
cotlet call vaultre add_contact --data '{"type":"person"}'

Example response

JSON

{
  "contact_id": "51402",
  "type": "person",
  "name": "Daniel Kim",
  "source_of_enquiry": "Office website",
  "categories": [
    "Buyer"
  ],
  "note_added": true
}

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