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
| Name | Type | Description |
|---|---|---|
| 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 -X POST https://cotlet.dev/api/v1/vaultre/contacts \
-H "Authorization: Bearer $COTLET_API_KEY" \
-H "Content-Type: application/json" \
-d '{"type":"person"}' result = client.call("vaultre", "add_contact", {"type":"person"}) const result = await cotlet.call('vaultre', 'add_contact', {"type":"person"}); cotlet call vaultre add_contact --data '{"type":"person"}' Example response
{
"contact_id": "51402",
"type": "person",
"name": "Daniel Kim",
"source_of_enquiry": "Office website",
"categories": [
"Buyer"
],
"note_added": true
}