Create ConnectWise Contact (API)

The Create ConnectWise Contact action creates a contact in ConnectWise Manage under a company you specify. This is a single API call action that uses the exact contact values you provide.

Single API Call Action

This action creates one contact record. You must provide the company and contact details directly. Learn more about the difference between workflow actions and single API call actions.

When to Use This Action

Use this action when:

• You already know which company should own the contact
• You collected contact details from a form or another system
• You need the new contact ID for later ticket actions

Configuration

Connection

Field	Description
ConnectWise Connection	Select the ConnectWise connection to use.

Contact Information

Field	Description
First Name	Contact first name. Supports text expressions.
Last Name	Contact last name. Supports text expressions.
Company	Company for this contact. Select from ConnectWise or unlock the field for a dynamic ID.
Title	Contact job title. Supports text expressions.
Default Contact	Mark this contact as the default contact for the company.
Inactive	Create the contact as inactive.

Communication

Field	Description
Email Address	Primary email address. Supports text expressions.
Phone Number	Primary phone number. Supports text expressions.
Phone Extension	Primary phone extension. Supports text expressions.

Address

Field	Description
Address Line 1	Primary street address. Supports text expressions.
Address Line 2	Secondary street address. Supports text expressions.
City	Contact city. Supports text expressions.
State	Contact state or province. Supports text expressions.
Zip / Postal Code	Contact zip or postal code. Supports text expressions.
Country	Contact country. Select from ConnectWise or unlock the field for a dynamic ID.

Error Handling

Field	Description
Error Handling	Action to take if contact creation fails.

Returned Variables

When you configure Store the results in Variable, the created contact becomes available:

Property	Type	Description
id	number	The created contact ID
firstName	string	First name
lastName	string	Last name
company	object	Company (id, identifier, name)
title	string	Job title
defaultPhoneNbr	string	Primary phone number
defaultPhoneExtension	string	Primary phone extension
communicationItems	array	Email and phone communication items returned by ConnectWise
inactiveFlag	boolean	Whether the contact is inactive

Example usage: {{custom.contact.id}}

Example Use Cases

Create a Contact for a Newly Created Company

Setting	Value
Company	{{custom.company.id}}
First Name	{{form.first_name}}
Last Name	{{form.last_name}}
Email Address	{{form.email}}

Create a Ticket Afterward

After this action stores the result in contact, use Create ConnectWise Ticket and set Contact to {{custom.contact.id}}.

Related Actions

• Query ConnectWise Companies: Find the company first
• Query ConnectWise Contacts: Check whether the contact already exists
• Create ConnectWise Ticket: Create a ticket for the contact