Create CRM Card
Creates a CRM card for a contact and adds it to a CRM step.
Resolves or creates a contact (by phone or email), resolves or creates a conversation associated with the specified Agent (agentId), and places the conversation into the target CRM Step.
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Body
ID of the Agent to associate with the conversation.
ID of the CRM Step. Required if scenarioId and stepIndex are not provided.
ID of the CRM Scenario (used with stepIndex if stepId is omitted).
Index of the step within the scenario (used with scenarioId if stepId is omitted).
Contact's first name (used if creating a new contact).
Contact's phone number. Used to resolve or create contact and WhatsApp conversation.
Contact's email. Used to resolve or create contact if phone is not provided.
Tags to attach to the conversation (e.g. ["VIP", "LEAD"] or "VIP, LEAD").
Whether AI responses are enabled for the conversation.
Conversation status.
UNRESOLVED, RESOLVED, HUMAN_REQUESTED Conversation priority.
LOW, MEDIUM, HIGH Membership ID or User ID of the assigned team member.
Email of the assigned team member.
Whether to send the initial message defined on the CRM step upon adding the card.
Response
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