HomeEvent PluginAPI Callsapi/PluginCreateCompany - Create a new Primary Record

1.3. api/PluginCreateCompany - Create a new Primary Record

This API call is used to create a new Primary Record (company) within the CRM.

Before Creating a New Primary Record

To avoid duplicate entries:

  1. Capture the user’s Company Name or Postcode.
  2. Use the api/PortalList call to search for existing matching records.
  3. Present the user with options:
    • Select an existing Primary Record – if chosen, maintain the selected cid for use in api/PluginCreateContact.
    • "My Organisation Is Not Listed" – if chosen, proceed with the api/PluginCreateCompany call to create a new Primary Record.

 


 

Parameters To Submit

Fields marked with are required and cannot be blank.

Parameter Parameter Help Parameter Data Type
Company* Company name String – Max 250 chars
CompanyTel* Company telephone String – Max 30 chars
CompanyEmail Company email address String – Max 250 chars
CompanyWeb Company website URL (must start with http:// or https://) String – Max 250 chars
Category* Business category. Must pass ListValue, not ID String – Provide ListValue from api/PortalList BusinessCategory.
Employees Number of employees. Defaults to 1 if empty Integer
CompanyAddress1* First line of company address String – Max 75 chars
CompanyAddress2 Second line of company address String – Max 75 chars
CompanyAddress3 Third line of company address String – Max 75 chars
CompanyAddress4* Fourth line of company address String – Max 75 chars
CompanyCounty* County. Must pass ListValue, default to None if not selected String – Provide ListValue from api/PortalList County.
CompanyPostcode* Postcode of company address String – Max 15 chars
CompanyCountry* Country. Must pass ListValue, default to None if not selected String – Provide ListValue from api/PortalList Country.
CompanyWhereHear* How the company heard about you. Must pass ListValue, default to None if not selected String – Provide ListValue from api/PortalList WhereHear.
API Key   String

 


 

Return Response

The API call ResponseMessage will return a range of fields. The following fields of data will be relevant for your purposes.

Field Field Help
cid Primary Record’s new cid that has just been created.
Company New Primary Record's name.

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