New Client Task¶

Overview¶

The New Client Task creates a new client (company) record in your CRM with an optional primary contact. Use it to automatically add leads, customers, and prospects to your system from forms, webhooks, or other automation triggers.

When to use this task:

• Create clients from form submissions
• Add leads from external sources
• Import customers from integrations
• Automatically create client records
• Link contact to new client
• Set responsible manager
• Assign client status
• Trigger CRM workflows

Key Features:

• Create client with company name
• Optional primary contact creation
• Auto-validates emails and phone numbers
• Auto-formats phone numbers
• Links contact to client automatically
• Sets responsible manager
• Assigns client status
• Triggers global CRM events
• Prevents duplicate clients

Important: This task creates NEW clients only. To find existing clients or prevent duplicates, use Match to Client first.

Quick Start¶

1. Add New Client task
2. Enter company name (required)
3. Set client status (required)
4. Assign responsible manager (required)
5. Optionally add contact details
6. Save

Simple Example:

Company Name: {{task_55001_company}}
Status: Lead
Responsible Manager: {{task_55001_assigned_to}}
Contact First Name: {{task_55001_first_name}}
Contact Email: {{task_55001_email}}

Configuration¶

Required Fields¶

Company Name:

Company Name: {{task_55001_company}}

Client Status:

Status: Lead

Responsible Manager:

Responsible Manager: sales@company.com

Optional Contact Fields¶

Add a primary contact to the client:

Contact First Name:

Contact First Name: {{task_55001_first_name}}

Contact Surname:

Contact Surname: {{task_55001_last_name}}

Contact Email:

Contact Email: {{task_55001_email}}

Contact Cell:

Contact Cell: {{task_55001_phone}}

Contact Landline:

Contact Landline: {{task_55001_landline}}

Contact Position:

Contact Position: {{task_55001_job_title}}

Output Fields¶

Real-World Examples¶

Example 1: Website Lead Form to CRM¶

Workflow: 1. Form Submission - Contact form submitted 2. If Task - Check if company name provided 3. New Client - Create client + contact 4. Add tags for tracking 5. Email - Send welcome email 6. Workflow Note - Create follow-up task

Check for Company:

Condition: {{task_55001_company}} is not empty
True: Create B2B client
False: Use "Individual - {{task_55001_first_name}} {{task_55001_last_name}}" as company name

Create Client:

Company Name: {{task_55001_company}}
Status: Lead
Responsible Manager: sales@company.com

Contact First Name: {{task_55001_first_name}}
Contact Surname: {{task_55001_last_name}}
Contact Email: {{task_55001_email}}
Contact Cell: {{task_55001_phone}}
Contact Position: {{task_55001_job_title}}

Add Source Tags:

Client ID: {{task_13001_client_id}}
Tags: Website Lead, {{task_55001_utm_source}}, {{task_55001_utm_campaign}}

Send Welcome Email:

To: {{task_13001_contact_email}}
Subject: Welcome to {{your_company}}!

Hi {{task_13001_contact_first_name}},

Thank you for your interest! We've received your inquiry from {{task_13001_company_name}}.

Our sales team will contact you within 24 hours at {{task_13001_contact_cell}}.

Best regards,
Sales Team

Create Follow-Up Task:

Client ID: {{task_13001_client_id}}
Type: Call
Due: Tomorrow at 10:00 AM
Assigned To: {{task_13001_status}} = Lead ? sales@company.com : account-manager@company.com
Priority: High
Note: New lead from website: {{task_13001_company_name}}
      Contact: {{task_13001_contact_first_name}} {{task_13001_contact_surname}}
      Phone: {{task_13001_contact_cell}}
      Email: {{task_13001_contact_email}}

Example 2: Partner API Integration¶

Workflow: 1. Webhook In - Partner sends lead data 2. Coalesce - Get best phone number 3. Coalesce - Get company name or create from contact 4. New Client - Create client record 5. Edit Client - Add custom fields 6. Workflow Note - Schedule callback

Get Best Phone:

Value 1: {{task_46001_mobile}}
Value 2: {{task_46001_phone}}
Value 3: {{task_46001_work_phone}}
Fallback: Not Provided

Get Company Name:

Value 1: {{task_46001_company}}
Value 2: {{task_46001_organization}}
Value 3: {{task_46001_first_name}} {{task_46001_last_name}} (Individual)
Fallback: Unknown Company

Create Client:

Company Name: {{task_19002_value}}
Status: Prospect
Responsible Manager: partners@company.com

Contact First Name: {{task_46001_first_name}}
Contact Surname: {{task_46001_last_name}}
Contact Email: {{task_46001_email}}
Contact Cell: {{task_19001_value}}

Add Custom Fields:

Client ID: {{task_13001_client_id}}
Custom Field: Lead Source = Partner API
Custom Field: Partner Name = {{task_46001_partner_name}}
Custom Field: Partner ID = {{task_46001_partner_id}}
Custom Field: Industry = {{task_46001_industry}}

Example 3: Event Registration to Client¶

Workflow: 1. Form Submission - Event registration 2. Code Task - Format company name properly 3. New Client - Create attendee client 4. Add tags for event tracking 5. Google Sheets - Add to attendee list 6. Email - Send confirmation

Format Company Name:

// Title case company name and remove extra spaces
let company = input.task_55001_company || '';
company = company.trim();

// Title case each word
company = company.replace(/\w\S*/g, (txt) => {
  return txt.charAt(0).toUpperCase() + txt.substr(1).toLowerCase();
});

return {
  formatted_company: company || `${input.task_55001_first_name} ${input.task_55001_last_name}`,
  is_company: company.length > 0
};

Create Client:

Company Name: {{task_42001_formatted_company}}
Status: Event Attendee
Responsible Manager: events@company.com

Contact First Name: {{task_55001_first_name}}
Contact Surname: {{task_55001_last_name}}
Contact Email: {{task_55001_email}}
Contact Cell: {{task_55001_phone}}
Contact Position: {{task_55001_job_title}}

Tag Event:

Client ID: {{task_13001_client_id}}
Tags: Event - {{task_55001_event_name}}, Registered - {{task_48001_current_date}}, {{task_42001_is_company}} = true ? "B2B" : "B2C"

Example 4: Multi-Contact Company Creation¶

Workflow: 1. Webhook In - Enterprise signup with multiple contacts 2. New Client - Create company 3. Loop - For each additional contact 4. Contact - Add additional contacts 5. Workflow Note - Schedule onboarding call

Create Company:

Company Name: {{task_46001_company_name}}
Status: Customer
Responsible Manager: enterprise@company.com

Contact First Name: {{task_46001_primary_first_name}}
Contact Surname: {{task_46001_primary_last_name}}
Contact Email: {{task_46001_primary_email}}
Contact Cell: {{task_46001_primary_phone}}
Contact Position: Primary Contact

Loop Additional Contacts:

Items: {{task_46001_additional_contacts}}
Item Variable: contact

Add Each Contact:

Action: Add
Client ID: {{task_13001_client_id}}
First Name: {{task_29001_contact.first_name}}
Surname: {{task_29001_contact.last_name}}
Email: {{task_29001_contact.email}}
Cell: {{task_29001_contact.phone}}
Position: {{task_29001_contact.role}}

Example 5: Import from Spreadsheet¶

Workflow: 1. Schedule Trigger - Daily import check 2. Google Sheets - Read new leads 3. Loop - Process each row 4. If Task - Check if already exists 5. New Client - Create if new 6. Google Sheets - Mark as processed

Read New Leads:

Action: Read
Spreadsheet: Leads Import
Sheet: New Leads
Range: A2:H100

Process Each Lead:

Items: {{task_44001_rows}}
Item Variable: lead

Check if Exists (via MySQL):

Query: SELECT client_id FROM client WHERE company = ? AND owner_id = ?
Parameters: {{task_29001_lead[0]}}, {{owner_id}}

Create if New:

Condition: {{task_43001_rows}} is empty
True: Create client

Company Name: {{task_29001_lead[0]}}
Status: {{task_29001_lead[1]}}
Responsible Manager: {{task_29001_lead[7]}}

Contact First Name: {{task_29001_lead[2]}}
Contact Surname: {{task_29001_lead[3]}}
Contact Email: {{task_29001_lead[4]}}
Contact Cell: {{task_29001_lead[5]}}
Contact Position: {{task_29001_lead[6]}}

Best Practices¶

Company Names¶

1. Consistent formatting - Use title case or uppercase
2. Remove extra spaces - Trim leading/trailing spaces
3. Validate not empty - Check company name exists
4. Handle individuals - Use person's name if no company
5. Unique names - Check for duplicates first with Match to Client

Responsible Manager¶

1. Valid users only - Must be actual CRM user email
2. Territory routing - Assign based on location or criteria
3. Round-robin - Distribute leads evenly
4. Fallback owner - Have default if assignment fails

Contact Information¶

1. Email validation - Verify format before submission
2. Phone formatting - Use consistent formats
3. Required fields - Decide which contact fields are essential
4. Data quality - Clean data before creating client

Preventing Duplicates¶

Always use Match to Client first:

Match to Client → Check if exists
If Task → {{task_15001_found}} = false
  True: Create new client with New Client task
  False: Use existing {{task_15001_client_id}}

Troubleshooting¶

Client Not Created¶

Check: 1. Company name not empty? 2. Company name under 255 characters? 3. Valid client status? 4. Valid responsible manager email? 5. Manager exists in CRM?

Debug: Check error messages in workflow logs

Contact Not Created¶

Possible causes: - Invalid email format - Invalid phone number format - Missing required contact fields - Client creation failed

Note: Client is created even if contact fails. Check if task_13001_contact_id exists.

Duplicate Clients Created¶

Issue: Multiple client records for same company

Cause: Not checking for existing clients first

Solution: Always use Match to Client before New Client

Match to Client → Try to find existing
If Task → {{task_15001_found}} = false
  True: Create with New Client
  False: Update with Edit Client

Phone Number Rejected¶

Issue: Contact not created due to invalid phone

Cause: Phone number format invalid

Solution: Use Phone Formatter first

Phone Formatter → Format: {{task_55001_phone}}
New Client → Contact Cell: {{task_24001_formatted}}

Manager Not Assigned¶

Issue: Responsible manager field empty in created client

Cause: Invalid manager email provided

Solution: Use Coalesce for fallback manager

Coalesce → Value 1: {{task_55001_assigned_to}}
           Value 2: default-manager@company.com
New Client → Responsible Manager: {{task_19001_value}}

Frequently Asked Questions¶

Can I create multiple clients at once?¶

Use Loop task to iterate and create multiple clients sequentially.

Can I add custom fields during creation?¶

No. Create client first, then use Edit Client to add custom fields.

What if company name is missing?¶

Provide fallback using Coalesce or create from contact name.

Can I add multiple contacts?¶

Create primary contact with New Client, then use Contact task to add more.

How do I prevent duplicates?¶

Always use Match to Client first to check if client exists.

Can I update existing clients?¶

No. This task creates NEW clients only. Use Edit Client for updates.

What happens if email is invalid?¶

Contact creation fails, but client is still created. Email validation is strict.

Can I specify client ID?¶

No. Client ID is auto-generated by the system.

Related Tasks¶

• Match to Client - Find existing clients, prevent duplicates
• Edit Client - Update client details and custom fields
• Contact - Add additional contacts to client
• Phone Formatter - Format phone numbers before creation
• Coalesce - Provide fallback values for required fields
• If Task - Conditional client creation
• Loop - Bulk client creation
• Workflow Note - Create follow-up tasks for new clients