Role

Create a role

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When creating a role, set two of contact, company, opportunity and project, in one of the following combinations:

Contact and Company or Opportunity or Project

Company and Contact or Opportunity or Project

Opportunity and Company or Contact

Project and Company or Contact

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Department

The department attribute is only applicable to roles between Contact and Company entities.

type is optional. Set it to a role type reference; the role's role name comes from the role type and can't be sent directly (doing so returns role_cannot_be_set).

{
  "contact": "/v1/contacts/1000",
  "company": "/v1/companies/1000",
  "type": "/v1/role_types/1000",
  "title": "Interim CEO",
  "department": "Executive"
}

A successful request returns 201 Created with the new role's reference, e.g. {"location": "/v1/roles/1000"}.

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Roles on records

You can also create roles from either record, e.g. through a contact's companies list. There, role sets the role type by name and creates it if needed.

Body Params
string

Reference of the contact, e.g. /v1/contacts/1000.

string

Reference of the company, e.g. /v1/companies/1000.

string

Reference of the opportunity, e.g. /v1/opportunities/1000.

string

Reference of the project, e.g. /v1/projects/1000.

string

Reference of the role type, e.g. /v1/role_types/1000. Optional.

string

Title, e.g. a job title (max 128 characters).

string

Department (max 128 characters). Only allowed on roles between a contact and a company.

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