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crm_create_outside_party_link
Makes a personal link for a record that someone outside the team (a customer or partner company) opens without signing in, to fill one form or upload files. Anyone holding the link can use it until it expires. The link is shown once, in the second call's answer; the tool does not send it.
- Scope needed
- crm:share
- Changes data
- Yes
- Held for approval
- No
- Confirm step
- Yes. The first call changes nothing and returns a preview and a confirm token.
- Available to
- Every organization
Asks first: the first call changes nothing and returns a preview, an approval link for the key's owner in Finn and a confirm_token; the action runs only when the same call is repeated with the token after the user approved.
Inputs
| Name | Type | Description |
|---|---|---|
| org_id | string | Organization id from list_orgs. Leave out only when the user belongs to one organization. |
| phonerequired | string | The contact's phone number in E.164 form (e.g. +919812345678); it is the record's id. |
| link_typerequired | enum: form | upload | form: the recipient fills one live form (needs form_id). upload: the recipient only uploads files. |
| form_id | string | The live form to send, for link_type form. |
| expires_in_days | number | Days the link works, 1-30. Default 14. |
| recipient_label | string | Who it is for, as the team will see it (e.g. 'Customer'). |
| recipient_phone | string | The recipient's phone (E.164), when the link is for them only. |
| confirm_token | string | Leave out on the first call. After the user approved the preview: the confirm_token that call returned. |