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Creating a placeholder contact

The developer framework is currently in BETA

This framework is in beta. Please submit a Github issue if you encounter any problems or have a question.

In the event that no contact could be found with an associated phone number, the client application will prompt a user to create a placeholder contact.

In the framework's logic, contact creation is coupled with call/message logging. It'll only be used in one case: logging a call/message against an unknown contact. Therefore, it can be described as:

logging against an unknown contact = create a placeholder contact + logging against it

Automating placeholder contact creation

Users don't have to wait for a prompt — App Connect can handle this automatically. Under Settings > Auto-logging rules, users can configure what happens when a call comes in for an unknown contact. One of the available options is to create a placeholder contact automatically, using the caller's Caller ID name if available, or a default placeholder name set by the admin.

This means your createContact implementation handles both flows with no extra work:

  • Automated — the framework calls createContact silently based on the user's auto-logging preference
  • Manual — the user clicks "Create contact" in the call log prompt and the same interface is called

See Auto-logging rules in the user documentation for the full user-facing configuration options.

Avoid implementing contact creation inside findContact

A common pattern is to auto-create contacts within the findContact interface when no match is found. This bypasses user intent and creates contacts for calls that were never meant to be logged. The auto-logging rules flow described above is the correct way to handle this. See Lead creation for a full explanation and recommended implementation.

Implement server endpoints

Within your connector's index.js file, implement the following methods.

Test

  1. Make a call to an unknown contact
  2. Click + button near a call record to log the call
  3. Check if the contact is created on CRM platform (CHECK.9)
  4. Check if call log is saved on CRM platform and database (CHECK.9)