Account Data Models

Represents an individual account, which is an organization or person involved with your business

Model IDEvent Data KeyDescription
crm_account_infoinfo
crm_account_addressesaddresses
crm_account_phonesphones
crm_account_contactscontactsGet the contacts associated with an account, if the account represents an organization
crm_account_custom_fieldscustomFields

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Some CRMs might allow Person Accounts

Typically, CRMs might represent organizations as accounts.

However, some CRMs, like Salesforce, might have the option to create a Person Account which acts as an account that belongs to a particular person without having any company associated with it. A Person Account would have an account, as well as a contact associated to it.

To know whether an account is a Person Account or not, you should refer to the isPersonAccount flag in the crm_account_info model below.

Account Info

Model ID: crm_account_info

NameTypeDescription
idString
nameString
descriptionString
industryString
websiteString
numberOfEmployeesString
ownerUserPlease refer to https://developers.getknit.dev/reference/base-models#user
createdByUserPlease refer to https://developers.getknit.dev/reference/base-models#user
socialMediaLinksList[String]
updatedAtDate
createdAtDate
lastActivityAtDate
isPersonAccountEnumIndicates whether the account is a Person Account type
One of
TRUE,
FALSE,
NOT_SPECIFIED

Account Addresses

Model ID: crm_account_addresses

NameTypeDescription
addressesList[Address]https://developers.getknit.dev/reference/base-models#address

Account Phones

Model ID: crm_account_phones

Account Contacts

Model ID: crm_account_contacts

NameTypeDescription
contactsList[String]Contact IDs associated with the account

Event Data Example

{
      "id": "15913301322",
      "name": "Waystar Royco",
      "description": "Multiple diversified businesses in the fields of Media, Entertainment, Parks/Cruises, and others",
      "industry": "Entertainment",
      "website": "waystarroyco.com",
      "numberOfEmployees": 1000.0,
      "owner": {
        "id": "407425865",
        "email": "[email protected]"
      },
      "createdBy": {
        "id": "407425865",
        "email": "[email protected]"
      },
      "socialMediaLinks": [
        "twitter.com/waystar",
        "linkedin.com/waystar"
      ],
      "updatedAt": "2023-05-31T11:09:59Z",
      "createdAt": "2023-05-31T11:09:53Z",
      "lastActivityAt": "2023-05-31T11:09:53Z",
      "isPersonAccount": "FALSE"
    },
    "addresses": [
      {
        "addressLine1": "125, 32nd Street",
        "addressLine2": "9th Avenue",
        "city": "New York City",
        "state": "New York",
        "country": "United States of America",
        "zipCode": "54AZ",
        "addressType": "NOT_SPECIFIED"
      }
    ],
    "phones": [
      {
        "type": "NOT_SPECIFIED",
        "phoneNumber": "48562336"
      }
    ],
    "contacts": [
      "151"
    ]
  }