Creating a client

Create an entity first, then assign the client role to that entity.

Flow

To create a client, first create an entity, then make it play the role of a client.

Before creating a matter for this client, activate it with POST v1/clients/{id}/activate using the shared Send helper.

Duplicate prevention

Check before writing

It is your responsibility to prevent duplicates by checking if the entity is already in the database using the find endpoint.

Example

This example assumes you have already configured the shared Send helper from the HttpClient recipe.

C#

var entityId = await CreateEntity();
Console.WriteLine($"Created {entityId}");

var clientId = await CreateClient(entityId);
Console.WriteLine($"Created {clientId}");

private static async Task<string?> CreateEntity()
{
    var request = new HttpRequestMessage(HttpMethod.Post, "v1/entities") {
        Content = new StringContent(
            JsonSerializer.Serialize(new {
                entityType = "Individual",
                firstName = "Gordon",
                lastName = "Smith",
                currency = "GBP",
                email = "gordon.smith@example.com",
            }), null, "application/json")
    };

    return await Send(request, result => {
        var data = result.RootElement.GetProperty("data");
        return data.GetProperty("id").GetString();
    });
}

static async Task<string> CreateClient(string entityId)
{
    var request = new HttpRequestMessage(HttpMethod.Post, "v1/clients") {
        Content = new StringContent(
            JsonSerializer.Serialize(new {
                entityId = entityId
            }), null, "application/json")
    };

    return await Send(request, result => {
        var data = result.RootElement.GetProperty("data");
        return data.GetProperty("id").GetString();
    });
}