Create Contact
Creates a new contact in the HealthSherpa system. The contact will be associated with the agent specified in the request. All contacts must have an external ID, first name, and last name.
Authorizations
X-API-KeystringRequired
API key for authentication
Body
agent_emailstring · emailRequired
Email of the agent who will own this contact
Responses
200
Contact created successfully
application/json
400
Validation error
application/json
401
Unauthorized - Invalid API key
application/json
404
Agent not found or not associated with the agency
application/json
422
The request was well-formed but could not be processed
application/json
post/contacts
POST /v1/contacts HTTP/1.1
Host: api.medicare.healthsherpa.com
X-API-Key: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 1169
{
"agent_email": "agent@example.com",
"contact": {
"external_id": "CRM123456",
"first_name": "Alex",
"last_name": "Lee",
"address_1": "1215 19th St",
"address_2": "Suite 100",
"birth_date": "01/15/1955",
"city": "Sacramento",
"email": "alex.lee@example.com",
"extra_help": false,
"medicaid_eligible": false,
"medicaid_number": "MED123456",
"medicare_number": "1EG4TE5MK73",
"medicare_part_a_effective_date": "01/01/2024",
"medicare_part_b_effective_date": "01/01/2024",
"notes": [
"Initial contact made on 03/20/2024",
"Interested in Medicare Advantage plans"
],
"phone": "8557722663",
"sex": "male",
"state": "CA",
"type": "client",
"zip": "95811",
"authorized_representative_name": "Jane Doe",
"authorized_representative_relationship": "spouse",
"authorized_representative_phone_number": "8551234567",
"authorized_representative_email": "jane.doe@example.com",
"authorized_representative_address": "456 Oak Ave",
"authorized_representative_city": "Sacramento",
"authorized_representative_state": "CA",
"authorized_representative_zip_code": "95811",
"mailing_address_street": "789 Mailing Ln",
"mailing_address_unit_number": "Apt 2B",
"mailing_address_city": "Sacramento",
"mailing_address_state": "CA",
"mailing_address_zip_code": "95811"
}
}{
"data": {
"contact": {
"id": "c7716192-7625-4351-a689-3df3b65ba0e2",
"slug": "some-slug",
"external_id": "CRM123456",
"first_name": "Alex",
"last_name": "Lee",
"address_1": "1215 19th St",
"address_2": "Suite 100",
"birth_date": "1955-01-15",
"city": "Sacramento",
"email": "alex.lee@example.com",
"extra_help": false,
"medicaid_eligible": false,
"medicaid_number": "MED123456",
"medicare_number": "1EG4TE5MK73",
"medicare_part_a_effective_date": "2024-01-01",
"medicare_part_b_effective_date": "2024-01-01",
"phone": "8557722663",
"sex": "male",
"state": "CA",
"type": "client",
"zip": "95811",
"authorized_representative_name": "Jane Doe",
"authorized_representative_relationship": "spouse",
"authorized_representative_phone_number": "8551234567",
"authorized_representative_email": "jane.doe@example.com",
"authorized_representative_address": "456 Oak Ave",
"authorized_representative_city": "Sacramento",
"authorized_representative_state": "CA",
"authorized_representative_zip_code": "95811",
"mailing_address_street": "789 Mailing Ln",
"mailing_address_unit_number": "Apt 2B",
"mailing_address_city": "Sacramento",
"mailing_address_state": "CA",
"mailing_address_zip_code": "95811"
},
"redirect_url": "https://medicare.healthsherpa.com/agents/alex-lee/plans/c7716192-7625-4351-a689-3df3b65ba0e2?search=%7B%3Azip%3D%3E%2298134%22%7D"
}
}Last updated