Companies Contacts

---
name: "SalesBuildr Companies & Contacts"
description: >
  Use this skill when searching for companies or contacts in Salesbuildr,
  looking up customer information, or creating new contacts. Covers company
  search, contact filtering by company, and contact creation with required fields.
when_to_use: "When searching for companies or contacts in Salesbuildr, looking up customer information, or creating new contacts"
triggers:
  - salesbuildr company
  - salesbuildr companies
  - salesbuildr contact
  - salesbuildr contacts
  - salesbuildr customer
  - search company salesbuildr
  - create contact salesbuildr
---

# Salesbuildr Companies & Contacts

## Overview

Companies and contacts are the foundation of the Salesbuildr CRM. Companies represent organizations (customers, prospects), while contacts are individuals associated with companies.

## Companies

### Search Companies

```
GET /companies?search=<term>&from=0&size=25
```

Parameters:
- `search` - Search term for company name
- `from` - Pagination offset
- `size` - Results per page (max 100)

### Get Company by ID

```
GET /companies/{id}
```

Returns full company details including address, phone, and metadata.

## Contacts

### Search Contacts

```
GET /contacts?search=<term>&company_id=<id>&from=0&size=25
```

Parameters:
- `search` - Search by name or email
- `company_id` - Filter contacts to a specific company
- `from` - Pagination offset
- `size` - Results per page (max 100)

### Get Contact by ID

```
GET /contacts/{id}
```

### Create Contact

```
POST /contacts

{
  "first_name": "Jane",
  "last_name": "Smith",
  "email": "jane@example.com",
  "company_id": 12345,
  "phone": "555-0100"
}
```

Required fields: `first_name`, `last_name`, `company_id`

## Common Workflows

### Find a Customer's Contacts

1. Search companies: `GET /companies?search=acme`
2. Get company ID from results
3. Search contacts for that company: `GET /contacts?company_id=12345`

### Create a New Contact for Quoting

1. Find the company: `GET /companies?search=company name`
2. Verify company exists and get ID
3. Create contact: `POST /contacts` with company_id