Adding Contact tags to Accounts using GraphQL

Using GraphQL to add contacts to accounts.

You can use GraphQL to create Account and Contact tags in the same way you create Job and Resource tags](/developer-guides/manage-and-schedule-work/use-tags/add-resource-tags-to-jobs-using-graphql).

Account and Contact tags can also be linked to Contact and Account objects using GraphQL.

Creating tags using GraphQL

You can create a tag using a GraphQL mutation that looks like this:

mutation insertContactTag {
  schema {
    insertTags(input: {
      Name: "Contact Person"
      Classification: "Human"
      Type: "Skill"
    })
  }
}

Tags only require a Name and can optionally have Type or Classification fields.

Associating Account and Contact tags with Account and Contact objects

To adding a tag to a contact or account requires a multi-step GraphQL mutation that relies on aliases to act as stand-in values for UID fields. You can learn more about aliases in GraphQL aliases for multiple actions.

The following GraphQL mutation uses idAlias to perform these actions sequentially:

  • Create a Test Account account tag.
  • Create a Test Contact contact tag.
  • Create an account called New Account.
  • Associate the new account with the Test Account tag.
  • Create a contact called FirstContact LastContact and associate it with the New Account account.
  • Associate the contact with the Test Contact tag.
mutation insertAccountContactTags {
  schema {
    accountTag: insertTags(input: {Name: "Test Account"}, idAlias: "TAG_ID_ACCOUNT")
    contactTag: insertTags(input: {Name: "Test Contact"}, idAlias: "TAG_ID_CONTACT")
    insertAccounts(input: {
      Name: "New Account"
    }, idAlias: "ACCOUNT_ID")
    insertAccountTags(input: {
      AccountId: "ACCOUNT_ID"
      Required: false
      TagId: "TAG_ID_ACCOUNT"
      Weighting: 3
    })
    insertContacts(input: {
      FirstName: "FirstContact"
      LastName: "LastContact"
      AccountId: "ACCOUNT_ID"
    } idAlias: "CONTACT_ID")
    insertContactTags(input: {
      ContactId: "CONTACT_ID"
      Required: false
      TagId: "TAG_ID_CONTACT"
      Weighting: 5
    })
  }
}

The response provides a UID for each of the actions that have completed successfully:

{
  "data": {
    "schema": {
      "accountTag": "000f2b2f-defe-4559-8424-1f6e42441c77",
      "contactTag": "000f1ae1-7045-4b8e-88c2-0e844c7d8492",
      "insertAccounts": "0002680a-06c4-475d-82f9-90ad7a2a64f0",
      "insertAccountTags": "002b077b-27c1-4d21-a033-9308ead6c282",
      "insertContacts": "0004331d-5fef-435f-a417-6ec198ec81e7",
      "insertContactTags": "002ca192-fd2f-4eef-b00d-9d1562b6e488"
    }
  }
}

The new tags are available in the web application under Manage -> Tags:

New tags

You can see in Manage -> Contacts that the new contact is associated with the new account.

Contact associated with account