Tazman

Tazman is a CRM primarily used for managing classes, studios, and educational institutions.

Official Tazman doc hubs (For deeper reference):

• Tazman Extended API Documentation

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Adapter Functions

getCustomerDetails

Looks up a customer by phone.

When it runs: At the start of the flow to identify the customer before routing.

Basic

  tazman_lookup:
    type: func
    func_type: crm
    func_id: getCustomerDetails
    on_complete: known_customer
    on_failure: unknown_customer

Param	Required	Notes
phoneNumber	No*	*If omitted, uses the chat’s formatted channel phone (when present).
minimalFields	No	By default false - if set to true will exclude the additional_fields param.

Result: Merges mapped fields (id, name, phone, status mapped from state, locationId mapped from location_id, and deepLink) plus the raw Tazman customer object into crmData.

Advanced

  tazman_lookup_by_phone:
    type: func
    func_type: crm
    func_id: getCustomerDetails
    params:
      phoneNumber: "%state:node.collect_phone.text%"
    on_complete: known_customer
    on_failure: unknown_customer

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newOpportunity

Creates a new lead/client. Most commonly used when the sender is not identified or when capturing lead details.

When it runs: When getCustomerDetails returns on_failure — to register an unknown sender as a lead.

Basic

  tazman_new_lead:
    type: func
    func_type: crm
    func_id: newOpportunity
    on_complete: lead_created
    on_failure: lead_failed

Param	Required	Notes
phone	No*	*If omitted, uses chat formatted phone.
first_name	No*	*If omitted, uses chat.title.
last_name	No
email	No
phone2	No
state_id	No	Found in Tazman settings > customer state IDs
fax	No
gender	No	e.g., male
id_num	No
city	No
index	No
address	No
password	No
comment	No
tags	No	Object with key-value pairs where the key is the tag ID and the value is its state
additional	No	Object with key-value pairs where the key is the additional field ID and the value is its state

Result: Success and returns the raw crmData response directly from Tazman.

Advanced

  tazman_new_lead_extras:
    type: func
    func_type: crm
    func_id: newOpportunity
    params:
      comment: "Lead arriving from WhatsApp bot"
      email: "user@example.com"
      city: "Tel Aviv"
      tags:
        "40612": 1
        "40662": 1
    on_complete: lead_created
    on_failure: lead_failed

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Tazman Onboarding (for Texter Support)

Message our contact at Tazman.

You send:

• Project ID
• API token with View + Send Template Messages scopes
• WhatsApp phone number

Customer DB — crmConfig fields

Field	Provided by Tazman?	Req / extra	Use
token	Yes	Required	Authentication token injected in the body of requests