Actions94
- Action Item Actions
- Assessment Actions
- Assessment Template Actions
- Client Actions
- Contact Actions
- Contract (Core) Actions
- Contract (Lifecycle) Actions
- Goal Actions
- Hardware Asset Actions
- Hardware Lifecycle Actions
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Goal → Create
AI-generatedSummary
Creates a new goal record for a specified client in ScalePad.
Inputs
- clientId (required) — The ID of the client for this goal.
- title (required) — The title of the goal.
- additionalFields — A collection of optional goal details including description, status, category, target date, fiscal year, and fiscal quarter.
Output shape
a single record
Returns the newly created goal object from the ScalePad API.
Examples
Example 1: Create a security goal for Client 123 with a description and status.
Set clientId to 123, title to 'Increase server security', status to 'in_progress', and category to 'security'.
Example 2: Create a goal for Q1 2026 with a target completion date.
Set clientId, title, fiscal_year to 2026, fiscal_quarter to 1, and target_date to a future date.