ScalePadInstall

Summary

Creates a new initiative within a specified ScalePad client, allowing configuration of status, priority, fiscal details, and investment amounts.

Inputs

• clientId (required) — The ID of the client for this initiative.
• title (required) — The title of the initiative.
• description — Description of the initiative.
• status — Status of the initiative (Draft, Proposed, Approved, In Progress, Completed, On Hold, Cancelled). Defaults to 'draft'.
• priority — Priority level of the initiative (Low, Medium, High, Critical). Defaults to 'medium'.
• fiscal_year — Fiscal year for the initiative. Defaults to 2026.
• fiscal_quarter — Fiscal quarter for the initiative (Q1, Q2, Q3, Q4). Defaults to 1 (Q1).
• one_time_investment — One-time investment amount. Defaults to 0.
• recurring_investment — Recurring investment amount. Defaults to 0.

Output shape

a single record

The API documentation notes that fields such as status, priority, schedule, and budget are set via separate PUT endpoints, so these fields are not applied during creation.

Examples

Example 1: Creating a new project initiative for Q1 2026

Set Client ID to 'client-123', Title to 'Q1 Marketing Campaign', Status to 'In Progress', Fiscal Year to 2026, and Fiscal Quarter to 1.

Example 2: Drafting a high-priority initiative

Set Client ID, Title, Priority to 'High', and Status to 'draft'. Leave investment amounts at default.

Links

• n8n community nodes installation guide