Actions38
- Cashflow Asset Actions
- Cashflow Expenditure Actions
- Cashflow Hedge Actions
- Cashflow Income Actions
- Contract Actions
- Customer Actions
- Form Actions
- Household Actions
- Organization Actions
Cashflow Asset → Create
AI-generatedSummary
Create a new cashflow asset entry for a specified customer in the CapitalFlow system.
Inputs
- Customer Name or ID (required) — Select the customer whose active cashflow the asset entry will be added to, either from a list or by specifying an ID via an expression.
- Description (required) — Provide a description for the cashflow asset entry.
- Additional Fields — Optionally supply additional details such as asset type (e.g., Checking Account, Property), duration (Short, Middle, Long), insurance company name, monthly payment amount, notes, and asset value.
Output shape
a single record representing the newly created cashflow asset entry
The output includes the created asset data as returned from the CapitalFlow API. All required fields must be provided for a successful creation. Optional additional fields can enhance the asset record but are not mandatory.