Actions44
- Activity Actions
- Company Actions
- Contact Actions
- Members Actions
- Ticket Actions
- Ticket Note Actions
- Ticket Task Actions
- Time Entry Actions
- Custom Request Actions
Company → Create
AI-generatedSummary
Create a new company record in ConnectWise PSA using a unique identifier and company name, along with mandatory site name and optional detailed company information.
Inputs
- Identifier (required) — Provide a unique identifier for the company which cannot be changed after creation.
- Company Name (required) — Specify the name of the company.
- Site Name (required) — Specify the name of the site that will be created along with the new company.
- Company Status — Optionally select the company's status from a predefined list or specify an ID via expression.
- Company Types — Optionally select one or more company types from a list or specify IDs via expression; this replaces all existing types.
- Country — Optionally choose the company's country from a list or specify an ID via expression.
- State/Province — Optionally choose the state or province, dependent on the selected country.
- Address Information — Optionally provide address details, including multiple address lines, city, zip/postal code, and time zone.
- Contact Details — Optionally provide contact details such as phone, fax, website, and social media URLs.
- Business Information — Optionally include account number, revenue, employees, SIC code, parent company, ownership type, lead source, and other business attributes.
- Classification — Optionally set flags indicating if the company is a vendor, a lead, or unsubscribed.
- Territory & Management — Optionally specify territory, market, territory manager, and calendar affiliations.
- Financial & Billing — Optionally provide tax information, billing terms, invoice templates, pricing schedules, billing contacts, and currency.
- Additional Assignments — Optionally define assignments to set values automatically based on n8n expressions.
Output shape
a single newly created company record object
The operation returns the created company details, reflecting all submitted fields. Some optional fields may be absent depending on input. Identifier is required and immutable after creation.