Actions22
- Money (fin/customer_payment) Actions
- Bank Account (fin/bank_account) Actions
- Transaction (fin/transaction) Actions
- Contractor (crm/account) Actions
- Balance (composite) Actions
- Custom Request Actions
Bank Account (fin/bank_account) → Create
AI-generatedSummary
Create a new bank account record in Aspro.Cloud by providing required details such as name, organization ID, currency ID, and account type, along with optional financial and status parameters.
Inputs
- Name (required) — The name of the bank account.
- Org ID (required) — The organization ID the bank account belongs to.
- Currency ID (required) — The currency ID for the bank account.
- Type (required) — The type of bank account, selected from predefined options (e.g., Cash, Currency, Settlement, Individual, Cryptocurrency, PayPal).
- Fixed Balance — The starting balance of the account as of the fixed balance date.
- Fixed Balance Date — The date on which the fixed balance applies.
- Active — Whether the bank account is active (default true).
- Manager ID — The manager ID; applicable only when type is Individual (104).
- Additional Fields — Additional optional fields, including PLS Fixed Balance, Excluded Balance, Account Group ID, Ordering, Closed At date, and reference identifiers.
Output shape
a single record
Returns the created bank account object as a JSON object. If an error occurs, an error object is returned or an exception is thrown depending on node settings.