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Call Aspro.Cloud API (Finance + CRM)

Actions22

Bank Account (fin/bank_account) → Create

AI-generated

Summary

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.

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