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Call Aspro.Cloud API (Finance + CRM)

Actions22

Transaction (fin/transaction) → Create

AI-generated

Summary

Create a financial transaction record by specifying its name, date, type (income or outcome), amounts, and related organizational and accounting details.

Inputs

  • Name (required) — The name or purpose of the transaction.
  • Date (required) — The date of the transaction.
  • Type (required) — The type of transaction: income (value 10) or outcome (value 20).
  • Income — Amount of income; used when the type is income (10).
  • Outcome — Amount of outcome; used when the type is outcome (20).
  • Org Account ID (required) — ID of the organization's account involved in the transaction.
  • Currency ID (required) — ID of the currency in which the transaction is denominated.
  • Status — Status of the transaction, either Draft (0) or Actual (10). Defaults to Actual (10).
  • Org ID — Organization ID associated with the transaction.
  • CRM Account ID — ID of the CRM account (counterparty) related to the transaction.
  • Category ID — ID representing the transaction category.
  • Description — Additional description or notes about the transaction.
  • Additional Fields — Optional extra fields such as reference IDs, project IDs, manager IDs, flags like Is Charge or Is Storno, and UUIDs to capture extended transaction details.

Output shape

a single JSON object representing the created transaction record

The output contains the transaction details returned from the Aspro.Cloud API after successful creation. Errors during creation are thrown unless the node is set to continue on failure, in which case error details are output instead.

Examples

Example 1: Create an income transaction

Name, Date, Type=Income (10), Income amount, Org Account ID, Currency ID, optional other fields

Example 2: Create an outcome transaction

Name, Date, Type=Outcome (20), Outcome amount, Org Account ID, Currency ID, optional other details

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