Actions35
- Account Actions
- Comment Actions
- Contact Actions
- Custom Field Actions
- Daily Log Actions
- Document Actions
- Job Actions
- Location Actions
- Task Actions
- User Actions
- Webhook Actions
Account → Create
AI-generatedSummary
Create a JobTread customer or vendor account in the organization associated with the credential. Set its account type and name, then optionally map custom fields for that type and provide taxability or a QuickBooks Online ID.
Inputs
- Account Type (required) — Choose Customer or Vendor; defaults to Customer. This also determines which custom fields are available.
- Name (required) — The account name.
- Custom Fields — Optionally set account-type-specific custom fields loaded from JobTread, with inputs matched to their field types. Fields incompatible with the selected account type are omitted before creation.
- Additional Fields — Optionally set Is Taxable and QuickBooks ID. Is Taxable defaults to false; QuickBooks ID is for tenants syncing with QuickBooks Online.
Output shape
A single created account record.
The node fetches the organization ID from the credential and includes it in the create request. Email, phone, and website are not account fields; create a Contact separately to store contact information.