Actions20
- Company Actions
- Contact Actions
- Appointment Actions
- Item Type Actions
- Service Object Actions
- Service Request Actions
- Document Actions
- User Actions
- Report Actions
Company → Create One
AI-generatedOverview
This node operation creates a new company record in the Field Service Management system. It allows users to specify the company's name, location details, main contact information, and additional optional fields such as external ID, support contact details, notes, and whether the company is a physical person. This operation is useful for automating the addition of new companies into the system, for example, when onboarding new clients or partners.
Use Case Examples
- Creating a new company with basic details like name and location.
- Adding a company with a main contact person and support contact information.
- Including an external ID and notes for better company record management.
Properties
| Name | Meaning |
|---|---|
| Name | The name of the company to be created. |
| Additional Fields | Optional additional information about the company such as External ID, whether it is a physical person, notes, and support contact details. |
| Location | Location details of the company including address, city, country, postal code, state, and validity of the location. |
| Main Contact | Details of the main contact person for the company. This creates a new contact and requires at least the Last Name to be defined. |
Output
JSON
Id- Unique identifier of the created company.Name- Name of the created company.Location- Location details of the created company.MainContact- Details of the main contact person created along with the company.SupportTelephone- Support telephone number of the company.SupportFax- Support fax number of the company.SupportMail- Support email address of the company.Note- Additional notes about the company.ExternalId- External or ERP ID of the company.IsPhysicalPerson- Indicates if the company is a physical person.
Dependencies
- An API key credential for authentication with the Field Service Management API
Troubleshooting
- Ensure all required fields (Name, and if IsPhysicalPerson is true, MainContact with required fields) are provided to avoid validation errors.
- Check API authentication credentials if requests fail due to authorization errors.
- Verify the format of additional fields like ExternalId and contact details to match API expectations.
Links
- Field Service Management Companies API - API endpoint documentation for managing companies in the Field Service Management system.