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Project → Create
AI-generatedSummary
Creates a new project record in Rise CRM using the specified title and client association.
Inputs
- title (required) — The title of the project to create.
- client_id (required) — The client ID or name. Select from the list or specify an ID using an expression.
- additionalFields — Optional additional project details including description, start date, deadline, and status (defaults to 'open').
- sendBinaryData — Whether to attach binary data (files) to the project record.
- binaryPropertyName (required) — The name of the binary property containing the file to upload. Only visible when sendBinaryData is enabled.
Output shape
A single record containing the created project data, including its ID.
The operation returns the full response from the Rise CRM API, typically including the newly created project ID.
Examples
Example 1: Create a new project for an existing client with a deadline.
Set title to 'Website Redesign', select client ID from the dropdown, set deadline to '2024-12-31T23:59:59Z', and status to 'open'.
Example 2: Create a project with a description and specific start date.
Specify title, client ID, description in additional fields, and start date.