Actions185
- Organization Actions
- Client Actions
- Business Context Actions
- Portfolio Item Actions
- Objective Actions
- Audience Actions
- Pain Point Actions
- Content Brief Actions
- Social Media Post Actions
- Website Content Actions
- Asset Actions
- Ephemeris Actions
- Category Actions
- Product Actions
- Customer Actions
- Order Actions
- Service Actions
- Package Actions
- Project Actions
- Ad Campaign Actions
- Ad Actions
- Keyword Actions
- Newsletter Actions
- Email Report Actions
- Opportunity Actions
- Comment Actions
- Mention Actions
- Organization Member Actions
- Client Member Actions
- Audience Pain Point Actions
- Ad Keyword Actions
- Reference Content Actions
- Reference Content Category Actions
- Lead Actions
- Lead Source Actions
- Client Module Actions
- Client Activity Actions
- Organization Activity Actions
- Marketing Strategy Actions
- Strategy Pillar Actions
- Strategic Initiative Actions
Portfolio Item → Create
AI-generatedSummary
Create a new portfolio item within a specified organization and client by providing a required name along with optional description, category, and status fields.
Inputs
- organizationId (required) — Select the organization in which to create the portfolio item, either from a list or by specifying its ID.
- clientIdSelect (required) — Select the client associated with the portfolio item, either from a list or by specifying its ID.
- name (required) — Provide the name of the new portfolio item.
- additionalFields — Optionally include additional details such as description, category, and status for the portfolio item.
- options — Options to simplify output or enable debug mode for the operation.
Output shape
a single newly created portfolio item record
The output shape can be a simplified minimal record if 'Simplify Output' option is enabled (default true). If debug mode is enabled, additional debug information may be included in the response.
Examples
Example 1: Create a portfolio item named 'New Product Launch' for client ID '507f1f77bcf86cd799439011' within organization selected from list, including a description and category.
Set organizationId from list selector, set clientIdSelect by ID '507f1f77bcf86cd799439011', provide 'New Product Launch' as name, add description and category in additionalFields, use default output options.