Actions81
- Users Actions
- Organizations Actions
- Representatives Actions
- Bridge Actions
- Platforms Actions
- Tools Actions
- User Invites Actions
- Customers Actions
- Paykeys Actions
- Reports Actions
- Charge Actions
- Funding Events Actions
- Payments Actions
- Payout Actions
- Accounts Actions
- Get Account By Id
- put__v1_accounts_account_id
- Create Account
- get__v1_accounts
- post__v1_accounts_account_id_onboard
- post__v1_accounts_account_id_simulate
- patch__v1_internal_accounts_account_id
- get__v1_internal_accounts_account_id
- patch__v1_internal_accounts_account_id_status
- get__v1_internal_accounts_account_id_settings
- Capability Requests Actions
- Linked Bank Accounts Actions
Overview
This node allows you to create a new representative associated with an account in the Straddle system. It is useful for scenarios where you need to programmatically add representatives who act on behalf of accounts, such as onboarding new users or managing authorized personnel within your financial or business platform.
Practical examples include:
- Adding a new company representative during client onboarding.
- Automating the creation of representatives when syncing user data from your CRM.
- Managing compliance by ensuring all required representative details are captured and sent to Straddle.
Properties
| Name | Meaning |
|---|---|
| Request Id | Optional client-generated identifier to trace and debug a request. |
| Correlation Id | Optional client-generated identifier to trace and debug a series of requests. |
| Account Id | The unique identifier of the account this representative is associated with. (Required) |
| First Name | The first name of the representative. (Required) |
| Last Name | The last name of the representative. (Required) |
| Dob | Date of birth for the representative in ISO 8601 format (YYYY-MM-DD). (Required) |
| Ssn Last 4 | The last 4 digits of the representative's Social Security Number. (Required) |
| The company email address of the representative. (Required) | |
| Mobile Number | The mobile phone number of the representative. (Required) |
| Relationship | JSON object describing relationship information of the representative. (Required) |
| External Id | Unique identifier for the representative in your database, used for cross-referencing between systems. |
Output
The node outputs JSON data representing the newly created representative resource as returned by the Straddle API. This typically includes all submitted fields along with any additional metadata or identifiers assigned by the API.
No binary data output is produced by this operation.
Dependencies
- Requires an API key credential for authenticating with the Straddle API.
- The base URL for API requests is dynamically set based on the configured environment credential parameter.
- The node sends HTTP requests with
Content-Type: application/jsonand expects JSON responses.
Troubleshooting
- Missing Required Fields: Ensure all required properties (Account Id, First Name, Last Name, Dob, Ssn Last 4, Email, Mobile Number, Relationship) are provided; otherwise, the API will reject the request.
- Invalid Date Format: The
Dobmust be in ISO 8601 date format (YYYY-MM-DD). Incorrect formats may cause validation errors. - Authentication Errors: Verify that the API key credential is correctly configured and has appropriate permissions.
- JSON Parsing Issues: The
Relationshipproperty expects valid JSON. Malformed JSON strings will cause errors. - API Endpoint Environment: Confirm the environment setting matches the intended Straddle environment (e.g., production, sandbox).
Links and References
- Straddle API Documentation (general reference for API endpoints and data models)
- ISO 8601 Date Format (for correct date formatting)