Actions90
- Activity Actions
- Company Actions
- Contact Actions
- Deal Actions
- Project Actions
- User Actions
Overview
This node integrates with the MOCO API to manage company data. Specifically, the 'Create' operation under the 'Company' resource allows users to create a new company record in MOCO. It supports setting essential company details such as name, type (customer, supplier, or organization), and currency (mandatory for customers). Additional optional fields include identifiers, contact information, tax details, custom properties, and tags. This node is useful for automating company data entry in business workflows, such as CRM or accounting systems, ensuring consistent and efficient company record management.
Use Case Examples
- Creating a new customer company with name, type, currency, and tax details.
- Adding a supplier company with IBAN and credit number information.
- Creating an organization with custom properties and tags for categorization.
Properties
| Name | Meaning |
|---|---|
| Name | The name of the company, required for creation. |
| Type | The type of the company, which can be Customer, Supplier, or Organization, required for creation. |
| Currency | Currency of the company, required if the company type is Customer. |
| Identifier | Identifier of the customer, mandatory if not automatically assigned, applicable only for customers. |
| Additional Fields | A collection of optional fields to provide more details about the company, such as address, contact info, tax rates, custom properties, tags, and more. |
Output
JSON
id- Unique identifier of the created company.name- Name of the company.type- Type of the company (customer, supplier, organization).currency- Currency code of the company (if applicable).identifier- Customer identifier (if applicable).additionalFields- Additional optional fields provided during creation, such as address, contact info, tax details, and custom properties.
Dependencies
- MOCO API
- API authentication token (credential required)
Troubleshooting
- Ensure all required fields are provided, especially 'Name', 'Type', and 'Currency' for customers.
- Validate that custom properties are correctly formatted as key-value pairs.
- Check API credentials and permissions if requests fail with authentication errors.
- Handle API rate limits or network issues by retrying or adding delays.
Links
- MOCO API - Companies - Official MOCO API documentation for managing companies, including creation and update operations.