Create Company
AutomatR.FreshDesk.Activities.CreateCompany
The "Create Company" activity in AutomatR is part of the Freshdesk activities package, designed to create a company and group contacts belonging to this company. This activity simplifies the process of managing company information in Freshdesk, facilitating organized customer relationship management.
Properties
| Name | Description |
|---|---|
| Input | |
| Account Tier | Specifies the account tier associated with the company based on its value to the business (e.g., Premium). String variables containing the account tier. |
| Description | Specifies the description of the company. It provides additional information about the nature or purpose of the company. String variables containing the company description. |
| Domains | Specifies the domains of the company. It is an array of strings representing the domains associated with the company (e.g., ["supernova", "nova"]). String array variables containing company domains. |
| Health Score | Specifies the strength of your relationship with the company (e.g., "happy"). String variables containing the health score. |
| Industry | Specifies the updated industry name in which the company serves. String variables containing the industry name. |
| Name | Specifies the name of the company. It is a required input and serves as a unique identifier for the company. String variables containing the company name. |
| Renewal Date | Specifies the date when your contract or relationship with the company is due for renewal. String variables containing the renewal date. |
| Misc | |
| Display Name | Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name. |
| Optional | |
| Delay | Specifies the amount of time (in seconds) to wait before executing the "Create Company" activity. This can be useful for handling synchronization issues. Integer variables containing the delay duration. Ex.: If the amount of time is 1000 milliseconds or 1 sec, i.e., 1. |
| Output | |
| Result | Outputs the response as an object, providing information about the success or failure of the company creation. Variables of type dynamic to store the response. |
How to use:
- Drag and drop the "Create Company" activity onto the workflow.
- Configure the properties by specifying the name, domains, description, industry, health score, account tier, and renewal date of the company.
- Optionally, configure the delay.
- Execute the workflow to create the specified company in Freshdesk.
Example: Consider an example where the "Create Company" activity is used to create a company named "ABC Corp" with associated domains, description, and industry:
Create Company:
Display Name: "Create ABC Corp"
Name: "ABC Corp"
Domains: ["abc", "corp"]
Description: "A leading corporation in the tech industry."
Industry: "Technology"
Health Score: "Happy"
Account Tier: "Premium"
Renewal Date: "2023-12-31"
Result: companyCreationResult
In this example, the activity creates a company named "ABC Corp" with specified domains, description, industry, health score, account tier, and renewal date. The result of the creation operation is stored in the companyCreationResult variable for further use in the workflow.