Create Account
AutomatR.Zoho.Activities.CreateAccount
The "Create Account" activity in AutomatR is part of the Zoho CRM activities package, facilitating the creation of a new account within the Zoho CRM platform. This activity streamlines the process of populating account details and adding them to the CRM database.
Properties
| Name | Description |
|---|---|
| Input | |
| Account Owner | Enter the user ID as the owner of the account. String variables containing the user ID. |
| Account Name | Enter the name of the account to be created. String variables containing the account name. |
| Account Site | Enter the site associated with the account. String variables containing the account site. |
| Parent Account | Enter the ID of the parent account, if applicable. String variables containing the parent account ID. |
| Account Number | Enter the account number. Integer variables containing the account number. |
| Annual Revenue | Enter the annual revenue of the account. Integer variables containing the annual revenue. |
| Description | Enter a description for the account. String variables containing the account description. |
| Phone | Enter the phone number associated with the account. String variables containing the phone number. |
| Fax | Enter the fax number associated with the account. String variables containing the fax number. |
| Website | Enter the website URL associated with the account. String variables containing the website URL. |
| Ticker Symbol | Enter the ticker symbol associated with the account. String variables containing the ticker symbol. |
| Employees | Enter the number of employees in the account. String variables containing the number of employees. |
| SIC Code | Enter the Standard Industrial Classification (SIC) code for the account. String variables containing the SIC code. |
| Billing Street | Enter the billing street address for the account. String variables containing the billing street address. |
| Billing City | Enter the billing city for the account. String variables containing the billing city. |
| Billing State | Enter the billing state for the account. String variables containing the billing state. |
| Billing Code | Enter the billing code for the account. String variables containing the billing code. |
| Billing Country | Enter the billing country for the account. String variables containing the billing country. |
| Shipping Street | Enter the shipping street address for the account. String variables containing the shipping street address. |
| Shipping City | Enter the shipping city for the account. String variables containing the shipping city. |
| Shipping State | Enter the shipping state for the account. String variables containing the shipping state. |
| Shipping Code | Enter the shipping code for the account. String variables containing the shipping code. |
| Shipping Country | Enter the shipping country for the account. String variables containing the shipping country. |
| Account Type | Choose the account type from predefined options. |
| Industry | Choose the industry from predefined options. |
| Rating | Choose the rating from predefined options. |
| Ownership | Choose the ownership type from predefined options. |
| 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 | Enter the wait time in seconds (e.g., 5 seconds) to start the activity. Integer variables containing the delay duration. |
| Output | |
| Result | Outputs the ID of the newly created account. String variables to store the account ID for future reference. |
Note: The "Input" properties allow you to provide additional details for the account. The "Result" output provides the ID of the newly created account.
How to use
- Drag and drop the "Create Account" activity onto the workflow.
- Configure the required properties such as "Account Name" and any other relevant details.
- Optionally, configure additional properties based on your use case.
- Execute the workflow to create a new account in Zoho CRM.
Example
Consider an example where the "Create Account" activity is used to add a new account named "ABC Corporation" with the account owner "user123":
Create Account:
Account Name: "ABC Corporation"
Account Owner: "user123"
Parent Account: "parentAccount1"
Annual Revenue: 1000000
Result: accountId
In this example, the activity creates a new account named "ABC Corporation" with the specified details, and the account ID is stored in the variable "accountId" for further use in the workflow.