Create ConnectWise Company (API)

The Create ConnectWise Company action creates a company in ConnectWise Manage. This is a single API call action that uses the exact company values you provide.

Single API Call Action

This action creates one company record. You must provide the company details directly. Learn more about the difference between workflow actions and single API call actions.

When to Use This Action

Use this action when:

• You already know you need a new company
• You collected company details from a form or another system
• You need the new company ID for later contact or ticket actions

Configuration

Connection

Field	Description
ConnectWise Connection	Select the ConnectWise connection to use.

Company Information

Field	Description
Company Identifier	Short unique company identifier. Supports text expressions.
Company Name	Company display name. Supports text expressions.
Status	Company status. Select from ConnectWise or unlock the field for a dynamic ID.
Type	Optional company types. Select one or more values from the dropdown, or unlock the field for dynamic IDs.
Territory	Optional company territory. Select from ConnectWise or unlock the field for a dynamic ID.
Market	Optional company market. Select from ConnectWise or unlock the field for a dynamic ID.
Parent Company	Optional existing parent company. Select from ConnectWise or unlock the field for a dynamic ID.

Assign Multiple Types and Optional Relationships

Open the Type dropdown and select the types you want, for example Customer and Managed Services. You can search for another type without removing earlier selections. Each selected type appears as a chip. Use a chip's remove control to remove that type. The action sends all selected types with the company details in the same create request.

To use a variable instead of a fixed selection, unlock the relevant field and enter a text expression, such as {{custom.territory.id}} for Territory. For Type, unlock the field, then unlock an existing value to edit it or click Add expression to add another type ID. Enter each type ID as a separate expression. Expressions must return a positive numeric ID, not a name. If you only have a name, select the matching item in the field or find its ID before this action.

Clear Type to omit company types. Leave Territory, Market, or Parent Company blank to omit that value. The action does not choose defaults for these fields.

Address

Field	Description
Address Line 1	Primary street address. Supports text expressions.
Address Line 2	Secondary street address. Supports text expressions.
City	Company city. Supports text expressions.
State	Company state or province. Supports text expressions.
Zip / Postal Code	Company zip or postal code. Supports text expressions.
Country	Company country. Select from ConnectWise or unlock the field for a dynamic ID.

Details

Field	Description
Phone Number	Main company phone number. Supports text expressions.
Website	Company website. Supports text expressions.
Account Number	Optional account number. Supports text expressions.
Annual Revenue	Optional annual revenue value.
Number of Employees	Optional number of employees.

Error Handling

Field	Description
Error Handling	Action to take if company creation fails.

Returned Variables

When you configure Store the results in Variable, the created company becomes available:

Property	Type	Description
id	number	The created company ID
identifier	string	Company identifier
name	string	Company name
status	object	Company status (id, name)
types	array of objects	Company types, each with id and name, when ConnectWise returns them
territory	object	Territory reference, when ConnectWise returns it
market	object	Market reference, when ConnectWise returns it
parentCompany	object	Parent company reference, when ConnectWise returns it
addressLine1	string	Primary street address
city	string	City
state	string	State or province
zip	string	Zip or postal code
phoneNumber	string	Main phone number
website	string	Website

Example usage: {{custom.company.id}}

Example Use Cases

Create a Company From Form Data

Setting	Value
Company Identifier	{{form.company_code}}
Company Name	{{form.company_name}}
Phone Number	{{form.phone}}
Website	{{form.website}}

Classify a New Healthcare Customer

Select values that exist in your ConnectWise account:

Setting	Value
Company Identifier	NORTHSTAR-CLINIC
Company Name	Northstar Clinic
Type	Customer and Managed Services
Territory	Northeast
Market	Healthcare
Parent Company	Northstar Group, if this company belongs to that parent

This configuration creates one company with both types. Leave Parent Company blank if you do not want to link it to an existing parent company.

Create a Contact Afterward

After this action stores the result in company, use Create ConnectWise Contact and set Company to {{custom.company.id}}.

Related Actions

• Query ConnectWise Companies: Check whether the company already exists
• Create ConnectWise Contact: Create a contact for the company
• Create ConnectWise Ticket: Create a ticket for the company