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Workbooks CRM ACTION

Create Organisation

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Workbooks CRM account once, then configure and run Create Organisation from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "workbooks_crm-create-organisation",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    workbooks_crm: { authProvisionId: "apn_xxxxxxx" },
    assignedTo: "Assigned To",
    name: "Organisation Name",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Organisation inputs
Property Type Description
assignedTo Assigned To string
A queue that this Organisation could be assigned to.
Required Dynamic
name Organisation Name string
The name of the Organisation.
Required
biography Biography string
A description of this Organisation.
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
workbooks_crm-create-organisation
Version
0.0.2
App
Workbooks CRM
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes