Create producer

post

https://api.advancehq.com/v1/producers

Creates a new producer record with commission rate and payment details. Optionally include bank_account details to create and link a payout bank account in a single call.

Body Params

Request body for creating a producer via the public API.

bank_account

object

Payout bank details. A new bank account is created and becomes the producer's payout destination, replacing any current one.

bank_account_id

string | null

An existing recipient account to pay commission payouts to.

billing_contact_email

string | null

Billing contact email (used internally for payout processing)

billing_contact_name

string | null

Billing contact name (used internally for payout processing)

billing_contact_phone

string | null

Billing contact phone (used internally for payout processing)

company_email_on_invoices

string | null

Company email shown on invoices sent to this producer's clients

company_name_on_invoices

string | null

Company name shown on invoices sent to this producer's clients. Overrides the default agency name.

company_phone_on_invoices

string | null

Company phone shown on invoices sent to this producer's clients

contact_email

string | null

Primary contact email address

contact_name

string | null

Primary contact person's name

contact_phone

string | null

Primary contact phone number

customer_external_id

string | null

Your system's identifier for this producer, to look it up by your own ID. Must be unique per tenant.

customer_external_id_for_billing

string | null

External ID used specifically for billing-related lookups.

external_account_id

string | null

deprecated

Deprecated: use bank_account_id.

memo

string | null

Internal notes about this producer (max 250 characters)

minimal_monthly_threshold

≥ 0

Minimum accumulated commission balance before a payout is triggered. Payouts are skipped if the balance is below this amount.

notify_recipient_on_payout_sent

boolean | null

Email the producer when their scheduled payout is sent. Null follows your account-level default.

notify_tenant_on_payout_failure

boolean | null

Email the tenant's admins when a scheduled payout to this producer fails. Null follows your account-level default.

notify_tenant_on_payout_sent

boolean | null

Email the tenant's admins when a payout is sent to this producer. Null follows your account-level default.

payout_cadence

payout_email_custom_notes

string | null

Free-text notes added to this producer's payout confirmation email. Null or blank follows your account-level notes.

producer_name

string

required

Producer or agency name

producer_registry_id

integer | null

Registry ID linking this producer to Advance's shared registry. Required for premium-financing eligibility.

recurrence_payout_enabled

boolean | null

Enable automatic scheduled commission payouts. Set payout_cadence to configure the schedule.

transfer_speed

string | null

Defaults to ach

Transfer method for payouts. Defaults to 'ach'.

Responses

200Successful Response

400Bad Request - Invalid input parameters or malformed request body

401Unauthorized - Missing or invalid authentication credentials

403Forbidden - Insufficient permissions to access this resource

404Not Found - The requested resource does not exist

422Validation Error

429Too Many Requests - Rate limit exceeded

500Internal Server Error - An unexpected error occurred