LLW CRMInstall

Summary

Create a document record in LLW CRM with a required title and document type, optionally including a description, creator user, and associations to contacts, companies, and deals.

Inputs

• Title (required) — The title of the document to create.
• Document Type (required) — The document type to assign, selected from available document types.
• Description — A textual description of the document.
• User — The user who created the document, selectable from users in the system.
• Contact ID — A comma-separated list of one or more contact IDs to associate with the document.
• Company ID — A comma-separated list of one or more company IDs to associate with the document.
• Deal ID — A comma-separated list of one or more deal IDs to associate with the document.
• Manage Associations — Flag to control whether to attach or sync associations immediately after creating the document.
• Association Operation — Operation to perform on associations: attach (add), detach (remove), or sync (replace), applicable if Manage Associations is true.
• Associations — JSON object specifying company, contact, deal, and other associations by IDs, used when Manage Associations is true.

Output shape

a single JSON object representing the created document, including its ID and fields returned by the LLW CRM API

If Manage Associations is enabled, the node will perform the specified association operation after creation. Associations can be specified as IDs either in comma-separated form in respective fields or as a JSON object. Errors produce error messages in the output if 'continue on fail' is enabled.

Examples

Example 1: Create a document titled 'Contract Agreement' with type 'Legal', associate it to contacts 1 and 2, and sync associations with companies 3 and 4.

Set Title to 'Contract Agreement', Document Type to 'Legal', Contact ID to '1,2', Manage Associations to true, Association Operation to 'sync', Associations to '{"companies":[3,4],"contacts":[1,2]}'.