LLW CRMInstall

Summary

Update an existing Source record if it exists by matching specified criteria, or create a new Source record if no match is found.

Inputs

• searchByField — The field to use for searching an existing Source record to update, such as email, name, or phone number (applicable when resource is 'contact', not explicitly shown for 'source' but inferred from pattern).
• Source Fields — Fields defining the Source record data to create or update. These fields correspond to the Source resource properties accepted by the LLW CRM API.
• manageAssociations — Optionally manage associations by attaching, detaching, or syncing related records (e.g., companies, contacts) after the update or create operation.
• associationOperation — Determines how to manage associations: attach (add without removing), detach (remove specific), or sync (replace all).
• associations — JSON object specifying the IDs of associated records to manage upon create or update (e.g., {companies: [1,2], contacts: [1,2]}).

Output shape

a single record representing the created or updated Source resource

The operation attempts to find an existing matching Source (or contact) using the specified search criteria; if found, it updates that record, otherwise it creates a new one. The response contains the updated or created Source record data. Association management is optional and performed after the main operation if enabled.

Examples

Example 1: Create or update a Source record based on name

Set Resource to 'Source', Operation to 'Update or Create', specify Search By Field as 'name', then provide the necessary Source fields to create or update the record.