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LLW CRM

Interact with LLW CRM API (Concord CRM)

Document → Create

AI-generated

Summary

Create a new Document record in LLW CRM with specified title, document type, optional description, user, and optional associations to contacts, companies, and deals.

Inputs

  • Title (required) — The title of the document.
  • Document Type (required) — The type of document, selected from available document types loaded dynamically.
  • Description — A textual description of the document.
  • User — The user who created the document, selected from loaded users.
  • Contact ID — Comma-separated IDs of contacts to associate with the document.
  • Company ID — Comma-separated IDs of companies to associate with the document.
  • Deal ID — Comma-separated IDs of deals to associate with the document.
  • Manage Associations — Boolean flag to enable attachment or syncing of associations after creating the document.
  • Association Operation — Operation to apply on associations: attach, detach, or sync (replace all). Effective only if Manage Associations is true.
  • Associations — JSON object specifying IDs for companies, contacts, deals, etc., for association management. Requires Manage Associations to be true.

Output shape

a single record representing the created Document, including its ID and data fields

If Manage Associations is enabled, the node performs additional API calls to attach/detach/sync associations as specified, then returns the created document data. Errors including invalid JSON in associations or API failures are surfaced. Multiple IDs in association inputs are parsed from comma-separated strings into arrays before sending.

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