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Interact with the Concord CRM API — Deals, Contacts, Companies, Activities, Notes, Calls, Documents, Products, Pipelines, Stages, Users and more.

Contact → Sync Associations

AI-generated

Summary

Replace the related records of a Contact with a specified set of associated records of a chosen resource type.

Inputs

  • Record ID (required) — The ID of the Contact record to sync associations for.
  • Association Resource (required) — The resource type of the related records to sync with the Contact. Options: Contacts, Companies, Deals, or Activities.
  • Associated Record IDs (required) — Comma-separated list of IDs of the associated records to sync (e.g., 1,2,3). This list will replace the existing associations with the specified resource type.

Output shape

a single record reflecting the Contact with updated associations

The output is the API response after syncing the associations, typically including data of the Contact with its new set of associated records. The operation overwrites existing associations of the specified resource type for the Contact with the provided list of IDs.

Examples

Example 1: Sync Contact's associated Companies to only include Company IDs 10, 20, and 30

Set 'Record ID' to the Contact's ID, 'Association Resource' to 'Companies', and 'Associated Record IDs' to '10,20,30'.

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