Actions104
- Activity Actions
- Activity Type Actions
- Call Actions
- Call Outcome Actions
- Comment Actions
- Company Actions
- Contact Actions
- Country Actions
- Currency Actions
- Deal Actions
- Document Actions
- Document Type Actions
- Industry Actions
- Note Actions
- Pipeline Actions
- Product Actions
- Role Actions
- Source Actions
- Stage Actions
- Team Actions
- Timezone Actions
- Trashed Record Actions
- User Actions
Document → Create
AI-generatedSummary
Create a new document record in Concord CRM with specified fields such as title, document type ID, content, and user (owner) ID.
Inputs
- Document Fields (required) — Provide details for the document including Title (string), Document Type ID (number), Content (string), and User (Owner) ID (number). All fields are optional but at least one should be provided to define the new document.
Output shape
a single record representing the newly created document
Returns the API response JSON for the created document. If the API response includes a data array, it is flattened so a single document object is returned per input item. Errors throw node exceptions unless 'Continue On Fail' is enabled, which returns error details instead.
Examples
Example 1: Create a document with a title and content
Set Document Fields with the desired Title and Content text, optionally including Document Type ID and User ID.