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Creatio

Read and write records in Creatio CRM (contacts, accounts, leads, opportunities, custom objects) via OData. Use to look up, create, update, or delete Creatio CRM data.

Actions24

Record → Upload File

AI-generated

Summary

Upload a binary file from workflow input as a Creatio file entity record, linked to a parent record via a foreign key.

Inputs

  • Authentication (required) — Choose between OAuth2 or Username & Password authentication methods.
  • Input Binary Field (required) — Specify the property name of the input binary data holding the file to upload.
  • Entity Schema Name (required) — The Creatio file entity schema, e.g., ContactFile, AccountFile, or SysFile.
  • Column Name (required) — The file data column on the file entity where the file content is stored (usually 'Data').
  • Parent Column Name (required) — Foreign key column name linking the uploaded file to its parent record, e.g., Contact or RecordId.
  • Parent Column Value (required) — GUID of the parent record the file will attach to.
  • Options — Optional parameters including additional JSON params, explicit file ID (GUID), file name override, and MIME type override.

Output shape

a JSON object representing the upload response, typically including a success flag and the fileId GUID.

If no explicit fileId is provided, a new GUID is generated. The operation returns the Creatio API's response, parsed if possible. Errors are thrown for failures unless 'Continue on Fail' is enabled, in which case error messages are returned per item.

Examples

Example 1: Upload a PDF document linked to a specific contact

Set 'Entity Schema Name' to 'ContactFile', 'Parent Column Name' to 'Contact', and 'Parent Column Value' to the contact's GUID. Use a binary field containing the PDF file.

Links

Discussion