Actions9
📝 Create Record
AI-generatedOverview
This node operation creates a new record in the specified Inflow CRM module. It is useful for automating the addition of new data entries into the CRM system, such as adding new contacts, leads, or other entities managed by Inflow CRM. For example, it can be used to create a new customer record with specified fields and optionally upload associated files like attachments or documents.
Use Case Examples
- Creating a new contact record with fields like name, email, and phone number.
- Adding a new sales order record with product details and uploading related invoice files.
Properties
| Name | Meaning |
|---|---|
| 📦 Module | The Inflow CRM module to work with, specifying where the new record will be created. |
| Fields | The fields and values for the new record to be created in the selected module. |
| 📎 File Uploads | Optional file uploads associated with the record, specifying the API field name, file source (binary data or file path), and related binary property or file path. |
Output
JSON
id- The unique identifier of the created record.module- The module in which the record was created.fields- The fields and their values of the created record.files- Information about any files uploaded with the record.
Dependencies
- Inflow CRM API authentication credentials
Troubleshooting
- Ensure the 'Module' parameter is selected; otherwise, the node will throw an error indicating the module name is required.
- Verify that the 'Fields' parameter is provided and contains valid data; missing or invalid fields will cause errors during record creation.
- If uploading files, ensure the binary data or file paths are correctly specified and accessible.
- Common error messages include missing required parameters like operation, module, or fields, which must be resolved by providing the necessary inputs.