Actions126
- Account Actions
- City Actions
- Contact Actions
- Contact Line of Business Actions
- Contact Number of Employees Actions
- Contact Origin Actions
- Contact Product Actions
- Contact Relationship Actions
- Contact Status Actions
- Contact Type Actions
- Country Actions
- Currency Actions
- Deal Actions
- Deal Loss Reason Actions
- Deal Pipeline Actions
- Deal Stage Actions
- Deal Status Actions
- Department Actions
- Document Actions
- Document Template Actions
- Field Actions
- Field Entity Actions
- Field Options Table Actions
- Field Options Table Option Actions
- Field Type Actions
- Interaction Record Actions
- Operation Actions
- Order Actions
- Order Stage Actions
- Phone Type Actions
- Product Actions
- Product Family Actions
- Product Group Actions
- Product Part Actions
- Quote Actions
- Quote Approval Status Actions
- Relative Date Actions
- Role Actions
- State Actions
- Tag Actions
- Task Actions
- Task Email Reminder Actions
- Task Repeat Interval Unit Actions
- Task Type Actions
- Team Actions
- User Actions
- User Profile Actions
- Webhook Actions
- Webhook Action Actions
Document → Create
AI-generatedSummary
Create a new document record in Ploomes CRM.
Inputs
- body — JSON payload containing the document entity properties and field values to create.
Output shape
a single record
Returns the created document entity from Ploomes. If the API returns an empty response body, a fallback status object containing success state and execution details is returned instead.
Examples
Example 1: Create a document for a contact
Set Body (JSON) to '{"Name": "Contract_2026.pdf", "ContactId": 12345}'