Create Record
salesmate.create_record
ActionCRM & salesconnection required
Calls the Salesmate API with the connection's credentials.
Add a contact, company, deal or activity to Salesmate.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- API key
- Providers
- Salesmate
- Secret shape
- the Salesmate access key, or {"access_token": "…"}
- Config it needs
- linkname
- Resolved by
- config.connection_id, else node.connection_id
Configuration
2 fields, 2 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
module Which Salesmate record this node acts on. | string | Yes | — | one of "contact", "company", "deal", "activity" | — |
fields The record's fields as Salesmate names them, including every field the module requires and any custom fields on the account. | object | Yes | — | ≥ 1 characters | {"firstName":"Jane","lastName":"Doe","owner":1} |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"fields": {
"firstName": "Jane",
"lastName": "Doe",
"owner": 1
}
}Output
One shape.
result
| Field | Type | Example |
|---|---|---|
module The module the record belongs to (contact, company, deal…). | string | — |
id The record's numeric Salesmate id. | number | — |
record The record as Salesmate returned it, including related objects. | object | — |
{
"id": 0,
"module": "",
"record": {}
}Notes
- 'owner' is a required field on every create and update, and it is the numeric user id — salesmate.list_active_users returns it.
- Salesmate answers a create with the new record's id only; read it back with salesmate.get_record if the step after needs the whole record.
Related Salesmate nodes
See Create Record run in a workflow.
In a technical demo we add the Salesmate connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.