Create Company Data
Use this action when you want to create a new record in your company data, such as a contact, message template, agent, or workflow-related document. The type dropdown also lists any custom types defined by your company.
Best for
- Creating a record from form inputs or trigger data
- Saving structured output from an LLM step
- Adding a record before later steps continue the process
Main fields
| Field | What it does |
|---|---|
| Dynadata Item Type | Chooses what kind of record you want to create |
| Payload CEL Object | Defines the field values for the new record |
What later steps can use
The created record is available at:
workflow.step(N).dataworkflow.step(N).data._id
Tips
- Build the payload carefully so required fields are present.
- This action is useful after a search, classification, or webhook step when you want to save the result.
- Use debugging to inspect the created record if a later step needs its new ID.