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Create Company Data

Use this action when you want to create a new record in your company data, such as a client, service, event, message template, or workflow-related document.

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​

FieldWhat it does
Company data typeChooses what kind of record you want to create
PayloadDefines the field values for the new record

What later steps can use​

The created record is usually available at:

  • step(N).data
  • 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.