Create record in Creatio
createCreates a new record in Creatio CRM. Provide entity name and field data map. Use 'describe-entity' to confirm required fields and types.
Instructions
Create a single Creatio record. Use 'describe-entity' first to confirm required fields & types. Provide entity and data map. Only include fields you need. ALL DATE/TIME FIELDS: For ANY date/time field (StartDate, DueDate, RemindToOwnerDate, CreatedOn overrides, custom date columns) ALWAYS use /datetime-guide for UTC conversion & formatting. ALL CONTACT / USER LOOKUP FIELDS: For ANY field pointing to a user/contact (OwnerId, AuthorId, CreatedById, ModifiedById, ResponsibleId, ManagerId, SupervisorId, and similar *Id fields referencing sys users) use /contactid-guide to resolve correct ContactId. Avoid guessing IDs. 🎯 DEFAULT OWNER/AUTHOR: Activities and tasks are ALWAYS created for the CURRENT USER by default! Set OwnerId and AuthorId to current user's ContactId (from get-current-user-info or SysAdminUnit.ContactId) unless user EXPLICITLY says "for [another person]". Don't ask "for whom?" - default to current user! Activities (Task/Meeting/Call/Email): HARD RULE → Always set TypeId to Task (fbe0acdc-cfc0-df11-b00f-001d60e938c6) and vary only ActivityCategoryId for meeting/call/email intent unless user explicitly says phrases like: "real meeting type", "true call type", "not a task", "use Visit type". Do NOT look up ActivityType for ordinary meeting/call/email requests. To intentionally allow a non-Task type, caller must add meta flag __allowNonTaskType=true. See /create-activity-guide prompt. Tagging: use /tagging-guide prompt. Examples: Account → data={ Name:'Acme Corp', Phone:'+1-234-567' }; Contact → data={ Name:'John Doe', Email:'john@example.com' }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | Yes | Field map for new record. DATA TYPES: - Strings: "John Doe", "john@example.com" - Numbers: 1000, 25.99 - Booleans: true, false - Dates: ISO 8601 format with Z for UTC: "2025-10-08T19:00:00Z" - GUIDs (lookups): "8ecab4a1-0ca3-4515-9399-efe0a19390bd" (no quotes in value!) LOOKUP FIELDS: - Use field name ending with Id: AccountId, ContactId, TypeId, etc. - Value must be valid GUID from related entity - Example: AccountId: "8ecab4a1-0ca3-4515-9399-efe0a19390bd" ⏰ DATES & TIME: - Always use UTC time with Z suffix - Convert local time to UTC: subtract timezone offset - Format: "YYYY-MM-DDTHH:mm:ssZ" - Example: "2025-10-08T19:00:00Z" for 22:00 local (UTC+3) 💡 TIP: Call 'describe-entity' first to see required fields and their types! | |
| entity | Yes | Entity set to create a record in (e.g., Contact, Account). Tip: use "describe-entity" to find required fields and types before creating. |