crm_upsert_entity
Create or update a channel-memory organization or opportunity from an evidenced business thread, with revision checks; changes stay out of the authoritative company pipeline.
Instructions
Create/update a channel-memory organization or opportunity from an evidenced business thread; does not update the authoritative company pipeline. Revision 0 creates a new stable ID. Organizations accept name and evidence only; opportunities may also include organizationId, stage and participant IDs.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kind | Yes | ||
| record | Yes | ||
| entityId | Yes | ||
| revision | Yes | ||
| threadId | Yes | ||
| threadRevision | Yes |