Create, update, or delete a company in a Rootr CRM
rootr_crm_upsert_companyCreate, update, or delete a company in Rootr CRM. Omit companyId to create a new record. Pass companyId and fields to update, or add delete:true to remove. Manage company name, domain, size, industry, custom fields, and more.
Instructions
Create a new company (omit companyId), update an existing one (pass companyId + the fields to change), or delete one (pass companyId and delete: true). custom holds values for the CRM's custom field definitions (see rootr_crm_get). Part of a Rootr (루터) CRM node: a full sales CRM (companies, contacts with lifecycle stages + auto lead-scoring, multi-pipeline deals/kanban, activity timeline, follow-up tasks), auto-linked into the knowledge graph.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Company name (required when creating) | |
| size | No | Company size band, e.g. "1-10" | "51-200" | |
| tags | No | ||
| crmId | Yes | CRM node id | |
| custom | No | Custom field values, keyed by field id/name | |
| delete | No | If true (with companyId), delete the company instead of updating | |
| domain | No | Primary domain, e.g. "acme.com" (auto-links contacts sharing it) | |
| source | No | Acquisition source, e.g. "referral" | "outbound" | |
| address | No | ||
| ownerId | No | Owning user id | |
| industry | No | ||
| companyId | No | Existing company id to update/delete; omit to create a new company | |
| description | No |