Create a record
heliyos_records_createCreates a single CRM record—company, person, deal, or custom object—from supplied field values; check for duplicates first, since repeat calls create separate records.
Instructions
Creates one record (a company, person, deal, or custom object row) with the given field values. Check first with heliyos_records_lookup that the record does not already exist; calling this twice creates two records. Creating a company can start automatic enrichment, which uses credits when automatic enrichment is on (Settings, Autopilot). Returns the new record's id and key fields as structuredContent {record}.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fields | Yes | Field values keyed by the object's field keys (for example company_name, domain, people_name, email, deal_name, stage). Unknown keys are rejected with the list of valid keys. `relationships` takes an array of record ids to link to this record (for example a person's company); linking adds to the existing links, and updates never remove links. | |
| schema_id | No | Object schema id. Required when object_type is "custom"; the error lists the available ones. | |
| object_type | Yes | Which object: "company", "person", "deal", or "custom" (custom objects also need schema_id). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| record | No |