The action node Dynamics - Update or create entity for the automated flows, let you create or update entities on Dynamics when a trigger initiate a session of the workflow.
This can be an event on the platform such as a new contact on a specific Database, or an external trigger such as a contact that fill a survey.
Once you have dragged the node on the designer, you'll be able to configure the node.
The first step is to choose the Entity type (e.g. Lead) and the Update mode, to identify the entity you want to create or update and the operation to perform. Then you will need to define the fields you want to fill on the entity and how to fill them.
This mapping is required so that we can search if the entity exists.
You can evaluate a field with a fixed value, an expression or a placeholder (e.g. a contact field or a workflow variable).
When configured, the node will show a description with the entity type and the operation chosen:
There are 2 possile exits for this action node:
- Ok
if the update or create was successful. In the automated flow session a wfupsert_guid variable will be put with the entity guid; - Error
if the operation fails for any reason (entity not found, invalid value for a field,..).