Create Record
Module · Stable
Add or update a row in a custom table, validated against its columns.
Inserts one row into an admin-defined custom table (Settings → Reference Data → Tables). values is an object mapping column keys to values; each is coerced to its column type and validated, and unknown keys are rejected. Turn on upsert and pick a key column to match one existing row by that column and merge into it instead of always inserting; created is False on a merge. Returns the record_id.
When to use
Section titled “When to use”Use to accumulate structured data across runs into a table you defined — append a row per incoming lead, log an event or error, or record a metric. For a single row keyed by an id/number from the trigger (e.g. one record per order or cycle), turn on upsert and pick that key column so re-runs update the same row rather than duplicating it. Pick the table at design time and map values from earlier steps.
When not to use
Section titled “When not to use”To upsert MANY rows at once (a whole batch keyed by a column) use Sync to Table instead — this step upserts a single row. To create a contact, company, or deal use the dedicated Contacts steps; to attach a free-form note to an existing record use Add Note. Custom tables are for ad-hoc datasets, not for data Routario already models.
Inputs
Section titled “Inputs”Configured per use: table, values, upsert, key.
Outputs
Section titled “Outputs”Auto-generated from the skill registry (load_skills()). Do not edit by hand.