Create Record

Task type: Create Record

Use Create Record to create a new GTM Engine record from workflow data.

Run behavior

• Side effects: This task can change data or call an external system. Test with safe records and be careful when rerunning.
• Credit usage: This task is not classified as credit-billed by the workflow task registry.

When to use this task

• Create a contact after finding a qualified prospect.
• Create a follow-up record from a trigger or external event.
• Turn structured AI output into a new GTM record after review.

Setup tips

• Provide required fields for the selected record type.
• Deduplicate before creating records when possible.
• Keep field values explicit and easy to inspect in run history.

Examples

Create a contact from a prospect

Create a contact using enriched first name, last name, email, account id, and campaign tag values.

Outputs

• The created record id and created record metadata.

Common pitfalls

• Creating duplicates because the workflow did not check for existing records.
• Leaving required fields blank.
• Creating records from AI-generated values without validation.

Reference details

These details are generated from the workflow task registry and match the fields available in the builder.

Required fields

• recordType
• fieldValues

Variable-aware fields

Fields that accept variable references ({{ inputs.x }}, {{ steps.N.y }}) from the workflow's variable graph:

• fieldValues
• account_id
• account_ids
• opportunity_ids

Liquid template fields

Fields that are rendered through Liquid (variables plus filters and control flow):

• fieldValues
• account_id
• account_ids
• opportunity_ids

Builder guidance

When the Workflow Builder Genie configures this task, it follows this guidance:

Create only required fields plus values the user explicitly requested.

Default configuration

New instances of this task start with the following configuration:

{
  "name": "Create Record",
  "outputKey": "create_record",
  "taskType": "Create Record",
  "description": "",
  "recordType": "contacts",
  "fieldValues": {}
}