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Creates new records in a connected integration. Use it to push data from your workflow into external systems — for example, creating Salesforce Accounts from a CSV import, or generating Linear issues from flagged records.

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Configuration

SettingDescription
IntegrationThe target system to create records in (e.g., Salesforce, HubSpot, Linear)
EntityThe entity type to create (e.g., Account, Contact, Issue)
TitleA human-readable description of the action (shown in task logs)
FieldsMap target fields to values using Mentions to reference upstream data

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How It Works

1

Select the target system

Choose which integration and entity to create records in.
2

Map fields

Define field mappings — for each target field, use Mentions to set the value from upstream data.
3

Set execution mode

Records are created automatically or queued for manual approval, depending on the Agent’s execution mode.

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Output

Each created record generates one task in the Agent’s task log.
By default, all matching records are batched into a single create action. To create one record per input row, add a Group By node before this node, grouped by the primary key field.

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Example

Import CSV contacts into Salesforce:
  1. Use Get Data to load a CSV file
  2. Add a Create Record node targeting Salesforce Contact
  3. Map fields: FirstName → CSV.First Name, LastName → CSV.Last Name, Email → CSV.Email

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Best Practices

  • Use a Group By node before this action to create one record per input row
  • Start with manual approval to verify records are created correctly
  • Use clear Title descriptions so task logs are easy to scan
  • Update Record — modifies existing records instead of creating new ones
  • Group By — controls batching so each input row creates a separate record