Configuration
| Field | Description |
|---|---|
operation | create, update, delete, or create_or_update. |
template_id | The document template. |
document_id_or_slug | A field mapping locating the document (required for update/delete/upsert). |
contact | The owner contact — required for every operation (document slugs are unique per contact). |
field_mappings | The attribute values. |
Related
Documents
The records this action manages.
Document creation
The contact-side create equivalent.