Follow Up Boss / Create or Update Person
appKey:
followup-boss
actionKey:
create-or-update-person
Action Inputs
The following parameters are available when configuring this action:
addresses
Addresses
(string | Array<Record<string, string>>) | undefined
assignedLenderId
Assigned Lender Id
string | undefined
assignedPondId
Assigned Pond Id
string | undefined
assignedUserId
Assigned User Id
string | undefined
background
Background
string | undefined
collaborators
Collaborators
Array<string> | undefined
contacted
Contacted
boolean | undefined
customFields
Custom Fields
Record<string, string> | undefined
filter
Search by
string | undefined
filterValue
Search value
string | undefined
findMethod
Find Method
The method to search for the record to update. Accepted values:
filter | select
('filter' | 'select') | undefined
firstName
First Name
string | undefined
lastName
Last Name
string | undefined
personId
Person Id
string | undefined
price
Price
string | undefined
source
Source
string | undefined
sourceUrl
Source Url
string | undefined
stage
Stage
string | undefined
updateExistingRecord
Update Existing Record
Select to update existing records which match incoming records - otherwise a new record is created.
If true, will update an existing record if found. If the record cannot be found a new record will be created
boolean | undefined