Skip to main content

Create Contact

The Create Contact node adds a new row to a contact table. Use it to automatically build your contact list when new leads reach out.

Screenshot placeholder

Configuration

Table

Select which contact table to add the new contact to.

Field Assignments

A list of field name and value pairs. Each one sets a column value for the new contact. Values support {{variables}}, so you can pull data from the current flow context.

Example assignments:

FieldValue
name{{sender_name}}
phone{{sender_phone}}
sourceWhatsApp
statusnew
first_contact{{current_date}}

Use Cases

Auto-create New Leads

When someone messages you for the first time:

  1. Incoming Message trigger fires
  2. Fetch Contact searches for their phone number
  3. If Not FoundCreate Contact adds them to your leads table
  4. Flow continues with a welcome message

Screenshot placeholder

Save Extracted Information

After using AI Extract to pull an email or name from a message, create a contact record with that data:

FieldValue
email{{extracted}}
phone{{sender_phone}}

Tips

  • Pair this with Fetch Contact to avoid creating duplicate entries. Search first, and only create if the contact wasn't found.
  • You don't need to fill in every field. Set the important ones now, and use Update Contact later in the flow to add more data as you learn it.
  • The newly created contact becomes the current contact for the rest of the flow, so their fields are available as {{fieldName}} in downstream nodes.