Create or update contact
Identifier and availability
- Type:
action - Stable identifier:
contact:upsert - Status: Selectable — available in the new-node selector and importable.
Purpose
Creates a contact if none is in context, otherwise updates the current contact.
Prerequisites and context
Required configuration: settings. Review the available context below before using variables.
Parameters
| JSON path | Type | Required | Default | Allowed values | Description |
|---|---|---|---|---|---|
settings |
object | Yes | — | — | Node-specific settings. Unknown keys are rejected. |
settings.first_name |
string | No | — | — | First name |
settings.last_name |
string | No | — | — | Last name |
settings.source |
string | No | — | — | Source |
settings.campaign_source |
string | No | — | — | Campaign Source |
settings.channel_source |
string | No | — | — | Channel Source |
settings.email |
string | No | — | — | |
settings.phone |
string | No | — | — | Phone |
settings.address1 |
string | No | — | — | Address 1 |
settings.address2 |
string | No | — | — | Address 2 |
settings.city |
string | No | — | — | City |
settings.state |
string | No | — | — | State |
settings.zip_code |
string | No | — | — | Zip code |
Unknown parameter and settings keys are rejected. Resource references use names, emails, document keys, or endpoints rather than database IDs.
Inputs and available variables
This node declares no additional variable groups. The always-available date group and context inherited from its path still apply.
Templated strings use double braces, for example {{contact.first_name}}. Availability in the editor does not create runtime context; the trigger and preceding branch still need to provide it.
Connections and branches
This is a sequential action with no branch ports. A root placement uses from set to null and branch set to actions; a branch placement uses the branching action key and branch token. Use a 1-based order within that path.
Connection fragment:
{
"from": null,
"to": "action_contact_upsert",
"branch": "actions",
"order": 1
}
Valid JSON node example
{
"key": "action_contact_upsert",
"type": "action",
"name": "contact:upsert",
"display_name": null,
"parameters": {
"settings": {
"first_name": "{{contact.first_name}}",
"last_name": "{{contact.last_name}}",
"source": "Automation",
"campaign_source": "Follow-up",
"channel_source": "Workflow",
"email": "{{contact.email}}",
"phone": "{{contact.phone}}",
"address1": "123 Main Street",
"address2": "Suite 200",
"city": "Denver",
"state": "CO",
"zip_code": "80202"
}
}
}
Validation and runtime caveats
The node runs only after its Automation is explicitly reviewed, published, and active.
See the Automation JSON import format for the envelope, dependency resolution, graph rules, complete examples, and AI author checklist.