CRM records and relationships

Copy or replace related records

Copies or replaces associations from a source record to a target.

Available recipeIncludes configuration, sample data and tests

Make it your own

Review the setup and limits below, then open an editable copy in Turbyn.

Use this recipe

Your selection stays with you through signup.

What it does

Association links only; no record cloning.

What to customize

Set object types and association type ID.

Run the included tests with your configuration and mappings. Review success, missing-input and failure results before publishing.

Expected outcome

This included example runs in dry-run mode with synthetic data. Integration tests separately cover provider responses using test doubles. It is not a live customer result.

Sample input

sample-input.json

{
  "inputFields": {
    "field1": "{\"sourceId\":\"d1\",\"targetId\":\"d2\",\"mode\":\"add\"}"
  }
}

Sample output

sample-output.json

{
  "outputFields": {
    "output1": "dry_run",
    "output2": "",
    "output3": "No associations changed."
  }
}

Returned fields

output1: copied or replaced
output2: number added
output3: link details

What changes when it runs

Reads source and target associations and creates or removes links.

Ready to try it with your rules?

Map your inputs, test a sample and publish the version you’ve checked.

Use this recipe