CRM records and relationships

Materialize custom line-item records

Reconciles deal line items into custom operational records.

Available recipeIncludes configuration, sample data and tests

Make it your own

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

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What it does

Incomplete source items are skipped and never treated as removals.

What to customize

Set custom object and identity/property mappings.

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": "{\"dealId\":\"d1\"}"
  }
}

Sample output

sample-output.json

{
  "outputFields": {
    "output1": "planned",
    "output2": "dry_run",
    "output3": "provider writes suppressed"
  }
}

Returned fields

output1: reconciled or error
output2: materialized count
output3: created/updated details

What changes when it runs

Reads associated line items, then creates or updates custom records by source identity.

Ready to try it with your rules?

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

Use this recipe