CRM records and relationships

Read or copy related-record context

Selects an associated record and copies a chosen property.

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

Reports no relationship, missing fields and ambiguity.

What to customize

Set relationship, selection and destination fields.

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": "{\"recordId\":\"d1\"}"
  }
}

Sample output

sample-output.json

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

Returned fields

output1: copied or relationship status
output2: source ID
output3: value/details

What changes when it runs

Reads associations and records, then optionally patches the enrolled record.

Ready to try it with your rules?

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

Use this recipe